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EMGF vs. FRDM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EMGF vs. FRDM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Edge MSCI Multifactor Emerging Markets ETF (EMGF) and Freedom 100 Emerging Markets ETF (FRDM). The values are adjusted to include any dividend payments, if applicable.

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EMGF vs. FRDM - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
EMGF
iShares Edge MSCI Multifactor Emerging Markets ETF
4.46%31.41%9.06%10.86%-16.55%6.65%10.27%19.44%
FRDM
Freedom 100 Emerging Markets ETF
7.05%61.27%1.70%22.77%-14.45%6.13%16.90%12.33%

Returns By Period

In the year-to-date period, EMGF achieves a 4.46% return, which is significantly lower than FRDM's 7.05% return.


EMGF

1D
3.78%
1M
-9.16%
YTD
4.46%
6M
8.38%
1Y
32.72%
3Y*
17.94%
5Y*
6.70%
10Y*
8.81%

FRDM

1D
4.49%
1M
-12.64%
YTD
7.05%
6M
24.68%
1Y
59.74%
3Y*
26.32%
5Y*
12.99%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EMGF vs. FRDM - Expense Ratio Comparison

EMGF has a 0.45% expense ratio, which is lower than FRDM's 0.49% expense ratio.


Return for Risk

EMGF vs. FRDM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EMGF
EMGF Risk / Return Rank: 8484
Overall Rank
EMGF Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EMGF Sortino Ratio Rank: 8585
Sortino Ratio Rank
EMGF Omega Ratio Rank: 8484
Omega Ratio Rank
EMGF Calmar Ratio Rank: 8484
Calmar Ratio Rank
EMGF Martin Ratio Rank: 8484
Martin Ratio Rank

FRDM
FRDM Risk / Return Rank: 9595
Overall Rank
FRDM Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
FRDM Sortino Ratio Rank: 9696
Sortino Ratio Rank
FRDM Omega Ratio Rank: 9595
Omega Ratio Rank
FRDM Calmar Ratio Rank: 9494
Calmar Ratio Rank
FRDM Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EMGF vs. FRDM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Multifactor Emerging Markets ETF (EMGF) and Freedom 100 Emerging Markets ETF (FRDM). 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.


EMGFFRDMDifference

Sharpe ratio

Return per unit of total volatility

1.65

2.55

-0.90

Sortino ratio

Return per unit of downside risk

2.23

3.15

-0.92

Omega ratio

Gain probability vs. loss probability

1.32

1.47

-0.14

Calmar ratio

Return relative to maximum drawdown

2.40

3.52

-1.12

Martin ratio

Return relative to average drawdown

9.27

14.69

-5.41

EMGF vs. FRDM - Sharpe Ratio Comparison

The current EMGF Sharpe Ratio is 1.65, which is lower than the FRDM Sharpe Ratio of 2.55. The chart below compares the historical Sharpe Ratios of EMGF and FRDM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EMGFFRDMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

2.55

-0.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.65

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.66

-0.20

Correlation

The correlation between EMGF and FRDM is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EMGF vs. FRDM - Dividend Comparison

EMGF's dividend yield for the trailing twelve months is around 2.41%, more than FRDM's 2.04% yield.


TTM2025202420232022202120202019201820172016
EMGF
iShares Edge MSCI Multifactor Emerging Markets ETF
2.41%2.52%3.42%5.94%4.04%2.48%1.95%2.63%2.73%1.94%2.04%
FRDM
Freedom 100 Emerging Markets ETF
2.04%2.26%2.53%2.66%2.72%2.17%1.11%1.07%0.00%0.00%0.00%

Drawdowns

EMGF vs. FRDM - Drawdown Comparison

The maximum EMGF drawdown since its inception was -40.23%, roughly equal to the maximum FRDM drawdown of -40.49%. Use the drawdown chart below to compare losses from any high point for EMGF and FRDM.


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Drawdown Indicators


EMGFFRDMDifference

Max Drawdown

Largest peak-to-trough decline

-40.23%

-40.49%

+0.26%

Max Drawdown (1Y)

Largest decline over 1 year

-13.54%

-16.87%

+3.33%

Max Drawdown (5Y)

Largest decline over 5 years

-28.60%

-29.25%

+0.65%

Max Drawdown (10Y)

Largest decline over 10 years

-40.23%

Current Drawdown

Current decline from peak

-10.27%

-13.13%

+2.86%

Average Drawdown

Average peak-to-trough decline

-10.19%

-7.21%

-2.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

4.04%

-0.54%

Volatility

EMGF vs. FRDM - Volatility Comparison

The current volatility for iShares Edge MSCI Multifactor Emerging Markets ETF (EMGF) is 10.58%, while Freedom 100 Emerging Markets ETF (FRDM) has a volatility of 13.19%. This indicates that EMGF experiences smaller price fluctuations and is considered to be less risky than FRDM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMGFFRDMDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.58%

13.19%

-2.61%

Volatility (6M)

Calculated over the trailing 6-month period

14.81%

18.31%

-3.50%

Volatility (1Y)

Calculated over the trailing 1-year period

19.90%

23.57%

-3.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.08%

20.00%

-2.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.23%

22.36%

-3.13%