LDEM
iShares ESG MSCI EM Leaders ETF
LDEM tracks a tier-weighted index composed of emerging market large- and midcap stocks with high environmental, social, and governance traits relative to their sector peers.
Emerging Market
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 30.7 M
ASSETS UNDER MGMT
16 bp
EXPENSES
Fund Basics
| Inception date | Feb 05, 2020 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Semi-annual |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| TAIWAN SEMICONDUCTOR MANUFAC | 5.3 % |
| SK HYNIX INC | 5.1 % |
| TENCENT HOLDINGS LTD | 4.5 % |
| ALIBABA GROUP HOLDING LTD. | 4.1 % |
| CHINA CONSTRUCTION BANK-H | 2.5 % |
| DELTA ELECTRONICS INC | 1.9 % |
| RELIANCE INDUSTRIES LTD | 1.6 % |
| IND & COMM BK OF CHINA - H | 1.5 % |
| SK SQUARE CO., LTD. | 1.3 % |
| SAMSUNG ELECTRO-MECHANICS CO | 1.1 % |
Constituent Breakdown
| Number of holdings | 425 |
| Herfindahl-Hirschman Index | 135 |
| Wgt avg mkt cap (mns) | $235,477 |
| Large cap (>$10bn) | 81.4% |
| Mid cap ($2-10bn) | 10.6% |
| Small cap (<$2bn) | 0.4% |
| Developed mkts. | 3.5% |
| Emerging mkts. | 92.0% |
Sector Breakdown
Country Exposure
 |
CHINA | 26.1 % |
 |
TAIWAN | 16.7 % |
 |
SOUTH KOREA | 14.3 % |
 |
INDIA | 9.1 % |
 |
SOUTH AFRICA | 5.3 % |
 |
BRAZIL | 3.2 % |
 |
MEXICO | 2.8 % |
 |
SAUDI ARABIA | 2.6 % |
 |
HONG KONG | 2.4 % |
 |
MALAYSIA | 1.9 % |
Historical Performance
Standardized Performance (as of 09/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 4.1% | 2.7% | 9.6% | 12.2% | -0.2% | -- | -- | 2.1% |
| Dividend Yield | 0.8% | 3.1% | 3.3% | 3.5% | 3.2% | -- | -- | 2.9% |
| Total Returns | 5.0% | 5.8% | 13.0% | 15.7% | 3.0% | -- | -- | 4.9% | Ann. Volatility | 21.7% | 20.1% | 19.1% | 18.1% | 19.5% | -- | -- | 20.8% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.23 | 63% |
| MSCI EAFE | 1.04 | 68% |
| MSCI Emg Mkts | 0.76 | 92% |
Liquidity Measures
| Avg. volume (000) | 2 |
| ADV traded (mns) | $0 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.13% |
Technical Indicators
| 30d moving avg. (EMA) | $58.72 |
| Relative strength (RSI) | 39 |
| MACD/Signal | -1.06/-0.94 |
| Bollinger Bands (Upper/Lower) | $61.17/$55.49 |
| Short interest (% of AUM) | 0.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LDEM |
Expenses vs. LDEM |
ALTAR Score™ vs. LDEM |
|---|---|---|---|---|
| EMXF | iShares ESG Advanced MSCI EM ETF | 60.4% | 0 bp | -5.2% |
| ESGE | iShares ESG Aware MSCI EM ETF | 49.0% | +9 bp | -3.8% |
| JHEM | John Hancock Multifactor Emerging Markets ETF | 47.1% | +42 bp | -3.1% |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | 46.1% | +20 bp | -6.4% |
| HEEM | iShares Currency Hedged MSCI Emerging Markets ETF | 44.1% | +135 bp | -4.7% |
| EEM | iShares MSCI Emerging Markets ETF | 43.8% | +56 bp | -3.9% |
| EEMX | SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF | 43.8% | +14 bp | -3.6% |
| ECON | Columbia Emerging Markets Consumer ETF | 43.8% | +33 bp | -4.7% |
| EEMA | iShares MSCI Emerging Markets Asia ETF | 41.7% | +33 bp | -3.7% |
| BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 41.2% | -1 bp | -3.3% |
Risk and Returns: LDEM vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 11/5/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
13.4%
ALTAR SCORE™
98th
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 211 funds in the Emerging Equity category with an average
ALTAR Score™ of 8.3% and a standard deviation
of 2.4%. LDEM's ALTAR Score™ is approximately 2.1 standard
deviations above the category average. This places LDEM in the 98th percentile
among funds in the category.
Sell-Side Consensus
$76.43
PRICE TARGET
+36.8%
UPSIDE