EFV vs EEM
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and ISHARES MSCI EMERGING MARKETS ETF (EEM, ETF).
5-Year PerformanceEFV has outperformed EEM, delivering a return of +14.5% compared to +7.8%
EFV vs EEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFV
$29B
Winner
EEM
$29B
Expense Ratio
Winner
EFV
0.31%
EEM
0.72%
Max Drawdown
Winner
EFV
66.71%
EEM
67.23%
Sharpe Ratio
Winner
EFV
1.68
EEM
1.34
5Y Beta
Winner
EFV
0.61
EEM
0.88
5Y Dividends CAGR
Winner
EFV
19.94%
EEM
9.60%
EFV vs EEM - Holdings Comparison
EFV and EEM have 1 common holdings. Overlap is -0.37%
EFV's top 25 holdings weight is 33.54%. EEM's top 25 holdings weight is 44.72%.
| Rank | EFV | EEM |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 3.10% | n/a (n/a) - 15.05% |
| #2 | SHELL PLC (n/a) - 2.26% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.67% |
| #3 | NESTLE SA (n/a) - 2.24% | SK HYNIX INC (n/a) - 5.56% |
| #4 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.07% | TENCENT HOLDINGS LTD (n/a) - 2.90% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.85% | n/a (n/a) - 2.12% |
| #6 | ALLIANZ SE (n/a) - 1.74% | MEDIATEK INC (n/a) - 1.39% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.66% | n/a (n/a) - 0.97% |
| #8 | TOYOTA MOTOR CORP (n/a) - 1.61% | DELTA ELECTRONICS INC (n/a) - 0.86% |
| #9 | TOTALENERGIES SE (TTE:XPAR) - 1.52% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.80% |
| #10 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.42% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.76% |
| #11 | SIEMENS AG (n/a) - 1.41% | HDFC BANK LTD (n/a) - 0.71% |
| #12 | BHP GROUP LTD (n/a) - 1.40% | RELIANCE INDUSTRIES LTD (n/a) - 0.68% |
| #13 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.32% | ICICI BANK LTD (n/a) - 0.62% |
| #14 | IBERDROLA SA (n/a) - 1.27% | SK SQUARE (n/a) - 0.60% |
| #15 | UNILEVER PLC (n/a) - 1.24% | n/a (n/a) - 0.54% |
| #16 | BANCO SANTANDER SA (n/a) - 1.20% | XIAOMI CORP CLASS B (n/a) - 0.51% |
| #17 | UNICREDIT SPA (n/a) - 1.17% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.50% |
| #18 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.07% | ANGLOGOLD ASHANTI PLC (AU) - 0.48% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 1.06% | BHARTI AIRTEL LTD (n/a) - 0.45% |
| #20 | BP PLC (n/a) - 0.99% | MEITUAN CLASS B (n/a) - 0.44% |
| #21 | HALEON PLC (n/a) - 0.39% | NAN YA PLASTICS CORP (n/a) - 0.23% |
| #22 | MARUBENI CORP (n/a) - 0.39% | n/a (n/a) - 0.22% |
| #23 | RECKITT BENCKISER GROUP PLC (n/a) - 0.39% | TRIP.COM GROUP LTD (n/a) - 0.22% |
| #24 | WOODSIDE ENERGY GROUP LTD (WDS) - 0.39% | PETROCHINA CO LTD CLASS H (n/a) - 0.22% |
| #25 | ORIX CORP (n/a) - 0.38% | QUANTA COMPUTER INC (n/a) - 0.22% |
| Total Holdings | 390 | 1186 |
EFV vs EEM - Historical Returns
Returns include dividend reinvestment.
