EMFM vs. XLV
Compare and contrast key facts about Global X MSCI Next Emerging & Frontier ETF (EMFM) and Health Care Select Sector SPDR Fund (XLV).
EMFM and XLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMFM is a passively managed fund by Global X that tracks the performance of the MSCI Select Emerging and Frontier Markets Access. It was launched on Nov 7, 2013. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector. It was launched on Dec 16, 1998. Both EMFM and XLV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMFM or XLV.
Performance
EMFM vs. XLV - Performance Comparison
Returns By Period
EMFM
N/A
N/A
N/A
N/A
N/A
N/A
XLV
6.90%
-4.15%
0.58%
12.28%
9.85%
9.46%
Key characteristics
| EMFM | XLV |
|---|
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EMFM vs. XLV - Expense Ratio Comparison
EMFM has a 0.70% expense ratio, which is higher than XLV's 0.12% expense ratio.
Correlation
The correlation between EMFM and XLV is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
EMFM vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X MSCI Next Emerging & Frontier ETF (EMFM) and Health Care Select Sector SPDR Fund (XLV). 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.
Dividends
EMFM vs. XLV - Dividend Comparison
EMFM has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMFM Global X MSCI Next Emerging & Frontier ETF | 101.60% | 2.95% | 0.63% | 2.17% | 2.61% | 2.85% | 3.29% | 1.72% | 10.97% | 0.00% | 0.00% | 0.00% |
XLV Health Care Select Sector SPDR Fund | 1.58% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% | 1.52% |
Drawdowns
EMFM vs. XLV - Drawdown Comparison
Volatility
EMFM vs. XLV - Volatility Comparison
The current volatility for Global X MSCI Next Emerging & Frontier ETF (EMFM) is 0.00%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 3.78%. This indicates that EMFM experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.