EMSF vs EEM

AEMSF

BEEM

Measures won0–5EEM wins · of 6 · 5Y

$10,000 · 5Y$13,431EEM

Lowest cost0.72%EEM · $72 on $10k

Most income1.81%EEM · $181 on $10k

Smallest drop−14.3%EEM · worst fall in 1Y

Held in common24.1%EMSF and EEM

EMSF

EEM

Matthews Emerging Markets Sustainable Future Active ETF EMSF · $40MiShares MSCI Emerging Markets ETF · $28.6B

+17.5%3 years · per year$16,243 · $17,934+21.5%

[…]5 years · per year[…] · $13,431+6.1%

0.79%Expense ratio$79 · $72 on $10k · lower wins0.72%

1.52%12-mo yield$152 · $181 on $10k1.81%

−21.9%Worst dropSmaller wins−14.3%

30.3%VolatilityLower wins25.6%

0–5EEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMSF · EEM

10.6%2330.TW15.4%

7.1%005930.KS6.9%

3.7%9988.HK1.9%

1.5%2308.TW0.7%

Held in common24.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.81%	+0.9%	+13.2%	+12.9%	+21.5%	+6.1%	−14.3%	$28.6B
2	AEMSF	Matthews Emerging Markets Sustainable Future Active ETF EMSFRead Desk		0.79%	1.52%	+2.0%	+24.2%	+20.0%	+17.5%	new	−21.9%	$40M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.81%	+0.9%	+13.2%	+12.9%	+21.5%	+6.1%	−14.3%	$28.6B
2	AEMSF	Matthews Emerging Markets Sustainable Future Active ETF EMSFRead Desk		0.79%	1.52%	+2.0%	+24.2%	+20.0%	+17.5%	new	−21.9%	$40M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMSF vs EEM

EMSF

Matthews Emerging Markets Sustainable Future Active ETF EMSF

[…]

EEM

iShares MSCI Emerging Markets

$13,431

MeasureEMSFEEM

Fee0.79%0.72%

Cost on $10k a year$79$72

Yield1.52%1.81%

5 years, per year[…]+6.1%

3 years, per year+17.5%+21.5%

Worst drop · 1Y−21.9%−14.3%

Volatility · 1Y30.3%25.6%

5–0measures won
EEM first

24.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EMSF, EEM

Today

24.1%most shared, EMSF and EEM

EMSFEEM

EMSF—24.1%

EEM24.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$109most kept, EEM

EEM$181 − $72 = $109

EMSF$152 − $79 = $73

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee