EMXF vs. EMMF ETF Comparison

Comparison of iShares ESG Advanced MSCI EM ETF (EMXF) to WisdomTree Emerging Markets Multifactor Fund (EMMF)
EMXF

iShares ESG Advanced MSCI EM ETF

EMXF Description

The iShares ESG Advanced MSCI EM ETF (the “Fund”) seeks to track the investment results of an index composed of large- and mid-capitalization emerging market companies that have a favorable environmental, social and governance rating while applying extensive screens for company involvement in controversial activities. -- As part of its investment objective this fund seeks to track an index that applies the following business involvement screens: adult entertainment, alcohol, civilian firearms, conventional weapons, controversial weapons, for profit prisons, fossil fuels, gambling, genetically modified organisms (GMOs), nuclear power, nuclear weapons, palm oil, predatory lending and tobacco. The business involvement screens are based on revenue or percentage of revenue thresholds for certain categories and categorical exclusions for others.

Grade (RS Rating)

Last Trade

$38.69

Average Daily Volume

5,118

Number of Holdings *

11

* may have additional holdings in another (foreign) market
EMMF

WisdomTree Emerging Markets Multifactor Fund

EMMF Description The investment seeks capital appreciation. The fund, an exchange traded fund ("ETF"), is actively managed using a model-based approach. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of emerging markets. The advisor generally expects to invest in large- and mid-capitalization companies, but it may also invest in small-capitalization companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.20

Average Daily Volume

10,364

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period EMXF EMMF
30 Days -2.96% -2.72%
60 Days -1.12% -3.56%
90 Days 1.04% -3.28%
12 Months 10.34% 16.77%
4 Overlapping Holdings
Symbol Grade Weight in EMXF Weight in EMMF Overlap
CHT D 0.41% 0.71% 0.41%
UMC F 0.44% 0.54% 0.44%
WIT A 0.25% 0.45% 0.25%
YUMC C 0.52% 1.06% 0.52%
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