PortfoliosLab logoPortfoliosLab logo
SBEM.L vs. IEMB.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SBEM.L vs. IEMB.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis (SBEM.L) and iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist) (IEMB.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

SBEM.L is traded in GBp, while IEMB.L is traded in USD. To make them comparable, the IEMB.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, SBEM.L achieves a 2.48% return, which is significantly higher than IEMB.L's 2.04% return. Over the past 10 years, SBEM.L has outperformed IEMB.L with an annualized return of 4.55%, while IEMB.L has yielded a comparatively lower 4.09% annualized return.


SBEM.L

1D
0.23%
1M
2.35%
YTD
2.48%
6M
2.78%
1Y
14.55%
3Y*
8.68%
5Y*
3.47%
10Y*
4.55%

IEMB.L

1D
0.41%
1M
1.93%
YTD
2.04%
6M
1.52%
1Y
12.28%
3Y*
6.96%
5Y*
3.01%
10Y*
4.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBEM.L vs. IEMB.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBEM.L
UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis
2.48%7.42%9.46%5.94%-10.24%-1.29%1.28%10.91%1.42%0.47%
IEMB.L
iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist)
2.04%5.61%7.55%5.01%-8.65%-1.35%2.47%11.65%0.08%0.25%

Correlation

The correlation between SBEM.L and IEMB.L is 0.69, 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

0.69

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

0.78

Correlation (5Y)
Calculated over the trailing 5-year period

0.80

Correlation (10Y)
Calculated over the trailing 10-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Feb 11, 2016

0.81

The correlation between SBEM.L and IEMB.L shifts across timeframes, from 0.69 (1 year) to 0.81 (10 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SBEM.L vs. IEMB.L — Risk / Return Rank

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

SBEM.L
SBEM.L Risk / Return Rank: 7171
Overall Rank
SBEM.L Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
SBEM.L Sortino Ratio Rank: 7474
Sortino Ratio Rank
SBEM.L Omega Ratio Rank: 6767
Omega Ratio Rank
SBEM.L Calmar Ratio Rank: 8181
Calmar Ratio Rank
SBEM.L Martin Ratio Rank: 6666
Martin Ratio Rank

IEMB.L
IEMB.L Risk / Return Rank: 6060
Overall Rank
IEMB.L Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
IEMB.L Sortino Ratio Rank: 6565
Sortino Ratio Rank
IEMB.L Omega Ratio Rank: 6161
Omega Ratio Rank
IEMB.L Calmar Ratio Rank: 5454
Calmar Ratio Rank
IEMB.L Martin Ratio Rank: 6161
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.

SBEM.L vs. IEMB.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis (SBEM.L) and iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist) (IEMB.L). 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.


SBEM.LIEMB.LDifference
Sharpe ratioReturn per unit of total volatility

+0.55

Sortino ratioReturn per unit of downside risk

+0.81

Omega ratioGain probability vs. loss probability

1.40

1.30

+0.09

Calmar ratioReturn relative to maximum drawdown

4.10

2.79

+1.31

Martin ratioReturn relative to average drawdown

11.84

8.29

+3.55

SBEM.L vs. IEMB.L - Sharpe Ratio Comparison

The current SBEM.L Sharpe Ratio is 2.24, which is higher than the IEMB.L Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of SBEM.L and IEMB.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


SBEM.LIEMB.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

1.70

+0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.32

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.37

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.58

-0.10

Drawdowns

SBEM.L vs. IEMB.L - Drawdown Comparison

The maximum SBEM.L drawdown since its inception was -21.61%, smaller than the maximum IEMB.L drawdown of -23.09%. Use the drawdown chart below to compare losses from any high point for SBEM.L and IEMB.L.


Loading charts...

Drawdown Indicators


SBEM.LIEMB.LDifference

Max Drawdown

Largest peak-to-trough decline

-21.61%

-23.09%

+1.48%

Max Drawdown (1Y)

Largest decline over 1 year

-3.53%

-4.38%

+0.85%

Max Drawdown (3Y)

Largest decline over 3 years

-9.79%

-9.30%

-0.49%

Max Drawdown (5Y)

Largest decline over 5 years

-17.20%

-14.68%

-2.52%

Max Drawdown (10Y)

Largest decline over 10 years

-21.61%

-19.06%

-2.55%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-7.26%

-6.04%

-1.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.23%

1.48%

-0.25%

Volatility

SBEM.L vs. IEMB.L - Volatility Comparison

The current volatility for UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis (SBEM.L) is 1.66%, while iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist) (IEMB.L) has a volatility of 2.49%. This indicates that SBEM.L experiences smaller price fluctuations and is considered to be less risky than IEMB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SBEM.LIEMB.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.66%

2.49%

-0.83%

Volatility (6M)

Calculated over the trailing 6-month period

4.58%

5.86%

-1.28%

Volatility (1Y)

Calculated over the trailing 1-year period

6.47%

7.21%

-0.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.85%

9.50%

-0.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.88%

11.12%

-0.24%

SBEM.L vs. IEMB.L - Expense Ratio Comparison

SBEM.L has a 0.42% expense ratio, which is lower than IEMB.L's 0.45% expense ratio.


Dividends

SBEM.L vs. IEMB.L - Dividend Comparison

SBEM.L's dividend yield for the trailing twelve months is around 6.53%, more than IEMB.L's 5.83% yield.


PositionTTM20252024202320222021202020192018201720162015
IEMB.L
iShares J.P. Morgan USD EM Bond UCITS ETF USD (Dist)
5.83%5.85%5.80%5.65%5.55%3.95%3.86%4.73%4.82%4.79%5.57%4.78%
SBEM.L
UBS ETF (LU) Bloomberg USD Emerging Markets Sovereign UCITS ETF (USD) A-dis
6.53%7.69%6.28%6.49%5.72%4.35%4.92%4.83%4.47%4.84%2.27%0.00%

Frequently Asked Questions


SBEM.L and IEMB.L have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SBEM.L is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SBEM.L is cheaper with a 0.42% expense ratio, compared with 0.45% for IEMB.L.

They also come from different issuers: UBS and iShares. Their fees differ too: 0.42% for SBEM.L and 0.45% for IEMB.L.

Portfolio Optimizer

Find the right allocation for SBEM.L and IEMB.L

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

Open Portfolio Optimizer