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EMEQ vs EMXC

Nomura Focused Emerging Markets Equity ETF vs iShares MSCI Emerging Markets ex China ETF

EMEQ

Nomura Focused Emerging Markets Equity ETF

Annual cost

0.86%

Fund size

$623M

EMXC

iShares MSCI Emerging Markets ex China ETF

Annual cost

0.25%

Fund size

$24.6B

Key differences

Both EMEQ and EMXC are equity ETFs. EMEQ charges 0.86% a year and EMXC 0.25%. The main difference: EMEQ follows a active selection strategy; EMXC uses index tracking.

  • EMEQ follows a active selection strategy; EMXC uses index tracking.
  • EMXC costs 0.61% less per year.
  • EMXC is much larger than EMEQ. Larger funds are usually more liquid and less likely to close.
  • EMXC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMEQEMXC
Annual cost (TER)0.86%0.25%
Fund size (AUM)$623M$24.6B
Since20242017
Dividend yield1.64%2.04%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+129.6%+63.6%
CAGR 3YN/A+26.7%
CAGR 5YN/A+11.4%
Sharpe 3YN/A1.19
Volatility 1Y34.36%23.23%
Max drawdown-19.24%-42.81%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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