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LEMB vs. GAEM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LEMB vs. GAEM - 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 Simplify Gamma Emerging Market Bond ETF (GAEM). 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 2.60% return, which is significantly lower than GAEM's 4.30% return.


LEMB

1D
0.16%
1M
0.21%
6M
0.59%
YTD
2.60%
1Y
8.68%
3Y*
6.08%
5Y*
1.35%
10Y*
1.01%
ALL TIME*
0.52%

GAEM

1D
0.69%
1M
-0.27%
6M
3.38%
YTD
4.30%
1Y
10.97%
3Y*
5Y*
10Y*
ALL TIME*
11.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$251.03K$269.78K$212.42K
$8.99M$7.31M$6.57M

LEMB vs. GAEM - Yearly Performance Comparison


2026 (YTD)20252024
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
2.60%18.02%-2.38%
GAEM
Simplify Gamma Emerging Market Bond ETF
4.30%13.55%3.89%

Correlation

The correlation between LEMB and GAEM is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.56

Correlation (All Time)
Calculated using the full available price history since Aug 13, 2024

0.42

The correlation between LEMB and GAEM shifts across timeframes, from 0.42 (all time) to 0.56 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

LEMB vs. GAEM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LEMB
LEMB Risk / Return Rank: 4848
Overall Rank
LEMB Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
LEMB Sortino Ratio Rank: 5050
Sortino Ratio Rank
LEMB Omega Ratio Rank: 5555
Omega Ratio Rank
LEMB Calmar Ratio Rank: 4040
Calmar Ratio Rank
LEMB Martin Ratio Rank: 4242
Martin Ratio Rank

GAEM
GAEM Risk / Return Rank: 8787
Overall Rank
GAEM Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
GAEM Sortino Ratio Rank: 9292
Sortino Ratio Rank
GAEM Omega Ratio Rank: 9090
Omega Ratio Rank
GAEM Calmar Ratio Rank: 8080
Calmar Ratio Rank
GAEM Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LEMB vs. GAEM - 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 Simplify Gamma Emerging Market Bond ETF (GAEM). 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.


LEMBGAEMDifference
Sharpe ratioReturn per unit of total volatility

-0.92

Sortino ratioReturn per unit of downside risk

-1.65

Omega ratioGain probability vs. loss probability

1.25

1.43

-0.18

Calmar ratioReturn relative to maximum drawdown

1.45

3.05

-1.60

Martin ratioReturn relative to average drawdown

4.65

13.33

-8.68

LEMB vs. GAEM - Sharpe Ratio Comparison

The current LEMB Sharpe Ratio is 1.33, which is lower than the GAEM Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of LEMB and GAEM, 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

LEMB vs. GAEM - Drawdown Comparison

The maximum LEMB drawdown since its inception was -30.82%, which is greater than GAEM's maximum drawdown of -3.84%. Use the drawdown chart below to compare losses from any high point for LEMB and GAEM.


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Drawdown Indicators


LEMBGAEMDifference

Max Drawdown

Largest peak-to-trough decline

-30.82%

-3.84%

-26.98%

Max Drawdown (1Y)

Largest decline over 1 year

-6.00%

-3.61%

-2.39%

Max Drawdown (3Y)

Largest decline over 3 years

-8.08%

Max Drawdown (5Y)

Largest decline over 5 years

-23.89%

Max Drawdown (10Y)

Largest decline over 10 years

-29.09%

Current Drawdown

Current decline from peak

-3.54%

-0.53%

-3.01%

Average Drawdown

Average peak-to-trough decline

-12.64%

-0.52%

-12.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.87%

0.82%

+1.05%

Volatility

LEMB vs. GAEM - Volatility Comparison

iShares J.P. Morgan EM Local Currency Bond ETF (LEMB) and Simplify Gamma Emerging Market Bond ETF (GAEM) have volatilities of 1.44% and 1.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LEMBGAEMDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.44%

1.50%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

5.62%

4.06%

+1.56%

Volatility (1Y)

Calculated over the trailing 1-year period

6.59%

4.92%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.25%

4.97%

+3.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.16%

4.97%

+4.19%

LEMB vs. GAEM - Expense Ratio Comparison

LEMB has a 0.30% expense ratio, which is lower than GAEM's 0.76% expense ratio.


Dividends

LEMB vs. GAEM - Dividend Comparison

LEMB's dividend yield for the trailing twelve months is around 2.38%, less than GAEM's 7.09% yield.


PositionTTM20252024202320222021202020192018201720162015
GAEM
Simplify Gamma Emerging Market Bond ETF
7.09%6.50%3.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
2.38%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 GAEM have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GAEM has higher volatility (1.50%) compared to LEMB (1.44%). In terms of maximum drawdown, LEMB dropped -30.82% vs GAEM's -3.84%.

On 1-year performance, GAEM leads with 10.97% vs 8.68% for LEMB. On fees, LEMB is cheaper at 0.30% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, GAEM has performed better with a 10.97% return vs 8.68%. 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 0.76% for GAEM.

GAEM has the higher dividend yield at 7.09%, compared with 2.38% for LEMB.

They also come from different issuers: iShares and Simplify. Their fees differ too: 0.30% for LEMB and 0.76% for GAEM.

GAEM currently has the higher Sharpe Ratio (2.24 vs 1.33), 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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