IDRV vs EDF

Comparison between ISHARES SELF-DRIVING EV AND TECH ETF (IDRV, ETF) and Virtus Stone Harbor Emerging Markets Income Fund (EDF, ETF).

5-Year PerformanceEDF has outperformed IDRV, delivering a return of +5.9% compared to -1.1%

IDRV vs EDF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDRV(ETF)	EDF(ETF)
Net Assets	$162M	$163M
Expense Ratio	0.48%	N/A
Max Drawdown	56.35%	86.83%
Sharpe Ratio	1.12	1.50
5Y Beta	1.12	0.32
5Y Dividends CAGR	13.66%	-5.19%

Net Assets

IDRV

$162M

Winner

EDF

$163M

Expense Ratio

IDRV

0.48%

EDF

N/A

Max Drawdown

Winner

IDRV

56.35%

EDF

86.83%

Sharpe Ratio

IDRV

1.12

Winner

EDF

1.50

5Y Beta

IDRV

1.12

Winner

EDF

0.32

5Y Dividends CAGR

Winner

IDRV

13.66%

EDF

-5.19%

IDRV vs EDF - Historical Returns

Returns include dividend reinvestment.

Period	IDRV	EDF
1 month	-1.82%	+7.47%
3 months	+11.60%	+11.05%
6 months	+11.44%	+25.23%
1 year	+41.20%	+28.59%
5 years(CAGR)	-1.08%	+5.93%
10 years(CAGR)	N/A	+5.30%
Max(CAGR)	+8.97%	+3.75%

IDRV

-1.82%

Winner

EDF

+7.47%

Winner

IDRV

+11.60%

EDF

+11.05%

IDRV

+11.44%

Winner

EDF

+25.23%

Winner

IDRV

+41.20%

EDF

+28.59%

5Y(CAGR)

IDRV

-1.08%

Winner

EDF

+5.93%

10Y(CAGR)

IDRV

N/A

EDF

+5.30%

Max(CAGR)

Winner

IDRV

+8.97%

EDF

+3.75%

IDRV vs EDF - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IDRV	EDF
2026	+10.02%	+19.45%
2025	+33.20%	+19.95%
2024	-13.72%	+25.32%
2023	+7.87%	+17.80%
2022	-37.73%	-28.32%
2021	+26.38%	-6.82%
2020	+56.86%	-31.22%
2019	+7.24%	+44.37%
2018	N/A	-19.34%
2017	N/A	+22.61%
2016	N/A	+41.18%
2015	N/A	-9.74%
2014	N/A	-6.26%
2013	N/A	-19.19%
2012	N/A	+25.22%
2011	N/A	-9.26%
2010	N/A	-0.04%

IDRV vs EDF Drawdown Comparison

The maximum drawdown for IDRV was -52.97%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for EDF was -64.13%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IDRV drawdown is -17.69%. The current EDF drawdown is -1.35%.

Rank	IDRV	EDF
#1	-52.97% Nov 22, 2021 - Apr 8, 2025	-64.13% Jan 15, 2020 - Oct 20, 2022
#2	-38.46% Feb 19, 2020 - Jul 6, 2020	-45.74% Feb 20, 2013 - Feb 7, 2017
#3	-15.58% Apr 23, 2019 - Oct 28, 2019	-28.36% Jan 26, 2018 - Jun 7, 2019
#4	-8.32% Feb 12, 2021 - Apr 5, 2021	-13.72% Sep 6, 2011 - Jan 26, 2012
#5	-8.14% Apr 16, 2021 - Jun 1, 2021	-12.48% Oct 11, 2017 - Jan 22, 2018
#6	-8.08% Sep 2, 2020 - Oct 8, 2020	-10.11% Aug 1, 2019 - Dec 24, 2019
#7	-6.52% Aug 5, 2021 - Oct 19, 2021	-8.84% May 8, 2012 - Jul 31, 2012
#8	-6.43% Oct 12, 2020 - Nov 5, 2020	-7.79% Aug 1, 2011 - Sep 6, 2011
#9	-6.23% Jan 21, 2021 - Feb 11, 2021	-7.09% Jun 14, 2017 - Jul 28, 2017
#10	-5.25% Jul 2, 2021 - Jul 29, 2021	-6.25% Jan 13, 2011 - Apr 14, 2011
#11	-5.21% Jan 22, 2020 - Feb 4, 2020	-4.74% Mar 7, 2017 - Mar 15, 2017
#12	-3.61% Nov 7, 2019 - Dec 12, 2019	-4.66% Jul 31, 2017 - Aug 29, 2017
#13	-3.30% Nov 8, 2021 - Nov 18, 2021	-4.54% May 20, 2011 - Jul 26, 2011
#14	-3.13% Jun 4, 2021 - Jun 28, 2021	-4.45% Feb 17, 2012 - May 7, 2012
#15	-2.92% Jul 22, 2020 - Aug 4, 2020	-3.50% Oct 17, 2012 - Nov 19, 2012

Correlation

Correlation between IDRV and EDF is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2011 - 2026)

IDRV vs EDF dividend yield comparison.

Year	IDRV	EDF
2026	0.72%	6.49%
2025	1.70%	14.49%
2024	2.68%	15.32%
2023	2.17%	16.71%
2022	2.29%	17.31%
2021	1.12%	12.91%
2020	0.69%	16.46%
2019	1.29%	15.67%
2018	0.00%	19.37%
2017	0.00%	13.58%
2016	0.00%	14.75%
2015	0.00%	17.93%
2014	0.00%	13.92%
2013	0.00%	11.79%
2012	0.00%	8.72%
2011	0.00%	9.48%