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SEMB.L vs. PEMD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SEMB.L vs. PEMD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (SEMB.L) and Invesco Emerging Markets USD Bond UCITS ETF Dist (PEMD.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, SEMB.L achieves a 2.75% return, which is significantly higher than PEMD.L's 2.00% return.


SEMB.L

1D
0.37%
1M
2.16%
YTD
2.75%
6M
2.73%
1Y
14.74%
3Y*
8.83%
5Y*
4.65%
10Y*
5.65%

PEMD.L

1D
0.75%
1M
1.98%
YTD
2.00%
6M
1.36%
1Y
11.17%
3Y*
6.74%
5Y*
3.39%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SEMB.L vs. PEMD.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SEMB.L
iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)
2.75%8.06%9.19%6.03%-7.53%0.41%3.12%13.82%1.58%-0.62%
PEMD.L
Invesco Emerging Markets USD Bond UCITS ETF Dist
2.00%4.77%8.05%5.06%-6.65%-1.65%2.16%8.95%1.13%-1.10%

Correlation

The correlation between SEMB.L and PEMD.L is 0.75, 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

0.75

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

0.79

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

0.79

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2017

0.79

The correlation between SEMB.L and PEMD.L has been stable across timeframes, ranging from 0.75 to 0.79 - a consistent structural relationship.

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Return for Risk

SEMB.L vs. PEMD.L — Risk / Return Rank

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

SEMB.L
SEMB.L Risk / Return Rank: 7777
Overall Rank
SEMB.L Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SEMB.L Sortino Ratio Rank: 8484
Sortino Ratio Rank
SEMB.L Omega Ratio Rank: 7676
Omega Ratio Rank
SEMB.L Calmar Ratio Rank: 7979
Calmar Ratio Rank
SEMB.L Martin Ratio Rank: 6767
Martin Ratio Rank

PEMD.L
PEMD.L Risk / Return Rank: 5151
Overall Rank
PEMD.L Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
PEMD.L Sortino Ratio Rank: 5555
Sortino Ratio Rank
PEMD.L Omega Ratio Rank: 5353
Omega Ratio Rank
PEMD.L Calmar Ratio Rank: 4646
Calmar Ratio Rank
PEMD.L Martin Ratio Rank: 5353
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.

SEMB.L vs. PEMD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (SEMB.L) and Invesco Emerging Markets USD Bond UCITS ETF Dist (PEMD.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.


SEMB.LPEMD.LDifference
Sharpe ratioReturn per unit of total volatility

+0.92

Sortino ratioReturn per unit of downside risk

+1.42

Omega ratioGain probability vs. loss probability

1.44

1.27

+0.17

Calmar ratioReturn relative to maximum drawdown

3.98

2.45

+1.53

Martin ratioReturn relative to average drawdown

12.19

7.16

+5.03

SEMB.L vs. PEMD.L - Sharpe Ratio Comparison

The current SEMB.L Sharpe Ratio is 2.46, which is higher than the PEMD.L Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of SEMB.L and PEMD.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.


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Sharpe Ratios by Period


SEMB.LPEMD.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

1.55

+0.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.34

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.21

+0.61

Drawdowns

SEMB.L vs. PEMD.L - Drawdown Comparison

The maximum SEMB.L drawdown since its inception was -21.74%, which is greater than PEMD.L's maximum drawdown of -18.93%. Use the drawdown chart below to compare losses from any high point for SEMB.L and PEMD.L.


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Drawdown Indicators


SEMB.LPEMD.LDifference

Max Drawdown

Largest peak-to-trough decline

-21.74%

-18.93%

-2.81%

Max Drawdown (1Y)

Largest decline over 1 year

-3.69%

-4.54%

+0.85%

Max Drawdown (3Y)

Largest decline over 3 years

-8.69%

-9.01%

+0.32%

Max Drawdown (5Y)

Largest decline over 5 years

-13.70%

-13.78%

+0.08%

Max Drawdown (10Y)

Largest decline over 10 years

-20.43%

Current Drawdown

Current decline from peak

0.00%

-0.18%

+0.18%

Average Drawdown

Average peak-to-trough decline

-4.52%

-7.55%

+3.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.21%

1.56%

-0.35%

Volatility

SEMB.L vs. PEMD.L - Volatility Comparison

The current volatility for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (SEMB.L) is 1.77%, while Invesco Emerging Markets USD Bond UCITS ETF Dist (PEMD.L) has a volatility of 2.34%. This indicates that SEMB.L experiences smaller price fluctuations and is considered to be less risky than PEMD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SEMB.LPEMD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.77%

2.34%

-0.57%

Volatility (6M)

Calculated over the trailing 6-month period

4.41%

5.60%

-1.19%

Volatility (1Y)

Calculated over the trailing 1-year period

5.96%

7.22%

-1.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.76%

9.98%

-1.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.67%

12.31%

-1.64%

SEMB.L vs. PEMD.L - Expense Ratio Comparison

SEMB.L has a 0.45% expense ratio, which is higher than PEMD.L's 0.25% expense ratio.


Dividends

SEMB.L vs. PEMD.L - Dividend Comparison

SEMB.L's dividend yield for the trailing twelve months is around 7.83%, more than PEMD.L's 5.45% yield.


PositionTTM20252024202320222021202020192018201720162015
PEMD.L
Invesco Emerging Markets USD Bond UCITS ETF Dist
5.45%5.49%5.83%5.54%4.94%3.93%3.60%4.99%5.36%0.00%0.00%0.00%
SEMB.L
iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)
7.83%7.87%7.27%7.21%6.70%5.35%5.28%6.25%6.15%6.48%6.88%7.10%

Frequently Asked Questions


SEMB.L and PEMD.L have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PEMD.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PEMD.L is cheaper with a 0.25% expense ratio, compared with 0.45% for SEMB.L.

Both ETFs track JPM EMBI Global Diversified TR USD. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.45% for SEMB.L and 0.25% for PEMD.L.

Portfolio Optimizer

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