LDEM vs. EEM
Compare and contrast key facts about iShares ESG MSCI EM Leaders ETF (LDEM) and iShares MSCI Emerging Markets ETF (EEM).
LDEM and EEM 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. 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. Both LDEM and EEM 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 EEM.
Correlation
The correlation between LDEM and EEM 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. EEM - Performance Comparison
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Key characteristics
LDEM:
0.78
EEM:
0.53
LDEM:
1.34
EEM:
0.98
LDEM:
1.17
EEM:
1.13
LDEM:
0.55
EEM:
0.43
LDEM:
2.72
EEM:
1.89
LDEM:
5.84%
EEM:
6.11%
LDEM:
18.74%
EEM:
19.34%
LDEM:
-40.82%
EEM:
-66.43%
LDEM:
-14.39%
EEM:
-12.32%
Returns By Period
In the year-to-date period, LDEM achieves a 13.65% return, which is significantly higher than EEM's 10.74% return.
LDEM
13.65%
8.90%
11.76%
14.52%
7.23%
N/A
EEM
10.74%
9.92%
9.03%
10.14%
7.50%
2.97%
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LDEM vs. EEM - Expense Ratio Comparison
LDEM has a 0.16% expense ratio, which is lower than EEM's 0.68% expense ratio.
Risk-Adjusted Performance
LDEM vs. EEM — Risk-Adjusted Performance Rank
LDEM
EEM
LDEM vs. EEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI EM Leaders ETF (LDEM) 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.
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Dividends
LDEM vs. EEM - Dividend Comparison
LDEM's dividend yield for the trailing twelve months is around 2.33%, more than EEM's 2.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDEM iShares ESG MSCI EM Leaders ETF | 2.33% | 2.64% | 3.20% | 4.93% | 1.82% | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EEM iShares MSCI Emerging Markets ETF | 2.20% | 2.43% | 2.63% | 2.50% | 1.99% | 1.45% | 2.76% | 2.24% | 1.89% | 1.89% | 2.49% | 2.23% |
Drawdowns
LDEM vs. EEM - Drawdown Comparison
The maximum LDEM drawdown since its inception was -40.82%, smaller than the maximum EEM drawdown of -66.43%. Use the drawdown chart below to compare losses from any high point for LDEM and EEM. For additional features, visit the drawdowns tool.
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Volatility
LDEM vs. EEM - Volatility Comparison
iShares ESG MSCI EM Leaders ETF (LDEM) has a higher volatility of 4.83% compared to iShares MSCI Emerging Markets ETF (EEM) at 4.40%. This indicates that LDEM's price experiences larger fluctuations and is considered to be riskier than EEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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