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EMSF vs LDEM

Matthews Emerging Markets Sustainable Future Active ETF vs iShares ESG MSCI EM Leaders ETF

EMSF

Matthews Emerging Markets Sustainable Future Active ETF

Matthews Asia Funds

Annual cost

0.79%

Fund size

$44M

LDEM

iShares ESG MSCI EM Leaders ETF

iShares

Annual cost

0.16%

Fund size

$34M

Key differences

  • LDEM costs 0.63% less per year.
  • EMSF follows a active selection strategy; LDEM uses index tracking.

Side-by-side comparison

EMSFLDEM
Annual cost (TER)0.79%0.16%
Fund size (AUM)$44M$34M
Since20232020
Dividend yield5.21%3.06%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+64.8%+21.8%
CAGR 3YN/A+14.1%
CAGR 5YN/A+2.7%
Sharpe 3YN/A0.65
Volatility 1Y24.21%17.58%
Max drawdown-24.75%-40.82%

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

Similar to EMSF and LDEM