IEMG vs. AVEM - ETF Comparison
IEMG - iShares Core MSCI Emerging Markets ETF
The iShares Core MSCI Emerging Markets ETF is a low-cost, diversified investment solution that provides broad exposure to emerging markets equities, including smaller-cap names. It tracks the MSCI Emerging Markets Investable Market Index, which includes South Korea, and is designed for long-term investors seeking to tap into the growth potential of emerging markets.
AVEM - Avantis Emerging Markets Equity ETF
The Avantis Emerging Markets Equity ETF is an actively managed fund that invests in a diversified portfolio of emerging markets equities, aiming to provide long-term capital growth. The fund's proprietary weighting scheme seeks to balance risk and potential returns, with a focus on the total market.
| IEMG | AVEM | |
|---|---|---|
| Fund Name | iShares Core MSCI Emerging Markets ETF | Avantis Emerging Markets Equity ETF |
| Fund Provider | BlackRock | American Century Investments |
| Index | MSCI Emerging Markets Investable Market Index | MSCI Emerging Markets |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.09% | 0.33% |
| Inception Date | 2012-10-18 | 2019-09-17 |
| Number Of Holdings | 2889 | 3390 |
| Region | Emerging Markets | Emerging Markets |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Blend |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.