Category Review
Active emerging-markets ETFs that did not look like the MSCI index did not finish with it

$24.860.00 (+0.02%)
Score 46 out of 100
Score 46 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
CHarbor's active take on emerging markets: roughly 50 stocks instead of a sprawling index, priced at the middle of the active EM pack rather than the premium end. Launched in 2025.
The Fund invests primarily in equity securities, principally common stocks, of companies in emerging markets.
| Period | EMES |
|---|---|
| Year to date | +10.7% |
| 1 month | −10.3% |
| 3 months | −8.5% |
| 1 year | +8.9% |
| 3 years | |
| 5 years | |
| 10 years |
| Year | Return bar | EMES |
|---|---|---|
| 2026 YTD | +10.7% | |
| 2025 | +12.6% |
Distribution data unavailable.
$10,000 in EMES 1 year ago paid $52.25 in dividends.
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
Overpaying vs AVEM, tied cheapest in Emerging Markets Active Equity
$5,980
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
EMES 0.65%
$12,717
AVEM 0.33% Tied cheapest
$6,737
| Year | EMES | AVEM | Overpaying |
|---|---|---|---|
| 10 | $1,163 | $598 | $565 |
| 20 | $4,440 | $2,318 | $2,122 |
| 30 | $12,717 | $6,737 | $5,980 |
Developed 3% · Emerging 97%