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PPEM vs EEMS

Putnam Panagora ESG Emerging Markets Equity ETF - vs iShares MSCI Emerging Markets Small-Cap ETF

PPEM

Putnam Panagora ESG Emerging Markets Equity ETF -

Franklin Templeton Investments

Annual cost

0.60%

Fund size

$7M

EEMS

iShares MSCI Emerging Markets Small-Cap ETF

iShares

Annual cost

0.72%

Fund size

$452M

Key differences

  • PPEM costs 0.12% less per year.
  • EEMS is significantly larger than PPEM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PPEM has delivered higher annualized returns.
  • EEMS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PPEMEEMS
Annual cost (TER)0.60%0.72%
Fund size (AUM)$7M$452M
Since20232011
Dividend yield1.93%2.72%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+53.9%+30.4%
CAGR 3Y+24.3%+17.8%
CAGR 5YN/A+8.5%
Sharpe 3Y1.090.91
Volatility 1Y20.68%16.93%
Max drawdown-18.44%-48.89%

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

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