KF vs MFEM

Quick Verdict

KF delivered stronger 1-year returns. MFEM offers more diversification with 704 holdings.

Lower Fees: TiedHigher Returns: KFMore Diversified: MFEM

Side-by-Side Comparison

MetricKFMFEMWinner
Expense Ratio-0.49%
AUM$285M$142M
Dividend Yield1.57%2.14%
Holdings52730
YTD Return+64.67%+21.89%
1Y Return+130.85%+33.23%
3Y Return (annualized)+44.19%+20.02%
5Y Return (annualized)+17.31%+8.45%
Volatility (annualized)43.4%17.7%
Max Drawdown-77.0%-45.3%
Fund FamilyThe Korea Fund, Inc. (KF)PIMCO (US)
CategoryEquityEquity
InceptionAug 29, 1984Aug 31, 2017

KF vs MFEM Performance

The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF) and PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) is a ETF from PIMCO (US). Over the past year KF returned +130.85% while MFEM returned +33.23%. Year to date, KF is up 64.67% versus a gain of 21.89% for MFEM.

Over three years, KF compounded at +44.19% per year against +20.02% for MFEM; over five years the annualized figures are +17.31% and +8.45% respectively. Across the full 9-year window we track, KF has the edge at +16.48% annualized vs +6.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 17.7% for MFEM. 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 -77.0% for KF and -45.3% for MFEM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Holdings Overlap

12.8%overlap

KF and MFEM share 17 holdings out of 736 unique holdings combined, representing a 12.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KFWeight in MFEMDifference
005930:KR21.11%1.66%19.45%
000660:KR18.40%2.25%16.15%
00538:KR2.63%3.13%0.50%
105560:KRProProPro
055550:KRProProPro
009150:KRProProPro
000270:KRProProPro
034730:KRProProPro
028260:KRProProPro
000720:KRProProPro
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Frequently Asked Questions

Which performed better, KF or MFEM?

Over the past year KF returned +130.85% vs +33.23% for MFEM, so KF leads on 1-year performance. Over the longest common window we track (9 years), KF annualized +16.48% vs +6.87% for MFEM. Past performance does not guarantee future results.

Which is riskier, KF or MFEM?

KF has been the more volatile fund at 43.4% annualized versus 17.7% for MFEM. Worst drawdown: KF -77.0% vs MFEM -45.3%.

Should I hold both KF and MFEM?

KF and MFEM have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KF and MFEM?

KF and MFEM share 17 common holdings with a 12.8% weight overlap. Combined, they hold 736 unique securities.

Which pays a higher dividend, KF or MFEM?

KF yields 1.57% while MFEM yields 2.14%, so MFEM currently pays the higher dividend yield.

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