Correlation
The correlation between EMHC and EMB is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
EMHC vs. EMB
Compare and contrast key facts about SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB).
EMHC and EMB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMHC is a passively managed fund by SPDR that tracks the performance of the Bloomberg Emerging USD Bond Core Index - Benchmark TR Net. It was launched on Apr 6, 2021. EMB is a passively managed fund by iShares that tracks the performance of the JPMorgan EMBI Global Core Index. It was launched on Dec 17, 2007. Both EMHC and EMB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMHC or EMB.
Performance
EMHC vs. EMB - Performance Comparison
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Key characteristics
EMHC:
1.05
EMB:
1.07
EMHC:
1.55
EMB:
1.58
EMHC:
1.20
EMB:
1.21
EMHC:
0.61
EMB:
0.70
EMHC:
4.62
EMB:
5.24
EMHC:
1.69%
EMB:
1.58%
EMHC:
7.33%
EMB:
7.60%
EMHC:
-28.03%
EMB:
-34.70%
EMHC:
-5.58%
EMB:
-4.22%
Returns By Period
The year-to-date returns for both investments are quite close, with EMHC having a 3.50% return and EMB slightly higher at 3.60%.
EMHC
3.50%
0.81%
1.26%
7.60%
4.82%
N/A
N/A
EMB
3.60%
1.16%
1.29%
8.05%
5.03%
1.47%
2.72%
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EMHC vs. EMB - Expense Ratio Comparison
EMHC has a 0.23% expense ratio, which is lower than EMB's 0.39% expense ratio.
Risk-Adjusted Performance
EMHC vs. EMB — Risk-Adjusted Performance Rank
EMHC
EMB
EMHC vs. EMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) 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.
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Dividends
EMHC vs. EMB - Dividend Comparison
EMHC's dividend yield for the trailing twelve months is around 6.14%, more than EMB's 5.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF | 6.14% | 5.95% | 5.12% | 5.10% | 2.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 5.53% | 5.46% | 4.74% | 5.04% | 3.89% | 3.88% | 4.51% | 5.64% | 4.54% | 4.83% | 4.84% | 4.56% |
Drawdowns
EMHC vs. EMB - Drawdown Comparison
The maximum EMHC drawdown since its inception was -28.03%, smaller than the maximum EMB drawdown of -34.70%. Use the drawdown chart below to compare losses from any high point for EMHC and EMB.
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Volatility
EMHC vs. EMB - Volatility Comparison
SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) have volatilities of 1.65% and 1.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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