Correlation
The correlation between STXE and EMXC is 0.66, 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.
STXE vs. EMXC
Compare and contrast key facts about Strive Emerging Markets Ex-China ETF (STXE) and iShares MSCI Emerging Markets ex China ETF (EMXC).
STXE and EMXC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXE is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross. It was launched on Jan 30, 2023. EMXC is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets ex China Index. It was launched on Jul 19, 2017. Both STXE and EMXC 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: STXE or EMXC.
Performance
STXE vs. EMXC - Performance Comparison
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Key characteristics
STXE:
0.39
EMXC:
0.35
STXE:
0.47
EMXC:
0.44
STXE:
1.06
EMXC:
1.06
STXE:
0.23
EMXC:
0.21
STXE:
0.58
EMXC:
0.55
STXE:
7.44%
EMXC:
7.22%
STXE:
17.31%
EMXC:
17.74%
STXE:
-18.91%
EMXC:
-42.80%
STXE:
-4.64%
EMXC:
-4.32%
Returns By Period
The year-to-date returns for both stocks are quite close, with STXE having a 6.85% return and EMXC slightly lower at 6.83%.
STXE
6.85%
4.30%
3.66%
7.36%
N/A
N/A
N/A
EMXC
6.83%
4.35%
4.32%
6.83%
5.35%
10.09%
N/A
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STXE vs. EMXC - Expense Ratio Comparison
STXE has a 0.32% expense ratio, which is lower than EMXC's 0.49% expense ratio.
Risk-Adjusted Performance
STXE vs. EMXC — Risk-Adjusted Performance Rank
STXE
EMXC
STXE vs. EMXC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive Emerging Markets Ex-China ETF (STXE) 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.
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Dividends
STXE vs. EMXC - Dividend Comparison
STXE's dividend yield for the trailing twelve months is around 3.48%, more than EMXC's 2.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
STXE Strive Emerging Markets Ex-China ETF | 3.48% | 3.23% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EMXC iShares MSCI Emerging Markets ex China ETF | 2.52% | 2.69% | 1.83% | 2.85% | 1.78% | 1.45% | 3.25% | 2.63% | 0.99% |
Drawdowns
STXE vs. EMXC - Drawdown Comparison
The maximum STXE drawdown since its inception was -18.91%, smaller than the maximum EMXC drawdown of -42.80%. Use the drawdown chart below to compare losses from any high point for STXE and EMXC.
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Volatility
STXE vs. EMXC - Volatility Comparison
Strive Emerging Markets Ex-China ETF (STXE) and iShares MSCI Emerging Markets ex China ETF (EMXC) have volatilities of 4.10% and 4.28%, 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.
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