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LEMB vs. EUHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LEMB vs. EUHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares J.P. Morgan EM Local Currency Bond ETF (LEMB) and iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LEMB achieves a 0.19% return, which is significantly lower than EUHY's 1.70% return. Over the past 10 years, LEMB has underperformed EUHY with an annualized return of 1.21%, while EUHY has yielded a comparatively higher 3.68% annualized return.


LEMB

1D
-0.14%
1M
-1.58%
YTD
0.19%
6M
1.78%
1Y
8.43%
3Y*
5.42%
5Y*
0.39%
10Y*
1.21%

EUHY

1D
-0.12%
1M
0.05%
YTD
1.70%
6M
2.27%
1Y
5.47%
3Y*
9.44%
5Y*
1.82%
10Y*
3.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LEMB vs. EUHY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
0.19%18.02%-1.72%7.23%-10.74%-9.92%3.10%6.40%-7.49%12.49%
EUHY
iShares Euro High Yield Corporate Bond USD Hedged ETF
1.70%17.41%-0.55%16.06%-15.59%-3.78%10.69%8.60%-7.71%19.68%

Correlation

The correlation between LEMB and EUHY is 0.61, 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

0.61

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

0.71

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

0.72

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

0.63

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2012

0.54

The correlation between LEMB and EUHY shifts across timeframes, from 0.54 (all time) to 0.72 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

LEMB vs. EUHY — Risk / Return Rank

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

LEMB
LEMB Risk / Return Rank: 3737
Overall Rank
LEMB Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
LEMB Sortino Ratio Rank: 3838
Sortino Ratio Rank
LEMB Omega Ratio Rank: 4242
Omega Ratio Rank
LEMB Calmar Ratio Rank: 3131
Calmar Ratio Rank
LEMB Martin Ratio Rank: 3434
Martin Ratio Rank

EUHY
EUHY Risk / Return Rank: 3131
Overall Rank
EUHY Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EUHY Sortino Ratio Rank: 2929
Sortino Ratio Rank
EUHY Omega Ratio Rank: 3131
Omega Ratio Rank
EUHY Calmar Ratio Rank: 3535
Calmar Ratio Rank
EUHY Martin Ratio Rank: 2929
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.

LEMB vs. EUHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan EM Local Currency Bond ETF (LEMB) and iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY). 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.


LEMBEUHYDifference
Sharpe ratioReturn per unit of total volatility

+0.28

Sortino ratioReturn per unit of downside risk

+0.33

Omega ratioGain probability vs. loss probability

1.24

1.19

+0.05

Calmar ratioReturn relative to maximum drawdown

1.41

1.57

-0.16

Martin ratioReturn relative to average drawdown

4.73

3.75

+0.98

LEMB vs. EUHY - Sharpe Ratio Comparison

The current LEMB Sharpe Ratio is 1.28, which is comparable to the EUHY Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of LEMB and EUHY, 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


LEMBEUHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

1.00

+0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.18

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.13

0.35

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.34

-0.30

Drawdowns

LEMB vs. EUHY - Drawdown Comparison

The maximum LEMB drawdown since its inception was -30.82%, smaller than the maximum EUHY drawdown of -32.45%. Use the drawdown chart below to compare losses from any high point for LEMB and EUHY.


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Drawdown Indicators


LEMBEUHYDifference

Max Drawdown

Largest peak-to-trough decline

-30.82%

-32.45%

+1.63%

Max Drawdown (1Y)

Largest decline over 1 year

-6.00%

-3.50%

-2.50%

Max Drawdown (3Y)

Largest decline over 3 years

-10.09%

-8.23%

-1.86%

Max Drawdown (5Y)

Largest decline over 5 years

-25.29%

-32.45%

+7.16%

Max Drawdown (10Y)

Largest decline over 10 years

-29.09%

-32.45%

+3.36%

Current Drawdown

Current decline from peak

-5.81%

-0.38%

-5.43%

Average Drawdown

Average peak-to-trough decline

-12.73%

-8.58%

-4.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

1.46%

+0.33%

Volatility

LEMB vs. EUHY - Volatility Comparison

iShares J.P. Morgan EM Local Currency Bond ETF (LEMB) has a higher volatility of 2.18% compared to iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) at 1.03%. This indicates that LEMB's price experiences larger fluctuations and is considered to be riskier than EUHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LEMBEUHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.18%

1.03%

+1.15%

Volatility (6M)

Calculated over the trailing 6-month period

5.45%

2.89%

+2.56%

Volatility (1Y)

Calculated over the trailing 1-year period

6.63%

5.51%

+1.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.25%

10.00%

-1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.29%

10.42%

-1.13%

LEMB vs. EUHY - Expense Ratio Comparison

LEMB has a 0.30% expense ratio, which is lower than EUHY's 0.35% expense ratio.


Dividends

LEMB vs. EUHY - Dividend Comparison

LEMB's dividend yield for the trailing twelve months is around 2.44%, less than EUHY's 5.35% yield.


PositionTTM20252024202320222021202020192018201720162015
EUHY
iShares Euro High Yield Corporate Bond USD Hedged ETF
5.35%3.56%5.11%3.38%0.61%3.07%1.45%1.19%4.01%0.69%1.70%3.24%
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
2.44%2.44%0.00%1.34%0.86%3.89%0.00%4.39%3.46%0.00%0.00%0.64%

Frequently Asked Questions


LEMB and EUHY have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LEMB has higher volatility (2.18%) compared to EUHY (1.03%). In terms of maximum drawdown, LEMB dropped -30.82% vs EUHY's -32.45%.

On 10-year performance, EUHY leads with 3.68% vs 1.21% for LEMB. On fees, LEMB is cheaper at 0.30% per year. On volatility, EUHY has been the lower-risk option at 1.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, EUHY has performed better with a 3.68% return vs 1.21%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

LEMB is cheaper with a 0.30% expense ratio, compared with 0.35% for EUHY.

EUHY has the higher dividend yield at 5.35%, compared with 2.44% for LEMB.

LEMB is categorized as Emerging Markets Bonds, while EUHY is High Yield Bonds. LEMB tracks J.P. Morgan GBI-EM Global 15 cap 4.5 floor, while EUHY tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index. Their fees differ too: 0.30% for LEMB and 0.35% for EUHY.

LEMB currently has the higher Sharpe Ratio (1.28 vs 1.00), 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.

Portfolio Optimizer

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