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EMXF vs XVV

iShares ESG Advanced MSCI EM ETF vs iShares ESG Select Screened S&P 500 ETF

EMXF

iShares ESG Advanced MSCI EM ETF

iShares

Annual cost

0.16%

Fund size

$148M

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

  • XVV costs 0.08% less per year.
  • XVV is significantly larger than EMXF — larger funds tend to be more liquid and less likely to close.
  • EMXF covers emerging markets markets; XVV covers north america.
  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

EMXFXVV
Annual cost (TER)0.16%0.08%
Fund size (AUM)$148M$636M
Since20202020
Dividend yield3.03%0.92%
Asset classequityequity
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.9%+27.7%
CAGR 3Y+21.6%+23.1%
CAGR 5Y+8.2%+13.6%
Sharpe 3Y1.011.18
Volatility 1Y18.54%12.84%
Max drawdown-33.13%-27.20%

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

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