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EMRGX vs. TDIV.AS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EMRGX vs. TDIV.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Emerging Markets Growth Fund, Inc. (EMRGX) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS). The values are adjusted to include any dividend payments, if applicable.

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EMRGX vs. TDIV.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EMRGX
Emerging Markets Growth Fund, Inc.
-2.01%31.55%1.06%8.09%-24.69%-0.73%21.56%23.99%-14.56%41.31%
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
7.98%41.12%8.81%14.42%9.20%19.14%-2.22%18.62%-11.46%17.43%
Different Trading Currencies

EMRGX is traded in USD, while TDIV.AS is traded in EUR. To make them comparable, the TDIV.AS values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, EMRGX achieves a -2.01% return, which is significantly lower than TDIV.AS's 7.98% return.


EMRGX

1D
-0.72%
1M
-12.37%
YTD
-2.01%
6M
0.51%
1Y
23.91%
3Y*
10.79%
5Y*
0.36%
10Y*
7.19%

TDIV.AS

1D
0.88%
1M
-2.78%
YTD
7.98%
6M
18.23%
1Y
33.89%
3Y*
23.09%
5Y*
17.56%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EMRGX vs. TDIV.AS - Expense Ratio Comparison

EMRGX has a 0.76% expense ratio, which is higher than TDIV.AS's 0.38% expense ratio.


Return for Risk

EMRGX vs. TDIV.AS — Risk / Return Rank

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

EMRGX
EMRGX Risk / Return Rank: 7575
Overall Rank
EMRGX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
EMRGX Sortino Ratio Rank: 7777
Sortino Ratio Rank
EMRGX Omega Ratio Rank: 7676
Omega Ratio Rank
EMRGX Calmar Ratio Rank: 7171
Calmar Ratio Rank
EMRGX Martin Ratio Rank: 7171
Martin Ratio Rank

TDIV.AS
TDIV.AS Risk / Return Rank: 9292
Overall Rank
TDIV.AS Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
TDIV.AS Sortino Ratio Rank: 8686
Sortino Ratio Rank
TDIV.AS Omega Ratio Rank: 9393
Omega Ratio Rank
TDIV.AS Calmar Ratio Rank: 9797
Calmar Ratio Rank
TDIV.AS Martin Ratio Rank: 9797
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.

EMRGX vs. TDIV.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Emerging Markets Growth Fund, Inc. (EMRGX) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS). 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.


EMRGXTDIV.ASDifference

Sharpe ratio

Return per unit of total volatility

1.42

2.14

-0.72

Sortino ratio

Return per unit of downside risk

1.89

2.66

-0.76

Omega ratio

Gain probability vs. loss probability

1.28

1.45

-0.16

Calmar ratio

Return relative to maximum drawdown

1.62

5.66

-4.04

Martin ratio

Return relative to average drawdown

6.70

19.32

-12.62

EMRGX vs. TDIV.AS - Sharpe Ratio Comparison

The current EMRGX Sharpe Ratio is 1.42, which is lower than the TDIV.AS Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of EMRGX and TDIV.AS, 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


EMRGXTDIV.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.42

2.14

-0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

1.20

-1.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.80

-0.59

Correlation

The correlation between EMRGX and TDIV.AS is 0.46, 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

EMRGX vs. TDIV.AS - Dividend Comparison

EMRGX's dividend yield for the trailing twelve months is around 4.04%, more than TDIV.AS's 3.32% yield.


TTM2025202420232022202120202019201820172016
EMRGX
Emerging Markets Growth Fund, Inc.
4.04%3.96%0.00%1.51%1.34%11.22%6.63%5.89%2.21%1.11%0.00%
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
3.32%3.58%4.19%4.98%4.55%3.98%4.12%4.40%4.93%3.95%1.11%

Drawdowns

EMRGX vs. TDIV.AS - Drawdown Comparison

The maximum EMRGX drawdown since its inception was -42.84%, which is greater than TDIV.AS's maximum drawdown of -37.90%. Use the drawdown chart below to compare losses from any high point for EMRGX and TDIV.AS.


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Drawdown Indicators


EMRGXTDIV.ASDifference

Max Drawdown

Largest peak-to-trough decline

-42.84%

-36.06%

-6.78%

Max Drawdown (1Y)

Largest decline over 1 year

-13.38%

-14.30%

+0.92%

Max Drawdown (5Y)

Largest decline over 5 years

-41.80%

-15.26%

-26.54%

Max Drawdown (10Y)

Largest decline over 10 years

-42.84%

Current Drawdown

Current decline from peak

-13.38%

-0.73%

-12.65%

Average Drawdown

Average peak-to-trough decline

-16.43%

-3.98%

-12.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

1.40%

+1.83%

Volatility

EMRGX vs. TDIV.AS - Volatility Comparison

Emerging Markets Growth Fund, Inc. (EMRGX) has a higher volatility of 6.89% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS) at 4.23%. This indicates that EMRGX's price experiences larger fluctuations and is considered to be riskier than TDIV.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMRGXTDIV.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.89%

4.23%

+2.66%

Volatility (6M)

Calculated over the trailing 6-month period

11.21%

7.87%

+3.34%

Volatility (1Y)

Calculated over the trailing 1-year period

16.46%

15.63%

+0.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.77%

14.40%

+2.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.48%

15.74%

+1.74%