A dynamic multi-factor emerging markets ETF posted a 9% gain in August alone, bringing its year-to-date return to 26%. That pace puts it well ahead of most broad equity benchmarks through the same period. The fund uses multiple factor screens, such as value, momentum, and quality, to select holdings across developing economies.
A 26% year-to-date return in an emerging markets vehicle signals that the asset class is outperforming in a year when many investors underweighted it. For anyone holding broad index ETFs or developed-market equity funds, this gap in performance is worth examining. Investors with no emerging markets exposure have likely left significant returns on the table.
Next EM-relevant data point: US dollar index (DXY) monthly close, September 30. Federal Reserve rate decision, September 17-18.
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