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EMSF vs DFAE

Matthews Emerging Markets Sustainable Future Active ETF vs Dimensional Emerging Core Equity Market ETF

EMSF

Matthews Emerging Markets Sustainable Future Active ETF

Matthews Asia Funds

Annual cost

0.79%

Fund size

$44M

DFAE

Dimensional Emerging Core Equity Market ETF

Dimensional Fund Advisors

Annual cost

0.29%

Fund size

$8.9B

Key differences

  • DFAE costs 0.50% less per year.
  • DFAE is significantly larger than EMSF — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

EMSFDFAE
Annual cost (TER)0.79%0.29%
Fund size (AUM)$44M$8.9B
Since20232020
Dividend yield5.21%1.91%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionactive selection
CAGR 1Y+64.8%+45.1%
CAGR 3YN/A+22.4%
CAGR 5YN/A+9.3%
Sharpe 3YN/A1.06
Volatility 1Y24.21%18.59%
Max drawdown-24.75%-32.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EMSF and DFAE