EMSF vs IEMG

AEMSF

BIEMG

Measures won0–5IEMG wins · of 6 · 5Y

$10,000 · 5Y$13,713IEMG

Lowest cost0.09%IEMG · $9 on $10k

Most income2.40%IEMG · $240 on $10k

Smallest drop−13.8%IEMG · worst fall in 1Y

Held in common22.6%EMSF and IEMG

EMSF

IEMG

Matthews Emerging Markets Sustainable Future Active ETF EMSF · $40MiShares Core MSCI Emerging Markets ETF · $148B

+17.5%3 years · per year$16,243 · $17,695+21.0%

[…]5 years · per year[…] · $13,713+6.5%

0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%

1.52%12-mo yield$152 · $240 on $10k2.40%

−21.9%Worst dropSmaller wins−13.8%

30.3%VolatilityLower wins24.9%

0–5IEMG wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMSF · IEMG

10.6%2330.TW13.6%

7.1%005930.KS6.0%

3.7%9988.HK1.7%

1.5%2308.TW0.6%

Held in common22.6%

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	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B
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	BIEMG	iShares Core MSCI Emerging Markets ETFRead Desk		0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B
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 IEMG

EMSF

Matthews Emerging Markets Sustainable Future Active ETF EMSF

[…]

IEMG

iShares Core MSCI Emerging Markets

$13,713

MeasureEMSFIEMG

Fee0.79%0.09%

Cost on $10k a year$79$9

Yield1.52%2.40%

5 years, per year[…]+6.5%

3 years, per year+17.5%+21.0%

Worst drop · 1Y−21.9%−13.8%

Volatility · 1Y30.3%24.9%

5–0measures won
IEMG first

22.6%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+5.0%

IEMGiShares

+12.4%

+5.0%Year to date+12.4%

2.2%Yield2.4%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 4, 2026

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

Overlap: EMSF, IEMG

Today

22.6%most shared, EMSF and IEMG

EMSFIEMG

EMSF—22.6%

IEMG22.6%—

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

Income After Fees on $10,000

$231most kept, IEMG

IEMG$240 − $9 = $231

EMSF$152 − $79 = $73

KeptFee

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