Compare · 2 funds side by side · dividends reinvested

SROI and IEMG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,929IEMG · best of the two

02 / 04

SROI and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calamos Antetokounmpo Global Sustainable Equities ETFInternational · Global0.95%0.55%+8.2%+9.6%+16.7%[…]−10.2%15.0%$17M1.4

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.54%+6.0%+7.5%+18.9%+5.3%−17.8%25.5%$139B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SROI 2023 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Antetokounmpo Global Sustainable Equities ETF · $17M[…]

SROI

IEMG

iShares Core MSCI Emerging Markets ETF · $139B$12,929

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SROIMeasureIEMG

+8.2%Year to dateJan 1 → Nov 5+6.0%

+9.6%1 yearTotal return+7.5%

+16.7%3 years · per year$10,000 became $15,893 · $16,804+18.9%

[…]5 years · per year$10,000 became […] · $12,929+5.3%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

0.55%Trailing 12-mo yield$55 · $254 a year on $10k2.54%

−10.2%Worst dropSmaller is better−17.8%

15.0%VolatilityLower is calmer25.5%

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

4–3SROI wins

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

More Ways to See the Pairs

SROI vs IEMG: Top 5 Holdings

Today

SROI

20.7%in top 5

IEMG

in top 527.9%

SROIStockIEMG

not top 52330.TW13.3%

not top 5005930.K6.0%

4.8%AAPLnot top 5

4.6%GOOGLnot top 5

not top 5000660.K4.5%

4.3%MSFTnot top 5

3.7%NVDAnot top 5

3.2%TSMnot top 5

not top 50700.HK2.5%

not top 59988.HK1.7%

Held in common1.9%

End-of-day Nov 5, 2026 · share of each fund

SROI vs IEMG Returns, Every Period

CalamosSROI

+9.6%

past year

IEMGiShares

+7.5%

past year

SROIIEMGFaded: behind in that period

2–1SROI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SROI vs IEMG

YTD

CalamosSROI

+8.2%

IEMGiShares

+6.0%

+8.2%Year to date+6.0%

−10.2%Worst drop · 1Y−17.8%

15.0%Volatility · 1Y25.5%

0.6%Yield2.5%

$16.6MAssets$139B

3–1SROI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SROI, IEMG

Today

0.09%lowest, IEMG

FundExpense ratioFee$10k

IEMG0.09%$9

SROI0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SROI, IEMG

2.54%highest, IEMG

FundTrailing yieldYield$10k

IEMG2.54%$254

SROI0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$245most kept, IEMG

IEMG$254 − $9 = $245

SROI$55 − $95 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SROI, IEMG

Today

1.9%most shared, SROI and IEMG

SROIIEMG

SROI—1.9%

IEMG1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%SROI, at 15.0% volatility

SROIWorst drop−10.2%15.0% vol

IEMGWorst drop−17.8%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IEMGSROI

+6.0%Year to date+8.2%

2.5%Yield0.6%

+7.5%Past year+9.6%

0.09%Fee0.95%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VWO vs IEMG

YTD

VanguardVWO

+1.2%

IEMGiShares

+6.0%

+1.2%Year to date+6.0%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026