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LEMB vs. XEMD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LEMB vs. XEMD - 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 BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD). 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 XEMD's 2.75% 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%

XEMD

1D
-0.37%
1M
1.21%
YTD
2.75%
6M
3.27%
1Y
11.88%
3Y*
11.23%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LEMB vs. XEMD - Yearly Performance Comparison


2026 (YTD)2025202420232022
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
1.19%18.02%-1.72%7.23%2.46%
XEMD
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
2.75%13.98%8.77%10.26%1.82%

Correlation

The correlation between LEMB and XEMD is 0.55, 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

0.55

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

0.54

Correlation (All Time)
Calculated using the full available price history since Jul 1, 2022

0.59

The correlation between LEMB and XEMD has been stable across timeframes, ranging from 0.54 to 0.59 - a consistent structural relationship.

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Return for Risk

LEMB vs. XEMD — 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

XEMD
XEMD Risk / Return Rank: 7979
Overall Rank
XEMD Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
XEMD Sortino Ratio Rank: 8686
Sortino Ratio Rank
XEMD Omega Ratio Rank: 8383
Omega Ratio Rank
XEMD Calmar Ratio Rank: 6868
Calmar Ratio Rank
XEMD Martin Ratio Rank: 7878
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. XEMD - 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 BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD). 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.


LEMBXEMDDifference
Sharpe ratioReturn per unit of total volatility

-1.06

Sortino ratioReturn per unit of downside risk

-1.77

Omega ratioGain probability vs. loss probability

1.29

1.51

-0.22

Calmar ratioReturn relative to maximum drawdown

1.64

3.39

-1.75

Martin ratioReturn relative to average drawdown

5.58

15.27

-9.68

LEMB vs. XEMD - Sharpe Ratio Comparison

The current LEMB Sharpe Ratio is 1.51, which is lower than the XEMD Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of LEMB and XEMD, 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


LEMBXEMDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

2.57

-1.06

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

1.39

-1.35

Drawdowns

LEMB vs. XEMD - Drawdown Comparison

The maximum LEMB drawdown since its inception was -30.82%, which is greater than XEMD's maximum drawdown of -10.01%. Use the drawdown chart below to compare losses from any high point for LEMB and XEMD.


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Drawdown Indicators


LEMBXEMDDifference

Max Drawdown

Largest peak-to-trough decline

-30.82%

-10.01%

-20.81%

Max Drawdown (1Y)

Largest decline over 1 year

-6.00%

-3.52%

-2.48%

Max Drawdown (3Y)

Largest decline over 3 years

-10.09%

-4.31%

-5.78%

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%

-0.37%

-4.50%

Average Drawdown

Average peak-to-trough decline

-12.74%

-1.26%

-11.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.76%

0.78%

+0.98%

Volatility

LEMB vs. XEMD - Volatility Comparison

iShares J.P. Morgan EM Local Currency Bond ETF (LEMB) has a higher volatility of 2.09% compared to BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) at 1.43%. This indicates that LEMB's price experiences larger fluctuations and is considered to be riskier than XEMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LEMBXEMDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.09%

1.43%

+0.66%

Volatility (6M)

Calculated over the trailing 6-month period

5.34%

3.70%

+1.64%

Volatility (1Y)

Calculated over the trailing 1-year period

6.54%

4.66%

+1.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.24%

6.88%

+1.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.29%

6.88%

+2.41%

LEMB vs. XEMD - Expense Ratio Comparison

LEMB has a 0.30% expense ratio, which is higher than XEMD's 0.29% expense ratio.


Dividends

LEMB vs. XEMD - Dividend Comparison

LEMB's dividend yield for the trailing twelve months is around 2.41%, less than XEMD's 5.82% 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%
XEMD
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
5.82%6.15%6.30%6.19%3.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


LEMB and XEMD have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LEMB has higher volatility (2.09%) compared to XEMD (1.43%). In terms of maximum drawdown, LEMB dropped -30.82% vs XEMD's -10.01%.

On 3-year performance, XEMD leads with 11.23% vs 6.09% for LEMB. On fees, XEMD is cheaper at 0.29% per year. On volatility, XEMD has been the lower-risk option at 1.43%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, XEMD has performed better with a 11.23% return vs 6.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XEMD is cheaper with a 0.29% expense ratio, compared with 0.30% for LEMB.

XEMD has the higher dividend yield at 5.82%, compared with 2.41% for LEMB.

LEMB tracks J.P. Morgan GBI-EM Global 15 cap 4.5 floor, while XEMD tracks JP Morgan EMBI Global Diversified Liquid 1-10 Y Maturity Index - Benchmark TR Gross. They also come from different issuers: iShares and BondBloxx. Their fees differ too: 0.30% for LEMB and 0.29% for XEMD.

XEMD currently has the higher Sharpe Ratio (2.57 vs 1.51), 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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