EMXF vs. EEM
Compare and contrast key facts about iShares ESG Advanced MSCI EM ETF (EMXF) and iShares MSCI Emerging Markets ETF (EEM).
EMXF and EEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMXF is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Choice ESG Screened 5% Issuer Capped Index. It was launched on Oct 6, 2020. EEM is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Index. It was launched on Apr 11, 2003. Both EMXF and EEM 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: EMXF or EEM.
Correlation
The correlation between EMXF and EEM is 0.55, 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
EMXF vs. EEM - Performance Comparison
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Key characteristics
EMXF:
0.72
EEM:
0.52
EMXF:
1.25
EEM:
0.94
EMXF:
1.16
EEM:
1.12
EMXF:
0.72
EEM:
0.40
EMXF:
2.84
EEM:
1.79
EMXF:
5.13%
EEM:
6.11%
EMXF:
18.18%
EEM:
19.34%
EMXF:
-33.13%
EEM:
-66.43%
EMXF:
-4.66%
EEM:
-12.99%
Returns By Period
The year-to-date returns for both investments are quite close, with EMXF having a 9.63% return and EEM slightly higher at 9.90%.
EMXF
9.63%
11.06%
7.73%
13.00%
N/A
N/A
EEM
9.90%
10.08%
7.51%
9.90%
7.04%
2.89%
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EMXF vs. EEM - Expense Ratio Comparison
EMXF has a 0.16% expense ratio, which is lower than EEM's 0.68% expense ratio.
Risk-Adjusted Performance
EMXF vs. EEM — Risk-Adjusted Performance Rank
EMXF
EEM
EMXF vs. EEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI EM ETF (EMXF) and iShares MSCI Emerging Markets ETF (EEM). 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.
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Dividends
EMXF vs. EEM - Dividend Comparison
EMXF's dividend yield for the trailing twelve months is around 2.67%, more than EEM's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMXF iShares ESG Advanced MSCI EM ETF | 2.67% | 2.92% | 2.25% | 2.42% | 1.87% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EEM iShares MSCI Emerging Markets ETF | 2.21% | 2.43% | 2.63% | 2.50% | 1.99% | 1.45% | 2.76% | 2.24% | 1.89% | 1.89% | 2.49% | 2.23% |
Drawdowns
EMXF vs. EEM - Drawdown Comparison
The maximum EMXF drawdown since its inception was -33.13%, smaller than the maximum EEM drawdown of -66.43%. Use the drawdown chart below to compare losses from any high point for EMXF and EEM. For additional features, visit the drawdowns tool.
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Volatility
EMXF vs. EEM - Volatility Comparison
iShares ESG Advanced MSCI EM ETF (EMXF) and iShares MSCI Emerging Markets ETF (EEM) have volatilities of 4.23% and 4.41%, 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.
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