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This ETF offers exposure to small cap stocks in emerging markets, an asset class that is often overlooked by investors but that should be included in most buy-and-hold portfolios. In addition to being a very useful tool for investors with a long-term time horizon, EEMS can be appealing to more active traders as well; this ETF offers a way to achieve quick exposure to risky assets that often exhibit relatively high volatility in both directions.
The most popular emerging markets ETFs, including EEM and VWO, are dominated by large cap stocks. While these funds offer exposure to the largest companies in the developing world, they may be impacted more significantly by broader macroeconomic trends than changes in local consumption. Small cap emerging markets companies may offer better "pure plays" on the local economies, and may also provide exposure to sectors that are underrepresented in large cap-heavy funds (which tend to be tilted toward energy and financials). Given its objective, EEMS can be useful as either an alternative or complement to products such as EEM or VWO; those seeking to achieve well rounded emerging markets exposure can do so by combining positions in large cap and small cap funds.
The EEMS portfolio is both broad and deep; the concentration issues that can pop up in large cap funds are not present, and this fund is relatively well balanced from a sector perspective as well. EEMS is more expensive than many other emerging markets ETFs, but the fees charged are reasonable given the type of exposure offered (though EWX offers a way to improve cost efficiency). Beyond EWX, another option for similar exposure is the dividend-weighted DGS (that ETF is also a bit cheaper). Investors also have a number of more targeted small cap ETFs that focus on specific emerging markets, including India (SCIN), China (ECNS), Brazil (BRF), and Russia (RSXJ).
Historical Trading Data
1 Month Avg. Volume19,091
3 Month Avg. Volume37,809
Alternative ETFs in the Foreign Small & Mid Cap Equities Category
5 Day Net Flows:
0
1 Month Net Flows:
0
3 Month Net Flows:
0
6 Month Net Flows:
11.85 M
1 Year Net Flows:
-42.03 M
3 Year Net Flows:
342.05 K
5 Year Net Flows:
140.71 M
10 Year Net Flows:
165.96 M
Realtime Rating
The adjacent table gives investors an individual Realtime Rating for EEMS on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Foreign Small & Mid Cap Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.
Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.
Copyright MSCI ESG Research LLC [2018]. All Rights Reserved. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at https://www.msci.com/esg-fund-metrics.
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use, please see disclaimer.
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