ESMV vs. FEDM
Compare and contrast key facts about iShares ESG MSCI USA Min Vol Factor ETF (ESMV) and FlexShares ESG & Climate Developed Markets ex-US Core Index Fund (FEDM).
ESMV and FEDM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESMV is a passively managed fund by iShares that tracks the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index - Benchmark TR Gross. It was launched on Nov 2, 2021. FEDM is a passively managed fund by FlexShares that tracks the performance of the Northern Trust ESG & Climate Developed Markets ex-US Core Index - Benchmark TR Net. It was launched on Sep 20, 2021. Both ESMV and FEDM 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: ESMV or FEDM.
Correlation
The correlation between ESMV and FEDM is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
ESMV vs. FEDM - Performance Comparison
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Key characteristics
ESMV:
13.45%
FEDM:
6.26%
ESMV:
-19.77%
FEDM:
-0.88%
ESMV:
-3.66%
FEDM:
-0.44%
Returns By Period
ESMV
3.01%
3.98%
-2.38%
9.98%
N/A
N/A
FEDM
N/A
N/A
N/A
N/A
N/A
N/A
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ESMV vs. FEDM - Expense Ratio Comparison
ESMV has a 0.18% expense ratio, which is higher than FEDM's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ESMV vs. FEDM — Risk-Adjusted Performance Rank
ESMV
FEDM
ESMV vs. FEDM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Min Vol Factor ETF (ESMV) and FlexShares ESG & Climate Developed Markets ex-US Core Index Fund (FEDM). 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
ESMV vs. FEDM - Dividend Comparison
Neither ESMV nor FEDM has paid dividends to shareholders.
Drawdowns
ESMV vs. FEDM - Drawdown Comparison
The maximum ESMV drawdown since its inception was -19.77%, which is greater than FEDM's maximum drawdown of -0.88%. Use the drawdown chart below to compare losses from any high point for ESMV and FEDM. For additional features, visit the drawdowns tool.
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Volatility
ESMV vs. FEDM - Volatility Comparison
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