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EMGF vs. TJUN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMGF vs. TJUN - Performance Comparison

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

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Returns By Period

In the year-to-date period, EMGF achieves a 30.01% return, which is significantly higher than TJUN's 5.26% return.


EMGF

1D
-1.20%
1M
9.65%
YTD
30.01%
6M
32.52%
1Y
55.31%
3Y*
26.88%
5Y*
10.38%
10Y*
11.48%

TJUN

1D
-0.00%
1M
0.66%
YTD
5.26%
6M
6.91%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMGF vs. TJUN - Yearly Performance Comparison


Correlation

The correlation between EMGF and TJUN is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 24, 2025

0.87

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Return for Risk

EMGF vs. TJUN — Risk / Return Rank

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

EMGF
EMGF Risk / Return Rank: 8181
Overall Rank
EMGF Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EMGF Sortino Ratio Rank: 8080
Sortino Ratio Rank
EMGF Omega Ratio Rank: 8383
Omega Ratio Rank
EMGF Calmar Ratio Rank: 7979
Calmar Ratio Rank
EMGF Martin Ratio Rank: 8080
Martin Ratio Rank

TJUN
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. TJUN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Multifactor Emerging Markets ETF (EMGF) and FT Vest Emerging Markets Buffer ETF - June (TJUN). 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.


EMGFTJUNDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.51

Calmar ratioReturn relative to maximum drawdown

4.11

Martin ratioReturn relative to average drawdown

15.84

EMGF vs. TJUN - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EMGFTJUNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

2.48

-1.92

Drawdowns

EMGF vs. TJUN - Drawdown Comparison

The maximum EMGF drawdown since its inception was -40.23%, which is greater than TJUN's maximum drawdown of -4.47%. Use the drawdown chart below to compare losses from any high point for EMGF and TJUN.


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Drawdown Indicators


EMGFTJUNDifference

Max Drawdown

Largest peak-to-trough decline

-40.23%

-4.47%

-35.76%

Max Drawdown (1Y)

Largest decline over 1 year

-13.54%

Max Drawdown (3Y)

Largest decline over 3 years

-17.65%

Max Drawdown (5Y)

Largest decline over 5 years

-28.60%

Max Drawdown (10Y)

Largest decline over 10 years

-40.23%

Current Drawdown

Current decline from peak

-1.20%

-0.00%

-1.20%

Average Drawdown

Average peak-to-trough decline

-10.05%

-0.60%

-9.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

Volatility

EMGF vs. TJUN - Volatility Comparison


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Volatility by Period


EMGFTJUNDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.20%

Volatility (6M)

Calculated over the trailing 6-month period

17.50%

Volatility (1Y)

Calculated over the trailing 1-year period

19.99%

7.54%

+12.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.69%

7.54%

+10.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.48%

7.54%

+11.94%

EMGF vs. TJUN - Expense Ratio Comparison

EMGF has a 0.45% expense ratio, which is lower than TJUN's 0.95% expense ratio.


Dividends

EMGF vs. TJUN - Dividend Comparison

EMGF's dividend yield for the trailing twelve months is around 1.94%, while TJUN has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
EMGF
iShares Edge MSCI Multifactor Emerging Markets ETF
1.94%2.52%3.42%5.94%4.04%2.48%1.95%2.63%2.73%1.94%2.04%
TJUN
FT Vest Emerging Markets Buffer ETF - June
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EMGF and TJUN have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EMGF is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EMGF is cheaper with a 0.45% expense ratio, compared with 0.95% for TJUN.

EMGF has the higher dividend yield at 1.94%, compared with 0.00% for TJUN.

EMGF is categorized as Emerging Markets Equities, while TJUN is Defined Outcome. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.45% for EMGF and 0.95% for TJUN.

Portfolio Optimizer

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