EMXC vs. IEMG
Compare and contrast key facts about iShares MSCI Emerging Markets ex China ETF (EMXC) and iShares Core MSCI Emerging Markets ETF (IEMG).
EMXC and IEMG 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. IEMG is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Investable Market Index. It was launched on Oct 18, 2012. Both EMXC and IEMG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMXC or IEMG.
Performance
EMXC vs. IEMG - Performance Comparison
Returns By Period
In the year-to-date period, EMXC achieves a 5.17% return, which is significantly lower than IEMG's 8.09% return.
EMXC
5.17%
-4.31%
-0.01%
12.41%
5.47%
N/A
IEMG
8.09%
-4.72%
1.55%
12.53%
3.82%
3.36%
Key characteristics
| EMXC | IEMG | |
|---|---|---|
| Sharpe Ratio | 0.87 | 0.82 |
| Sortino Ratio | 1.25 | 1.24 |
| Omega Ratio | 1.16 | 1.15 |
| Calmar Ratio | 0.88 | 0.48 |
| Martin Ratio | 3.77 | 3.87 |
| Ulcer Index | 3.22% | 3.18% |
| Daily Std Dev | 14.04% | 14.99% |
| Max Drawdown | -42.80% | -38.72% |
| Current Drawdown | -8.27% | -14.39% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EMXC vs. IEMG - Expense Ratio Comparison
EMXC has a 0.49% expense ratio, which is higher than IEMG's 0.14% expense ratio.
Correlation
The correlation between EMXC and IEMG is 0.87, 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.
Risk-Adjusted Performance
EMXC vs. IEMG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets ex China ETF (EMXC) and iShares Core MSCI Emerging Markets ETF (IEMG). 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
EMXC vs. IEMG - Dividend Comparison
EMXC's dividend yield for the trailing twelve months is around 1.95%, less than IEMG's 2.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMXC iShares MSCI Emerging Markets ex China ETF | 1.95% | 1.83% | 2.85% | 1.78% | 1.45% | 3.25% | 2.63% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% |
IEMG iShares Core MSCI Emerging Markets ETF | 2.74% | 2.89% | 2.70% | 3.06% | 1.87% | 3.15% | 2.76% | 2.34% | 2.28% | 2.52% | 2.30% | 1.76% |
Drawdowns
EMXC vs. IEMG - Drawdown Comparison
The maximum EMXC drawdown since its inception was -42.80%, which is greater than IEMG's maximum drawdown of -38.72%. Use the drawdown chart below to compare losses from any high point for EMXC and IEMG. For additional features, visit the drawdowns tool.
Volatility
EMXC vs. IEMG - Volatility Comparison
The current volatility for iShares MSCI Emerging Markets ex China ETF (EMXC) is 3.36%, while iShares Core MSCI Emerging Markets ETF (IEMG) has a volatility of 4.59%. This indicates that EMXC experiences smaller price fluctuations and is considered to be less risky than IEMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.