EMIF vs. BN
Compare and contrast key facts about iShares Emerging Markets Infrastructure ETF (EMIF) and Brookfield Corp (BN).
EMIF is a passively managed fund by iShares that tracks the performance of the S&P Emerging Markets Infrastructure Index. It was launched on Jun 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMIF or BN.
Key characteristics
| EMIF | BN | |
|---|---|---|
| YTD Return | 2.20% | 1.21% |
| 1Y Return | 5.80% | 28.67% |
| 3Y Return (Ann) | -0.99% | 4.43% |
| 5Y Return (Ann) | -2.21% | 10.60% |
| 10Y Return (Ann) | -1.67% | 12.32% |
| Sharpe Ratio | 0.32 | 0.75 |
| Daily Std Dev | 17.06% | 30.03% |
| Max Drawdown | -48.02% | -72.35% |
| Current Drawdown | -26.14% | -16.96% |
Correlation
The correlation between EMIF and BN is 0.52, 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.
Performance
EMIF vs. BN - Performance Comparison
In the year-to-date period, EMIF achieves a 2.20% return, which is significantly higher than BN's 1.21% return. Over the past 10 years, EMIF has underperformed BN with an annualized return of -1.67%, while BN has yielded a comparatively higher 12.32% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EMIF vs. BN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Emerging Markets Infrastructure ETF (EMIF) and Brookfield Corp (BN). 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
EMIF vs. BN - Dividend Comparison
EMIF's dividend yield for the trailing twelve months is around 2.59%, more than BN's 0.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMIF iShares Emerging Markets Infrastructure ETF | 2.59% | 2.64% | 3.08% | 3.94% | 2.54% | 2.07% | 2.64% | 2.58% | 3.16% | 2.07% | 3.10% | 2.87% |
BN Brookfield Corp | 0.72% | 0.87% | 1.89% | 0.86% | 1.16% | 1.45% | 1.57% | 1.69% | 1.58% | 1.98% | 1.76% | 1.89% |
Drawdowns
EMIF vs. BN - Drawdown Comparison
The maximum EMIF drawdown since its inception was -48.02%, smaller than the maximum BN drawdown of -72.35%. Use the drawdown chart below to compare losses from any high point for EMIF and BN. For additional features, visit the drawdowns tool.
Volatility
EMIF vs. BN - Volatility Comparison
The current volatility for iShares Emerging Markets Infrastructure ETF (EMIF) is 4.66%, while Brookfield Corp (BN) has a volatility of 7.33%. This indicates that EMIF experiences smaller price fluctuations and is considered to be less risky than BN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.