GOPIX vs. EEM
Compare and contrast key facts about abrdn China A Share Equity Fund (GOPIX) and iShares MSCI Emerging Markets ETF (EEM).
GOPIX is managed by Aberdeen. It was launched on Jun 28, 2004. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GOPIX or EEM.
Key characteristics
| GOPIX | EEM | |
|---|---|---|
| YTD Return | -11.05% | 7.25% |
| 1Y Return | -17.90% | 11.87% |
| 3Y Return (Ann) | -18.19% | -4.12% |
| 5Y Return (Ann) | -4.70% | 2.58% |
| 10Y Return (Ann) | 0.27% | 1.90% |
| Sharpe Ratio | -1.05 | 0.87 |
| Daily Std Dev | 17.75% | 14.47% |
| Max Drawdown | -78.62% | -66.44% |
| Current Drawdown | -57.66% | -20.26% |
Correlation
The correlation between GOPIX and EEM is 0.67, 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
GOPIX vs. EEM - Performance Comparison
In the year-to-date period, GOPIX achieves a -11.05% return, which is significantly lower than EEM's 7.25% return. Over the past 10 years, GOPIX has underperformed EEM with an annualized return of 0.27%, while EEM has yielded a comparatively higher 1.90% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GOPIX vs. EEM - Expense Ratio Comparison
GOPIX has a 0.99% expense ratio, which is higher than EEM's 0.68% expense ratio.
Risk-Adjusted Performance
GOPIX vs. EEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn China A Share Equity Fund (GOPIX) 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.
Dividends
GOPIX vs. EEM - Dividend Comparison
GOPIX's dividend yield for the trailing twelve months is around 0.89%, less than EEM's 2.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOPIX abrdn China A Share Equity Fund | 0.89% | 0.79% | 0.00% | 2.58% | 1.44% | 4.45% | 0.41% | 1.24% | 1.40% | 2.03% | 1.08% | 0.96% |
EEM iShares MSCI Emerging Markets ETF | 2.42% | 2.63% | 2.50% | 1.99% | 1.45% | 2.76% | 2.22% | 1.87% | 1.88% | 2.48% | 2.22% | 2.04% |
Drawdowns
GOPIX vs. EEM - Drawdown Comparison
The maximum GOPIX drawdown since its inception was -78.62%, which is greater than EEM's maximum drawdown of -66.44%. Use the drawdown chart below to compare losses from any high point for GOPIX and EEM. For additional features, visit the drawdowns tool.
Volatility
GOPIX vs. EEM - Volatility Comparison
abrdn China A Share Equity Fund (GOPIX) and iShares MSCI Emerging Markets ETF (EEM) have volatilities of 4.65% and 4.51%, 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.