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NZAC vs. EMXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NZAC vs. EMXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) and iShares MSCI Emerging Markets ex China ETF (EMXC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NZAC achieves a 6.77% return, which is significantly lower than EMXC's 37.25% return.


NZAC

1D
0.27%
1M
-0.64%
YTD
6.77%
6M
7.70%
1Y
22.02%
3Y*
17.54%
5Y*
9.39%
10Y*
12.28%

EMXC

1D
0.55%
1M
2.60%
YTD
37.25%
6M
42.23%
1Y
67.80%
3Y*
26.47%
5Y*
12.14%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NZAC vs. EMXC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NZAC
SPDR MSCI ACWI Climate Paris Aligned ETF
6.77%20.55%16.67%23.22%-19.77%18.35%17.21%28.24%-9.80%7.27%
EMXC
iShares MSCI Emerging Markets ex China ETF
37.25%35.14%2.68%18.96%-19.56%8.54%12.76%15.80%-12.96%7.16%

Correlation

The correlation between NZAC and EMXC is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.81

Correlation (3Y)
Calculated over the trailing 3-year period

0.78

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Jul 26, 2017

0.76

The correlation between NZAC and EMXC has been stable across timeframes, ranging from 0.76 to 0.81 - a consistent structural relationship.

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Return for Risk

NZAC vs. EMXC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NZAC
NZAC Risk / Return Rank: 5050
Overall Rank
NZAC Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
NZAC Sortino Ratio Rank: 4949
Sortino Ratio Rank
NZAC Omega Ratio Rank: 4848
Omega Ratio Rank
NZAC Calmar Ratio Rank: 4646
Calmar Ratio Rank
NZAC Martin Ratio Rank: 5656
Martin Ratio Rank

EMXC
EMXC Risk / Return Rank: 8989
Overall Rank
EMXC Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
EMXC Sortino Ratio Rank: 8686
Sortino Ratio Rank
EMXC Omega Ratio Rank: 9090
Omega Ratio Rank
EMXC Calmar Ratio Rank: 8888
Calmar Ratio Rank
EMXC Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NZAC vs. EMXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) and iShares MSCI Emerging Markets ex China ETF (EMXC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NZACEMXCDifference
Sharpe ratioReturn per unit of total volatility

-1.23

Sortino ratioReturn per unit of downside risk

-1.21

Omega ratioGain probability vs. loss probability

1.27

1.50

-0.23

Calmar ratioReturn relative to maximum drawdown

2.04

4.55

-2.52

Martin ratioReturn relative to average drawdown

8.62

17.51

-8.89

NZAC vs. EMXC - Sharpe Ratio Comparison

The current NZAC Sharpe Ratio is 1.52, which is lower than the EMXC Sharpe Ratio of 2.74. The chart below compares the historical Sharpe Ratios of NZAC and EMXC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

NZAC vs. EMXC - Drawdown Comparison

The maximum NZAC drawdown since its inception was -33.72%, smaller than the maximum EMXC drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for NZAC and EMXC.


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Drawdown Indicators


NZACEMXCDifference

Max Drawdown

Largest peak-to-trough decline

-33.72%

-42.81%

+9.09%

Max Drawdown (1Y)

Largest decline over 1 year

-10.10%

-14.41%

+4.31%

Max Drawdown (3Y)

Largest decline over 3 years

-16.19%

-19.12%

+2.93%

Max Drawdown (5Y)

Largest decline over 5 years

-28.31%

-28.91%

+0.60%

Max Drawdown (10Y)

Largest decline over 10 years

-33.72%

Current Drawdown

Current decline from peak

-2.70%

-4.12%

+1.42%

Average Drawdown

Average peak-to-trough decline

-5.32%

-10.17%

+4.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.39%

3.74%

-1.35%

Volatility

NZAC vs. EMXC - Volatility Comparison

The current volatility for SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) is 5.07%, while iShares MSCI Emerging Markets ex China ETF (EMXC) has a volatility of 12.83%. This indicates that NZAC experiences smaller price fluctuations and is considered to be less risky than EMXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NZACEMXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.07%

12.83%

-7.76%

Volatility (6M)

Calculated over the trailing 6-month period

11.12%

21.90%

-10.78%

Volatility (1Y)

Calculated over the trailing 1-year period

13.56%

23.90%

-10.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.90%

18.00%

-1.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.17%

20.07%

-2.90%

NZAC vs. EMXC - Expense Ratio Comparison

NZAC has a 0.12% expense ratio, which is lower than EMXC's 0.49% expense ratio.


Dividends

NZAC vs. EMXC - Dividend Comparison

NZAC's dividend yield for the trailing twelve months is around 2.08%, more than EMXC's 2.05% yield.


PositionTTM20252024202320222021202020192018201720162015
EMXC
iShares MSCI Emerging Markets ex China ETF
2.05%2.82%2.69%1.83%2.85%1.78%1.45%3.25%2.63%0.99%0.00%0.00%
NZAC
SPDR MSCI ACWI Climate Paris Aligned ETF
2.08%1.90%1.88%1.65%1.81%1.62%1.59%2.17%2.53%2.20%2.00%2.40%

Frequently Asked Questions


NZAC and EMXC have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMXC has higher volatility (12.83%) compared to NZAC (5.07%). In terms of maximum drawdown, NZAC dropped -33.72% vs EMXC's -42.81%.

On 5-year performance, EMXC leads with 12.14% vs 9.39% for NZAC. On fees, NZAC is cheaper at 0.12% per year. On volatility, NZAC has been the lower-risk option at 5.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, EMXC has performed better with a 12.14% return vs 9.39%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

NZAC is cheaper with a 0.12% expense ratio, compared with 0.49% for EMXC.

NZAC has the higher dividend yield at 2.08%, compared with 2.05% for EMXC.

NZAC is categorized as Global Equities, while EMXC is Emerging Markets Equities. NZAC tracks MSCI ACWI Climate Paris Aligned Index, while EMXC tracks MSCI Emerging Markets ex China Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.12% for NZAC and 0.49% for EMXC.

EMXC currently has the higher Sharpe Ratio (2.74 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for NZAC and EMXC

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