EEM vs IEMG: Complete Comparison
iShares MSCI Emerging Markets ETF vs iShares Core MSCI Emerging Markets ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ IEMG wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: IEMG wins with better expense ratio and number of holdings. Consider IEMG for your portfolio, but EEM is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
14 shared holdings representing 87.2% portfolio overlap
Top Shared Holdings
| # | Stock | EEM Weight | IEMG Weight | Overlap |
|---|---|---|---|---|
| 1 | PDD PDD | 0.83% | 0.80% | 0.80% |
| 2 | NU NU | 0.56% | 0.45% | 0.45% |
| 3 | AU AU | 0.40% | 0.33% | 0.33% |
| 4 | BAP BAP | 0.18% | 0.15% | 0.15% |
| 5 | YUMC YUMC | 0.17% | 0.14% | 0.14% |
| 6 | SCCO SCCO | 0.13% | 0.10% | 0.10% |
| 7 | TME TME | 0.10% | 0.11% | 0.10% |
| 8 | HTHT HTHT | 0.09% | 0.07% | 0.07% |
| 9 | BZ BZ | 0.08% | 0.07% | 0.07% |
| 10 | TGLFF TGLFF | 0.06% | 0.06% | 0.06% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in EEM
Unique to EEM
| Symbol | Name | Weight |
|---|---|---|
| XP | XP | 0.07% |
| VIPS | VIPS | 0.06% |
| JBS | JBS | 0.05% |
| TAL | TAL | 0.05% |
| BVN | BVN | 0.04% |
Top Holdings Only in IEMG
Unique to IEMG
| Symbol | Name | Weight |
|---|---|---|
| PAGS | PAGS | 0.02% |
| INTR | INTR | 0.02% |
| MOMO | MOMO | 0.01% |
| IQ | IQ | 0.01% |
| JOYY | JOYY | 0.01% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
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