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VEMY vs. BREM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VEMY vs. BREM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) and iShares Emerging Markets Bond Active ETF (BREM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VEMY achieves a 5.93% return, which is significantly higher than BREM's 3.36% return.


VEMY

1D
0.03%
1M
1.22%
YTD
5.93%
6M
6.67%
1Y
18.43%
3Y*
15.52%
5Y*
10Y*

BREM

1D
0.10%
1M
0.99%
YTD
3.36%
6M
4.05%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEMY vs. BREM - Yearly Performance Comparison


Correlation

The correlation between VEMY and BREM is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 17, 2025

0.81

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Return for Risk

VEMY vs. BREM — Risk / Return Rank

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

VEMY
VEMY Risk / Return Rank: 9090
Overall Rank
VEMY Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
VEMY Sortino Ratio Rank: 9393
Sortino Ratio Rank
VEMY Omega Ratio Rank: 9393
Omega Ratio Rank
VEMY Calmar Ratio Rank: 8585
Calmar Ratio Rank
VEMY Martin Ratio Rank: 9191
Martin Ratio Rank

BREM
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.

VEMY vs. BREM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) and iShares Emerging Markets Bond Active ETF (BREM). 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.


VEMYBREMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.63

Calmar ratioReturn relative to maximum drawdown

4.62

Martin ratioReturn relative to average drawdown

21.97

VEMY vs. BREM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VEMYBREMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.06

Sharpe Ratio (All Time)

Calculated using the full available price history

1.83

1.78

+0.05

Drawdowns

VEMY vs. BREM - Drawdown Comparison

The maximum VEMY drawdown since its inception was -8.77%, which is greater than BREM's maximum drawdown of -4.54%. Use the drawdown chart below to compare losses from any high point for VEMY and BREM.


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Drawdown Indicators


VEMYBREMDifference

Max Drawdown

Largest peak-to-trough decline

-8.77%

-4.54%

-4.23%

Max Drawdown (1Y)

Largest decline over 1 year

-4.00%

Max Drawdown (3Y)

Largest decline over 3 years

-6.57%

Current Drawdown

Current decline from peak

-0.14%

-0.11%

-0.03%

Average Drawdown

Average peak-to-trough decline

-1.30%

-0.66%

-0.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

Volatility

VEMY vs. BREM - Volatility Comparison


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Volatility by Period


VEMYBREMDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.54%

Volatility (6M)

Calculated over the trailing 6-month period

4.63%

Volatility (1Y)

Calculated over the trailing 1-year period

6.05%

5.69%

+0.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.63%

5.69%

+1.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.63%

5.69%

+1.94%

VEMY vs. BREM - Expense Ratio Comparison

VEMY has a 0.58% expense ratio, which is higher than BREM's 0.50% expense ratio.


Dividends

VEMY vs. BREM - Dividend Comparison

VEMY's dividend yield for the trailing twelve months is around 8.37%, more than BREM's 3.90% yield.


PositionTTM202520242023
BREM
iShares Emerging Markets Bond Active ETF
3.90%1.19%0.00%0.00%
VEMY
Virtus Stone Harbor Emerging Markets High Yield Bond ETF
8.37%8.89%10.28%9.55%

Frequently Asked Questions


VEMY and BREM have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BREM is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BREM is cheaper with a 0.50% expense ratio, compared with 0.58% for VEMY.

VEMY has the higher dividend yield at 8.37%, compared with 3.90% for BREM.

They also come from different issuers: Virtus and BlackRock. Their fees differ too: 0.58% for VEMY and 0.50% for BREM.

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