

The action in Emerging Markets ETFs this year has been really interesting to watch. From record-breaking asset flows to impressive results, albeit massively dispersed, this category of funds has had quite a ride so far in 2026.

Three funds dominate the emerging markets ex-China conversation right now, and each one has put meaningful daylight between itself and the S&P 500 so far this year.

A dollar put into Columbia EM Core ex-China ETF (NYSEARCA:XCEM) on the last trading day of 2025 was worth about $1.38 by the close on June 3, 2026.

Amid President Trump's meeting in China, ex-China ETFs offer investors emerging markets growth without the China headline risk.

Geopolitical tensions and governance concerns in China have prompted institutional investors to reallocate emerging-market exposure toward India, Brazil, Southeast Asia, and Mexico.

Columbia EM Core ex-China ETF (NYSEARCA:XCEM - Get Free Report) shares hit a new 52-week high during mid-day trading on Friday. The company traded as high as $46.65 and last traded at $46.54, with a volume of 5786 shares trading hands. The stock had previously closed at $45.51. Columbia EM Core ex-China ETF Stock

Savvy Advisors Inc. raised its stake in shares of Columbia EM Core ex-China ETF (NYSEARCA:XCEM) by 33.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 391,355 shares of the company's stock after buying an additional 97,456 shares during the

Most emerging market ETFs are built around the same assumption: that China's economy and equity markets will drive returns for decades.