EEMV vs EMFM Fund Comparison

A comparison between EEMV and EMFM based on their expense ratio, growth, holdings and how well they match their benchmark performance.

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Minafi's Take on EEMV vs EMFM

Here's an in depth look at the differences between iShares Edge MSCI Min Vol Emerging Markets ETF ($EEMV) and Global X Next Emerging & Frontier ETF ($EMFM).

To start off, here's a look at the basics of each fund. Keep an eye on the FI Score. That's a custom score from 0 to 100 that we generate based on how good this fund is for the casual investor. Most investors only need a handful of total funds in their portfolio. The higher the score, the more likely this is one of those few. Score alone isn't enough! Keep reading on to see how different (or perhaps similar) these two funds are.

75% FI Score
  • eemv
  • ETF
  • International Stocks
  • Emerging Markets

iShares Edge MSCI Min Vol Emerging Markets ETF

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

38% FI Score
  • emfm
  • ETF
  • International Stocks
  • Emerging Markets

Global X Next Emerging & Frontier ETF

Expenses: 0.66% (Better than 1% of similar funds)

This is a bad choice for a Emerging Markets International Stocks fund. See why »

Both $EEMV and $EMFM are categorized as ETFs. ETFs have an added bonus over mutual funds of being more widely available. Mutual funds are often limited to only the issuing investment brokerage. Since these are both ETFs, you may be able to find these at a wider number of investment apps and websites.

The biggest disadvantage of ETFs is that some platforms only allow you to purchase ETFs in whole shares. So if an ETF is going for $75, you may need to invest in increments of $75. Most 401(k)'s allow for investing down to the penny, but you'll want to verify your platform allows for "fractional ETF Shares".

To learn more about the difference between these two, you can read about the difference between ETFs and Mutual Funds.

When evaluating a fund, the first things I look at are:

  • What it invests in
  • How much it charges in fees
  • How large the fund is

Let's look into these criteria one by one and see if either of these funds stands out.

Fund Holdings Comparison

Both of these funds are International Stocks Emerging Markets funds – which means they're likely both investing in about the same investments behind the scenes.

Minafi's FI Score algorithm takes into account the category and market. The more niche a fund is, the lower the score. This doesn't mean it's a worse fund, but it does mean you should stop and make sure this a fund you need to diversify your portfolio.

EEMV EMFM
Market Score 9.2 /10 0.9 /10
Category Score 5.0 /10 5.0 /10
Total 14.2 5.9

A score of 10 means this is a solid market and category that almost every investor will want to have investments in. The lower the score, the more specific the investment. These scores are based on when most investors would add these funds to their portfolio. A score of 10 means that this fund (or one like it) belongs in a three-fund portfolio. The lower the score, the farther down in your portfolio a fund would go.

For each fund we've created a "diversification score" – a metric to indicate how closely each funds asset allocation matches it's benchmark. For example, an S&P 500 fund would have a diversification score of 10 if it's fully in line with the actual S&P 500.

The diversification score for EEMV is 4.7/10, while EMFM has a diversification score of 0.0/10.

In other words, EEMV more closely matches it's benchmark.

Winner: $EEMV

Fee Comparison

Fees are one of the biggest killers of portfolio growth. The difference between a 2% fee and a 0.04% fee over 30 years can result in your portfolio having half the total value!

If you're just getting started investing and learning how fees impact your portfolio, I'd encourage you to read through my free investment course (specifically '2.2 - All About Fees') where I go over all the different types of fees you can be charged and how to lower them.

For these two funds, EEMV has an expense ratio of 0.25% while EMFM has an expense ratio of 0.66%. In this case, both of these funds have a similar fee.

Winner: $EEMV (barely)

Fund Size Comparison

One place these two funds differ is in their total assets under management. This is a good indication of how many other investors trust this fund. A large fund by itself doesn't mean it's a good fund, but it is one thing to consider when figuring out how to choose the right fund.

In the case of these two funds, EEMV is a large fund with 4.04 Billion in assets under management. EMFM, on the other hand, is a small fund with 13.7 Million in assets under management.

Winner: $EEMV, iShares Edge MSCI Min Vol Emerging Markets ETF

Which Should You Choose? EEMV or EMFM?

Since both of these funds are International Stocks Emerging Markets funds, you'll most likely only need to invest in one of these funds – not both. Running both of these funds through Minafi's FI Score algorithm, gives EEMV a score of 75 and EMFM a score of 38.

Neither of these funds has an FI Score above 90 – which is a red flag. I'd look into more funds to find one with a higher FI Score.

Winner: Neither, I'd research more funds if you're looking to invest for retirement.

$EEMV

iShares Edge MSCI Min Vol Emerging Markets ETF

75

Read More
Ratings
Rating Type Rating
Diversification Score 5 /10
Expense Ratio Score 10 /10
Expense Rating 8 /10
Market Score 9 /10
Category Score 5 /10
Overview
Overview Details
Fund Type ETF
Inception Date Oct-18-2011
Exchange BATS
Expense Ratio 0.250%
Net Assets 4.04 Billion
Yield 3.00%
Holdings
Description Info
Market International Stocks
Category Emerging Markets
Sectors
  • Basic Materials 4.24%
  • Communication Services 14.42%
  • Consumer Cyclicals 11.91%
  • Consumer Defensive 11.57%
  • Energy 2.61%
  • Financial Services 24.52%
  • Healthcare 4.34%
  • Industrials 7.53%
  • Real Estate 0.60%
  • Technology 11.86%
  • Utilities 6.40%
Regions
  • Africa/Middle East 11.19%
  • Asia Developed 24.63%
  • Asia Emerging 58.47%
  • Europe Developed 0.32%
  • Europe Emerging 2.45%
  • Latin America 2.95%

$EMFM

Global X Next Emerging & Frontier ETF

38

Read More
Ratings
Rating Type Rating
Diversification Score 0 /10
Expense Ratio Score 8 /10
Expense Rating 3 /10
Market Score 1 /10
Category Score 5 /10
Overview
Overview Details
Fund Type ETF
Inception Date Nov-6-2013
Exchange NYSE ARCA
Expense Ratio 0.660%
Net Assets 13.7 Million
Yield 3.60%
Holdings
Description Info
Market International Stocks
Category Emerging Markets
Sectors
  • Basic Materials 4.70%
  • Communication Services 18.37%
  • Consumer Cyclicals 4.76%
  • Consumer Defensive 11.98%
  • Energy 5.95%
  • Financial Services 30.61%
  • Healthcare 2.33%
  • Industrials 5.85%
  • Real Estate 9.44%
  • Technology 0.00%
  • Utilities 6.02%
Regions
  • Africa/Middle East 37.78%
  • Asia Emerging 42.76%
  • Europe Developed 1.39%
  • Europe Emerging 8.07%
  • Latin America 10.00%

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