Correlation
The correlation between EMHC and VEMBX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
EMHC vs. VEMBX
Compare and contrast key facts about SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) and Vanguard Emerging Markets Bond Fund Investor Shares (VEMBX).
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. VEMBX is managed by Vanguard. It was launched on Mar 10, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMHC or VEMBX.
Performance
EMHC vs. VEMBX - Performance Comparison
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Key characteristics
EMHC:
1.05
VEMBX:
1.54
EMHC:
1.55
VEMBX:
2.23
EMHC:
1.20
VEMBX:
1.30
EMHC:
0.61
VEMBX:
1.60
EMHC:
4.62
VEMBX:
6.45
EMHC:
1.69%
VEMBX:
1.24%
EMHC:
7.33%
VEMBX:
5.29%
EMHC:
-28.03%
VEMBX:
-25.61%
EMHC:
-5.58%
VEMBX:
-0.82%
Returns By Period
In the year-to-date period, EMHC achieves a 3.50% return, which is significantly higher than VEMBX's 2.91% return.
EMHC
3.50%
0.81%
1.26%
7.60%
4.82%
N/A
N/A
VEMBX
2.91%
0.30%
1.34%
8.09%
7.48%
3.61%
N/A
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EMHC vs. VEMBX - Expense Ratio Comparison
EMHC has a 0.23% expense ratio, which is lower than VEMBX's 0.55% expense ratio.
Risk-Adjusted Performance
EMHC vs. VEMBX — Risk-Adjusted Performance Rank
EMHC
VEMBX
EMHC vs. VEMBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) and Vanguard Emerging Markets Bond Fund Investor Shares (VEMBX). 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. VEMBX - Dividend Comparison
EMHC's dividend yield for the trailing twelve months is around 6.14%, less than VEMBX's 6.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VEMBX Vanguard Emerging Markets Bond Fund Investor Shares | 6.72% | 6.38% | 7.06% | 5.45% | 5.20% | 4.48% | 6.28% | 4.80% | 6.50% | 8.85% |
Drawdowns
EMHC vs. VEMBX - Drawdown Comparison
The maximum EMHC drawdown since its inception was -28.03%, which is greater than VEMBX's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for EMHC and VEMBX.
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Volatility
EMHC vs. VEMBX - Volatility Comparison
SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) has a higher volatility of 1.65% compared to Vanguard Emerging Markets Bond Fund Investor Shares (VEMBX) at 1.25%. This indicates that EMHC's price experiences larger fluctuations and is considered to be riskier than VEMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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