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GEM vs. EMSF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GEM vs. EMSF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) and Matthews Emerging Markets Sustainable Future Active ETF (EMSF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GEM achieves a 17.80% return, which is significantly lower than EMSF's 30.73% return.


GEM

1D
0.72%
1M
-2.35%
6M
8.93%
YTD
17.80%
1Y
35.17%
3Y*
18.77%
5Y*
7.71%
10Y*
8.48%
ALL TIME*
9.14%

EMSF

1D
0.83%
1M
-8.36%
6M
17.49%
YTD
30.73%
1Y
42.52%
3Y*
5Y*
10Y*
ALL TIME*
15.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$80.02K$93.23K$184.42K
$6.22M$6.08M$5.34M

GEM vs. EMSF - Yearly Performance Comparison


2026 (YTD)202520242023
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
17.80%33.43%6.66%7.32%
EMSF
Matthews Emerging Markets Sustainable Future Active ETF
30.73%19.20%-3.09%0.98%

Correlation

The correlation between GEM and EMSF is 0.94, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.94

Correlation (All Time)
Calculated using the full available price history since Sep 22, 2023

0.90

The correlation between GEM and EMSF has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.

GEM vs. EMSF - Sectors Allocation Comparison


Sectors
GEM
EMSF

Technology

38.4%
52.8%

Financial Services

19.6%
15.0%

Consumer Cyclical

7.4%
6.3%

Communication Services

6.1%
1.7%

Basic Materials

6.0%

-

Industrials

5.5%
11.0%

Healthcare

3.0%
6.0%

Energy

2.9%

-

Consumer Defensive

2.9%
3.6%

Utilities

1.8%
2.1%

Real Estate

0.7%
1.6%

Technology

GEM
38.4%
EMSF
52.8%

Financial Services

GEM
19.6%
EMSF
15.0%

Consumer Cyclical

GEM
7.4%
EMSF
6.3%

Communication Services

GEM
6.1%
EMSF
1.7%

Basic Materials

GEM
6.0%
EMSF

-

Industrials

GEM
5.5%
EMSF
11.0%

Healthcare

GEM
3.0%
EMSF
6.0%

Energy

GEM
2.9%
EMSF

-

Consumer Defensive

GEM
2.9%
EMSF
3.6%

Utilities

GEM
1.8%
EMSF
2.1%

Real Estate

GEM
0.7%
EMSF
1.6%

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Return for Risk

GEM vs. EMSF — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GEM
GEM Risk / Return Rank: 6464
Overall Rank
GEM Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
GEM Sortino Ratio Rank: 5858
Sortino Ratio Rank
GEM Omega Ratio Rank: 6464
Omega Ratio Rank
GEM Calmar Ratio Rank: 7373
Calmar Ratio Rank
GEM Martin Ratio Rank: 6363
Martin Ratio Rank

EMSF
EMSF Risk / Return Rank: 5757
Overall Rank
EMSF Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
EMSF Sortino Ratio Rank: 5252
Sortino Ratio Rank
EMSF Omega Ratio Rank: 5858
Omega Ratio Rank
EMSF Calmar Ratio Rank: 6060
Calmar Ratio Rank
EMSF Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GEM vs. EMSF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) and Matthews Emerging Markets Sustainable Future Active ETF (EMSF). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GEMEMSFDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.11

Omega ratioGain probability vs. loss probability

1.27

1.25

+0.02

Calmar ratioReturn relative to maximum drawdown

2.54

2.10

+0.44

Martin ratioReturn relative to average drawdown

7.58

7.05

+0.53

GEM vs. EMSF - Sharpe Ratio Comparison

The current GEM Sharpe Ratio is 1.44, which is comparable to the EMSF Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of GEM and EMSF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GEM vs. EMSF - Drawdown Comparison

The maximum GEM drawdown since its inception was -37.02%, which is greater than EMSF's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for GEM and EMSF.


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Drawdown Indicators


GEMEMSFDifference

Max Drawdown

Largest peak-to-trough decline

-37.02%

-24.75%

-12.27%

Max Drawdown (1Y)

Largest decline over 1 year

-13.50%

-19.49%

+5.99%

Max Drawdown (3Y)

Largest decline over 3 years

-16.54%

Max Drawdown (5Y)

Largest decline over 5 years

-33.14%

Max Drawdown (10Y)

Largest decline over 10 years

-37.02%

Current Drawdown

Current decline from peak

-9.35%

-15.62%

+6.27%

Average Drawdown

Average peak-to-trough decline

-11.93%

-5.91%

-6.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.51%

5.80%

-1.29%

Volatility

GEM vs. EMSF - Volatility Comparison

The current volatility for Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) is 8.66%, while Matthews Emerging Markets Sustainable Future Active ETF (EMSF) has a volatility of 10.79%. This indicates that GEM experiences smaller price fluctuations and is considered to be less risky than EMSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GEMEMSFDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.66%

10.79%

-2.13%

Volatility (6M)

Calculated over the trailing 6-month period

21.69%

26.54%

-4.85%

Volatility (1Y)

Calculated over the trailing 1-year period

23.75%

30.10%

-6.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.64%

24.40%

-5.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.35%

24.40%

-5.05%

GEM vs. EMSF - Expense Ratio Comparison

GEM has a 0.45% expense ratio, which is lower than EMSF's 0.79% expense ratio.


Dividends

GEM vs. EMSF - Dividend Comparison

GEM's dividend yield for the trailing twelve months is around 1.95%, more than EMSF's 1.44% yield.


PositionTTM20252024202320222021202020192018201720162015
EMSF
Matthews Emerging Markets Sustainable Future Active ETF
1.44%1.88%3.29%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
1.95%2.30%2.58%2.97%2.96%3.00%1.63%3.13%2.08%1.81%1.98%0.25%

Frequently Asked Questions


With a correlation of 0.94, GEM and EMSF move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

EMSF has higher volatility (10.79%) compared to GEM (8.66%). In terms of maximum drawdown, GEM dropped -37.02% vs EMSF's -24.75%.

On 1-year performance, EMSF leads with 42.52% vs 35.17% for GEM. On fees, GEM is cheaper at 0.45% per year. On volatility, GEM has been the lower-risk option at 8.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, EMSF has performed better with a 42.52% return vs 35.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GEM is cheaper with a 0.45% expense ratio, compared with 0.79% for EMSF.

GEM has the higher dividend yield at 1.95%, compared with 1.44% for EMSF.

They also come from different issuers: Goldman Sachs and Matthews. Their fees differ too: 0.45% for GEM and 0.79% for EMSF.

GEM currently has the higher Sharpe Ratio (1.44 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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