RFEM vs. EEM
Compare and contrast key facts about First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) and iShares MSCI Emerging Markets ETF (EEM).
RFEM and EEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RFEM is an actively managed fund by First Trust. It was launched on Jun 14, 2016. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFEM or EEM.
Correlation
The correlation between RFEM and EEM is 0.64, 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
RFEM vs. EEM - Performance Comparison
Key characteristics
RFEM:
0.40
EEM:
0.42
RFEM:
0.69
EEM:
0.69
RFEM:
1.09
EEM:
1.09
RFEM:
0.47
EEM:
0.28
RFEM:
1.34
EEM:
1.22
RFEM:
5.54%
EEM:
6.11%
RFEM:
18.67%
EEM:
19.22%
RFEM:
-42.22%
EEM:
-66.43%
RFEM:
-4.48%
EEM:
-15.54%
Returns By Period
In the year-to-date period, RFEM achieves a 3.70% return, which is significantly lower than EEM's 6.67% return.
RFEM
3.70%
13.46%
-0.16%
7.50%
9.06%
N/A
EEM
6.67%
15.81%
-0.91%
8.03%
6.21%
2.75%
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RFEM vs. EEM - Expense Ratio Comparison
RFEM has a 0.95% expense ratio, which is higher than EEM's 0.68% expense ratio.
Risk-Adjusted Performance
RFEM vs. EEM — Risk-Adjusted Performance Rank
RFEM
EEM
RFEM vs. EEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) 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.
Dividends
RFEM vs. EEM - Dividend Comparison
RFEM's dividend yield for the trailing twelve months is around 3.51%, more than EEM's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFEM First Trust RiverFront Dynamic Emerging Markets ETF | 3.51% | 3.64% | 3.28% | 7.74% | 3.21% | 1.22% | 3.75% | 2.37% | 1.62% | 3.73% | 0.00% | 0.00% |
EEM iShares MSCI Emerging Markets ETF | 2.28% | 2.43% | 2.63% | 2.50% | 1.99% | 1.45% | 2.76% | 2.24% | 1.89% | 1.89% | 2.49% | 2.23% |
Drawdowns
RFEM vs. EEM - Drawdown Comparison
The maximum RFEM drawdown since its inception was -42.22%, smaller than the maximum EEM drawdown of -66.43%. Use the drawdown chart below to compare losses from any high point for RFEM and EEM. For additional features, visit the drawdowns tool.
Volatility
RFEM vs. EEM - Volatility Comparison
First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) and iShares MSCI Emerging Markets ETF (EEM) have volatilities of 7.93% and 8.27%, 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.