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Asset Class: Diversified Emerging Markets
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Most Popular ETF back tested: iShares MSCI Emerging Markets ETF (EEM)
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Correlation to U.S. Stock Market: 0.79
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Long-Term Performance: 10.89% CAGR
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S&P 500 Performance: 10.32% CAGR
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Back test timeframe: May 2003 – January 2021
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Number of ETFs available in this asset class: 78
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Number of ETFs in this asset class that are 10-years old or older: 14
EEM vs SPY: May 2003 – January 2021
EEM vs SPY: April 11, 2003 – February 5, 2021
The Deep Value ETF Accumulator rankings for the 14 oldest Diversified Emerging Markets ETFs:
The 4 top ranked Diversified Emerging Markets ETFs head-to-head comparisons:
DGS vs SPEM vs ADRE vs EEM: November 2007 – January 2021
DGS vs SPEM vs ADRE vs EEM: October 30, 2007 – February 5, 2021
Stated objectives of 4 top ranked Diversified Emerging Markets ETFs:
DGS – WisdomTree Emerging Markets SmallCap Dividend Fund seeks to track the investment results of dividend-paying small-cap companies in the emerging markets region. Gain exposure to small cap equity of emerging market dividend paying companies. Use to complement emerging market exposure accessing local economic growth and to satisfy demand for growth potential and income focus.
SPEM – The SPDR® Portfolio Emerging Markets ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Emerging BMI Index (the “Index”). One of the low cost core SPDR Portfolio ETFs, a suite of portfolio building blocks designed to provide broad, diversified exposure to core asset classes. A low cost ETF that seeks to offer broad exposure to emerging market equities. Could potentially mitigate country-specific risk.
ADRE – The Invesco BLDRS Emerging Markets 50 ADR Index Fund (the “Fund”) seeks to provide investment results that correspond generally, before fees and expenses, to the price and yield performance of the S&P/BNY Mellon Emerging Markets 50 ADR IndexSM (the “Index”). The Fund normally holds at least 95% of its total assets in depositary receipts (DR) that comprise the Index. The Index is capitalization-weighted and designed to track the performance of approximately 50 emerging market-based DRs. The Fund and the Index are rebalanced and reconstituted quarterly. The Fund is an “index fund” that holds publicly traded DRs, negotiable U.S. securities that generally represent a non-U.S. company’s publicly traded equity or debt, of non-U.S. companies in a particular geographic region or market represented by a specified relevant benchmark S&P/BNY Mellon ADR Index.
EEM – The iShares MSCI Emerging Markets ETF seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities. Exposure to large and mid-sized companies in emerging markets. Easy access to 800+ emerging market stocks. Use to diversify internationally and seek long-term growth.
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator articles on Diversified Emerging Markets ETFs:
4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.3
Disclosure: We currently own shares of DGS & DEM. We intend to sell our shares of DEM and buy shares of SPEM within the next 72 hours. I am not a professional investment advisor. Please perform your own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.