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CEMB vs. IBDR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CEMB vs. IBDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares J.P. Morgan EM Corporate Bond ETF (CEMB) and iShares iBonds Dec 2026 Term Corporate ETF (IBDR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with CEMB having a 1.49% return and IBDR slightly lower at 1.44%.


CEMB

1D
-0.20%
1M
0.46%
YTD
1.49%
6M
1.83%
1Y
7.31%
3Y*
7.31%
5Y*
1.97%
10Y*
3.49%

IBDR

1D
-0.04%
1M
0.25%
YTD
1.44%
6M
1.80%
1Y
4.38%
3Y*
5.07%
5Y*
1.50%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CEMB vs. IBDR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CEMB
iShares J.P. Morgan EM Corporate Bond ETF
1.49%8.86%5.81%8.37%-12.58%-0.59%6.77%13.90%-2.57%7.11%
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
1.44%4.99%4.98%5.96%-8.28%-1.79%8.88%14.81%-2.80%5.96%

Correlation

The correlation between CEMB and IBDR is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.21

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

0.54

Correlation (5Y)
Calculated over the trailing 5-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Sep 20, 2016

0.42

Over the past year, the correlation between CEMB and IBDR has dropped to 0.21 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

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Return for Risk

CEMB vs. IBDR — Risk / Return Rank

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

CEMB
CEMB Risk / Return Rank: 6969
Overall Rank
CEMB Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
CEMB Sortino Ratio Rank: 8080
Sortino Ratio Rank
CEMB Omega Ratio Rank: 7878
Omega Ratio Rank
CEMB Calmar Ratio Rank: 5151
Calmar Ratio Rank
CEMB Martin Ratio Rank: 6262
Martin Ratio Rank

IBDR
IBDR Risk / Return Rank: 9999
Overall Rank
IBDR Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
IBDR Sortino Ratio Rank: 9999
Sortino Ratio Rank
IBDR Omega Ratio Rank: 9999
Omega Ratio Rank
IBDR Calmar Ratio Rank: 9999
Calmar Ratio Rank
IBDR Martin Ratio Rank: 9999
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.

CEMB vs. IBDR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan EM Corporate Bond ETF (CEMB) and iShares iBonds Dec 2026 Term Corporate ETF (IBDR). 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.


CEMBIBDRDifference
Sharpe ratioReturn per unit of total volatility

-4.53

Sortino ratioReturn per unit of downside risk

-10.98

Omega ratioGain probability vs. loss probability

1.47

3.40

-1.93

Calmar ratioReturn relative to maximum drawdown

2.55

53.28

-50.73

Martin ratioReturn relative to average drawdown

11.06

185.24

-174.18

CEMB vs. IBDR - Sharpe Ratio Comparison

The current CEMB Sharpe Ratio is 2.40, which is lower than the IBDR Sharpe Ratio of 6.93. The chart below compares the historical Sharpe Ratios of CEMB and IBDR, 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


CEMBIBDRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.40

6.93

-4.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.44

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.61

-0.12

Drawdowns

CEMB vs. IBDR - Drawdown Comparison

The maximum CEMB drawdown since its inception was -20.84%, which is greater than IBDR's maximum drawdown of -16.06%. Use the drawdown chart below to compare losses from any high point for CEMB and IBDR.


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Drawdown Indicators


CEMBIBDRDifference

Max Drawdown

Largest peak-to-trough decline

-20.84%

-16.06%

-4.78%

Max Drawdown (1Y)

Largest decline over 1 year

-2.88%

-0.08%

-2.80%

Max Drawdown (3Y)

Largest decline over 3 years

-3.85%

-1.08%

-2.77%

Max Drawdown (5Y)

Largest decline over 5 years

-20.48%

-13.13%

-7.35%

Max Drawdown (10Y)

Largest decline over 10 years

-20.84%

Current Drawdown

Current decline from peak

-0.24%

-0.04%

-0.20%

Average Drawdown

Average peak-to-trough decline

-3.66%

-2.84%

-0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

0.02%

+0.64%

Volatility

CEMB vs. IBDR - Volatility Comparison

iShares J.P. Morgan EM Corporate Bond ETF (CEMB) has a higher volatility of 1.08% compared to iShares iBonds Dec 2026 Term Corporate ETF (IBDR) at 0.15%. This indicates that CEMB's price experiences larger fluctuations and is considered to be riskier than IBDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CEMBIBDRDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.08%

0.15%

+0.93%

Volatility (6M)

Calculated over the trailing 6-month period

2.43%

0.34%

+2.09%

Volatility (1Y)

Calculated over the trailing 1-year period

3.06%

0.64%

+2.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.63%

3.40%

+2.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.30%

4.86%

+1.44%

CEMB vs. IBDR - Expense Ratio Comparison

CEMB has a 0.50% expense ratio, which is higher than IBDR's 0.10% expense ratio.


Dividends

CEMB vs. IBDR - Dividend Comparison

CEMB's dividend yield for the trailing twelve months is around 5.13%, more than IBDR's 4.13% yield.


PositionTTM20252024202320222021202020192018201720162015
CEMB
iShares J.P. Morgan EM Corporate Bond ETF
5.13%5.14%5.11%4.77%4.29%3.51%3.86%4.19%4.66%4.06%4.26%4.76%
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
4.13%4.20%4.13%3.41%2.44%2.11%2.61%3.25%3.56%3.22%0.86%0.00%

Frequently Asked Questions


CEMB and IBDR have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CEMB has higher volatility (1.08%) compared to IBDR (0.15%). In terms of maximum drawdown, CEMB dropped -20.84% vs IBDR's -16.06%.

On 5-year performance, CEMB leads with 1.97% vs 1.50% for IBDR. On fees, IBDR is cheaper at 0.10% per year. On volatility, IBDR has been the lower-risk option at 0.15%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, CEMB has performed better with a 1.97% return vs 1.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBDR is cheaper with a 0.10% expense ratio, compared with 0.50% for CEMB.

CEMB has the higher dividend yield at 5.13%, compared with 4.13% for IBDR.

CEMB tracks JP Morgan CEMBI Broad Diversified, while IBDR tracks Barclays December 2026 Maturity Corporate Index. Their fees differ too: 0.50% for CEMB and 0.10% for IBDR.

IBDR currently has the higher Sharpe Ratio (6.93 vs 2.40), 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.

Portfolio Optimizer

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