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FDEM vs. OBEMX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FDEM and OBEMX is 0.62, 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.

FDEM vs. OBEMX

Last updated Jun 1, 2025

Compare and contrast key facts about Fidelity Emerging Markets Multifactor ETF (FDEM) and Oberweis Emerging Markets Fund (OBEMX).

FDEM is a passively managed fund by Fidelity that tracks the performance of the Fidelity Targeted Emerging Markets Factor Index. It was launched on Feb 26, 2019. OBEMX is managed by Oberweis. It was launched on Apr 30, 2018.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEM or OBEMX.

Performance

FDEM vs. OBEMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Emerging Markets Multifactor ETF (FDEM) and Oberweis Emerging Markets Fund (OBEMX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

FDEM

YTD

6.09%

1M

3.82%

6M

5.63%

1Y

8.36%

3Y*

8.42%

5Y*

8.11%

10Y*

N/A

OBEMX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Fidelity Emerging Markets Multifactor ETF

Oberweis Emerging Markets Fund

FDEM vs. OBEMX - Expense Ratio Comparison

FDEM has a 0.45% expense ratio, which is lower than OBEMX's 1.75% expense ratio.

OBEMX
Oberweis Emerging Markets Fund
FDEM
Fidelity Emerging Markets Multifactor ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FDEM vs. OBEMX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FDEM
The Risk-Adjusted Performance Rank of FDEM is 3737
Overall Rank
The Sharpe Ratio Rank of FDEM is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of FDEM is 3434
Sortino Ratio Rank
The Omega Ratio Rank of FDEM is 3232
Omega Ratio Rank
The Calmar Ratio Rank of FDEM is 4242
Calmar Ratio Rank
The Martin Ratio Rank of FDEM is 3838
Martin Ratio Rank
OBEMX
The Risk-Adjusted Performance Rank of OBEMX is 11
Overall Rank
The Sharpe Ratio Rank of OBEMX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of OBEMX is 22
Sortino Ratio Rank
The Omega Ratio Rank of OBEMX is 11
Omega Ratio Rank
The Calmar Ratio Rank of OBEMX is 11
Calmar Ratio Rank
The Martin Ratio Rank of OBEMX is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FDEM vs. OBEMX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Emerging Markets Multifactor ETF (FDEM) and Oberweis Emerging Markets Fund (OBEMX). 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FDEM vs. OBEMX - Dividend Comparison

FDEM's dividend yield for the trailing twelve months is around 3.97%, while OBEMX has not paid dividends to shareholders.

TTM202420232022202120202019
FDEM
Fidelity Emerging Markets Multifactor ETF		3.97%4.05%4.41%3.95%2.71%1.84%2.39%
OBEMX
Oberweis Emerging Markets Fund		129.08%129.08%0.51%2.78%14.68%0.00%0.00%

Drawdowns

FDEM vs. OBEMX - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FDEM vs. OBEMX - Volatility Comparison

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