IWFG vs EMM
Comparison between NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF) and GLOBAL X EMERGING MARKETS EX-CHINA ETF (EMM, ETF).
IWFG vs EMM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWFG
$57M
Winner
EMM
$58M
Expense Ratio
Winner
IWFG
0.46%
EMM
0.66%
Max Drawdown
IWFG
25.60%
Winner
EMM
22.37%
Sharpe Ratio
IWFG
0.35
Winner
EMM
1.74
5Y Beta
IWFG
1.21
Winner
EMM
0.87
P/E Ratio
IWFG
36.89
EMM
N/A
Forward P/E
IWFG
29.22
EMM
N/A
PEG Ratio
IWFG
0.51
EMM
N/A
5Y EPS CAGR
IWFG
37.88%
EMM
N/A
Debt to Equity
IWFG
25.18%
EMM
N/A
P/S Ratio
IWFG
8.42
EMM
N/A
P/B Ratio
IWFG
12.64
EMM
N/A
IWFG vs EMM - Holdings Comparison
IWFG and EMM have 1 common holdings. Overlap is 0.00%
IWFG's top 25 holdings weight is 95.96%. EMM's top 25 holdings weight is 89.46%.
| Rank | IWFG | EMM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.03% | GLOBAL X INDIA ACTIVE ETF (NDIA) - 17.14% |
| #2 | MICROSOFT CORP (MSFT) - 9.30% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 16.07% |
| #3 | APPLE INC (AAPL) - 9.04% | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.70% |
| #4 | ALPHABET INC CLASS C (GOOG) - 6.96% | GLOBAL X BRAZIL ACTIVE ETF (BRAZ) - 5.78% |
| #5 | AMAZON.COM INC (AMZN) - 6.05% | MEDIATEK INC (n/a) - 5.56% |
| #6 | BROADCOM INC (AVGO) - 5.02% | SK HYNIX INC (n/a) - 5.13% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.35% | DELTA ELECTRONICS INC (n/a) - 3.12% |
| #8 | GE VERNOVA INC (GEV) - 3.97% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.93% |
| #9 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.54% | SHINHAN FINANCIAL GROUP CO LTD (n/a) - 2.81% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.53% | HANWHA AEROSPACE CO LTD (n/a) - 2.51% |
| #11 | ANALOG DEVICES INC (ADI) - 3.02% | CASH (n/a) - 2.42% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.95% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.21% |
| #13 | ELI LILLY AND CO (LLY) - 2.74% | SAM YANG FOODS CO LTD (n/a) - 2.20% |
| #14 | GE AEROSPACE (GE) - 2.29% | AL RAJHI BANK (n/a) - 1.70% |
| #15 | CME GROUP INC CLASS A (CME) - 2.02% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.38% |
| #16 | O'REILLY AUTOMOTIVE INC (ORLY) - 2.02% | QUANTA COMPUTER INC (n/a) - 1.36% |
| #17 | ASML HOLDING NV ADR (ASML) - 2.00% | NAVER CORP (n/a) - 1.35% |
| #18 | AMPHENOL CORP CLASS A (APH) - 1.81% | FIRSTRAND LTD (n/a) - 1.29% |
| #19 | STRYKER CORP (SYK) - 1.79% | SAUDI NATIONAL BANK (n/a) - 1.20% |
| #20 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.77% | ALCHIP TECHNOLOGIES LTD (n/a) - 1.19% |
| #21 | SERVICENOW INC (NOW) - 1.70% | DOOSAN ENERBILITY CO LTD (n/a) - 1.13% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 1.63% | VISTA ENERGY SAB DE CV ADR (VIST) - 1.10% |
| #23 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.59% | HD HYUNDAI ELECTRIC (n/a) - 1.07% |
| #24 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.43% | ANTOFAGASTA PLC (n/a) - 1.07% |
| #25 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.41% | WAL MART DE MEXICO SAB DE CV (n/a) - 1.04% |
| Total Holdings | 29 | 44 |
IWFG vs EMM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWFG
+1.45%
EMM
-0.47%
3M
IWFG
+7.45%
Winner
EMM
+14.31%
6M
IWFG
-1.73%
Winner
EMM
+28.49%
1Y
IWFG
+8.33%
Winner
EMM
+49.67%
Max(CAGR)
Winner
IWFG
+22.74%
EMM
+18.97%
IWFG vs EMM - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IWFG | EMM |
|---|---|---|
| 2026 | +0.22% | +21.60% |
| 2025 | +14.28% | +28.49% |
| 2024 | +39.97% | +3.68% |
| 2023 | +39.37% | +3.39% |
| 2022 | +3.75% | N/A |
IWFG vs EMM Drawdown Comparison
The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for EMM was -21.99%, occurring on Apr 8, 2025. Recovery took 239 trading sessions.
The current IWFG drawdown is -5.21%. The current EMM drawdown is -8.22%.
| Rank | IWFG | EMM |
|---|---|---|
| #1 | -21.97% Jan 23, 2025 - Jun 6, 2025 | -21.99% Jul 10, 2024 - Jun 24, 2025 |
| #2 | -20.20% Oct 29, 2025 - Mar 30, 2026 | -14.75% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -17.45% Aug 15, 2022 - Feb 2, 2023 | -13.61% Jul 31, 2023 - Mar 1, 2024 |
| #4 | -12.99% Jul 10, 2024 - Oct 11, 2024 | -8.22% Jun 2, 2026 - Jun 5, 2026 |
| #5 | -9.95% Jul 18, 2023 - Nov 14, 2023 | -6.83% May 8, 2026 - May 26, 2026 |
| #6 | -6.80% Mar 22, 2024 - May 15, 2024 | -6.53% Apr 8, 2024 - Jun 12, 2024 |
| #7 | -6.35% Feb 2, 2023 - Mar 31, 2023 | -5.10% Jun 15, 2023 - Jul 13, 2023 |
| #8 | -5.69% Dec 16, 2024 - Jan 23, 2025 | -5.09% Nov 3, 2025 - Dec 10, 2025 |
| #9 | -4.22% Jun 24, 2022 - Jul 19, 2022 | -4.18% May 15, 2023 - Jun 6, 2023 |
| #10 | -3.61% Sep 22, 2025 - Oct 24, 2025 | -4.17% Dec 10, 2025 - Dec 26, 2025 |
| #11 | -3.30% Dec 19, 2023 - Jan 10, 2024 | -3.52% Oct 8, 2025 - Oct 16, 2025 |
| #12 | -3.11% Oct 29, 2024 - Nov 6, 2024 | -2.50% Jul 3, 2025 - Sep 9, 2025 |
| #13 | -3.11% Jul 21, 2022 - Jul 27, 2022 | -2.37% Mar 12, 2024 - Mar 28, 2024 |
| #14 | -3.04% May 18, 2023 - May 26, 2023 | -2.35% Jul 13, 2023 - Jul 26, 2023 |
| #15 | -2.75% Jul 28, 2025 - Aug 28, 2025 | -2.34% Feb 3, 2026 - Feb 6, 2026 |
Correlation
Correlation between IWFG and EMM is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2022 - 2025)
IWFG vs EMM dividend yield comparison.
| Year | IWFG | EMM |
|---|---|---|
| 2025 | 0.00% | 0.90% |
| 2024 | 5.44% | 0.80% |
| 2023 | 1.01% | 0.66% |
| 2022 | 0.05% | 0.00% |
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