EEM vs EFV
Comparison between ISHARES MSCI EMERGING MARKETS ETF (EEM, ETF) and ISHARES MSCI EAFE VALUE ETF (EFV, ETF).
5-Year PerformanceEFV has outperformed EEM, delivering a return of +12.4% compared to +7.4%
EEM vs EFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EEM
$30B
EFV
$30B
Expense Ratio
EEM
0.72%
Winner
EFV
0.31%
Max Drawdown
EEM
67.23%
Winner
EFV
66.71%
Sharpe Ratio
Winner
EEM
1.67
EFV
1.55
5Y Beta
EEM
0.84
Winner
EFV
0.63
5Y Dividends CAGR
EEM
9.60%
Winner
EFV
19.94%
EEM vs EFV - Holdings Comparison
EEM and EFV have 1 common holdings. Overlap is -1.94%
EEM's top 25 holdings weight is 44.49%. EFV's top 25 holdings weight is 39.58%.
| Rank | EEM | EFV |
|---|---|---|
| #1 | n/a (n/a) - 14.36% | HSBC HOLDINGS PLC (n/a) - 3.03% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.91% | NESTLE SA (n/a) - 2.38% |
| #3 | SK HYNIX INC (n/a) - 5.00% | SHELL PLC (n/a) - 2.26% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.07% | EUR/USD PURCHASED (n/a) - 1.92% |
| #5 | n/a (n/a) - 2.43% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.89% |
| #6 | MEDIATEK INC (n/a) - 1.41% | GBP CASH (n/a) - 1.80% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.09% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.73% |
| #8 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.86% | GBP/USD PURCHASED (n/a) - 1.70% |
| #9 | n/a (n/a) - 0.81% | TOTALENERGIES SE (TTE:XPAR) - 1.63% |
| #10 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.80% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.61% |
| #11 | HDFC BANK LTD (n/a) - 0.75% | TOYOTA MOTOR CORP (n/a) - 1.61% |
| #12 | RELIANCE INDUSTRIES LTD (n/a) - 0.74% | ALLIANZ SE (n/a) - 1.55% |
| #13 | ICICI BANK LTD (n/a) - 0.57% | SEK/USD PURCHASED (n/a) - 1.45% |
| #14 | PDD HOLDINGS INC ADR (PDD) - 0.56% | SEK CASH (n/a) - 1.44% |
| #15 | XIAOMI CORP CLASS B (n/a) - 0.56% | SIEMENS AG (n/a) - 1.43% |
| #16 | SK SQUARE (n/a) - 0.55% | BHP GROUP LTD (n/a) - 1.38% |
| #17 | n/a (n/a) - 0.49% | CHF/USD PURCHASED (n/a) - 1.36% |
| #18 | n/a (n/a) - 0.49% | IBERDROLA SA (n/a) - 1.28% |
| #19 | VALE SA (n/a) - 0.48% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.25% |
| #20 | HYUNDAI MOTOR CO (n/a) - 0.44% | SOFTBANK GROUP CORP (n/a) - 1.21% |
| #21 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.44% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.21% |
| #22 | ANGLOGOLD ASHANTI PLC (AU) - 0.43% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.16% |
| #23 | MEITUAN CLASS B (n/a) - 0.43% | UNILEVER PLC (n/a) - 1.13% |
| #24 | AL RAJHI BANK (n/a) - 0.42% | BANCO SANTANDER SA (n/a) - 1.09% |
| #25 | BHARTI AIRTEL LTD (n/a) - 0.40% | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.08% |
| Total Holdings | 1228 | 448 |
EEM vs EFV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EEM
+7.73%
EFV
+2.33%
3M
Winner
EEM
+20.08%
EFV
+6.97%
6M
Winner
EEM
+31.49%
EFV
+11.65%
1Y
Winner
EEM
+50.56%
EFV
+28.92%
5Y(CAGR)
EEM
+7.35%
Winner
EFV
+12.40%
10Y(CAGR)
EEM
+10.15%
Winner
EFV
+10.53%
Max(CAGR)
Winner
EEM
+10.29%
EFV
+5.93%
EEM vs EFV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EEM | EFV |
|---|---|---|
| 2026 | +24.65% | +9.58% |
| 2025 | +34.17% | +42.78% |
| 2024 | +7.76% | +6.09% |
| 2023 | +8.08% | +17.94% |
| 2022 | -21.12% | -6.02% |
| 2021 | -4.23% | +10.61% |
| 2020 | +14.71% | -3.97% |
| 2019 | +17.90% | +16.14% |
| 2018 | -16.88% | -15.39% |
| 2017 | +35.65% | +20.26% |
| 2016 | +13.99% | +6.73% |
| 2015 | -15.06% | -5.58% |
| 2014 | -0.08% | -4.94% |
| 2013 | -5.57% | +19.72% |
| 2012 | +15.57% | +15.79% |
| 2011 | -19.59% | -13.17% |
| 2010 | +13.21% | +1.59% |
| 2009 | +61.25% | +26.61% |
| 2008 | -48.03% | -41.53% |
| 2007 | +32.18% | +3.83% |
| 2006 | +26.46% | +26.22% |
| 2005 | +34.01% | +10.86% |
| 2004 | +21.91% | N/A |
| 2003 | +63.14% | N/A |
EEM vs EFV Drawdown Comparison
The maximum drawdown for EEM was -66.45%, occurring on Nov 20, 2008. Recovery took 2488 trading sessions.
