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BEMB vs. EMBD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BEMB vs. EMBD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) and Global X Emerging Markets Bond ETF (EMBD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with BEMB at 1.27% and EMBD at 1.27%.


BEMB

1D
-0.34%
1M
0.94%
YTD
1.27%
6M
1.64%
1Y
9.77%
3Y*
8.80%
5Y*
10Y*

EMBD

1D
-0.38%
1M
0.94%
YTD
1.27%
6M
2.05%
1Y
10.34%
3Y*
9.44%
5Y*
2.87%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BEMB vs. EMBD - Yearly Performance Comparison


2026 (YTD)202520242023
BEMB
Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF
1.27%12.27%5.51%8.88%
EMBD
Global X Emerging Markets Bond ETF
1.27%12.55%6.76%9.16%

Correlation

The correlation between BEMB and EMBD is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.71

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Feb 27, 2023

0.75

The correlation between BEMB and EMBD has been stable across timeframes, ranging from 0.71 to 0.75 - a consistent structural relationship.

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Return for Risk

BEMB vs. EMBD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEMB
BEMB Risk / Return Rank: 6767
Overall Rank
BEMB Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
BEMB Sortino Ratio Rank: 7474
Sortino Ratio Rank
BEMB Omega Ratio Rank: 7575
Omega Ratio Rank
BEMB Calmar Ratio Rank: 5454
Calmar Ratio Rank
BEMB Martin Ratio Rank: 6464
Martin Ratio Rank

EMBD
EMBD Risk / Return Rank: 5252
Overall Rank
EMBD Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
EMBD Sortino Ratio Rank: 5454
Sortino Ratio Rank
EMBD Omega Ratio Rank: 5050
Omega Ratio Rank
EMBD Calmar Ratio Rank: 5050
Calmar Ratio Rank
EMBD Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEMB vs. EMBD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) and Global X Emerging Markets Bond ETF (EMBD). 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.


BEMBEMBDDifference
Sharpe ratioReturn per unit of total volatility

+0.57

Sortino ratioReturn per unit of downside risk

+0.78

Omega ratioGain probability vs. loss probability

1.45

1.32

+0.13

Calmar ratioReturn relative to maximum drawdown

2.68

2.45

+0.23

Martin ratioReturn relative to average drawdown

11.53

9.52

+2.02

BEMB vs. EMBD - Sharpe Ratio Comparison

The current BEMB Sharpe Ratio is 2.30, which is higher than the EMBD Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of BEMB and EMBD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BEMBEMBDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.30

1.73

+0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

1.45

0.46

+1.00

Drawdowns

BEMB vs. EMBD - Drawdown Comparison

The maximum BEMB drawdown since its inception was -6.17%, smaller than the maximum EMBD drawdown of -24.27%. Use the drawdown chart below to compare losses from any high point for BEMB and EMBD.


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Drawdown Indicators


BEMBEMBDDifference

Max Drawdown

Largest peak-to-trough decline

-6.17%

-24.27%

+18.10%

Max Drawdown (1Y)

Largest decline over 1 year

-3.67%

-4.23%

+0.56%

Max Drawdown (3Y)

Largest decline over 3 years

-6.17%

-7.03%

+0.86%

Max Drawdown (5Y)

Largest decline over 5 years

-24.27%

Current Drawdown

Current decline from peak

-0.34%

-0.50%

+0.16%

Average Drawdown

Average peak-to-trough decline

-0.94%

-5.88%

+4.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.85%

1.09%

-0.24%

Volatility

BEMB vs. EMBD - Volatility Comparison

The current volatility for Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) is 1.49%, while Global X Emerging Markets Bond ETF (EMBD) has a volatility of 1.62%. This indicates that BEMB experiences smaller price fluctuations and is considered to be less risky than EMBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BEMBEMBDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.49%

1.62%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

3.46%

4.16%

-0.70%

Volatility (1Y)

Calculated over the trailing 1-year period

4.26%

6.00%

-1.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.88%

9.17%

-3.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.88%

8.89%

-3.01%

BEMB vs. EMBD - Expense Ratio Comparison

BEMB has a 0.18% expense ratio, which is lower than EMBD's 0.39% expense ratio.


Dividends

BEMB vs. EMBD - Dividend Comparison

BEMB's dividend yield for the trailing twelve months is around 6.88%, more than EMBD's 5.69% yield.


PositionTTM202520242023202220212020
BEMB
Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF
6.88%6.88%6.31%5.46%0.00%0.00%0.00%
EMBD
Global X Emerging Markets Bond ETF
5.69%5.48%5.83%5.29%4.53%4.99%3.34%

Frequently Asked Questions


BEMB and EMBD have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMBD has higher volatility (1.62%) compared to BEMB (1.49%). In terms of maximum drawdown, BEMB dropped -6.17% vs EMBD's -24.27%.

On 3-year performance, EMBD leads with 9.44% vs 8.80% for BEMB. On fees, BEMB is cheaper at 0.18% per year. On volatility, BEMB has been the lower-risk option at 1.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, EMBD has performed better with a 9.44% return vs 8.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BEMB is cheaper with a 0.18% expense ratio, compared with 0.39% for EMBD.

BEMB has the higher dividend yield at 6.88%, compared with 5.69% for EMBD.

They also come from different issuers: iShares and Global X. Their fees differ too: 0.18% for BEMB and 0.39% for EMBD.

BEMB currently has the higher Sharpe Ratio (2.30 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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