LDEM vs. AVEM
Compare and contrast key facts about iShares ESG MSCI EM Leaders ETF (LDEM) and Avantis Emerging Markets Equity ETF (AVEM).
LDEM and AVEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LDEM is a passively managed fund by iShares that tracks the performance of the MSCI EM Extended ESG Leaders 5% Issuer Capped Index. It was launched on Feb 5, 2020. AVEM is a passively managed fund by American Century Investments that tracks the performance of the MSCI Emerging Markets Index. It was launched on Sep 17, 2019. Both LDEM and AVEM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LDEM or AVEM.
Correlation
The correlation between LDEM and AVEM is 0.59, 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
LDEM vs. AVEM - Performance Comparison
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Key characteristics
LDEM:
0.82
AVEM:
0.45
LDEM:
1.34
AVEM:
0.80
LDEM:
1.17
AVEM:
1.10
LDEM:
0.56
AVEM:
0.52
LDEM:
2.74
AVEM:
1.53
LDEM:
5.84%
AVEM:
6.11%
LDEM:
18.81%
AVEM:
19.54%
LDEM:
-40.82%
AVEM:
-36.05%
LDEM:
-14.81%
AVEM:
-1.63%
Returns By Period
In the year-to-date period, LDEM achieves a 13.09% return, which is significantly higher than AVEM's 8.33% return.
LDEM
13.09%
9.72%
8.23%
15.33%
6.88%
N/A
AVEM
8.33%
10.78%
4.58%
8.63%
11.13%
N/A
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LDEM vs. AVEM - Expense Ratio Comparison
LDEM has a 0.16% expense ratio, which is lower than AVEM's 0.33% expense ratio.
Risk-Adjusted Performance
LDEM vs. AVEM — Risk-Adjusted Performance Rank
LDEM
AVEM
LDEM vs. AVEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI EM Leaders ETF (LDEM) and Avantis Emerging Markets Equity ETF (AVEM). 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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Dividends
LDEM vs. AVEM - Dividend Comparison
LDEM's dividend yield for the trailing twelve months is around 2.34%, less than AVEM's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
LDEM iShares ESG MSCI EM Leaders ETF | 2.34% | 2.64% | 3.20% | 4.93% | 1.82% | 1.89% | 0.00% |
AVEM Avantis Emerging Markets Equity ETF | 2.93% | 3.17% | 3.06% | 2.77% | 2.61% | 1.60% | 0.35% |
Drawdowns
LDEM vs. AVEM - Drawdown Comparison
The maximum LDEM drawdown since its inception was -40.82%, which is greater than AVEM's maximum drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for LDEM and AVEM. For additional features, visit the drawdowns tool.
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Volatility
LDEM vs. AVEM - Volatility Comparison
iShares ESG MSCI EM Leaders ETF (LDEM) and Avantis Emerging Markets Equity ETF (AVEM) have volatilities of 5.51% and 5.27%, 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.
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