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The current EEM drawdown is -0.99%. The current EFV drawdown is -1.08%.
| Rank | EEM | EFV |
|---|---|---|
| #1 | -66.45% Oct 31, 2007 - Sep 19, 2017 | -63.96% Oct 31, 2007 - Oct 10, 2017 |
| #2 | -39.80% Feb 17, 2021 - Sep 11, 2025 | -43.16% Jan 26, 2018 - May 6, 2021 |
| #3 | -38.22% Jan 26, 2018 - Nov 24, 2020 | -25.80% Feb 9, 2022 - Jul 13, 2023 |
| #4 | -26.24% May 9, 2006 - Dec 4, 2006 | -14.78% May 9, 2006 - Oct 12, 2006 |
| #5 | -21.38% Apr 12, 2004 - Nov 4, 2004 | -13.72% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -17.73% Jul 23, 2007 - Sep 21, 2007 | -12.13% Jul 12, 2007 - Oct 29, 2007 |
| #7 | -13.52% Feb 25, 2026 - Apr 17, 2026 | -10.90% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -12.02% Oct 3, 2005 - Dec 1, 2005 | -9.39% Jun 7, 2021 - Jan 12, 2022 |
| #9 | -11.97% Mar 7, 2005 - Jul 12, 2005 | -9.13% Sep 26, 2024 - Feb 14, 2025 |
| #10 | -11.25% Feb 21, 2007 - Apr 3, 2007 | -8.78% Jul 28, 2023 - Dec 1, 2023 |
| #11 | -8.77% Jun 2, 2026 - Jun 5, 2026 | -7.65% Feb 26, 2007 - Apr 5, 2007 |
| #12 | -8.02% Jan 31, 2006 - Apr 3, 2006 | -6.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -7.27% Mar 1, 2004 - Apr 2, 2004 | -6.52% Sep 29, 2005 - Nov 22, 2005 |
| #14 | -5.94% Jan 3, 2007 - Jan 24, 2007 | -5.14% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -5.72% Aug 10, 2005 - Sep 6, 2005 | -4.43% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between EEM and EFV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2003 - 2026)
EEM vs EFV dividend yield comparison.
| Year | EEM | EFV |
|---|---|---|
| 2026 | 0.50% | 2.65% |
| 2025 | 2.22% | 4.16% |
| 2024 | 2.43% | 4.66% |
| 2023 | 2.63% | 4.36% |
| 2022 | 2.50% | 4.17% |
| 2021 | 1.99% | 4.07% |
| 2020 | 1.45% | 2.42% |
| 2019 | 2.76% | 4.62% |
| 2018 | 2.24% | 4.56% |
| 2017 | 1.88% | 3.56% |
| 2016 | 1.89% | 3.28% |
| 2015 | 2.49% | 3.59% |
| 2014 | 2.23% | 4.87% |
| 2013 | 2.05% | 3.19% |
| 2012 | 1.68% | 3.77% |
| 2011 | 2.13% | 4.52% |
| 2010 | 1.36% | 3.23% |
| 2009 | 1.40% | 2.97% |
| 2008 | 3.43% | 4.70% |
| 2007 | 1.30% | 4.51% |
| 2006 | 1.38% | 1.65% |
| 2005 | 1.12% | 0.45% |
| 2004 | 1.20% | 0.00% |
| 2003 | 0.50% | 0.00% |
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