EMXC vs. XCEM
Compare and contrast key facts about iShares MSCI Emerging Markets ex China ETF (EMXC) and Columbia EM Core ex-China ETF (XCEM).
EMXC and XCEM 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. XCEM is a passively managed fund by Ameriprise Financial that tracks the performance of the MSCI Emerging Markets ex China Index. It was launched on Sep 2, 2015. Both EMXC and XCEM 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 XCEM.
Key characteristics
| EMXC | XCEM | |
|---|---|---|
| YTD Return | 4.13% | 2.87% |
| 1Y Return | 18.39% | 16.70% |
| 3Y Return (Ann) | 0.84% | 1.29% |
| 5Y Return (Ann) | 5.26% | 5.60% |
| Sharpe Ratio | 1.47 | 1.27 |
| Daily Std Dev | 12.90% | 12.92% |
| Max Drawdown | -42.80% | -40.92% |
| Current Drawdown | -3.94% | -2.84% |
Correlation
The correlation between EMXC and XCEM is 0.86, 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.
Performance
EMXC vs. XCEM - Performance Comparison
In the year-to-date period, EMXC achieves a 4.13% return, which is significantly higher than XCEM's 2.87% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EMXC vs. XCEM - Expense Ratio Comparison
EMXC has a 0.49% expense ratio, which is higher than XCEM's 0.16% expense ratio.
Risk-Adjusted Performance
EMXC vs. XCEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets ex China ETF (EMXC) and Columbia EM Core ex-China ETF (XCEM). 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. XCEM - Dividend Comparison
EMXC's dividend yield for the trailing twelve months is around 1.76%, more than XCEM's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMXC iShares MSCI Emerging Markets ex China ETF | 1.76% | 1.83% | 2.85% | 1.78% | 1.45% | 3.25% | 2.62% | 0.99% | 0.00% | 0.00% |
XCEM Columbia EM Core ex-China ETF | 1.19% | 1.22% | 2.42% | 1.94% | 1.63% | 2.11% | 3.24% | 8.57% | 1.24% | 2.57% |
Drawdowns
EMXC vs. XCEM - Drawdown Comparison
The maximum EMXC drawdown since its inception was -42.80%, roughly equal to the maximum XCEM drawdown of -40.92%. Use the drawdown chart below to compare losses from any high point for EMXC and XCEM. For additional features, visit the drawdowns tool.
Volatility
EMXC vs. XCEM - Volatility Comparison
iShares MSCI Emerging Markets ex China ETF (EMXC) and Columbia EM Core ex-China ETF (XCEM) have volatilities of 4.48% and 4.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.