JPMB vs. EMB
Compare and contrast key facts about JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB).
JPMB and EMB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPMB is a passively managed fund by JPMorgan Chase that tracks the performance of the J.P. Morgan Emerging Markets Risk-Aware Bond Index. It was launched on Jan 29, 2018. EMB is a passively managed fund by iShares that tracks the performance of the JPMorgan EMBI Global Core Index. It was launched on Dec 17, 2007. Both JPMB and EMB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPMB or EMB.
Correlation
The correlation between JPMB and EMB is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JPMB vs. EMB - Performance Comparison
Key characteristics
JPMB:
0.80
EMB:
1.04
JPMB:
1.18
EMB:
1.52
JPMB:
1.15
EMB:
1.19
JPMB:
0.46
EMB:
0.61
JPMB:
2.65
EMB:
5.13
JPMB:
2.25%
EMB:
1.58%
JPMB:
7.47%
EMB:
7.81%
JPMB:
-26.33%
EMB:
-34.70%
JPMB:
-7.08%
EMB:
-5.26%
Returns By Period
In the year-to-date period, JPMB achieves a 2.02% return, which is significantly lower than EMB's 2.48% return.
JPMB
2.02%
-1.17%
0.03%
6.44%
2.65%
N/A
EMB
2.48%
-0.65%
1.64%
8.72%
3.03%
2.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JPMB vs. EMB - Expense Ratio Comparison
Both JPMB and EMB have an expense ratio of 0.39%.
Risk-Adjusted Performance
JPMB vs. EMB — Risk-Adjusted Performance Rank
JPMB
EMB
JPMB vs. EMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB). 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.
Dividends
JPMB vs. EMB - Dividend Comparison
JPMB's dividend yield for the trailing twelve months is around 7.05%, more than EMB's 5.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF | 7.05% | 6.32% | 5.99% | 4.94% | 4.29% | 4.29% | 4.51% | 4.58% | 0.00% | 0.00% | 0.00% | 0.00% |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 5.52% | 5.46% | 4.74% | 5.04% | 3.89% | 3.88% | 4.51% | 5.64% | 4.54% | 4.83% | 4.84% | 4.56% |
Drawdowns
JPMB vs. EMB - Drawdown Comparison
The maximum JPMB drawdown since its inception was -26.33%, smaller than the maximum EMB drawdown of -34.70%. Use the drawdown chart below to compare losses from any high point for JPMB and EMB. For additional features, visit the drawdowns tool.
Volatility
JPMB vs. EMB - Volatility Comparison
The current volatility for JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) is 4.52%, while iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) has a volatility of 4.76%. This indicates that JPMB experiences smaller price fluctuations and is considered to be less risky than EMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.