BEMB vs. ^GSPC
Compare and contrast key facts about Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) and S&P 500 (^GSPC).
BEMB is an actively managed fund by iShares. It was launched on Feb 22, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEMB or ^GSPC.
Correlation
The correlation between BEMB and ^GSPC is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BEMB vs. ^GSPC - Performance Comparison
Key characteristics
BEMB:
1.11
^GSPC:
2.10
BEMB:
1.58
^GSPC:
2.80
BEMB:
1.19
^GSPC:
1.39
BEMB:
2.10
^GSPC:
3.09
BEMB:
5.41
^GSPC:
13.49
BEMB:
1.15%
^GSPC:
1.94%
BEMB:
5.62%
^GSPC:
12.52%
BEMB:
-6.17%
^GSPC:
-56.78%
BEMB:
-2.42%
^GSPC:
-2.62%
Returns By Period
In the year-to-date period, BEMB achieves a 5.97% return, which is significantly lower than ^GSPC's 24.34% return.
BEMB
5.97%
-0.44%
3.19%
6.03%
N/A
N/A
^GSPC
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
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Risk-Adjusted Performance
BEMB vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) and S&P 500 (^GSPC). 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.
Drawdowns
BEMB vs. ^GSPC - Drawdown Comparison
The maximum BEMB drawdown since its inception was -6.17%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for BEMB and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
BEMB vs. ^GSPC - Volatility Comparison
The current volatility for Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) is 1.78%, while S&P 500 (^GSPC) has a volatility of 3.79%. This indicates that BEMB experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.