AEF vs. IEF
Compare and contrast key facts about Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) and iShares 7-10 Year Treasury Bond ETF (IEF).
IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEF or IEF.
Correlation
The correlation between AEF and IEF is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
AEF vs. IEF - Performance Comparison
Key characteristics
AEF:
1.05
IEF:
0.11
AEF:
1.55
IEF:
0.20
AEF:
1.20
IEF:
1.02
AEF:
0.48
IEF:
0.04
AEF:
3.72
IEF:
0.22
AEF:
5.01%
IEF:
3.36%
AEF:
17.79%
IEF:
6.67%
AEF:
-63.36%
IEF:
-23.93%
AEF:
-26.53%
IEF:
-16.88%
Returns By Period
In the year-to-date period, AEF achieves a 2.89% return, which is significantly higher than IEF's 0.62% return. Over the past 10 years, AEF has outperformed IEF with an annualized return of 4.04%, while IEF has yielded a comparatively lower 0.40% annualized return.
AEF
2.89%
1.71%
7.85%
18.99%
-0.33%
4.04%
IEF
0.62%
0.73%
-3.30%
0.60%
-1.88%
0.40%
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Risk-Adjusted Performance
AEF vs. IEF — Risk-Adjusted Performance Rank
AEF
IEF
AEF vs. IEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) and iShares 7-10 Year Treasury Bond ETF (IEF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AEF vs. IEF - Dividend Comparison
AEF's dividend yield for the trailing twelve months is around 7.30%, more than IEF's 3.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEF Aberdeen Emerging Markets Equity Income Fund, Inc. | 7.30% | 7.51% | 7.63% | 8.54% | 6.73% | 3.37% | 2.23% | 20.80% | 2.60% | 7.05% | 12.19% | 14.11% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.35% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% | 2.05% |
Drawdowns
AEF vs. IEF - Drawdown Comparison
The maximum AEF drawdown since its inception was -63.36%, which is greater than IEF's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for AEF and IEF. For additional features, visit the drawdowns tool.
Volatility
AEF vs. IEF - Volatility Comparison
Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) has a higher volatility of 4.64% compared to iShares 7-10 Year Treasury Bond ETF (IEF) at 1.72%. This indicates that AEF's price experiences larger fluctuations and is considered to be riskier than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.