EMF vs IEZ

Comparison between Templeton Emerging Markets Fund (EMF, ETF) and ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF).

5-Year PerformanceIEZ has outperformed EMF, delivering a return of +19.4% compared to +13.3%

EMF vs IEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMF(ETF)	IEZ(ETF)
Net Assets	$361M	$359M
Expense Ratio	N/A	0.37%
Max Drawdown	72.52%	93.51%
Sharpe Ratio	1.70	1.76
5Y Beta	0.76	1.10
P/E Ratio	N/A	33.13
Forward P/E	N/A	22.84
5Y Dividends CAGR	20.60%	15.85%
Debt to Equity	N/A	41.48%
P/S Ratio	N/A	1.88
P/B Ratio	N/A	2.40

Net Assets

Winner

EMF

$361M

IEZ

$359M

Expense Ratio

EMF

N/A

IEZ

0.37%

Max Drawdown

Winner

EMF

72.52%

IEZ

93.51%

Sharpe Ratio

EMF

1.70

Winner

IEZ

1.76

5Y Beta

Winner

EMF

0.76

IEZ

1.10

P/E Ratio

EMF

N/A

IEZ

33.13

Forward P/E

EMF

N/A

IEZ

22.84

5Y Dividends CAGR

Winner

EMF

20.60%

IEZ

15.85%

Debt to Equity

EMF

N/A

IEZ

41.48%

P/S Ratio

EMF

N/A

IEZ

1.88

P/B Ratio

EMF

N/A

IEZ

2.40

EMF vs IEZ - Historical Returns

Returns include dividend reinvestment.

Period	EMF	IEZ
1 month	+4.66%	+4.39%
3 months	+1.55%	-7.98%
6 months	+8.00%	+0.83%
1 year	+55.39%	+59.42%
5 years(CAGR)	+13.26%	+19.40%
10 years(CAGR)	+13.36%	-0.98%
Max(CAGR)	+9.50%	-1.63%

Winner

EMF

+4.66%

IEZ

+4.39%

Winner

EMF

+1.55%

IEZ

-7.98%

Winner

EMF

+8.00%

IEZ

+0.83%

EMF

+55.39%

Winner

IEZ

+59.42%

5Y(CAGR)

EMF

+13.26%

Winner

IEZ

+19.40%

10Y(CAGR)

Winner

EMF

+13.36%

IEZ

-0.98%

Max(CAGR)

Winner

EMF

+9.50%

IEZ

-1.63%

EMF vs IEZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EMF	IEZ
2026	+30.77%	+35.71%
2025	+57.75%	+5.78%
2024	+4.77%	-7.41%
2023	+7.70%	+9.62%
2022	-22.82%	+55.82%
2021	-8.69%	+14.56%
2020	+19.61%	-43.00%
2019	+24.33%	-0.66%
2018	-17.20%	-43.44%
2017	+49.63%	-19.81%
2016	+25.38%	+26.99%
2015	-26.61%	-27.28%
2014	-3.63%	-20.72%
2013	-6.39%	+24.45%
2012	+10.97%	-4.05%
2011	-24.67%	-7.60%
2010	+14.61%	+27.08%
2009	+110.57%	+52.92%
2008	-53.32%	-59.48%
2007	+36.03%	+49.24%
2006	+17.07%	-14.02%
2005	+31.79%	N/A
2004	+15.59%	N/A
2003	+81.60%	N/A
2002	-1.16%	N/A
2001	+5.71%	N/A
2000	-43.35%	N/A
1999	+23.27%	N/A

EMF vs IEZ Drawdown Comparison

The maximum drawdown for EMF was -68.69%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.

The maximum drawdown for IEZ was -92.52%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current EMF drawdown is -9.89%. The current IEZ drawdown is -53.41%.

Rank	EMF	IEZ
#1	-68.69% Oct 31, 2007 - Jan 6, 2010	-92.52% Jun 30, 2014 - Mar 18, 2020
#2	-50.48% Apr 8, 2011 - Oct 12, 2017	-72.24% Jun 23, 2008 - Jun 30, 2014
#3	-48.89% Jan 3, 2000 - Oct 13, 2003	-26.92% May 10, 2006 - May 16, 2007
#4	-47.63% Feb 17, 2021 - Aug 13, 2025	-19.42% Oct 15, 2007 - Apr 16, 2008
#5	-39.30% Jan 14, 2020 - Nov 5, 2020	-13.60% Jul 23, 2007 - Sep 18, 2007
#6	-31.38% Jan 19, 2006 - Dec 26, 2006	-7.12% Apr 21, 2008 - May 8, 2008
#7	-31.32% Jan 13, 2004 - Nov 17, 2004	-4.85% May 20, 2008 - Jun 9, 2008
#8	-27.72% Jan 26, 2018 - Jan 2, 2020	-3.86% Jun 9, 2008 - Jun 17, 2008
#9	-26.55% Jan 19, 2010 - Oct 1, 2010	-3.55% Jun 4, 2007 - Jun 14, 2007
#10	-22.38% Jul 23, 2007 - Sep 18, 2007	-3.26% Jun 22, 2007 - Jul 6, 2007
#11	-20.84% Mar 18, 2005 - Jul 28, 2005	-3.16% May 21, 2007 - Jun 4, 2007
#12	-19.47% Feb 25, 2026 - May 5, 2026	-2.31% Sep 21, 2007 - Oct 10, 2007
#13	-18.32% Jun 22, 2026 - Jul 29, 2026	-1.75% Jul 12, 2007 - Jul 19, 2007
#14	-15.59% Jan 3, 2007 - May 22, 2007	-1.70% May 13, 2008 - May 15, 2008
#15	-11.49% Nov 10, 2010 - Apr 6, 2011	-1.53% Jun 19, 2007 - Jun 22, 2007

Correlation

Correlation between EMF and IEZ is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101

Dividend Comparison (2000 - 2026)

EMF vs IEZ dividend yield comparison.

Year	EMF	IEZ
2026	2.09%	0.51%
2025	9.73%	1.87%
2024	4.28%	1.76%
2023	6.22%	0.97%
2022	9.89%	0.65%
2021	6.92%	1.20%
2020	3.51%	2.07%
2019	7.36%	2.28%
2018	5.92%	1.81%
2017	12.11%	3.42%
2016	1.62%	0.91%
2015	12.81%	2.40%
2014	7.67%	1.68%
2013	9.66%	0.75%
2012	2.30%	0.64%
2011	1.87%	0.32%
2010	0.63%	0.50%
2009	0.72%	0.72%
2008	15.86%	0.30%
2007	9.34%	0.14%
2006	28.68%	0.07%
2005	10.26%	0.00%
2004	1.49%	0.00%
2003	1.61%	0.00%
2002	1.93%	0.00%
2001	1.35%	0.00%
2000	1.35%	0.00%