EMRGX vs. XLG
Compare and contrast key facts about Emerging Markets Growth Fund, Inc. (EMRGX) and Invesco S&P 500® Top 50 ETF (XLG).
EMRGX is managed by T. Rowe Price. It was launched on May 29, 1986. XLG is a passively managed fund by Invesco that tracks the performance of the Russell Top 50 Index. It was launched on May 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMRGX or XLG.
Correlation
The correlation between EMRGX and XLG is 0.60, 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
EMRGX vs. XLG - Performance Comparison
Key characteristics
EMRGX:
0.73
XLG:
1.82
EMRGX:
1.11
XLG:
2.43
EMRGX:
1.14
XLG:
1.33
EMRGX:
0.26
XLG:
2.49
EMRGX:
1.89
XLG:
9.91
EMRGX:
5.07%
XLG:
2.85%
EMRGX:
13.14%
XLG:
15.49%
EMRGX:
-48.09%
XLG:
-52.39%
EMRGX:
-29.23%
XLG:
-0.39%
Returns By Period
In the year-to-date period, EMRGX achieves a 5.68% return, which is significantly higher than XLG's 3.14% return. Over the past 10 years, EMRGX has underperformed XLG with an annualized return of 1.64%, while XLG has yielded a comparatively higher 15.34% annualized return.
EMRGX
5.68%
3.97%
3.88%
9.09%
-1.65%
1.64%
XLG
3.14%
1.46%
12.01%
29.13%
17.52%
15.34%
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EMRGX vs. XLG - Expense Ratio Comparison
EMRGX has a 0.76% expense ratio, which is higher than XLG's 0.20% expense ratio.
Risk-Adjusted Performance
EMRGX vs. XLG — Risk-Adjusted Performance Rank
EMRGX
XLG
EMRGX vs. XLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerging Markets Growth Fund, Inc. (EMRGX) and Invesco S&P 500® Top 50 ETF (XLG). 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
EMRGX vs. XLG - Dividend Comparison
EMRGX's dividend yield for the trailing twelve months is around 1.46%, more than XLG's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMRGX Emerging Markets Growth Fund, Inc. | 1.46% | 1.54% | 1.51% | 1.35% | 1.24% | 0.88% | 1.56% | 1.30% | 1.11% | 1.14% | 3.06% | 2.06% |
XLG Invesco S&P 500® Top 50 ETF | 0.70% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% | 1.97% |
Drawdowns
EMRGX vs. XLG - Drawdown Comparison
The maximum EMRGX drawdown since its inception was -48.09%, smaller than the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for EMRGX and XLG. For additional features, visit the drawdowns tool.
Volatility
EMRGX vs. XLG - Volatility Comparison
The current volatility for Emerging Markets Growth Fund, Inc. (EMRGX) is 2.84%, while Invesco S&P 500® Top 50 ETF (XLG) has a volatility of 4.15%. This indicates that EMRGX experiences smaller price fluctuations and is considered to be less risky than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.