JMIEX vs. XCEM
Compare and contrast key facts about JPMorgan Emerging Markets Equity Fund (JMIEX) and Columbia EM Core ex-China ETF (XCEM).
JMIEX is managed by JPMorgan. It was launched on Nov 14, 1993. XCEM is a passively managed fund by Ameriprise Financial that tracks the performance of the MSCI Emerging Markets ex China Index. It was launched on Sep 2, 2015.
Performance
JMIEX vs. XCEM - Performance Comparison
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JMIEX vs. XCEM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMIEX JPMorgan Emerging Markets Equity Fund | 4.17% | 40.27% | 3.48% | 7.32% | -25.68% | -10.29% | 34.88% | 32.04% | -15.91% | 42.70% |
XCEM Columbia EM Core ex-China ETF | 7.38% | 34.05% | 0.42% | 19.96% | -17.59% | 7.87% | 9.47% | 19.74% | -11.75% | 34.78% |
Returns By Period
In the year-to-date period, JMIEX achieves a 4.17% return, which is significantly lower than XCEM's 7.38% return. Over the past 10 years, JMIEX has underperformed XCEM with an annualized return of 9.48%, while XCEM has yielded a comparatively higher 10.01% annualized return.
JMIEX
- 1D
- 3.16%
- 1M
- -8.43%
- YTD
- 4.17%
- 6M
- 9.07%
- 1Y
- 40.07%
- 3Y*
- 15.60%
- 5Y*
- 1.63%
- 10Y*
- 9.48%
XCEM
- 1D
- 0.93%
- 1M
- -7.91%
- YTD
- 7.38%
- 6M
- 16.57%
- 1Y
- 43.07%
- 3Y*
- 17.87%
- 5Y*
- 7.54%
- 10Y*
- 10.01%
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JMIEX vs. XCEM - Expense Ratio Comparison
JMIEX has a 0.90% expense ratio, which is higher than XCEM's 0.16% expense ratio.
Return for Risk
JMIEX vs. XCEM — Risk / Return Rank
JMIEX
XCEM
JMIEX vs. XCEM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Emerging Markets Equity Fund (JMIEX) and Columbia EM Core ex-China ETF (XCEM). 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.
| JMIEX | XCEM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 2.14 | -0.09 |
Sortino ratioReturn per unit of downside risk | 2.66 | 2.82 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.41 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.20 | 3.06 | +0.14 |
Martin ratioReturn relative to average drawdown | 12.79 | 12.61 | +0.18 |
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
| JMIEX | XCEM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 2.14 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.44 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.51 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.52 | -0.21 |
Correlation
The correlation between JMIEX and XCEM is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JMIEX vs. XCEM - Dividend Comparison
JMIEX's dividend yield for the trailing twelve months is around 1.31%, less than XCEM's 3.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMIEX JPMorgan Emerging Markets Equity Fund | 1.31% | 1.36% | 1.51% | 1.56% | 0.54% | 3.89% | 0.14% | 0.81% | 0.95% | 0.44% | 0.81% | 0.98% |
XCEM Columbia EM Core ex-China ETF | 3.03% | 3.25% | 2.76% | 1.22% | 2.42% | 1.94% | 1.63% | 2.11% | 2.70% | 9.56% | 1.24% | 2.63% |
Drawdowns
JMIEX vs. XCEM - Drawdown Comparison
The maximum JMIEX drawdown since its inception was -62.02%, which is greater than XCEM's maximum drawdown of -41.24%. Use the drawdown chart below to compare losses from any high point for JMIEX and XCEM.
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Drawdown Indicators
| JMIEX | XCEM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.02% | -41.24% | -20.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -14.46% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -44.85% | -29.67% | -15.18% |
Max Drawdown (10Y)Largest decline over 10 years | -49.51% | -41.24% | -8.27% |
Current DrawdownCurrent decline from peak | -9.79% | -10.16% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -20.27% | -8.70% | -11.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.51% | -0.37% |
Volatility
JMIEX vs. XCEM - Volatility Comparison
The current volatility for JPMorgan Emerging Markets Equity Fund (JMIEX) is 9.79%, while Columbia EM Core ex-China ETF (XCEM) has a volatility of 10.37%. This indicates that JMIEX experiences smaller price fluctuations and is considered to be less risky than XCEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMIEX | XCEM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.79% | 10.37% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 15.60% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 20.21% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.91% | 17.15% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 19.53% | -0.29% |