EMXC vs. DEM
Compare and contrast key facts about iShares MSCI Emerging Markets ex China ETF (EMXC) and WisdomTree Emerging Markets Equity Income Fund (DEM).
EMXC and DEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMXC is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets ex China Index. It was launched on Jul 19, 2017. DEM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets Equity income Index. It was launched on Jul 13, 2007. Both EMXC and DEM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EMXC vs. DEM - Performance Comparison
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EMXC vs. DEM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMXC iShares MSCI Emerging Markets ex China ETF | 8.23% | 35.14% | 2.68% | 18.96% | -19.56% | 8.54% | 12.76% | 15.80% | -12.96% | 7.01% |
DEM WisdomTree Emerging Markets Equity Income Fund | 6.89% | 21.29% | 4.46% | 20.93% | -10.43% | 11.49% | -5.84% | 19.84% | -7.69% | 8.50% |
Returns By Period
In the year-to-date period, EMXC achieves a 8.23% return, which is significantly higher than DEM's 6.89% return.
EMXC
- 1D
- 4.13%
- 1M
- -10.29%
- YTD
- 8.23%
- 6M
- 18.73%
- 1Y
- 47.21%
- 3Y*
- 19.79%
- 5Y*
- 8.20%
- 10Y*
- —
DEM
- 1D
- 2.73%
- 1M
- -3.50%
- YTD
- 6.89%
- 6M
- 9.69%
- 1Y
- 23.52%
- 3Y*
- 15.42%
- 5Y*
- 8.66%
- 10Y*
- 9.12%
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EMXC vs. DEM - Expense Ratio Comparison
EMXC has a 0.49% expense ratio, which is lower than DEM's 0.63% expense ratio.
Return for Risk
EMXC vs. DEM — Risk / Return Rank
EMXC
DEM
EMXC vs. DEM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets ex China ETF (EMXC) and WisdomTree Emerging Markets Equity Income Fund (DEM). 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.
| EMXC | DEM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.31 | 1.57 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.98 | 2.16 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.32 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.26 | 2.07 | +1.19 |
Martin ratioReturn relative to average drawdown | 13.81 | 9.47 | +4.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EMXC | DEM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.31 | 1.57 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.57 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.20 | +0.20 |
Correlation
The correlation between EMXC and DEM is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EMXC vs. DEM - Dividend Comparison
EMXC's dividend yield for the trailing twelve months is around 2.60%, less than DEM's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMXC iShares MSCI Emerging Markets ex China ETF | 2.60% | 2.82% | 2.69% | 1.83% | 2.85% | 1.78% | 1.45% | 3.25% | 2.63% | 0.99% | 0.00% | 0.00% |
DEM WisdomTree Emerging Markets Equity Income Fund | 4.22% | 4.88% | 5.24% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% |
Drawdowns
EMXC vs. DEM - Drawdown Comparison
The maximum EMXC drawdown since its inception was -42.81%, smaller than the maximum DEM drawdown of -51.85%. Use the drawdown chart below to compare losses from any high point for EMXC and DEM.
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Drawdown Indicators
| EMXC | DEM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.81% | -51.85% | +9.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.41% | -11.39% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -28.91% | -27.18% | -1.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.79% | — |
Current DrawdownCurrent decline from peak | -10.88% | -4.57% | -6.31% |
Average DrawdownAverage peak-to-trough decline | -10.35% | -13.01% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 2.49% | +0.91% |
Volatility
EMXC vs. DEM - Volatility Comparison
iShares MSCI Emerging Markets ex China ETF (EMXC) has a higher volatility of 11.89% compared to WisdomTree Emerging Markets Equity Income Fund (DEM) at 7.33%. This indicates that EMXC's price experiences larger fluctuations and is considered to be riskier than DEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMXC | DEM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.89% | 7.33% | +4.56% |
Volatility (6M)Calculated over the trailing 6-month period | 16.14% | 10.05% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.58% | 15.04% | +5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.70% | 15.23% | +1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.51% | 18.01% | +1.50% |