EMRGX vs. XLG

In the year-to-date period, EMRGX achieves a 11.51% return, which is significantly higher than XLG's -2.97% return. Over the past 10 years, EMRGX has underperformed XLG with an annualized return of 1.58%, while XLG has yielded a comparatively higher 14.48% annualized return.

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EMRGX has a 0.76% expense ratio, which is higher than XLG's 0.20% expense ratio.

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.

The current EMRGX Sharpe Ratio is 0.63, which is comparable to the XLG Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of EMRGX and XLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EMRGX's dividend yield for the trailing twelve months is around 1.38%, more than XLG's 0.75% yield.

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.

The current volatility for Emerging Markets Growth Fund, Inc. (EMRGX) is 4.60%, while Invesco S&P 500® Top 50 ETF (XLG) has a volatility of 7.23%. 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.