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IS0Q.DE vs. XUEM.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IS0Q.DE vs. XUEM.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares J.P. Morgan $ EM Corp Bond UCITS ETF USD (Dist) (IS0Q.DE) and Xtrackers USD Emerging Markets Bond UCITS ETF 2D (XUEM.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IS0Q.DE achieves a 4.68% return, which is significantly lower than XUEM.DE's 5.97% return.


IS0Q.DE

1D
0.09%
1M
1.94%
6M
4.52%
YTD
4.68%
1Y
8.96%
3Y*
5.37%
5Y*
2.68%
10Y*
3.24%

XUEM.DE

1D
0.19%
1M
2.12%
6M
6.07%
YTD
5.97%
1Y
13.91%
3Y*
7.90%
5Y*
2.65%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IS0Q.DE vs. XUEM.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IS0Q.DE
iShares J.P. Morgan $ EM Corp Bond UCITS ETF USD (Dist)
4.68%-3.70%12.34%4.23%-6.55%7.84%-2.78%16.71%4.47%
XUEM.DE
Xtrackers USD Emerging Markets Bond UCITS ETF 2D
5.97%1.05%12.16%7.17%-14.21%5.47%-6.15%17.95%-11.62%

Correlation

The correlation between IS0Q.DE and XUEM.DE is 0.78, 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

0.78

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

0.76

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

0.72

Correlation (All Time)
Calculated using the full available price history since May 9, 2018

0.72

The correlation between IS0Q.DE and XUEM.DE has been stable across timeframes, ranging from 0.71 to 0.78 - a consistent structural relationship.

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Return for Risk

IS0Q.DE vs. XUEM.DE — Risk / Return Rank

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

IS0Q.DE
IS0Q.DE Risk / Return Rank: 6262
Overall Rank
IS0Q.DE Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
IS0Q.DE Sortino Ratio Rank: 6363
Sortino Ratio Rank
IS0Q.DE Omega Ratio Rank: 5959
Omega Ratio Rank
IS0Q.DE Calmar Ratio Rank: 7272
Calmar Ratio Rank
IS0Q.DE Martin Ratio Rank: 5858
Martin Ratio Rank

XUEM.DE
XUEM.DE Risk / Return Rank: 8888
Overall Rank
XUEM.DE Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
XUEM.DE Sortino Ratio Rank: 8888
Sortino Ratio Rank
XUEM.DE Omega Ratio Rank: 8888
Omega Ratio Rank
XUEM.DE Calmar Ratio Rank: 9393
Calmar Ratio Rank
XUEM.DE Martin Ratio Rank: 8888
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.

IS0Q.DE vs. XUEM.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan $ EM Corp Bond UCITS ETF USD (Dist) (IS0Q.DE) and Xtrackers USD Emerging Markets Bond UCITS ETF 2D (XUEM.DE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IS0Q.DEXUEM.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.64

Sortino ratioReturn per unit of downside risk

-0.88

Omega ratioGain probability vs. loss probability

1.30

1.44

-0.14

Calmar ratioReturn relative to maximum drawdown

2.98

5.15

-2.17

Martin ratioReturn relative to average drawdown

8.52

15.44

-6.92

IS0Q.DE vs. XUEM.DE - Sharpe Ratio Comparison

The current IS0Q.DE Sharpe Ratio is 1.63, which is comparable to the XUEM.DE Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of IS0Q.DE and XUEM.DE, 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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Drawdowns

IS0Q.DE vs. XUEM.DE - Drawdown Comparison

The maximum IS0Q.DE drawdown since its inception was -26.03%, roughly equal to the maximum XUEM.DE drawdown of -26.81%. Use the drawdown chart below to compare losses from any high point for IS0Q.DE and XUEM.DE.


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Drawdown Indicators


IS0Q.DEXUEM.DEDifference

Max Drawdown

Largest peak-to-trough decline

-26.03%

-26.81%

+0.78%

Max Drawdown (1Y)

Largest decline over 1 year

-2.99%

-2.69%

-0.30%

Max Drawdown (3Y)

Largest decline over 3 years

-11.02%

-13.41%

+2.39%

Max Drawdown (5Y)

Largest decline over 5 years

-11.02%

-17.53%

+6.51%

Max Drawdown (10Y)

Largest decline over 10 years

-23.18%

Current Drawdown

Current decline from peak

-2.03%

-0.56%

-1.47%

Average Drawdown

Average peak-to-trough decline

-7.56%

-10.07%

+2.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

0.90%

+0.15%

Volatility

IS0Q.DE vs. XUEM.DE - Volatility Comparison

iShares J.P. Morgan $ EM Corp Bond UCITS ETF USD (Dist) (IS0Q.DE) has a higher volatility of 1.46% compared to Xtrackers USD Emerging Markets Bond UCITS ETF 2D (XUEM.DE) at 1.39%. This indicates that IS0Q.DE's price experiences larger fluctuations and is considered to be riskier than XUEM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IS0Q.DEXUEM.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.46%

1.39%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

3.76%

3.90%

-0.14%

Volatility (1Y)

Calculated over the trailing 1-year period

5.48%

6.12%

-0.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.04%

8.73%

-1.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.77%

11.76%

-2.99%

IS0Q.DE vs. XUEM.DE - Expense Ratio Comparison

IS0Q.DE has a 0.50% expense ratio, which is higher than XUEM.DE's 0.25% expense ratio.


Dividends

IS0Q.DE vs. XUEM.DE - Dividend Comparison

IS0Q.DE's dividend yield for the trailing twelve months is around 5.50%, more than XUEM.DE's 5.09% yield.


PositionTTM20252024202320222021202020192018201720162015
IS0Q.DE
iShares J.P. Morgan $ EM Corp Bond UCITS ETF USD (Dist)
5.50%5.61%5.36%5.07%4.31%3.54%4.14%4.58%4.69%4.55%4.51%5.13%
XUEM.DE
Xtrackers USD Emerging Markets Bond UCITS ETF 2D
5.09%5.56%6.56%5.40%5.95%8.12%4.58%0.61%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IS0Q.DE and XUEM.DE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XUEM.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XUEM.DE is cheaper with a 0.25% expense ratio, compared with 0.50% for IS0Q.DE.

IS0Q.DE tracks J.P. Morgan CEMBI Broad Diversified Core Index, while XUEM.DE tracks JPM EMBI Global Diversified TR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.50% for IS0Q.DE and 0.25% for XUEM.DE.

Portfolio Optimizer

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