EMDM vs ISTM
Comparison between FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF (EMDM, ETF) and iShares Transition-Enabling Metals ETF (ISTM, ETF).
EMDM vs ISTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EMDM
$32M
Winner
ISTM
$32M
Expense Ratio
EMDM
0.75%
Winner
ISTM
0.47%
Max Drawdown
Winner
EMDM
21.90%
ISTM
34.36%
Sharpe Ratio
Winner
EMDM
2.35
ISTM
1.37
5Y Beta
EMDM
0.96
Winner
ISTM
0.55
EMDM vs ISTM - Holdings Comparison
EMDM and ISTM have 1 common holdings. Overlap is -0.90%
EMDM's top 25 holdings weight is 67.74%. ISTM's top 25 holdings weight is 53.60%.
| Rank | EMDM | ISTM |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.32% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 25.88% |
| #2 | n/a (n/a) - 11.29% | LIME FUNDING LLC 144A (n/a) - 2.45% |
| #3 | SK HYNIX INC (n/a) - 6.98% | ETD USD BALANCE WITH R93537 (n/a) - 2.43% |
| #4 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 4.05% | GLENCOVE FUNDING LLC 144A (n/a) - 1.67% |
| #5 | n/a (n/a) - 2.42% | BAY SQUARE FUNDING LLC 144A (n/a) - 1.67% |
| #6 | ANGLOGOLD ASHANTI PLC (AU) - 2.27% | COLUMBIA FUNDING COMPANY LLC 144A (n/a) - 1.67% |
| #7 | NASPERS LTD CLASS N (n/a) - 2.02% | EATON CAPITAL UNLIMITED 144A (n/a) - 1.59% |
| #8 | OTP BANK PLC (n/a) - 1.97% | EXTRA SPACE STORAGE LP 144A (n/a) - 1.56% |
| #9 | VALE SA (n/a) - 1.95% | CONCORD MINUTEMEN CAPITAL CO LLC S 144A (n/a) - 1.21% |
| #10 | PKO BANK POLSKI SA (n/a) - 1.81% | BOSTON SCIENTIFIC CORP 144A (n/a) - 0.93% |
| #11 | HDFC BANK LTD (n/a) - 1.80% | MIZUHO BANK LTD 144A (n/a) - 0.90% |
| #12 | n/a (n/a) - 1.79% | FIDELITY NATL INFO SERV 144A (n/a) - 0.90% |
| #13 | GOLD FIELDS LTD (n/a) - 1.73% | ARCHER DANIELS MIDLAND 144A (n/a) - 0.87% |
| #14 | ORLEN SA (n/a) - 1.67% | NTT FINANCE AMERICAS INC 144A (n/a) - 0.87% |
| #15 | n/a (n/a) - 1.63% | AMERICAN HONDA FINANCE CORPORATION (n/a) - 0.84% |
| #16 | n/a (n/a) - 1.51% | VERTO CAPITAL COMP C 144A (n/a) - 0.84% |
| #17 | FIRSTRAND LTD (n/a) - 1.41% | BRITANNIA FUNDING COMPANY LLC 144A (n/a) - 0.84% |
| #18 | ICICI BANK LTD (n/a) - 1.41% | KOCH COMPANIES LLC (n/a) - 0.84% |
| #19 | RELIANCE INDUSTRIES LTD (n/a) - 1.36% | GLENCORE FUNDING LLC 144A (n/a) - 0.83% |
| #20 | FALABELLA SA (n/a) - 1.29% | WELLS FARGO BANK NA (n/a) - 0.82% |
| #21 | n/a (n/a) - 1.28% | SUMITOMO MITSUI BANKING CORP (NEW (n/a) - 0.81% |
| #22 | MEDIATEK INC (n/a) - 1.24% | BNP PARIBAS (NEW YORK BRANCH) (n/a) - 0.81% |
| #23 | STANDARD BANK GROUP LTD (n/a) - 1.24% | MUFG BANK LTD NEW YORK BRANCH 3.91% (n/a) - 0.79% |
