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PBOG vs. EMHC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PBOG vs. EMHC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG) and SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PBOG achieves a 32.22% return, which is significantly higher than EMHC's 1.57% return.


PBOG

1D
1.23%
1M
-2.32%
YTD
32.22%
6M
29.70%
1Y
3Y*
5Y*
10Y*

EMHC

1D
-0.32%
1M
1.13%
YTD
1.57%
6M
1.74%
1Y
11.54%
3Y*
8.74%
5Y*
1.55%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PBOG vs. EMHC - Yearly Performance Comparison


Correlation

The correlation between PBOG and EMHC is -0.38, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 26, 2025

-0.38

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Return for Risk

PBOG vs. EMHC — Risk / Return Rank

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

PBOG

EMHC
EMHC Risk / Return Rank: 6464
Overall Rank
EMHC Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EMHC Sortino Ratio Rank: 7171
Sortino Ratio Rank
EMHC Omega Ratio Rank: 6868
Omega Ratio Rank
EMHC Calmar Ratio Rank: 5353
Calmar Ratio Rank
EMHC Martin Ratio Rank: 6262
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.

PBOG vs. EMHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG) and SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PBOG vs. EMHC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PBOGEMHCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

3.31

0.22

+3.09

Drawdowns

PBOG vs. EMHC - Drawdown Comparison

The maximum PBOG drawdown since its inception was -11.45%, smaller than the maximum EMHC drawdown of -28.03%. Use the drawdown chart below to compare losses from any high point for PBOG and EMHC.


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Drawdown Indicators


PBOGEMHCDifference

Max Drawdown

Largest peak-to-trough decline

-11.45%

-28.03%

+16.58%

Max Drawdown (1Y)

Largest decline over 1 year

-4.37%

Max Drawdown (3Y)

Largest decline over 3 years

-7.67%

Max Drawdown (5Y)

Largest decline over 5 years

-28.03%

Current Drawdown

Current decline from peak

-6.81%

-0.32%

-6.49%

Average Drawdown

Average peak-to-trough decline

-3.10%

-9.91%

+6.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

Volatility

PBOG vs. EMHC - Volatility Comparison


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Volatility by Period


PBOGEMHCDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.89%

Volatility (6M)

Calculated over the trailing 6-month period

4.16%

Volatility (1Y)

Calculated over the trailing 1-year period

23.67%

5.43%

+18.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.67%

9.06%

+14.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.67%

8.96%

+14.71%

PBOG vs. EMHC - Expense Ratio Comparison

PBOG has a 0.13% expense ratio, which is lower than EMHC's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

PBOG vs. EMHC - Dividend Comparison

PBOG's dividend yield for the trailing twelve months is around 0.13%, less than EMHC's 6.11% yield.


PositionTTM20252024202320222021
EMHC
SPDR Bloomberg Emerging Markets USD Bond ETF
6.11%6.16%5.95%5.12%5.11%2.97%
PBOG
Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF
0.13%0.17%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PBOG and EMHC have a correlation of -0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBOG is cheaper with a 0.13% expense ratio, compared with 0.23% for EMHC.

EMHC has the higher dividend yield at 6.11%, compared with 0.13% for PBOG.

PBOG is categorized as Oil & Gas, while EMHC is Emerging Markets Bonds. PBOG tracks BITA Global Oil & Gas Select Index, while EMHC tracks Bloomberg Emerging USD Bond Core Index - Benchmark TR Net. They also come from different issuers: Portfolio Building Blocks and State Street. Their fees differ too: 0.13% for PBOG and 0.23% for EMHC.

Portfolio Optimizer

Find the right allocation for PBOG and EMHC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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