IMI.L vs. EIMI.L
Compare and contrast key facts about IMI plc (IMI.L) and iShares Core MSCI EM IMI UCITS ETF (EIMI.L).
EIMI.L is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Investable Market Index. It was launched on May 30, 2014.
Performance
IMI.L vs. EIMI.L - Performance Comparison
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IMI.L vs. EIMI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMI.L IMI plc | 5.63% | 38.84% | 9.92% | 33.09% | -24.41% | 51.38% | 5.92% | 30.29% | -26.49% | 32.46% |
EIMI.L iShares Core MSCI EM IMI UCITS ETF | 6.20% | 22.75% | 9.23% | 5.48% | -10.12% | 0.29% | 15.31% | 11.94% | -9.08% | 25.11% |
Different Trading Currencies
IMI.L is traded in GBp, while EIMI.L is traded in USD. To make them comparable, the EIMI.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IMI.L achieves a 5.63% return, which is significantly lower than EIMI.L's 6.20% return. Over the past 10 years, IMI.L has outperformed EIMI.L with an annualized return of 14.32%, while EIMI.L has yielded a comparatively lower 9.23% annualized return.
IMI.L
- 1D
- 0.00%
- 1M
- -7.33%
- YTD
- 5.63%
- 6M
- 14.06%
- 1Y
- 40.92%
- 3Y*
- 21.86%
- 5Y*
- 16.37%
- 10Y*
- 14.32%
EIMI.L
- 1D
- 3.89%
- 1M
- -4.92%
- YTD
- 6.20%
- 6M
- 9.99%
- 1Y
- 30.60%
- 3Y*
- 13.73%
- 5Y*
- 5.65%
- 10Y*
- 9.23%
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Return for Risk
IMI.L vs. EIMI.L — Risk / Return Rank
IMI.L
EIMI.L
IMI.L vs. EIMI.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IMI plc (IMI.L) and iShares Core MSCI EM IMI UCITS ETF (EIMI.L). 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.
| IMI.L | EIMI.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 1.75 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.31 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.56 | 2.96 | +0.60 |
Martin ratioReturn relative to average drawdown | 14.88 | 10.07 | +4.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IMI.L | EIMI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.75 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.35 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.40 | -0.03 |
Correlation
The correlation between IMI.L and EIMI.L is 0.44, 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.
Dividends
IMI.L vs. EIMI.L - Dividend Comparison
IMI.L's dividend yield for the trailing twelve months is around 1.27%, while EIMI.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMI.L IMI plc | 2.10% | 1.29% | 1.60% | 1.57% | 1.87% | 1.32% | 5.14% | 3.47% | 4.22% | 2.92% | 3.70% | 4.40% |
EIMI.L iShares Core MSCI EM IMI UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMI.L vs. EIMI.L - Drawdown Comparison
The maximum IMI.L drawdown since its inception was -63.24%, which is greater than EIMI.L's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for IMI.L and EIMI.L.
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Drawdown Indicators
| IMI.L | EIMI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -38.73% | -24.51% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -12.66% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -35.66% | -4.97% |
Max Drawdown (10Y)Largest decline over 10 years | -49.36% | -38.73% | -10.63% |
Current DrawdownCurrent decline from peak | -12.88% | -9.03% | -3.85% |
Average DrawdownAverage peak-to-trough decline | -18.17% | -14.21% | -3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 3.47% | +0.36% |
Volatility
IMI.L vs. EIMI.L - Volatility Comparison
IMI plc (IMI.L) has a higher volatility of 10.72% compared to iShares Core MSCI EM IMI UCITS ETF (EIMI.L) at 8.16%. This indicates that IMI.L's price experiences larger fluctuations and is considered to be riskier than EIMI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMI.L | EIMI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.72% | 8.16% | +2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 16.13% | 13.29% | +2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.26% | 17.39% | +5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.81% | 16.13% | +9.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.53% | 18.19% | +9.34% |