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.
Performance
AEF vs. IEF - Performance Comparison
Loading graphics...
AEF vs. IEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEF Aberdeen Emerging Markets Equity Income Fund, Inc. | 7.09% | 50.22% | 9.43% | 7.13% | -29.63% | 3.31% | 11.62% | 22.83% | -16.06% | 57.92% |
IEF iShares 7-10 Year Treasury Bond ETF | -0.14% | 8.03% | -0.63% | 3.64% | -15.15% | -3.33% | 10.01% | 8.03% | 0.99% | 2.55% |
Returns By Period
In the year-to-date period, AEF achieves a 7.09% return, which is significantly higher than IEF's -0.14% return. Over the past 10 years, AEF has outperformed IEF with an annualized return of 9.99%, while IEF has yielded a comparatively lower 0.78% annualized return.
AEF
- 1D
- 5.35%
- 1M
- -13.94%
- YTD
- 7.09%
- 6M
- 18.64%
- 1Y
- 63.46%
- 3Y*
- 21.10%
- 5Y*
- 4.86%
- 10Y*
- 9.99%
IEF
- 1D
- 0.18%
- 1M
- -2.32%
- YTD
- -0.14%
- 6M
- 0.79%
- 1Y
- 3.95%
- 3Y*
- 2.25%
- 5Y*
- -0.76%
- 10Y*
- 0.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AEF vs. IEF — Risk / Return Rank
AEF
IEF
AEF vs. IEF - Risk-Adjusted Trends 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.
| AEF | IEF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.64 | 0.74 | +1.90 |
Sortino ratioReturn per unit of downside risk | 3.31 | 1.09 | +2.22 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.13 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 3.11 | 1.32 | +1.79 |
Martin ratioReturn relative to average drawdown | 13.26 | 3.31 | +9.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AEF | IEF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.64 | 0.74 | +1.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | -0.10 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.12 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.51 | -0.15 |
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.
Dividends
AEF vs. IEF - Dividend Comparison
AEF's dividend yield for the trailing twelve months is around 9.74%, more than IEF's 3.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEF Aberdeen Emerging Markets Equity Income Fund, Inc. | 9.74% | 9.29% | 7.51% | 7.63% | 8.54% | 6.73% | 3.37% | 2.23% | 20.97% | 5.19% | 7.05% | 12.19% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.82% | 3.77% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% |
Drawdowns
AEF vs. IEF - Drawdown Comparison
The maximum AEF drawdown since its inception was -63.87%, 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.
Loading graphics...
Drawdown Indicators
| AEF | IEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.87% | -23.93% | -39.94% |
Max Drawdown (1Y)Largest decline over 1 year | -19.96% | -3.22% | -16.74% |
Max Drawdown (5Y)Largest decline over 5 years | -47.20% | -21.40% | -25.80% |
Max Drawdown (10Y)Largest decline over 10 years | -47.20% | -23.93% | -23.27% |
Current DrawdownCurrent decline from peak | -15.68% | -10.88% | -4.80% |
Average DrawdownAverage peak-to-trough decline | -24.19% | -5.30% | -18.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 1.28% | +3.41% |
Volatility
AEF vs. IEF - Volatility Comparison
Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) has a higher volatility of 12.68% compared to iShares 7-10 Year Treasury Bond ETF (IEF) at 1.91%. 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.
Loading graphics...
Volatility by Period
| AEF | IEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.68% | 1.91% | +10.77% |
Volatility (6M)Calculated over the trailing 6-month period | 18.26% | 3.22% | +15.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 5.35% | +18.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.62% | 7.70% | +13.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 6.63% | +14.71% |