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EMHY vs. XEM-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

EMHY vs. XEM-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares J.P. Morgan EM High Yield Bond ETF (EMHY) and NEM (XEM-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EMHY achieves a 2.47% return, which is significantly higher than XEM-USD's -54.05% return.


EMHY

1D
-0.59%
1M
-0.10%
YTD
2.47%
6M
3.33%
1Y
12.77%
3Y*
12.65%
5Y*
4.18%
10Y*
4.61%

XEM-USD

1D
-5.57%
1M
-19.59%
YTD
-54.05%
6M
-60.97%
1Y
-94.18%
3Y*
-73.79%
5Y*
-68.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMHY vs. XEM-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EMHY
iShares J.P. Morgan EM High Yield Bond ETF
2.47%13.70%11.97%11.47%-13.03%-1.91%3.83%12.98%-5.21%2.18%
XEM-USD
NEM
-54.05%-95.00%-39.05%36.89%-76.79%-40.13%542.53%-49.78%-93.76%465.78%

Correlation

The correlation between EMHY and XEM-USD is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.07

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

0.13

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

0.16

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2017

0.12

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Return for Risk

EMHY vs. XEM-USD — Risk / Return Rank

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

EMHY
EMHY Risk / Return Rank: 7373
Overall Rank
EMHY Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
EMHY Sortino Ratio Rank: 7777
Sortino Ratio Rank
EMHY Omega Ratio Rank: 7979
Omega Ratio Rank
EMHY Calmar Ratio Rank: 6262
Calmar Ratio Rank
EMHY Martin Ratio Rank: 7373
Martin Ratio Rank

XEM-USD
XEM-USD Risk / Return Rank: 2121
Overall Rank
XEM-USD Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
XEM-USD Sortino Ratio Rank: 99
Sortino Ratio Rank
XEM-USD Omega Ratio Rank: 33
Omega Ratio Rank
XEM-USD Calmar Ratio Rank: 00
Calmar Ratio Rank
XEM-USD Martin Ratio Rank: 5050
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.

EMHY vs. XEM-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan EM High Yield Bond ETF (EMHY) and NEM (XEM-USD). 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.


EMHYXEM-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.97

Sortino ratioReturn per unit of downside risk

+5.36

Omega ratioGain probability vs. loss probability

1.46

0.76

+0.69

Calmar ratioReturn relative to maximum drawdown

2.96

-1.01

+3.97

Martin ratioReturn relative to average drawdown

13.42

-1.18

+14.60

EMHY vs. XEM-USD - Sharpe Ratio Comparison

The current EMHY Sharpe Ratio is 2.26, which is higher than the XEM-USD Sharpe Ratio of -0.71. The chart below compares the historical Sharpe Ratios of EMHY and XEM-USD, 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


EMHYXEM-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.26

-0.71

+2.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

-0.64

+1.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

-0.38

+0.88

Drawdowns

EMHY vs. XEM-USD - Drawdown Comparison

The maximum EMHY drawdown since its inception was -30.11%, smaller than the maximum XEM-USD drawdown of -99.97%. Use the drawdown chart below to compare losses from any high point for EMHY and XEM-USD.


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Drawdown Indicators


EMHYXEM-USDDifference

Max Drawdown

Largest peak-to-trough decline

-30.11%

-99.97%

+69.86%

Max Drawdown (1Y)

Largest decline over 1 year

-4.34%

-93.07%

+88.73%

Max Drawdown (3Y)

Largest decline over 3 years

-5.95%

-99.14%

+93.19%

Max Drawdown (5Y)

Largest decline over 5 years

-25.83%

-99.79%

+73.96%

Max Drawdown (10Y)

Largest decline over 10 years

-30.11%

Current Drawdown

Current decline from peak

-0.69%

-99.97%

+99.28%

Average Drawdown

Average peak-to-trough decline

-4.89%

-90.08%

+85.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

51.49%

-50.54%

Volatility

EMHY vs. XEM-USD - Volatility Comparison

The current volatility for iShares J.P. Morgan EM High Yield Bond ETF (EMHY) is 1.62%, while NEM (XEM-USD) has a volatility of 22.35%. This indicates that EMHY experiences smaller price fluctuations and is considered to be less risky than XEM-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMHYXEM-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.62%

22.35%

-20.73%

Volatility (6M)

Calculated over the trailing 6-month period

4.34%

56.04%

-51.70%

Volatility (1Y)

Calculated over the trailing 1-year period

5.69%

112.41%

-106.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.10%

88.88%

-79.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.66%

103.77%

-93.11%

Frequently Asked Questions


EMHY and XEM-USD have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XEM-USD has higher volatility (22.35%) compared to EMHY (1.62%). In terms of maximum drawdown, EMHY dropped -30.11% vs XEM-USD's -99.97%.

EMHY currently has the higher Sharpe Ratio (2.26 vs -0.71), 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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