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JADE vs EEM

JPMorgan Active Developing Markets Equity ETF vs iShares MSCI Emerging Markets ETF

JADE

JPMorgan Active Developing Markets Equity ETF

Annual cost

0.65%

Fund size

$31M

EEM

iShares MSCI Emerging Markets ETF

Annual cost

0.72%

Fund size

$30.3B

Key differences

Both JADE and EEM are equity ETFs. JADE charges 0.65% a year and EEM 0.72%. The main difference: JADE follows a active selection strategy; EEM uses index tracking.

  • JADE follows a active selection strategy; EEM uses index tracking.
  • JADE costs 0.07% less per year.
  • EEM is much larger than JADE. Larger funds are usually more liquid and less likely to close.
  • EEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JADEEEM
Annual cost (TER)0.65%0.72%
Fund size (AUM)$31M$30.3B
Since20242003
Dividend yield1.82%1.77%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+46.8%+42.2%
CAGR 3YN/A+22.1%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.98
Volatility 1Y20.30%21.09%
Max drawdown-16.71%-39.82%

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

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