EYLD vs JEMA
Cambria Emerging Shareholder Yield ETF vs JPMorgan ActiveBuilders Emerging Markets Equity ETF
Which is better, EYLD or JEMA?
Each has led over a different period.
JEMA has a lower expense ratio. EYLD led over 1Y, 5Y and the full window, JEMA over 3Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EYLD | JEMA |
|---|---|---|
| Expense Ratio | 0.65% | 0.34%Best |
| AUM | $929M | $1.7B |
| Dividend Yield | 4.45% | 2.32% |
| Holdings | 127 | 543 |
| YTD Return | +23.59%Best | +18.25% |
| 1Y Return | +31.11%Best | +27.01% |
| 3Y Return (annualized) | +22.80% | +23.05%Best |
| 5Y Return (annualized) | +11.48%Best | +6.81% |
| Volatility (annualized) | 15.9%Best | 17.7% |
| Max Drawdown | -30.3%Best | -39.5% |
| $10,000 over 5 years | $17,218Best | $13,901 |
| Fund Family | Cambria Investment Management | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | All Cap Blend |
| Inception | Jul 13, 2016 | Mar 10, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 11, 2021 to Oct 15, 2026 (5.6 years).
EYLD vs JEMA growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.6 years both funds cover.
EYLD vs JEMA Performance
Cambria Emerging Shareholder Yield ETF (EYLD) is an ETF from Cambria Investment Management and JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) is an ETF from J.P. Morgan Asset Management. Over the past year EYLD returned +31.11% while JEMA returned +27.01%. Year to date, EYLD is up 23.59% versus a gain of 18.25% for JEMA.
Over three years, EYLD compounded at +22.80% per year against +23.05% for JEMA; over five years the annualized figures are +11.48% and +6.81% respectively. Across the full 6-year window we track, EYLD has the edge at +10.20% annualized vs +5.63%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JEMA has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.9% for EYLD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -30.3% for EYLD and -39.5% for JEMA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EYLD charges 0.65% per year while JEMA charges 0.34%. On a $10,000 position that is $65 vs $34 annually, a gap of $31 per year that compounds over a long holding period. On income, EYLD currently yields 4.45% against 2.32% for JEMA.
Holdings Overlap
We hold position weights for 2 holdings in EYLD and 459 in JEMA, totalling 0.4% and 98.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in EYLD and 459 in JEMA, against full books of 127 and 543.
You are not choosing between two funds in isolation.
Whichever of EYLD and JEMA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EYLD or JEMA?
EYLD has an expense ratio of 0.65% while JEMA charges 0.34%. JEMA is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, EYLD or JEMA?
Over the past year EYLD returned +31.11% vs +27.01% for JEMA, so EYLD leads on 1-year performance. Over the longest common window we track (6 years), EYLD annualized +10.20% vs +5.63% for JEMA. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EYLD or JEMA?
JEMA has been the more volatile fund at 17.7% annualized versus 15.9% for EYLD. Worst drawdown: EYLD -30.3% vs JEMA -39.5%.
Should I hold both EYLD and JEMA?
EYLD and JEMA have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EYLD or JEMA?
EYLD yields 4.45% while JEMA yields 2.32%, so EYLD currently pays the higher dividend yield.
Is JEMA better than EYLD?
JEMA has a lower expense ratio. EYLD led over 1Y, 5Y and the full window, JEMA over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.