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EQLT vs. EEM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EQLT vs. EEM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Emerging Markets Quality Factor ETF (EQLT) and iShares MSCI Emerging Markets ETF (EEM). The values are adjusted to include any dividend payments, if applicable.

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EQLT vs. EEM - Yearly Performance Comparison


2026 (YTD)20252024
EQLT
iShares MSCI Emerging Markets Quality Factor ETF
4.18%33.93%-1.29%
EEM
iShares MSCI Emerging Markets ETF
3.80%33.98%1.79%

Returns By Period

In the year-to-date period, EQLT achieves a 4.18% return, which is significantly higher than EEM's 3.80% return.


EQLT

1D
3.39%
1M
-8.11%
YTD
4.18%
6M
9.95%
1Y
34.11%
3Y*
5Y*
10Y*

EEM

1D
3.73%
1M
-9.25%
YTD
3.80%
6M
7.87%
1Y
33.09%
3Y*
15.72%
5Y*
3.45%
10Y*
7.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EQLT vs. EEM - Expense Ratio Comparison

EQLT has a 0.35% expense ratio, which is lower than EEM's 0.72% expense ratio.


Return for Risk

EQLT vs. EEM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQLT
EQLT Risk / Return Rank: 8585
Overall Rank
EQLT Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EQLT Sortino Ratio Rank: 8585
Sortino Ratio Rank
EQLT Omega Ratio Rank: 8282
Omega Ratio Rank
EQLT Calmar Ratio Rank: 8787
Calmar Ratio Rank
EQLT Martin Ratio Rank: 8888
Martin Ratio Rank

EEM
EEM Risk / Return Rank: 8686
Overall Rank
EEM Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
EEM Sortino Ratio Rank: 8686
Sortino Ratio Rank
EEM Omega Ratio Rank: 8585
Omega Ratio Rank
EEM Calmar Ratio Rank: 8686
Calmar Ratio Rank
EEM Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQLT vs. EEM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Quality Factor ETF (EQLT) 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.


EQLTEEMDifference

Sharpe ratio

Return per unit of total volatility

1.70

1.64

+0.05

Sortino ratio

Return per unit of downside risk

2.32

2.23

+0.09

Omega ratio

Gain probability vs. loss probability

1.33

1.33

0.00

Calmar ratio

Return relative to maximum drawdown

2.79

2.43

+0.36

Martin ratio

Return relative to average drawdown

11.08

9.41

+1.67

EQLT vs. EEM - Sharpe Ratio Comparison

The current EQLT Sharpe Ratio is 1.70, which is comparable to the EEM Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of EQLT and EEM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EQLTEEMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

1.64

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

1.21

0.35

+0.86

Correlation

The correlation between EQLT and EEM is 0.96, 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

EQLT vs. EEM - Dividend Comparison

EQLT's dividend yield for the trailing twelve months is around 2.97%, more than EEM's 2.14% yield.


TTM20252024202320222021202020192018201720162015
EQLT
iShares MSCI Emerging Markets Quality Factor ETF
2.97%3.10%0.51%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EEM
iShares MSCI Emerging Markets ETF
2.14%2.22%2.43%2.63%2.50%1.99%1.45%2.76%2.24%1.89%1.89%2.49%

Drawdowns

EQLT vs. EEM - Drawdown Comparison

The maximum EQLT drawdown since its inception was -17.38%, smaller than the maximum EEM drawdown of -66.43%. Use the drawdown chart below to compare losses from any high point for EQLT and EEM.


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Drawdown Indicators


EQLTEEMDifference

Max Drawdown

Largest peak-to-trough decline

-17.38%

-66.43%

+49.05%

Max Drawdown (1Y)

Largest decline over 1 year

-12.00%

-13.52%

+1.52%

Max Drawdown (5Y)

Largest decline over 5 years

-37.82%

Max Drawdown (10Y)

Largest decline over 10 years

-39.82%

Current Drawdown

Current decline from peak

-9.01%

-10.30%

+1.29%

Average Drawdown

Average peak-to-trough decline

-3.78%

-16.12%

+12.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.02%

3.49%

-0.47%

Volatility

EQLT vs. EEM - Volatility Comparison

iShares MSCI Emerging Markets Quality Factor ETF (EQLT) and iShares MSCI Emerging Markets ETF (EEM) have volatilities of 10.92% and 10.70%, 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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Volatility by Period


EQLTEEMDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.92%

10.70%

+0.22%

Volatility (6M)

Calculated over the trailing 6-month period

15.38%

15.12%

+0.26%

Volatility (1Y)

Calculated over the trailing 1-year period

20.20%

20.23%

-0.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.01%

18.43%

+0.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.01%

20.32%

-1.31%