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EMCB vs. EMB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMCB vs. EMB - Performance Comparison

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

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Returns By Period

In the year-to-date period, EMCB achieves a 1.94% return, which is significantly lower than EMB's 2.18% return. Over the past 10 years, EMCB has outperformed EMB with an annualized return of 4.19%, while EMB has yielded a comparatively lower 3.33% annualized return.


EMCB

1D
0.05%
1M
0.25%
YTD
1.94%
6M
1.91%
1Y
7.64%
3Y*
7.93%
5Y*
2.14%
10Y*
4.19%

EMB

1D
0.26%
1M
1.15%
YTD
2.18%
6M
2.44%
1Y
12.34%
3Y*
9.87%
5Y*
2.07%
10Y*
3.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMCB vs. EMB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EMCB
WisdomTree Emerging Markets Corporate Bond Fund
1.94%8.19%7.11%8.76%-12.98%-0.62%8.60%13.43%-3.07%9.47%
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
2.18%13.85%5.54%10.62%-18.63%-2.23%5.42%15.48%-5.47%10.28%

Correlation

The correlation between EMCB and EMB is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.39

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

0.41

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

0.54

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

0.39

Correlation (All Time)
Calculated using the full available price history since Mar 9, 2012

0.39

The correlation between EMCB and EMB shifts across timeframes, from 0.39 (1 year) to 0.54 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

EMCB vs. EMB — Risk / Return Rank

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

EMCB
EMCB Risk / Return Rank: 5353
Overall Rank
EMCB Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
EMCB Sortino Ratio Rank: 5454
Sortino Ratio Rank
EMCB Omega Ratio Rank: 6161
Omega Ratio Rank
EMCB Calmar Ratio Rank: 4747
Calmar Ratio Rank
EMCB Martin Ratio Rank: 4949
Martin Ratio Rank

EMB
EMB Risk / Return Rank: 6666
Overall Rank
EMB Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
EMB Sortino Ratio Rank: 7171
Sortino Ratio Rank
EMB Omega Ratio Rank: 7272
Omega Ratio Rank
EMB Calmar Ratio Rank: 5555
Calmar Ratio Rank
EMB Martin Ratio Rank: 6464
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.

EMCB vs. EMB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Corporate Bond Fund (EMCB) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB). 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.


EMCBEMBDifference

Sharpe ratio

Return per unit of total volatility

1.84

2.24

-0.39

Sortino ratio

Return per unit of downside risk

2.65

3.26

-0.61

Omega ratio

Gain probability vs. loss probability

1.38

1.44

-0.06

Calmar ratio

Return relative to maximum drawdown

2.33

2.73

-0.39

Martin ratio

Return relative to average drawdown

8.29

11.69

-3.40

EMCB vs. EMB - Sharpe Ratio Comparison

The current EMCB Sharpe Ratio is 1.84, which is comparable to the EMB Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of EMCB and EMB, 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


EMCBEMBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.84

2.24

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.21

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.34

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.44

+0.02

Drawdowns

EMCB vs. EMB - Drawdown Comparison

The maximum EMCB drawdown since its inception was -22.81%, smaller than the maximum EMB drawdown of -34.70%. Use the drawdown chart below to compare losses from any high point for EMCB and EMB.


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Drawdown Indicators


EMCBEMBDifference

Max Drawdown

Largest peak-to-trough decline

-22.81%

-34.70%

+11.89%

Max Drawdown (1Y)

Largest decline over 1 year

-3.07%

-4.51%

+1.44%

Max Drawdown (3Y)

Largest decline over 3 years

-4.20%

-7.95%

+3.75%

Max Drawdown (5Y)

Largest decline over 5 years

-21.50%

-28.74%

+7.24%

Max Drawdown (10Y)

Largest decline over 10 years

-22.81%

-28.74%

+5.93%

Current Drawdown

Current decline from peak

-0.73%

0.00%

-0.73%

Average Drawdown

Average peak-to-trough decline

-4.24%

-5.06%

+0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.86%

1.05%

-0.19%

Volatility

EMCB vs. EMB - Volatility Comparison

The current volatility for WisdomTree Emerging Markets Corporate Bond Fund (EMCB) is 1.57%, while iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) has a volatility of 1.89%. This indicates that EMCB experiences smaller price fluctuations and is considered to be less risky than EMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMCBEMBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.57%

1.89%

-0.32%

Volatility (6M)

Calculated over the trailing 6-month period

2.90%

4.52%

-1.62%

Volatility (1Y)

Calculated over the trailing 1-year period

4.19%

5.55%

-1.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.94%

9.75%

-2.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.48%

9.96%

-1.48%

EMCB vs. EMB - Expense Ratio Comparison

EMCB has a 0.60% expense ratio, which is higher than EMB's 0.39% expense ratio.


Dividends

EMCB vs. EMB - Dividend Comparison

EMCB's dividend yield for the trailing twelve months is around 5.36%, more than EMB's 5.04% yield.


PositionTTM20252024202320222021202020192018201720162015
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
5.04%4.98%5.46%4.74%5.04%3.89%3.88%4.51%5.64%4.54%4.83%4.84%
EMCB
WisdomTree Emerging Markets Corporate Bond Fund
5.36%5.47%5.29%5.09%4.04%3.43%3.85%4.17%4.20%4.04%4.08%5.09%

Frequently Asked Questions


EMCB and EMB have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMB has higher volatility (1.89%) compared to EMCB (1.57%). In terms of maximum drawdown, EMCB dropped -22.81% vs EMB's -34.70%.

On 10-year performance, EMCB leads with 4.19% vs 3.33% for EMB. On fees, EMB is cheaper at 0.39% per year. On volatility, EMCB has been the lower-risk option at 1.57%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, EMCB has performed better with a 4.19% return vs 3.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

EMCB has the higher dividend yield at 5.36%, compared with 5.04% for EMB.

They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.60% for EMCB and 0.39% for EMB.

EMB currently has the higher Sharpe Ratio (2.24 vs 1.84), 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

Find the right allocation for EMCB and EMB

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