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EEM Emerging Markets ETF (EEM)

Emerging Markets · Benchmark: Index Benchmark · Domiciled in US

AUM
$83.4B
Expense ratio
33.00%
Inception
2005-07-15
VMCI-Composite
64/100
5y CAGR
15.0%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

EEM Emerging Markets ETF — analysis

EEM Emerging Markets ETF (EEM) is the emerging markets ETF that holds $83.4B in assets, charging 33 bps per year against a Index Benchmark. The fund inception date is 2005-07-15, which gives the strategy roughly 21 years of live track record on the ValueMarkers screen.

VMCI-Composite read on EEM: 64/100. The metric distills 120 indicators across each of the top-10 underlying companies into a single fund-level score, comparable across the emerging markets cohort. Tilt: above-average composite quality.

Performance read on EEM: 5y CAGR of 15.0%, below the 16.0% benchmark print. Trailing 1y -22.7%, 3y CAGR 12.2%, YTD 0.0%.

EEM distribution profile: 0.50% yield, 3.0% 5y distribution CAGR. Income buyers typically weigh the two against each other when sizing positions in the emerging markets sleeve.

EEM structure read: 31% concentration in top 10, Technology leading at 31%, and AAPL the top single-name position at 3.81%.

Comparison set on EEM: VWO, IEMG. With three peers each operating in the emerging markets bucket, the active question for the buyer is which methodology and which cost line wins on a five-year, after-tax basis.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.81%45
2MSFT3.52%73
3NVDA3.28%42
4AMZN3.43%49
5GOOGL3.28%85
6META2.94%86
7BRK-B2.90%57
8TSLA2.80%65
9V2.51%87
10JPM2.27%56
11UNH2.41%62
12XOM2.27%49
13JNJ2.12%41
14PG1.79%60
15MA1.54%83
16HD1.69%41
17MRK1.35%75
18AVGO1.11%48
19PEP1.11%84
20COST1.01%76
21KO0.72%75
22WMT0.53%63
23BAC0.68%43
24CVX0.53%86
25ADBE0.39%55

Performance & income

YTD
0.0%
1y total return
-22.7%
3y CAGR
12.2%
5y CAGR vs benchmark
15.0% / 16.0%
Dividend yield
0.50%
5y distribution CAGR
3.0%

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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