Compare · 2 funds side by side · dividends reinvested

EVLU and EEM

EVLUiShares×EEMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,211EEM · best of the two

02 / 04

EVLU and EEM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Emerging Markets Value Factor ETFInternational · Emerging0.35%3.95%+23.1%+25.3%[…][…]−12.9%21.2%$19M1.0

iShares MSCI Emerging Markets ETFInternational · Emerging0.72%1.82%+12.3%+12.6%+21.6%+5.7%−14.3%25.6%$28.3B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EVLU 2024 · EEM 2003

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Emerging Markets Value Factor ETF · $19M[…]

EVLU

EEM

iShares MSCI Emerging Markets ETF · $28.3B$13,211

$10,000 five years ago, dividends reinvested · they hold 24.3% in common

EVLUMeasureEEM

+23.1%Year to dateJan 1 → Nov 3+12.3%

+25.3%1 yearTotal return+12.6%

[…]3 years · per year$10,000 became […] · $17,965+21.6%

[…]5 years · per year$10,000 became […] · $13,211+5.7%

0.35%Expense ratio$35 · $72 a year on $10k · lower is better0.72%

3.95%Trailing 12-mo yield$395 · $182 a year on $10k1.82%

−12.9%Worst dropSmaller is better−14.3%

21.2%VolatilityLower is calmer25.6%

EVLUEEM Winner of the row, in its colourEach row: the bigger of the two fills its side

6–0EVLU wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVLU vs EEM: Top 5 Holdings

Today

EVLU

19.7%in top 5

EEM

in top 532.5%

EVLUStockEEM

not top 52330.TW15.8%

4.4%005930.K7.0%

not top 5000660.K5.2%

5.1%2317.TWnot top 5

4.1%2303.TWnot top 5

3.3%0939.HKnot top 5

2.8%INFY.NSnot top 5

not top 50700.HK2.7%

not top 59988.HK1.8%

Held in common24.3%

End-of-day Nov 3, 2026 · share of each fund

EVLU vs EEM Returns, Every Period

iSharesEVLU

+25.3%

past year

EEMiShares

+12.6%

past year

EVLUEEMFaded: behind in that period

2–0EVLU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EVLU vs EEM

YTD

iSharesEVLU

+23.1%

EEMiShares

+12.3%

+23.1%Year to date+12.3%

−12.9%Worst drop · 1Y−14.3%

21.2%Volatility · 1Y25.6%

4.0%Yield1.8%

$18.7MAssets$28.3B

4–0EVLU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVLU, EEM

Today

0.35%lowest, EVLU

FundExpense ratioFee$10k

EVLU0.35%$35

EEM0.72%$72

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EVLU, EEM

3.95%highest, EVLU

FundTrailing yieldYield$10k

EVLU3.95%$395

EEM1.82%$182

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$360most kept, EVLU

EVLU$395 − $35 = $360

EEM$182 − $72 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EVLU, EEM

Today

24.3%most shared, EVLU and EEM

EVLUEEM

EVLU—24.3%

EEM24.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.3%EVLU, at 21.2% volatility

EVLUWorst drop−12.9%21.2% vol

EEMWorst drop−14.3%25.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EVLUEEM

+23.1%Year to date+12.3%

4.0%Yield1.8%

+25.3%Past year+12.6%

0.35%Fee0.72%

4–0EVLU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026