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XEM.TO vs. CAEM.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XEM.TO vs. CAEM.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares MSCI Emerging Markets Index ETF (XEM.TO) and Avantis CIBC Emerging Markets Equity ETF (CAEM.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


XEM.TO

1D
-0.85%
1M
11.30%
YTD
29.23%
6M
29.57%
1Y
57.02%
3Y*
24.75%
5Y*
9.57%
10Y*
10.27%

CAEM.TO

1D
-0.87%
1M
9.77%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XEM.TO vs. CAEM.TO - Yearly Performance Comparison


Correlation

The correlation between XEM.TO and CAEM.TO is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 1, 2026

0.86

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Return for Risk

XEM.TO vs. CAEM.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XEM.TO
XEM.TO Risk / Return Rank: 8585
Overall Rank
XEM.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
XEM.TO Sortino Ratio Rank: 8484
Sortino Ratio Rank
XEM.TO Omega Ratio Rank: 8787
Omega Ratio Rank
XEM.TO Calmar Ratio Rank: 8585
Calmar Ratio Rank
XEM.TO Martin Ratio Rank: 8383
Martin Ratio Rank

CAEM.TO
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XEM.TO vs. CAEM.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Index ETF (XEM.TO) and Avantis CIBC Emerging Markets Equity ETF (CAEM.TO). 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.


XEM.TOCAEM.TODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.55

Calmar ratioReturn relative to maximum drawdown

4.67

Martin ratioReturn relative to average drawdown

17.00

XEM.TO vs. CAEM.TO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XEM.TOCAEM.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

7.86

-7.42

Drawdowns

XEM.TO vs. CAEM.TO - Drawdown Comparison

The maximum XEM.TO drawdown since its inception was -35.29%, which is greater than CAEM.TO's maximum drawdown of -4.26%. Use the drawdown chart below to compare losses from any high point for XEM.TO and CAEM.TO.


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Drawdown Indicators


XEM.TOCAEM.TODifference

Max Drawdown

Largest peak-to-trough decline

-35.29%

-4.26%

-31.03%

Max Drawdown (1Y)

Largest decline over 1 year

-12.27%

Max Drawdown (3Y)

Largest decline over 3 years

-15.30%

Max Drawdown (5Y)

Largest decline over 5 years

-31.08%

Max Drawdown (10Y)

Largest decline over 10 years

-35.29%

Current Drawdown

Current decline from peak

-0.85%

-0.87%

+0.02%

Average Drawdown

Average peak-to-trough decline

-10.45%

-0.74%

-9.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.36%

Volatility

XEM.TO vs. CAEM.TO - Volatility Comparison


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Volatility by Period


XEM.TOCAEM.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.30%

Volatility (6M)

Calculated over the trailing 6-month period

16.79%

Volatility (1Y)

Calculated over the trailing 1-year period

19.28%

19.42%

-0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.84%

19.42%

-2.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.12%

19.42%

-1.30%

Dividends

XEM.TO vs. CAEM.TO - Dividend Comparison

XEM.TO's dividend yield for the trailing twelve months is around 1.47%, while CAEM.TO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CAEM.TO
Avantis CIBC Emerging Markets Equity ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XEM.TO
iShares MSCI Emerging Markets Index ETF
1.47%1.90%2.08%2.39%2.10%1.91%1.28%2.57%1.96%1.78%1.96%2.22%

Frequently Asked Questions


XEM.TO and CAEM.TO have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: iShares and CIBC.

Portfolio Optimizer

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