EMF vs. EWY
Compare and contrast key facts about Templeton Emerging Markets Fund (EMF) and iShares MSCI South Korea ETF (EWY).
EMF is an actively managed fund by Franklin Templeton. It was launched on Feb 27, 1987. EWY is a passively managed fund by iShares that tracks the performance of the MSCI Korea Index. It was launched on May 12, 2000.
Performance
EMF vs. EWY - Performance Comparison
Loading graphics...
EMF vs. EWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMF Templeton Emerging Markets Fund | 3.98% | 58.20% | 6.56% | 8.84% | -21.53% | -8.23% | 24.48% | 27.20% | -14.78% | 53.55% |
EWY iShares MSCI South Korea ETF | 26.53% | 95.33% | -20.48% | 19.05% | -26.59% | -7.58% | 39.43% | 7.97% | -20.37% | 44.97% |
Returns By Period
In the year-to-date period, EMF achieves a 3.98% return, which is significantly lower than EWY's 26.53% return. Over the past 10 years, EMF has outperformed EWY with an annualized return of 12.50%, while EWY has yielded a comparatively lower 11.06% annualized return.
EMF
- 1D
- 4.67%
- 1M
- -14.87%
- YTD
- 3.98%
- 6M
- 12.14%
- 1Y
- 50.40%
- 3Y*
- 23.03%
- 5Y*
- 5.86%
- 10Y*
- 12.50%
EWY
- 1D
- 5.65%
- 1M
- -18.74%
- YTD
- 26.53%
- 6M
- 57.02%
- 1Y
- 132.74%
- 3Y*
- 29.24%
- 5Y*
- 8.53%
- 10Y*
- 11.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EMF vs. EWY - Expense Ratio Comparison
EMF has a 1.43% expense ratio, which is higher than EWY's 0.59% expense ratio.
Return for Risk
EMF vs. EWY — Risk / Return Rank
EMF
EWY
EMF vs. EWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Emerging Markets Fund (EMF) and iShares MSCI South Korea ETF (EWY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EMF | EWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 3.68 | -1.39 |
Sortino ratioReturn per unit of downside risk | 2.78 | 3.87 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.55 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.49 | 5.61 | -3.12 |
Martin ratioReturn relative to average drawdown | 10.41 | 22.88 | -12.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EMF | EWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 3.68 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.32 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.42 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.27 | -0.07 |
Correlation
The correlation between EMF and EWY is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EMF vs. EWY - Dividend Comparison
EMF's dividend yield for the trailing twelve months is around 9.47%, more than EWY's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMF Templeton Emerging Markets Fund | 9.47% | 9.73% | 4.28% | 6.22% | 9.89% | 6.92% | 3.51% | 7.36% | 5.92% | 12.11% | 1.62% | 12.81% |
EWY iShares MSCI South Korea ETF | 1.66% | 2.10% | 2.55% | 2.52% | 1.23% | 2.16% | 0.73% | 2.10% | 1.34% | 2.90% | 1.21% | 2.42% |
Drawdowns
EMF vs. EWY - Drawdown Comparison
The maximum EMF drawdown since its inception was -76.97%, roughly equal to the maximum EWY drawdown of -74.14%. Use the drawdown chart below to compare losses from any high point for EMF and EWY.
Loading graphics...
Drawdown Indicators
| EMF | EWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.97% | -74.14% | -2.83% |
Max Drawdown (1Y)Largest decline over 1 year | -19.48% | -23.08% | +3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -45.87% | -48.55% | +2.68% |
Max Drawdown (10Y)Largest decline over 10 years | -47.65% | -49.73% | +2.08% |
Current DrawdownCurrent decline from peak | -15.72% | -18.74% | +3.02% |
Average DrawdownAverage peak-to-trough decline | -29.12% | -20.23% | -8.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 5.66% | -1.00% |
Volatility
EMF vs. EWY - Volatility Comparison
The current volatility for Templeton Emerging Markets Fund (EMF) is 12.00%, while iShares MSCI South Korea ETF (EWY) has a volatility of 22.66%. This indicates that EMF experiences smaller price fluctuations and is considered to be less risky than EWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EMF | EWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.00% | 22.66% | -10.66% |
Volatility (6M)Calculated over the trailing 6-month period | 17.23% | 31.11% | -13.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 36.32% | -14.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 26.61% | -6.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.28% | 26.19% | -5.91% |