AFEM vs EEM

AAFEM

BEEM

Measures won5–1AFEM wins · of 6 · 5Y

$10,000 · 5Y$16,373AFEM · IEMG $13,648

Lowest cost0.09%IEMG · $9 on $10k

Most income2.77%AFEM · $277 on $10k

Smallest drop−14.5%AFEM · worst fall in 1Y

Held in common31.7%AFEM and EEM

AFEM

EEM

First Trust Active Factor Emerging Markets ETF · $74MiShares MSCI Emerging Markets ETF · $28.3B

+21.5%3 years · per year$17,928 · $17,424+20.3%

+10.4%5 years · per year$16,373 · $13,405+6.0%

0.85%Expense ratio$85 · $72 on $10k · lower wins0.72%

2.77%12-mo yield$277 · $183 on $10k1.83%

−14.5%Worst dropSmaller wins−18.5%

21.0%VolatilityLower wins26.5%

5–1AFEM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFEM · EEM

13.1%2330.TW14.8%

6.2%005930.KS6.0%

2.7%000660.KS4.3%

1.2%2454.TW1.4%

Held in common31.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AAFEM	First Trust Active Factor Emerging Markets ETFRead Desk	0.85%	2.77%	+3.0%	+16.0%	+19.2%	+21.5%	+10.4%	−14.5%	$74M
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B
3	BEEM	iShares MSCI Emerging Markets ETFRead Desk	0.72%	1.83%	+2.9%	+12.3%	+13.9%	+20.3%	+6.0%	−18.5%	$28.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAFEM	First Trust Active Factor Emerging Markets ETFRead Desk	0.85%	2.77%	+3.0%	+16.0%	+19.2%	+21.5%	+10.4%	−14.5%	$74M
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B
3	BEEM	iShares MSCI Emerging Markets ETFRead Desk	0.72%	1.83%	+2.9%	+12.3%	+13.9%	+20.3%	+6.0%	−18.5%	$28.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFEM vs EEM

AFEM

First Trust Active Factor Emerging Markets

$16,373

EEM

iShares MSCI Emerging Markets

$13,405

MeasureAFEMEEM

Fee0.85%0.72%

Cost on $10k a year$85$72

Yield2.77%1.83%

5 years, per year+10.4%+6.0%

3 years, per year+21.5%+20.3%

Worst drop · 1Y−14.5%−18.5%

Volatility · 1Y21.0%26.5%

5–1measures won
AFEM first

31.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AFEM, EEM, IEMG

Today

86.4%most shared, EEM and IEMG

AFEMEEMIEMG

AFEM—31.7%30.2%

EEM31.7%—86.4%

IEMG30.2%86.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$233most kept, IEMG

IEMG$242 − $9 = $233

AFEM$277 − $85 = $192

EEM$183 − $72 = $111

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee