EMF vs JPEM

Comparison between Templeton Emerging Markets Fund (EMF, ETF) and JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF).

5-Year PerformanceEMF has outperformed JPEM, delivering a return of +11.3% compared to +5.8%

EMF vs JPEM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMF(ETF)	JPEM(ETF)
Net Assets	$391M	$390M
Expense Ratio	N/A	0.44%
Max Drawdown	72.52%	43.82%
Sharpe Ratio	2.40	1.14
5Y Beta	0.73	0.54
5Y Dividends CAGR	20.60%	9.36%

Net Assets

Winner

EMF

$391M

JPEM

$390M

Expense Ratio

EMF

N/A

JPEM

0.44%

Max Drawdown

EMF

72.52%

Winner

JPEM

43.82%

Sharpe Ratio

Winner

EMF

2.40

JPEM

1.14

5Y Beta

EMF

0.73

Winner

JPEM

0.54

5Y Dividends CAGR

Winner

EMF

20.60%

JPEM

9.36%

EMF vs JPEM - Historical Returns

Returns include dividend reinvestment.

Period	EMF	JPEM
1 month	+5.38%	-1.31%
3 months	+31.72%	+4.25%
6 months	+41.79%	+4.80%
1 year	+75.21%	+18.13%
5 years(CAGR)	+11.30%	+5.82%
10 years(CAGR)	+15.41%	+7.91%
Max(CAGR)	+9.72%	+5.49%

Winner

EMF

+5.38%

JPEM

-1.31%

Winner

EMF

+31.72%

JPEM

+4.25%

Winner

EMF

+41.79%

JPEM

+4.80%

Winner

EMF

+75.21%

JPEM

+18.13%

5Y(CAGR)

Winner

EMF

+11.30%

JPEM

+5.82%

10Y(CAGR)

Winner

EMF

+15.41%

JPEM

+7.91%

Max(CAGR)

Winner

EMF

+9.72%

JPEM

+5.49%

EMF vs JPEM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EMF	JPEM
2026	+35.70%	+4.02%
2025	+57.75%	+23.12%
2024	+4.77%	+4.67%
2023	+7.70%	+10.68%
2022	-22.82%	-9.65%
2021	-8.69%	+7.76%
2020	+19.61%	-1.85%
2019	+24.33%	+15.56%
2018	-17.20%	-11.95%
2017	+49.63%	+27.87%
2016	+25.38%	+18.19%
2015	-26.61%	-17.70%
2014	-3.63%	N/A
2013	-6.39%	N/A
2012	+10.97%	N/A
2011	-24.67%	N/A
2010	+14.61%	N/A
2009	+110.57%	N/A
2008	-53.32%	N/A
2007	+36.03%	N/A
2006	+17.07%	N/A
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 JPEM Drawdown Comparison

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

The maximum drawdown for JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.

The current EMF drawdown is -6.49%. The current JPEM drawdown is -5.31%.

Rank	EMF	JPEM
#1	-68.69% Oct 31, 2007 - Jan 6, 2010	-40.21% Jan 26, 2018 - Apr 28, 2021
#2	-50.48% Apr 8, 2011 - Oct 12, 2017	-34.10% Apr 28, 2015 - Jul 14, 2017
#3	-48.89% Jan 3, 2000 - Oct 13, 2003	-21.58% Feb 16, 2022 - Mar 7, 2024
#4	-47.63% Feb 17, 2021 - Aug 13, 2025	-14.31% Oct 7, 2024 - Jun 10, 2025
#5	-39.30% Jan 14, 2020 - Nov 5, 2020	-10.32% Feb 25, 2026 - Mar 20, 2026
#6	-31.38% Jan 19, 2006 - Dec 26, 2006	-8.08% Sep 13, 2021 - Feb 16, 2022
#7	-31.32% Jan 13, 2004 - Nov 17, 2004	-6.92% May 17, 2024 - Sep 24, 2024
#8	-27.72% Jan 26, 2018 - Jan 2, 2020	-6.45% Feb 13, 2015 - Apr 2, 2015
#9	-26.55% Jan 19, 2010 - Oct 1, 2010	-5.67% Jun 10, 2021 - Sep 7, 2021
#10	-22.38% Jul 23, 2007 - Sep 18, 2007	-4.06% Nov 22, 2017 - Dec 28, 2017
#11	-20.84% Mar 18, 2005 - Jul 28, 2005	-3.98% Jan 23, 2015 - Feb 13, 2015
#12	-19.47% Feb 25, 2026 - May 5, 2026	-3.40% Jan 28, 2026 - Feb 11, 2026
#13	-15.59% Jan 3, 2007 - May 22, 2007	-3.40% Apr 9, 2024 - May 2, 2024
#14	-11.49% Nov 10, 2010 - Apr 6, 2011	-3.19% May 7, 2021 - May 26, 2021
#15	-11.39% Aug 18, 2005 - Nov 21, 2005	-3.08% Sep 11, 2017 - Oct 11, 2017

Correlation

Correlation between EMF and JPEM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

EMF vs JPEM dividend yield comparison.

Year	EMF	JPEM
2026	2.01%	1.67%
2025	9.73%	4.65%
2024	4.28%	5.12%
2023	6.22%	4.46%
2022	9.89%	4.71%
2021	6.92%	4.40%
2020	3.51%	2.85%
2019	7.36%	3.47%
2018	5.92%	2.79%
2017	12.11%	2.14%
2016	1.62%	1.28%
2015	12.81%	3.22%
2014	7.67%	0.00%
2013	9.66%	0.00%
2012	2.30%	0.00%
2011	1.87%	0.00%
2010	0.63%	0.00%
2009	0.72%	0.00%
2008	15.86%	0.00%
2007	9.34%	0.00%
2006	28.68%	0.00%
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%