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IEMB.L vs. SBEM.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEMB.L vs. SBEM.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist) (IEMB.L) and UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis (SBEM.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, IEMB.L achieves a 1.62% return, which is significantly lower than SBEM.L's 2.23% return. Over the past 10 years, IEMB.L has underperformed SBEM.L with an annualized return of 3.32%, while SBEM.L has yielded a comparatively higher 3.79% annualized return.


IEMB.L

1D
0.41%
1M
1.01%
YTD
1.62%
6M
2.22%
1Y
11.20%
3Y*
9.72%
5Y*
1.91%
10Y*
3.32%

SBEM.L

1D
0.28%
1M
1.48%
YTD
2.23%
6M
3.54%
1Y
13.46%
3Y*
11.48%
5Y*
2.38%
10Y*
3.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEMB.L vs. SBEM.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IEMB.L
iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist)
1.62%13.71%5.70%10.54%-18.35%-2.28%5.57%16.06%-5.53%9.73%
SBEM.L
UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis
2.23%15.52%7.63%11.53%-19.84%-2.19%4.39%15.36%-4.32%10.03%

Correlation

The correlation between IEMB.L and SBEM.L is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.59

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

0.74

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

0.78

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

0.71

Correlation (All Time)
Calculated using the full available price history since Feb 11, 2016

0.71

The correlation between IEMB.L and SBEM.L shifts across timeframes, from 0.59 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

IEMB.L vs. SBEM.L — Risk / Return Rank

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

IEMB.L
IEMB.L Risk / Return Rank: 6060
Overall Rank
IEMB.L Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
IEMB.L Sortino Ratio Rank: 6565
Sortino Ratio Rank
IEMB.L Omega Ratio Rank: 6161
Omega Ratio Rank
IEMB.L Calmar Ratio Rank: 5454
Calmar Ratio Rank
IEMB.L Martin Ratio Rank: 6161
Martin Ratio Rank

SBEM.L
SBEM.L Risk / Return Rank: 7171
Overall Rank
SBEM.L Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
SBEM.L Sortino Ratio Rank: 7474
Sortino Ratio Rank
SBEM.L Omega Ratio Rank: 6767
Omega Ratio Rank
SBEM.L Calmar Ratio Rank: 8181
Calmar Ratio Rank
SBEM.L Martin Ratio Rank: 6666
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.

IEMB.L vs. SBEM.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist) (IEMB.L) and UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis (SBEM.L). 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.


IEMB.LSBEM.LDifference
Sharpe ratioReturn per unit of total volatility

-0.20

Sortino ratioReturn per unit of downside risk

-0.06

Omega ratioGain probability vs. loss probability

1.37

1.37

0.00

Calmar ratioReturn relative to maximum drawdown

2.58

2.79

-0.21

Martin ratioReturn relative to average drawdown

10.73

12.72

-1.99

IEMB.L vs. SBEM.L - Sharpe Ratio Comparison

The current IEMB.L Sharpe Ratio is 1.88, which is comparable to the SBEM.L Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of IEMB.L and SBEM.L, 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


IEMB.LSBEM.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.88

2.08

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.25

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.36

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.43

+0.08

Drawdowns

IEMB.L vs. SBEM.L - Drawdown Comparison

The maximum IEMB.L drawdown since its inception was -32.08%, roughly equal to the maximum SBEM.L drawdown of -30.77%. Use the drawdown chart below to compare losses from any high point for IEMB.L and SBEM.L.


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Drawdown Indicators


IEMB.LSBEM.LDifference

Max Drawdown

Largest peak-to-trough decline

-32.08%

-30.77%

-1.31%

Max Drawdown (1Y)

Largest decline over 1 year

-4.32%

-4.80%

+0.48%

Max Drawdown (3Y)

Largest decline over 3 years

-7.54%

-7.12%

-0.42%

Max Drawdown (5Y)

Largest decline over 5 years

-28.62%

-30.77%

+2.15%

Max Drawdown (10Y)

Largest decline over 10 years

-28.62%

-30.77%

+2.15%

Current Drawdown

Current decline from peak

-0.11%

0.00%

-0.11%

Average Drawdown

Average peak-to-trough decline

-5.02%

-6.47%

+1.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

1.06%

-0.02%

Volatility

IEMB.L vs. SBEM.L - Volatility Comparison

iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist) (IEMB.L) has a higher volatility of 2.57% compared to UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis (SBEM.L) at 1.98%. This indicates that IEMB.L's price experiences larger fluctuations and is considered to be riskier than SBEM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IEMB.LSBEM.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.57%

1.98%

+0.59%

Volatility (6M)

Calculated over the trailing 6-month period

4.93%

5.01%

-0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

5.95%

6.47%

-0.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.87%

9.44%

-0.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.25%

10.50%

-1.25%

IEMB.L vs. SBEM.L - Expense Ratio Comparison

IEMB.L has a 0.45% expense ratio, which is higher than SBEM.L's 0.42% expense ratio.


Dividends

IEMB.L vs. SBEM.L - Dividend Comparison

IEMB.L's dividend yield for the trailing twelve months is around 5.83%, less than SBEM.L's 6.53% yield.


PositionTTM20252024202320222021202020192018201720162015
IEMB.L
iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist)
5.83%5.85%5.80%5.65%5.55%3.95%3.86%4.73%4.82%4.79%5.57%4.78%
SBEM.L
UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis
6.53%7.69%6.28%6.49%5.72%4.35%4.92%4.83%4.47%4.84%2.27%0.00%

Frequently Asked Questions


IEMB.L and SBEM.L have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SBEM.L is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SBEM.L is cheaper with a 0.42% expense ratio, compared with 0.45% for IEMB.L.

They also come from different issuers: iShares and UBS. Their fees differ too: 0.45% for IEMB.L and 0.42% for SBEM.L.

Portfolio Optimizer

Find the right allocation for IEMB.L and SBEM.L

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