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EMB vs. IGF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMB vs. IGF - Performance Comparison

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

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Returns By Period

In the year-to-date period, EMB achieves a 2.68% return, which is significantly lower than IGF's 9.67% return. Over the past 10 years, EMB has underperformed IGF with an annualized return of 3.33%, while IGF has yielded a comparatively higher 8.40% annualized return.


EMB

1D
0.47%
1M
2.07%
YTD
2.68%
6M
2.69%
1Y
11.68%
3Y*
9.65%
5Y*
1.99%
10Y*
3.33%

IGF

1D
0.58%
1M
-0.16%
YTD
9.67%
6M
10.73%
1Y
18.46%
3Y*
15.62%
5Y*
10.85%
10Y*
8.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMB vs. IGF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
2.68%13.85%5.54%10.62%-18.63%-2.23%5.42%15.48%-5.47%10.28%
IGF
iShares Global Infrastructure ETF
9.67%21.31%14.81%6.14%-1.26%11.57%-6.50%25.82%-9.95%19.31%

Correlation

The correlation between EMB and IGF is 0.50, 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

0.50

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

0.55

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

0.52

Correlation (10Y)
Calculated over the trailing 10-year period

0.52

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2007

0.44

The correlation between EMB and IGF shifts across timeframes, from 0.44 (all time) to 0.55 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

EMB vs. IGF — Risk / Return Rank

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

EMB
EMB Risk / Return Rank: 6767
Overall Rank
EMB Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
EMB Sortino Ratio Rank: 7373
Sortino Ratio Rank
EMB Omega Ratio Rank: 7474
Omega Ratio Rank
EMB Calmar Ratio Rank: 5656
Calmar Ratio Rank
EMB Martin Ratio Rank: 6565
Martin Ratio Rank

IGF
IGF Risk / Return Rank: 5555
Overall Rank
IGF Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
IGF Sortino Ratio Rank: 5353
Sortino Ratio Rank
IGF Omega Ratio Rank: 5050
Omega Ratio Rank
IGF Calmar Ratio Rank: 6565
Calmar Ratio Rank
IGF Martin Ratio Rank: 5353
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.

EMB vs. IGF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) and iShares Global Infrastructure ETF (IGF). 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.


EMBIGFDifference
Sharpe ratioReturn per unit of total volatility

+0.37

Sortino ratioReturn per unit of downside risk

+0.64

Omega ratioGain probability vs. loss probability

1.41

1.31

+0.10

Calmar ratioReturn relative to maximum drawdown

2.63

3.10

-0.47

Martin ratioReturn relative to average drawdown

11.23

8.83

+2.40

EMB vs. IGF - Sharpe Ratio Comparison

The current EMB Sharpe Ratio is 2.09, which is comparable to the IGF Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of EMB and IGF, 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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Drawdowns

EMB vs. IGF - Drawdown Comparison

The maximum EMB drawdown since its inception was -34.70%, smaller than the maximum IGF drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for EMB and IGF.


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Drawdown Indicators


EMBIGFDifference

Max Drawdown

Largest peak-to-trough decline

-34.70%

-58.33%

+23.63%

Max Drawdown (1Y)

Largest decline over 1 year

-4.51%

-5.87%

+1.36%

Max Drawdown (3Y)

Largest decline over 3 years

-7.95%

-14.28%

+6.33%

Max Drawdown (5Y)

Largest decline over 5 years

-28.74%

-20.83%

-7.91%

Max Drawdown (10Y)

Largest decline over 10 years

-28.74%

-42.11%

+13.37%

Current Drawdown

Current decline from peak

0.00%

-2.99%

+2.99%

Average Drawdown

Average peak-to-trough decline

-5.05%

-11.85%

+6.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.06%

2.06%

-1.00%

Volatility

EMB vs. IGF - Volatility Comparison

The current volatility for iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) is 1.81%, while iShares Global Infrastructure ETF (IGF) has a volatility of 3.45%. This indicates that EMB experiences smaller price fluctuations and is considered to be less risky than IGF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMBIGFDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.81%

3.45%

-1.64%

Volatility (6M)

Calculated over the trailing 6-month period

4.70%

8.73%

-4.03%

Volatility (1Y)

Calculated over the trailing 1-year period

5.67%

10.57%

-4.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.75%

13.97%

-4.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.96%

16.83%

-6.87%

EMB vs. IGF - Expense Ratio Comparison

Both EMB and IGF have an expense ratio of 0.39%.


Dividends

EMB vs. IGF - Dividend Comparison

EMB's dividend yield for the trailing twelve months is around 5.01%, more than IGF's 2.91% yield.


PositionTTM20252024202320222021202020192018201720162015
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
5.01%4.98%5.46%4.74%5.04%3.89%3.88%4.51%5.64%4.54%4.83%4.84%
IGF
iShares Global Infrastructure ETF
2.91%3.23%3.21%3.36%2.67%2.42%2.33%3.27%3.52%2.95%2.98%3.25%

Frequently Asked Questions


EMB and IGF have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IGF has higher volatility (3.45%) compared to EMB (1.81%). In terms of maximum drawdown, EMB dropped -34.70% vs IGF's -58.33%.

On 10-year performance, IGF leads with 8.40% vs 3.33% for EMB. Both ETFs have the same 0.39% expense ratio. On volatility, EMB has been the lower-risk option at 1.81%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IGF has performed better with a 8.40% return vs 3.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EMB and IGF have the same expense ratio: 0.39% per year.

EMB has the higher dividend yield at 5.01%, compared with 2.91% for IGF.

EMB is categorized as Emerging Markets Bonds, while IGF is Industrials Equities. EMB tracks J.P. Morgan EMBI Global Core Index, while IGF tracks S&P Global Infrastructure Index (Net).

EMB currently has the higher Sharpe Ratio (2.09 vs 1.72), 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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