BEMB vs. IBIT
BEMB (Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - BEMB is a Emerging Markets Bonds fund actively managed by iShares, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. BEMB is actively managed, while IBIT is passively managed. Over the past year, BEMB returned 6.23% vs -43.69% for IBIT. Their 0.22 correlation means their historical movements had little consistent relationship. BEMB charges 0.18%/yr vs 0.25%/yr for IBIT.
Performance
BEMB vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, BEMB achieves a 1.08% return, which is significantly higher than IBIT's -27.17% return.
BEMB
- 1D
- 0.37%
- 1M
- -0.63%
- 6M
- 0.50%
- YTD
- 1.08%
- 1Y
- 6.23%
- 3Y*
- 7.95%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.02%
IBIT
- 1D
- 1.46%
- 1M
- 3.70%
- 6M
- -18.23%
- YTD
- -27.17%
- 1Y
- -43.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $13.14K | $41.30K | $48.97K | |
| $1.33B | $1.34B | $1.65B |
BEMB vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BEMB Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF | 1.08% | 12.27% | 6.83% |
IBIT iShares Bitcoin Trust ETF | -27.17% | -6.41% | 89.87% |
Correlation
The correlation between BEMB and IBIT is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.22 |
The correlation between BEMB and IBIT shifts across timeframes, from 0.22 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BEMB vs. IBIT — Risk / Return Rank
BEMB
IBIT
BEMB vs. IBIT - 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 iShares Bitcoin Trust ETF (IBIT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BEMB | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.42 | ||
| Sortino ratioReturn per unit of downside risk | +3.52 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.84 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | -0.82 | +2.53 |
| Martin ratioReturn relative to average drawdown | 6.97 | -1.26 | +8.23 |
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Drawdowns
BEMB vs. IBIT - Drawdown Comparison
The maximum BEMB drawdown since its inception was -6.17%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for BEMB and IBIT.
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Drawdown Indicators
| BEMB | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.17% | -53.30% | +47.13% |
Max Drawdown (1Y)Largest decline over 1 year | -3.67% | -53.30% | +49.63% |
Max Drawdown (3Y)Largest decline over 3 years | -5.52% | — | — |
Current DrawdownCurrent decline from peak | -0.92% | -49.28% | +48.36% |
Average DrawdownAverage peak-to-trough decline | -0.93% | -18.29% | +17.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 34.80% | -33.90% |
Volatility
BEMB vs. IBIT - Volatility Comparison
The current volatility for Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) is 1.27%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 8.98%. This indicates that BEMB experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEMB | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 8.98% | -7.71% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 33.79% | -30.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.37% | 44.48% | -40.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.81% | 49.57% | -43.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.81% | 49.57% | -43.76% |
BEMB vs. IBIT - Expense Ratio Comparison
BEMB has a 0.18% expense ratio, which is lower than IBIT's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BEMB vs. IBIT - Dividend Comparison
BEMB's dividend yield for the trailing twelve months is around 6.91%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BEMB Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF | 6.91% | 6.88% | 6.31% | 5.46% |
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BEMB and IBIT have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (8.98%) compared to BEMB (1.27%). In terms of maximum drawdown, BEMB dropped -6.17% vs IBIT's -53.30%.
On 1-year performance, BEMB leads with 6.23% vs -43.69% for IBIT. On fees, BEMB is cheaper at 0.18% per year. On volatility, BEMB has been the lower-risk option at 1.27%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BEMB has performed better with a 6.23% return vs -43.69%. 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 0.25% for IBIT.
BEMB has the higher dividend yield at 6.91%, compared with 0.00% for IBIT.
BEMB is categorized as Emerging Markets Bonds, while IBIT is Cryptocurrency. Their fees differ too: 0.18% for BEMB and 0.25% for IBIT.
BEMB currently has the higher Sharpe Ratio (1.43 vs -0.99), 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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