EMCS vs JHEM

EMCS vs JHEM

Which is better, EMCS or JHEM?

Nearly the same fund. EMCS costs less.

EMCS has a lower expense ratio. EMCS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95.

Lower Fees: EMCSHigher Returns: EMCS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEMCSJHEM
Expense Ratio0.15%Best0.49%
AUM$1.0B$906M
Dividend Yield1.53%1.88%
Holdings1481,796
YTD Return+17.10%Best+11.20%
1Y Return+21.59%Best+14.56%
3Y Return (annualized)+24.92%Best+18.77%
5Y Return (annualized)+7.37%Best+7.22%
Volatility (annualized)19.2%17.3%Best
Max Drawdown-44.9%-35.0%Best
$10,000 over 5 years$14,270Best$14,170
Fund FamilyXtrackers ETFsJohn Hancock Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 4, 2018Sep 27, 2018

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 6, 2018 to Nov 9, 2026 (7.9 years).

EMCS vs JHEM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.9 years both funds cover.

Compare EMCS against instead:EMCS vs SPYEMCS vs QQQEMCS vs VOOEMCS vs VTIJHEM against:JHEM vs VXUS

EMCS vs JHEM Performance

Xtrackers MSCI Emerging Markets Select ETF (EMCS) is an ETF from Xtrackers ETFs and John Hancock Multifactor Emerging Markets ETF (JHEM) is an ETF from John Hancock Investment Management. Over the past year EMCS returned +21.59% while JHEM returned +14.56%. Year to date, EMCS is up 17.10% versus a gain of 11.20% for JHEM.

Over three years, EMCS compounded at +24.92% per year against +18.77% for JHEM; over five years the annualized figures are +7.37% and +7.22% respectively. Across the full 8-year window we track, EMCS has the edge at +8.92% annualized vs +7.68%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EMCS has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 17.3% for JHEM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -44.9% for EMCS and -35.0% for JHEM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EMCS charges 0.15% per year while JHEM charges 0.49%. On a $10,000 position that is $15 vs $49 annually, a gap of $34 per year that compounds over a long holding period. On income, EMCS currently yields 1.53% against 1.88% for JHEM.

You are not choosing between two funds in isolation.

Whichever of EMCS and JHEM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EMCSJHEM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EMCS or JHEM?

EMCS has an expense ratio of 0.15% while JHEM charges 0.49%. EMCS is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, EMCS or JHEM?

Over the past year EMCS returned +21.59% vs +14.56% for JHEM, so EMCS leads on 1-year performance. Over the longest common window we track (8 years), EMCS annualized +8.92% vs +7.68% for JHEM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EMCS or JHEM?

EMCS has been the more volatile fund at 19.2% annualized versus 17.3% for JHEM. Worst drawdown: EMCS -44.9% vs JHEM -35.0%.

Should I hold both EMCS and JHEM?

EMCS and JHEM have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, EMCS or JHEM?

EMCS yields 1.53% while JHEM yields 1.88%, so JHEM currently pays the higher dividend yield.

Is JHEM better than EMCS?

EMCS has a lower expense ratio. EMCS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.