PEBIX vs. EMB
Compare and contrast key facts about PIMCO Emerging Markets Bond Fund (PEBIX) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB).
PEBIX is managed by PIMCO. It was launched on Jul 30, 1997. EMB is a passively managed fund by iShares that tracks the performance of the JPMorgan EMBI Global Core Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEBIX or EMB.
Correlation
The correlation between PEBIX and EMB is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PEBIX vs. EMB - Performance Comparison
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Key characteristics
PEBIX:
4.63%
EMB:
7.65%
PEBIX:
-0.24%
EMB:
-34.70%
PEBIX:
-0.12%
EMB:
-5.20%
Returns By Period
PEBIX
N/A
N/A
N/A
N/A
N/A
N/A
EMB
2.55%
3.12%
0.69%
6.90%
2.13%
2.56%
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PEBIX vs. EMB - Expense Ratio Comparison
PEBIX has a 0.83% expense ratio, which is higher than EMB's 0.39% expense ratio.
Risk-Adjusted Performance
PEBIX vs. EMB — Risk-Adjusted Performance Rank
PEBIX
EMB
PEBIX vs. EMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Emerging Markets Bond Fund (PEBIX) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB). 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.
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Dividends
PEBIX vs. EMB - Dividend Comparison
PEBIX's dividend yield for the trailing twelve months is around 6.73%, more than EMB's 5.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEBIX PIMCO Emerging Markets Bond Fund | 6.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 5.59% | 5.46% | 4.74% | 5.04% | 3.89% | 3.88% | 4.51% | 5.64% | 4.54% | 4.83% | 4.84% | 4.56% |
Drawdowns
PEBIX vs. EMB - Drawdown Comparison
The maximum PEBIX drawdown since its inception was -0.24%, smaller than the maximum EMB drawdown of -34.70%. Use the drawdown chart below to compare losses from any high point for PEBIX and EMB. For additional features, visit the drawdowns tool.
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Volatility
PEBIX vs. EMB - Volatility Comparison
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