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EMB vs. NEMD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMB vs. NEMD - 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 Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD). 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 1.80% return, which is significantly lower than NEMD's 3.76% return.


EMB

1D
-0.37%
1M
1.29%
YTD
1.80%
6M
1.93%
1Y
11.56%
3Y*
9.74%
5Y*
1.86%
10Y*
3.29%

NEMD

1D
-0.39%
1M
1.56%
YTD
3.76%
6M
4.02%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMB vs. NEMD - Yearly Performance Comparison


Correlation

The correlation between EMB and NEMD is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 12, 2025

0.91

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Return for Risk

EMB vs. NEMD — Risk / Return Rank

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

EMB
EMB Risk / Return Rank: 6161
Overall Rank
EMB Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
EMB Sortino Ratio Rank: 6565
Sortino Ratio Rank
EMB Omega Ratio Rank: 6666
Omega Ratio Rank
EMB Calmar Ratio Rank: 5151
Calmar Ratio Rank
EMB Martin Ratio Rank: 6161
Martin Ratio Rank

NEMD
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. NEMD - 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 Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD). 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.


EMBNEMDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.41

Calmar ratioReturn relative to maximum drawdown

2.58

Martin ratioReturn relative to average drawdown

11.01

EMB vs. NEMD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EMBNEMDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

2.14

-1.70

Drawdowns

EMB vs. NEMD - Drawdown Comparison

The maximum EMB drawdown since its inception was -34.70%, which is greater than NEMD's maximum drawdown of -4.43%. Use the drawdown chart below to compare losses from any high point for EMB and NEMD.


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Drawdown Indicators


EMBNEMDDifference

Max Drawdown

Largest peak-to-trough decline

-34.70%

-4.43%

-30.27%

Max Drawdown (1Y)

Largest decline over 1 year

-4.51%

Max Drawdown (3Y)

Largest decline over 3 years

-7.95%

Max Drawdown (5Y)

Largest decline over 5 years

-28.74%

Max Drawdown (10Y)

Largest decline over 10 years

-28.74%

Current Drawdown

Current decline from peak

-0.37%

-0.39%

+0.02%

Average Drawdown

Average peak-to-trough decline

-5.06%

-0.57%

-4.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

Volatility

EMB vs. NEMD - Volatility Comparison


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Volatility by Period


EMBNEMDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.85%

Volatility (6M)

Calculated over the trailing 6-month period

4.52%

Volatility (1Y)

Calculated over the trailing 1-year period

5.56%

6.51%

-0.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.75%

6.51%

+3.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.96%

6.51%

+3.45%

EMB vs. NEMD - Expense Ratio Comparison

EMB has a 0.39% expense ratio, which is lower than NEMD's 0.60% expense ratio.


Dividends

EMB vs. NEMD - Dividend Comparison

EMB's dividend yield for the trailing twelve months is around 5.06%, more than NEMD's 4.73% yield.


PositionTTM20252024202320222021202020192018201720162015
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
5.06%4.98%5.46%4.74%5.04%3.89%3.88%4.51%5.64%4.54%4.83%4.84%
NEMD
Neuberger Berman Emerging Markets Debt Hard Currency ETF
4.73%2.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.91, EMB and NEMD move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, EMB is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EMB is cheaper with a 0.39% expense ratio, compared with 0.60% for NEMD.

EMB has the higher dividend yield at 5.06%, compared with 4.73% for NEMD.

They also come from different issuers: iShares and Neuberger Berman. Their fees differ too: 0.39% for EMB and 0.60% for NEMD.

Portfolio Optimizer

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