SEMA.L vs. EDIV
Compare and contrast key facts about iShares MSCI EM UCITS ETF (Acc) (SEMA.L) and SPDR S&P Emerging Markets Dividend ETF (EDIV).
SEMA.L and EDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SEMA.L is a passively managed fund by iShares that tracks the performance of the MSCI EM NR USD. It was launched on Sep 25, 2009. EDIV is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets Dividend Opportunities Index. It was launched on Feb 23, 2011. Both SEMA.L and EDIV 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: SEMA.L or EDIV.
Correlation
The correlation between SEMA.L and EDIV is 0.50, 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
SEMA.L vs. EDIV - Performance Comparison
Key characteristics
SEMA.L:
0.15
EDIV:
0.87
SEMA.L:
0.30
EDIV:
1.26
SEMA.L:
1.04
EDIV:
1.17
SEMA.L:
0.12
EDIV:
0.85
SEMA.L:
0.50
EDIV:
2.28
SEMA.L:
4.59%
EDIV:
5.18%
SEMA.L:
15.62%
EDIV:
14.03%
SEMA.L:
-31.87%
EDIV:
-53.35%
SEMA.L:
-9.75%
EDIV:
-1.85%
Returns By Period
In the year-to-date period, SEMA.L achieves a 0.39% return, which is significantly lower than EDIV's 6.15% return. Both investments have delivered pretty close results over the past 10 years, with SEMA.L having a 4.76% annualized return and EDIV not far behind at 4.57%.
SEMA.L
0.39%
8.41%
-2.34%
2.32%
5.79%
4.76%
EDIV
6.15%
13.92%
2.99%
12.11%
13.70%
4.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEMA.L vs. EDIV - Expense Ratio Comparison
SEMA.L has a 0.18% expense ratio, which is lower than EDIV's 0.49% expense ratio.
Risk-Adjusted Performance
SEMA.L vs. EDIV — Risk-Adjusted Performance Rank
SEMA.L
EDIV
SEMA.L vs. EDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM UCITS ETF (Acc) (SEMA.L) and SPDR S&P Emerging Markets Dividend ETF (EDIV). 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
SEMA.L vs. EDIV - Dividend Comparison
SEMA.L has not paid dividends to shareholders, while EDIV's dividend yield for the trailing twelve months is around 4.03%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMA.L iShares MSCI EM UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EDIV SPDR S&P Emerging Markets Dividend ETF | 4.03% | 3.94% | 4.26% | 4.94% | 3.84% | 3.52% | 3.83% | 3.41% | 2.99% | 4.93% | 5.33% | 4.84% |
Drawdowns
SEMA.L vs. EDIV - Drawdown Comparison
The maximum SEMA.L drawdown since its inception was -31.87%, smaller than the maximum EDIV drawdown of -53.35%. Use the drawdown chart below to compare losses from any high point for SEMA.L and EDIV. For additional features, visit the drawdowns tool.
Volatility
SEMA.L vs. EDIV - Volatility Comparison
iShares MSCI EM UCITS ETF (Acc) (SEMA.L) has a higher volatility of 6.65% compared to SPDR S&P Emerging Markets Dividend ETF (EDIV) at 5.50%. This indicates that SEMA.L's price experiences larger fluctuations and is considered to be riskier than EDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.