| #24 | CAPITEC BANK HOLDINGS LTD (n/a) - 1.19% | BANK OF NOVA SCOTIA (HOUSTON BRANC (n/a) - 0.79% |
| #25 | CREDICORP LTD (BAP) - 1.11% | UBS AG, LONDON BRANCH 4.09659% (n/a) - 0.79% |
| Total Holdings | 104 | 67 |
EMDM vs ISTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EMDM
+4.19%
ISTM
-8.52%
3M
Winner
EMDM
+22.49%
ISTM
-2.71%
6M
Winner
EMDM
+42.03%
ISTM
+19.41%
1Y
Winner
EMDM
+80.65%
ISTM
+50.30%
Max(CAGR)
Winner
EMDM
+29.99%
ISTM
+25.87%
EMDM vs ISTM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EMDM | ISTM |
|---|---|---|
| 2026 | +32.93% | +8.53% |
| 2025 | +59.07% | +53.91% |
| 2024 | -3.39% | +8.61% |
| 2023 | +14.20% | +2.70% |
EMDM vs ISTM Drawdown Comparison
The maximum drawdown for EMDM was -18.84%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.
The maximum drawdown for ISTM was -22.20%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current EMDM drawdown is -3.27%. The current ISTM drawdown is -13.66%.
| Rank | EMDM | ISTM |
|---|---|---|
| #1 | -18.84% Sep 26, 2024 - May 27, 2025 | -22.20% Jan 29, 2026 - Mar 20, 2026 |
| #2 | -15.65% Feb 26, 2026 - Apr 17, 2026 | -18.42% May 21, 2024 - Jun 26, 2025 |
| #3 | -13.22% Jul 28, 2023 - Dec 14, 2023 | -11.05% Jul 24, 2025 - Sep 29, 2025 |
| #4 | -10.24% Jul 12, 2024 - Sep 26, 2024 | -7.72% Dec 27, 2023 - Mar 13, 2024 |
| #5 | -9.10% Jun 2, 2026 - Jun 5, 2026 | -4.92% Dec 1, 2023 - Dec 22, 2023 |
| #6 | -7.68% Dec 27, 2023 - Mar 27, 2024 | -4.92% Jan 6, 2026 - Jan 12, 2026 |
| #7 | -6.66% Mar 3, 2023 - Apr 11, 2023 | -4.72% Dec 26, 2025 - Jan 5, 2026 |
| #8 | -6.16% Apr 9, 2024 - May 14, 2024 | -4.38% Sep 29, 2023 - Nov 28, 2023 |
| #9 | -5.74% May 11, 2026 - May 26, 2026 | -3.63% Jan 14, 2026 - Jan 23, 2026 |
| #10 | -5.70% May 15, 2024 - Jul 3, 2024 | -3.57% Nov 12, 2025 - Nov 28, 2025 |
| #11 | -4.30% Nov 12, 2025 - Dec 10, 2025 | -3.25% Oct 16, 2025 - Nov 10, 2025 |
| #12 | -4.19% Apr 17, 2026 - May 5, 2026 | -3.03% Apr 19, 2024 - May 13, 2024 |
| #13 | -4.03% Jun 15, 2023 - Jul 12, 2023 | -2.63% Mar 15, 2024 - Apr 2, 2024 |
| #14 | -3.95% Apr 13, 2023 - Jun 2, 2023 | -1.97% Jul 2, 2025 - Jul 8, 2025 |
| #15 | -3.65% Jan 28, 2026 - Feb 9, 2026 | -1.74% Dec 11, 2025 - Dec 17, 2025 |
Correlation
Correlation between EMDM and ISTM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2025)
EMDM vs ISTM dividend yield comparison.
| Year | EMDM | ISTM |
|---|---|---|
| 2025 | 3.57% | 14.78% |
| 2024 | 5.87% | 29.62% |
| 2023 | 2.16% | 1.02% |
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