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LEMB vs. NEMD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LEMB vs. NEMD - 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 Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD). 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 1.19% return, which is significantly lower than NEMD's 3.76% return.


LEMB

1D
-0.57%
1M
1.13%
YTD
1.19%
6M
2.18%
1Y
9.81%
3Y*
6.09%
5Y*
0.59%
10Y*
1.37%

NEMD

1D
-0.39%
1M
1.56%
YTD
3.76%
6M
4.02%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LEMB vs. NEMD - Yearly Performance Comparison


Correlation

The correlation between LEMB and NEMD 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 (All Time)
Calculated using the full available price history since Aug 12, 2025

0.61

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Return for Risk

LEMB vs. NEMD — Risk / Return Rank

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

LEMB
LEMB Risk / Return Rank: 3939
Overall Rank
LEMB Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
LEMB Sortino Ratio Rank: 4141
Sortino Ratio Rank
LEMB Omega Ratio Rank: 4444
Omega Ratio Rank
LEMB Calmar Ratio Rank: 3333
Calmar Ratio Rank
LEMB Martin Ratio Rank: 3636
Martin Ratio Rank

NEMD
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. NEMD - 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 Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD). 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.


LEMBNEMDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.29

Calmar ratioReturn relative to maximum drawdown

1.64

Martin ratioReturn relative to average drawdown

5.58

LEMB vs. NEMD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


LEMBNEMDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

2.14

-2.09

Drawdowns

LEMB vs. NEMD - Drawdown Comparison

The maximum LEMB drawdown since its inception was -30.82%, which is greater than NEMD's maximum drawdown of -4.43%. Use the drawdown chart below to compare losses from any high point for LEMB and NEMD.


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Drawdown Indicators


LEMBNEMDDifference

Max Drawdown

Largest peak-to-trough decline

-30.82%

-4.43%

-26.39%

Max Drawdown (1Y)

Largest decline over 1 year

-6.00%

Max Drawdown (3Y)

Largest decline over 3 years

-10.09%

Max Drawdown (5Y)

Largest decline over 5 years

-25.29%

Max Drawdown (10Y)

Largest decline over 10 years

-29.09%

Current Drawdown

Current decline from peak

-4.87%

-0.39%

-4.48%

Average Drawdown

Average peak-to-trough decline

-12.74%

-0.57%

-12.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.76%

Volatility

LEMB vs. NEMD - Volatility Comparison


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Volatility by Period


LEMBNEMDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.09%

Volatility (6M)

Calculated over the trailing 6-month period

5.34%

Volatility (1Y)

Calculated over the trailing 1-year period

6.54%

6.51%

+0.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.24%

6.51%

+1.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.29%

6.51%

+2.78%

LEMB vs. NEMD - Expense Ratio Comparison

LEMB has a 0.30% expense ratio, which is lower than NEMD's 0.60% expense ratio.


Dividends

LEMB vs. NEMD - Dividend Comparison

LEMB's dividend yield for the trailing twelve months is around 2.41%, less than NEMD's 4.73% yield.


PositionTTM20252024202320222021202020192018201720162015
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
2.41%2.44%0.00%1.34%0.86%3.89%0.00%4.39%3.46%0.00%0.00%0.64%
NEMD
Neuberger Berman Emerging Markets Debt Hard Currency ETF
4.73%2.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


LEMB and NEMD 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.

On fees, LEMB is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LEMB is cheaper with a 0.30% expense ratio, compared with 0.60% for NEMD.

NEMD has the higher dividend yield at 4.73%, compared with 2.41% for LEMB.

They also come from different issuers: iShares and Neuberger Berman. Their fees differ too: 0.30% for LEMB and 0.60% for NEMD.

Portfolio Optimizer

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