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SXRM.DE vs. EMB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SXRM.DE vs. EMB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SXRM.DE achieves a -0.59% return, which is significantly lower than EMB's 2.29% return. Over the past 10 years, SXRM.DE has underperformed EMB with an annualized return of 0.67%, while EMB has yielded a comparatively higher 3.39% annualized return.


SXRM.DE

1D
0.38%
1M
0.09%
YTD
-0.59%
6M
0.05%
1Y
4.19%
3Y*
2.95%
5Y*
-1.07%
10Y*
0.67%

EMB

1D
0.09%
1M
1.29%
YTD
2.29%
6M
2.72%
1Y
11.53%
3Y*
9.63%
5Y*
1.79%
10Y*
3.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRM.DE vs. EMB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SXRM.DE
iShares USD Treasury Bond 7-10yr UCITS ETF (Acc)
-0.59%8.56%-0.51%3.57%-14.86%-3.03%9.73%9.02%0.39%2.66%
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
2.29%13.85%5.54%10.62%-18.63%-2.23%5.42%15.48%-5.47%10.28%

Correlation

The correlation between SXRM.DE and EMB is 0.58, 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

0.58

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

0.61

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

0.52

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

0.39

Correlation (All Time)
Calculated using the full available price history since Dec 1, 2009

0.28

Over the past year, SXRM.DE and EMB have become more correlated (0.58) than their long-term average of 0.28, meaning their price movements have been converging.

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Return for Risk

SXRM.DE vs. EMB — Risk / Return Rank

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

SXRM.DE
SXRM.DE Risk / Return Rank: 2424
Overall Rank
SXRM.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
SXRM.DE Sortino Ratio Rank: 2525
Sortino Ratio Rank
SXRM.DE Omega Ratio Rank: 2323
Omega Ratio Rank
SXRM.DE Calmar Ratio Rank: 2323
Calmar Ratio Rank
SXRM.DE Martin Ratio Rank: 2424
Martin Ratio Rank

EMB
EMB Risk / Return Rank: 6767
Overall Rank
EMB Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
EMB Sortino Ratio Rank: 7373
Sortino Ratio Rank
EMB Omega Ratio Rank: 7373
Omega Ratio Rank
EMB Calmar Ratio Rank: 5555
Calmar Ratio Rank
EMB Martin Ratio Rank: 6565
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.

SXRM.DE vs. EMB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SXRM.DEEMBDifference
Sharpe ratioReturn per unit of total volatility

-1.10

Sortino ratioReturn per unit of downside risk

-1.58

Omega ratioGain probability vs. loss probability

1.14

1.37

-0.23

Calmar ratioReturn relative to maximum drawdown

0.93

2.41

-1.48

Martin ratioReturn relative to average drawdown

2.74

10.28

-7.54

SXRM.DE vs. EMB - Sharpe Ratio Comparison

The current SXRM.DE Sharpe Ratio is 0.82, which is lower than the EMB Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of SXRM.DE and EMB, 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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Drawdowns

SXRM.DE vs. EMB - Drawdown Comparison

The maximum SXRM.DE drawdown since its inception was -23.31%, smaller than the maximum EMB drawdown of -34.70%. Use the drawdown chart below to compare losses from any high point for SXRM.DE and EMB.


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Drawdown Indicators


SXRM.DEEMBDifference

Max Drawdown

Largest peak-to-trough decline

-23.31%

-34.70%

+11.39%

Max Drawdown (1Y)

Largest decline over 1 year

-4.02%

-4.51%

+0.49%

Max Drawdown (3Y)

Largest decline over 3 years

-7.24%

-7.95%

+0.71%

Max Drawdown (5Y)

Largest decline over 5 years

-20.90%

-28.74%

+7.84%

Max Drawdown (10Y)

Largest decline over 10 years

-23.31%

-28.74%

+5.43%

Current Drawdown

Current decline from peak

-10.34%

0.00%

-10.34%

Average Drawdown

Average peak-to-trough decline

-6.45%

-5.05%

-1.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.37%

1.06%

+0.31%

Volatility

SXRM.DE vs. EMB - Volatility Comparison

The current volatility for iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE) is 1.86%, while iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) has a volatility of 2.02%. This indicates that SXRM.DE experiences smaller price fluctuations and is considered to be less risky than EMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SXRM.DEEMBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.86%

2.02%

-0.16%

Volatility (6M)

Calculated over the trailing 6-month period

3.41%

4.66%

-1.25%

Volatility (1Y)

Calculated over the trailing 1-year period

4.60%

5.67%

-1.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.38%

9.76%

-2.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.30%

9.96%

-3.66%

SXRM.DE vs. EMB - Expense Ratio Comparison

SXRM.DE has a 0.07% expense ratio, which is lower than EMB's 0.39% expense ratio.


Dividends

SXRM.DE vs. EMB - Dividend Comparison

SXRM.DE has not paid dividends to shareholders, while EMB's dividend yield for the trailing twelve months is around 5.03%.


PositionTTM20252024202320222021202020192018201720162015
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
5.03%4.98%5.46%4.74%5.04%3.89%3.88%4.51%5.64%4.54%4.83%4.84%
SXRM.DE
iShares USD Treasury Bond 7-10yr UCITS ETF (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SXRM.DE and EMB have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SXRM.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SXRM.DE is cheaper with a 0.07% expense ratio, compared with 0.39% for EMB.

SXRM.DE is categorized as Government Bonds, while EMB is Emerging Markets Bonds. SXRM.DE tracks ICE US Treasury 7-10 Year, while EMB tracks JPMorgan EMBI Global Core Index. Their fees differ too: 0.07% for SXRM.DE and 0.39% for EMB.

Portfolio Optimizer

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