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OBEMX vs. EEMS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

OBEMX vs. EEMS

Last updated May 17, 2025

Compare and contrast key facts about Oberweis Emerging Markets Fund (OBEMX) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS).

OBEMX is managed by Oberweis. It was launched on Apr 30, 2018. EEMS is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Small Cap Index. It was launched on Aug 16, 2011.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBEMX or EEMS.

Correlation

The correlation between OBEMX and EEMS is 0.62, 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

OBEMX vs. EEMS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oberweis Emerging Markets Fund (OBEMX) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

OBEMX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

EEMS

YTD

4.21%

1M

10.71%

6M

4.72%

1Y

1.47%

5Y*

14.70%

10Y*

4.15%

*Annualized

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OBEMX vs. EEMS - Expense Ratio Comparison

OBEMX has a 1.75% expense ratio, which is higher than EEMS's 0.69% expense ratio.

OBEMX
Oberweis Emerging Markets Fund
EEMS
iShares MSCI Emerging Markets Small-Cap ETF

Risk-Adjusted Performance

OBEMX vs. EEMS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OBEMX
The Risk-Adjusted Performance Rank of OBEMX is 11
Overall Rank
The Sharpe Ratio Rank of OBEMX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of OBEMX is 22
Sortino Ratio Rank
The Omega Ratio Rank of OBEMX is 11
Omega Ratio Rank
The Calmar Ratio Rank of OBEMX is 11
Calmar Ratio Rank
The Martin Ratio Rank of OBEMX is 11
Martin Ratio Rank
EEMS
The Risk-Adjusted Performance Rank of EEMS is 2222
Overall Rank
The Sharpe Ratio Rank of EEMS is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of EEMS is 2323
Sortino Ratio Rank
The Omega Ratio Rank of EEMS is 2222
Omega Ratio Rank
The Calmar Ratio Rank of EEMS is 2525
Calmar Ratio Rank
The Martin Ratio Rank of EEMS is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OBEMX vs. EEMS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Oberweis Emerging Markets Fund (OBEMX) and iShares MSCI Emerging Markets Small-Cap ETF (EEMS). 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

OBEMX vs. EEMS - Dividend Comparison

OBEMX has not paid dividends to shareholders, while EEMS's dividend yield for the trailing twelve months is around 2.49%.

TTM20242023202220212020201920182017201620152014
OBEMX
Oberweis Emerging Markets Fund		129.08%129.08%0.51%2.78%14.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EEMS
iShares MSCI Emerging Markets Small-Cap ETF		2.49%2.60%2.69%0.89%3.56%2.14%2.64%3.06%2.47%2.51%2.33%2.67%

Drawdowns

OBEMX vs. EEMS - Drawdown Comparison

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Volatility

OBEMX vs. EEMS - Volatility Comparison

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