1M
EFV
+1.84%
Winner
EEM
+4.09%
3M
Winner
EFV
+8.63%
EEM
-0.08%
6M
EFV
+11.66%
Winner
EEM
+16.93%
1Y
EFV
+30.22%
Winner
EEM
+40.50%
5Y(CAGR)
Winner
EFV
+14.48%
EEM
+7.79%
10Y(CAGR)
Winner
EFV
+10.31%
EEM
+8.62%
Max(CAGR)
EFV
+6.24%
Winner
EEM
+10.12%
EFV vs EEM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EFV | EEM |
|---|---|---|
| 2026 | +18.02% | +22.77% |
| 2025 | +42.78% | +34.17% |
| 2024 | +6.09% | +7.76% |
| 2023 | +17.94% | +8.08% |
| 2022 | -6.02% | -21.12% |
| 2021 | +10.61% | -4.23% |
| 2020 | -3.97% | +14.71% |
| 2019 | +16.14% | +17.90% |
| 2018 | -15.39% | -16.88% |
| 2017 | +20.26% | +35.65% |
| 2016 | +6.73% | +13.99% |
| 2015 | -5.58% | -15.06% |
| 2014 | -4.94% | -0.08% |
| 2013 | +19.72% | -5.57% |
| 2012 | +15.79% | +15.57% |
| 2011 | -13.17% | -19.59% |
| 2010 | +1.59% | +13.21% |
| 2009 | +26.61% | +61.25% |
| 2008 | -41.53% | -48.03% |
| 2007 | +3.83% | +32.18% |
| 2006 | +26.22% | +26.46% |
| 2005 | +10.86% | +34.01% |
| 2004 | N/A | +21.91% |
| 2003 | N/A | +63.14% |
EFV vs EEM Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for EEM was -66.45%, occurring on Nov 20, 2008. Recovery took 2488 trading sessions.
The current EFV drawdown is -0.14%. The current EEM drawdown is -3.52%.
| Rank | EFV | EEM |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -66.45% Oct 31, 2007 - Sep 19, 2017 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -39.80% Feb 17, 2021 - Sep 11, 2025 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -38.22% Jan 26, 2018 - Nov 24, 2020 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -26.24% May 9, 2006 - Dec 4, 2006 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -21.38% Apr 12, 2004 - Nov 4, 2004 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -17.73% Jul 23, 2007 - Sep 21, 2007 |
| #7 | -10.90% Feb 25, 2026 - Jul 6, 2026 | -14.24% Jun 22, 2026 - Jul 29, 2026 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -13.52% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -12.02% Oct 3, 2005 - Dec 1, 2005 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -11.97% Mar 7, 2005 - Jul 12, 2005 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -11.25% Feb 21, 2007 - Apr 3, 2007 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -8.77% Jun 2, 2026 - Jun 18, 2026 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -8.02% Jan 31, 2006 - Apr 3, 2006 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -7.27% Mar 1, 2004 - Apr 2, 2004 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -5.94% Jan 3, 2007 - Jan 24, 2007 |
Correlation
Correlation between EFV and EEM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2003 - 2026)
EFV vs EEM dividend yield comparison.
| Year | EFV | EEM |
|---|---|---|
| 2026 | 2.46% | 0.51% |
| 2025 | 4.16% | 2.22% |
| 2024 | 4.66% | 2.43% |
| 2023 | 4.36% | 2.63% |
| 2022 | 4.17% | 2.50% |
| 2021 | 4.07% | 1.99% |
| 2020 | 2.42% | 1.45% |
| 2019 | 4.62% | 2.76% |
| 2018 | 4.56% | 2.24% |
| 2017 | 3.56% | 1.88% |
| 2016 | 3.28% | 1.89% |
| 2015 | 3.59% | 2.49% |
| 2014 | 4.87% | 2.23% |
| 2013 | 3.19% | 2.05% |
| 2012 | 3.77% | 1.68% |
| 2011 | 4.52% | 2.13% |
| 2010 | 3.23% | 1.36% |
| 2009 | 2.97% | 1.40% |
| 2008 | 4.70% | 3.43% |
| 2007 | 4.51% | 1.30% |
| 2006 | 1.65% | 1.38% |
| 2005 | 0.45% | 1.12% |
| 2004 | 0.00% | 1.20% |
| 2003 | 0.00% | 0.50% |
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