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IEEM.L vs. IEF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEEM.L vs. IEF - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI EM UCITS ETF (Dist) (IEEM.L) and iShares 7-10 Year Treasury Bond ETF (IEF). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IEEM.L is traded in GBp, while IEF is traded in USD. To make them comparable, the IEF values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, IEEM.L achieves a 25.90% return, which is significantly higher than IEF's -0.06% return. Over the past 10 years, IEEM.L has outperformed IEF with an annualized return of 11.54%, while IEF has yielded a comparatively lower 1.48% annualized return.


IEEM.L

1D
-1.34%
1M
3.99%
YTD
25.90%
6M
26.73%
1Y
54.02%
3Y*
21.65%
5Y*
9.24%
10Y*
11.54%

IEF

1D
0.09%
1M
0.75%
YTD
-0.06%
6M
-1.12%
1Y
5.00%
3Y*
-0.08%
5Y*
-0.03%
10Y*
1.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEEM.L vs. IEF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IEEM.L
iShares MSCI EM UCITS ETF (Dist)
25.90%26.66%9.88%3.86%-9.90%-1.38%15.96%12.64%-9.08%25.04%
IEF
iShares 7-10 Year Treasury Bond ETF
-0.06%0.34%1.10%-1.54%-5.07%-2.41%6.78%3.92%6.98%-6.31%

Correlation

The correlation between IEEM.L and IEF is -0.02, 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

-0.02

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

-0.01

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

-0.05

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

0.03

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2007

-0.05

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Return for Risk

IEEM.L vs. IEF — Risk / Return Rank

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

IEEM.L
IEEM.L Risk / Return Rank: 8989
Overall Rank
IEEM.L Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
IEEM.L Sortino Ratio Rank: 9090
Sortino Ratio Rank
IEEM.L Omega Ratio Rank: 9191
Omega Ratio Rank
IEEM.L Calmar Ratio Rank: 8787
Calmar Ratio Rank
IEEM.L Martin Ratio Rank: 8585
Martin Ratio Rank

IEF
IEF Risk / Return Rank: 2020
Overall Rank
IEF Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
IEF Sortino Ratio Rank: 2020
Sortino Ratio Rank
IEF Omega Ratio Rank: 1919
Omega Ratio Rank
IEF Calmar Ratio Rank: 1919
Calmar Ratio Rank
IEF Martin Ratio Rank: 2020
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.

IEEM.L vs. IEF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM UCITS ETF (Dist) (IEEM.L) and iShares 7-10 Year Treasury Bond ETF (IEF). 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.


IEEM.LIEFDifference
Sharpe ratioReturn per unit of total volatility

+2.47

Sortino ratioReturn per unit of downside risk

+2.96

Omega ratioGain probability vs. loss probability

1.60

1.14

+0.46

Calmar ratioReturn relative to maximum drawdown

4.93

0.82

+4.12

Martin ratioReturn relative to average drawdown

17.58

2.03

+15.55

IEEM.L vs. IEF - Sharpe Ratio Comparison

The current IEEM.L Sharpe Ratio is 3.23, which is higher than the IEF Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of IEEM.L and IEF, 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


IEEM.LIEFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.23

0.75

+2.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

-0.00

+0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.14

+0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.48

-0.07

Drawdowns

IEEM.L vs. IEF - Drawdown Comparison

The maximum IEEM.L drawdown since its inception was -53.22%, which is greater than IEF's maximum drawdown of -26.56%. Use the drawdown chart below to compare losses from any high point for IEEM.L and IEF.


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Drawdown Indicators


IEEM.LIEFDifference

Max Drawdown

Largest peak-to-trough decline

-53.22%

-26.56%

-26.66%

Max Drawdown (1Y)

Largest decline over 1 year

-11.12%

-6.12%

-5.00%

Max Drawdown (3Y)

Largest decline over 3 years

-15.47%

-7.75%

-7.72%

Max Drawdown (5Y)

Largest decline over 5 years

-23.27%

-16.26%

-7.01%

Max Drawdown (10Y)

Largest decline over 10 years

-26.63%

-26.56%

-0.07%

Current Drawdown

Current decline from peak

-2.43%

-21.64%

+19.21%

Average Drawdown

Average peak-to-trough decline

-10.41%

-11.03%

+0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.13%

2.46%

+0.67%

Volatility

IEEM.L vs. IEF - Volatility Comparison

iShares MSCI EM UCITS ETF (Dist) (IEEM.L) has a higher volatility of 7.42% compared to iShares 7-10 Year Treasury Bond ETF (IEF) at 1.45%. This indicates that IEEM.L's price experiences larger fluctuations and is considered to be riskier than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IEEM.LIEFDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.42%

1.45%

+5.97%

Volatility (6M)

Calculated over the trailing 6-month period

14.55%

5.07%

+9.48%

Volatility (1Y)

Calculated over the trailing 1-year period

17.03%

6.67%

+10.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.32%

9.68%

+6.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.11%

10.74%

+7.37%

IEEM.L vs. IEF - Expense Ratio Comparison

IEEM.L has a 0.18% expense ratio, which is higher than IEF's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IEEM.L vs. IEF - Dividend Comparison

IEEM.L's dividend yield for the trailing twelve months is around 2.01%, less than IEF's 3.92% yield.


PositionTTM20252024202320222021202020192018201720162015
IEEM.L
iShares MSCI EM UCITS ETF (Dist)
2.01%2.48%2.86%2.91%3.40%2.74%1.98%2.32%2.51%1.86%2.09%3.38%
IEF
iShares 7-10 Year Treasury Bond ETF
3.92%3.77%3.62%2.91%1.96%0.83%1.08%2.08%2.24%1.82%1.81%1.90%

Frequently Asked Questions


IEEM.L and IEF have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IEF is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IEF is cheaper with a 0.15% expense ratio, compared with 0.18% for IEEM.L.

IEEM.L is categorized as Emerging Markets Equities, while IEF is Government Bonds. IEEM.L tracks MSCI EM NR USD, while IEF tracks ICE U.S. Treasury 7-10 Year Bond Index. Their fees differ too: 0.18% for IEEM.L and 0.15% for IEF.

Portfolio Optimizer

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