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PCY vs. JPMB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PCY vs. JPMB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Emerging Markets Sovereign Debt ETF (PCY) and JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB). The values are adjusted to include any dividend payments, if applicable.

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PCY vs. JPMB - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
PCY
Invesco Emerging Markets Sovereign Debt ETF
-2.08%16.31%2.55%18.48%-24.47%-4.30%2.29%17.66%-5.42%
JPMB
JPMorgan USD Emerging Markets Sovereign Bond ETF
-1.85%13.73%1.46%9.48%-16.05%-2.26%5.36%17.71%-4.72%

Returns By Period

In the year-to-date period, PCY achieves a -2.08% return, which is significantly lower than JPMB's -1.85% return.


PCY

1D
1.26%
1M
-4.45%
YTD
-2.08%
6M
-0.18%
1Y
10.11%
3Y*
9.85%
5Y*
1.10%
10Y*
2.50%

JPMB

1D
1.03%
1M
-3.52%
YTD
-1.85%
6M
0.04%
1Y
8.34%
3Y*
6.53%
5Y*
1.31%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PCY vs. JPMB - Expense Ratio Comparison

PCY has a 0.50% expense ratio, which is higher than JPMB's 0.39% expense ratio.


Return for Risk

PCY vs. JPMB — Risk / Return Rank

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

PCY
PCY Risk / Return Rank: 6262
Overall Rank
PCY Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
PCY Sortino Ratio Rank: 5656
Sortino Ratio Rank
PCY Omega Ratio Rank: 5959
Omega Ratio Rank
PCY Calmar Ratio Rank: 6969
Calmar Ratio Rank
PCY Martin Ratio Rank: 6565
Martin Ratio Rank

JPMB
JPMB Risk / Return Rank: 7272
Overall Rank
JPMB Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
JPMB Sortino Ratio Rank: 7272
Sortino Ratio Rank
JPMB Omega Ratio Rank: 7373
Omega Ratio Rank
JPMB Calmar Ratio Rank: 7373
Calmar Ratio Rank
JPMB Martin Ratio Rank: 7272
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.

PCY vs. JPMB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Emerging Markets Sovereign Debt ETF (PCY) and JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB). 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.


PCYJPMBDifference

Sharpe ratio

Return per unit of total volatility

0.99

1.27

-0.27

Sortino ratio

Return per unit of downside risk

1.42

1.80

-0.38

Omega ratio

Gain probability vs. loss probability

1.21

1.27

-0.06

Calmar ratio

Return relative to maximum drawdown

1.68

1.89

-0.21

Martin ratio

Return relative to average drawdown

6.20

7.38

-1.18

PCY vs. JPMB - Sharpe Ratio Comparison

The current PCY Sharpe Ratio is 0.99, which is comparable to the JPMB Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of PCY and JPMB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PCYJPMBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

1.27

-0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.15

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.24

+0.05

Correlation

The correlation between PCY and JPMB is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PCY vs. JPMB - Dividend Comparison

PCY's dividend yield for the trailing twelve months is around 6.08%, less than JPMB's 6.24% yield.


TTM20252024202320222021202020192018201720162015
PCY
Invesco Emerging Markets Sovereign Debt ETF
6.08%5.93%6.65%6.48%6.81%4.80%4.45%4.78%4.93%4.80%5.19%5.46%
JPMB
JPMorgan USD Emerging Markets Sovereign Bond ETF
6.24%6.71%6.32%5.99%4.94%4.29%4.29%4.51%4.58%0.00%0.00%0.00%

Drawdowns

PCY vs. JPMB - Drawdown Comparison

The maximum PCY drawdown since its inception was -49.13%, which is greater than JPMB's maximum drawdown of -26.33%. Use the drawdown chart below to compare losses from any high point for PCY and JPMB.


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Drawdown Indicators


PCYJPMBDifference

Max Drawdown

Largest peak-to-trough decline

-49.13%

-26.33%

-22.80%

Max Drawdown (1Y)

Largest decline over 1 year

-6.37%

-4.61%

-1.76%

Max Drawdown (5Y)

Largest decline over 5 years

-37.17%

-26.16%

-11.01%

Max Drawdown (10Y)

Largest decline over 10 years

-37.78%

Current Drawdown

Current decline from peak

-4.49%

-3.52%

-0.97%

Average Drawdown

Average peak-to-trough decline

-7.03%

-7.19%

+0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.73%

1.18%

+0.55%

Volatility

PCY vs. JPMB - Volatility Comparison

Invesco Emerging Markets Sovereign Debt ETF (PCY) has a higher volatility of 3.99% compared to JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) at 3.02%. This indicates that PCY's price experiences larger fluctuations and is considered to be riskier than JPMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PCYJPMBDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.99%

3.02%

+0.97%

Volatility (6M)

Calculated over the trailing 6-month period

5.34%

3.78%

+1.56%

Volatility (1Y)

Calculated over the trailing 1-year period

10.22%

6.61%

+3.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.16%

8.93%

+4.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.92%

9.71%

+3.21%