WAESX vs. EEMV
Compare and contrast key facts about Wasatch Emerging Markets Select Fund (WAESX) and iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV).
WAESX is managed by Wasatch. It was launched on Dec 12, 2012. EEMV is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Minimum Volatility Index. It was launched on Oct 18, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAESX or EEMV.
Correlation
The correlation between WAESX and EEMV is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WAESX vs. EEMV - Performance Comparison
Key characteristics
WAESX:
0.76
EEMV:
1.11
WAESX:
1.13
EEMV:
1.60
WAESX:
1.14
EEMV:
1.20
WAESX:
0.31
EEMV:
0.97
WAESX:
2.25
EEMV:
3.00
WAESX:
4.95%
EEMV:
3.26%
WAESX:
14.70%
EEMV:
8.86%
WAESX:
-46.09%
EEMV:
-31.56%
WAESX:
-26.52%
EEMV:
-4.47%
Returns By Period
In the year-to-date period, WAESX achieves a 7.10% return, which is significantly higher than EEMV's 1.86% return. Over the past 10 years, WAESX has outperformed EEMV with an annualized return of 5.51%, while EEMV has yielded a comparatively lower 2.66% annualized return.
WAESX
7.10%
6.65%
1.20%
11.57%
5.85%
5.51%
EEMV
1.86%
2.18%
1.41%
8.89%
3.70%
2.66%
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WAESX vs. EEMV - Expense Ratio Comparison
WAESX has a 1.32% expense ratio, which is higher than EEMV's 0.25% expense ratio.
Risk-Adjusted Performance
WAESX vs. EEMV — Risk-Adjusted Performance Rank
WAESX
EEMV
WAESX vs. EEMV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging Markets Select Fund (WAESX) and iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV). 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
WAESX vs. EEMV - Dividend Comparison
WAESX has not paid dividends to shareholders, while EEMV's dividend yield for the trailing twelve months is around 3.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAESX Wasatch Emerging Markets Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | 3.44% | 3.50% | 2.75% | 1.93% | 2.14% | 2.45% | 2.63% | 2.46% | 2.34% | 2.79% | 2.55% | 2.71% |
Drawdowns
WAESX vs. EEMV - Drawdown Comparison
The maximum WAESX drawdown since its inception was -46.09%, which is greater than EEMV's maximum drawdown of -31.56%. Use the drawdown chart below to compare losses from any high point for WAESX and EEMV. For additional features, visit the drawdowns tool.
Volatility
WAESX vs. EEMV - Volatility Comparison
Wasatch Emerging Markets Select Fund (WAESX) has a higher volatility of 4.10% compared to iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) at 1.66%. This indicates that WAESX's price experiences larger fluctuations and is considered to be riskier than EEMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.