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VEMY vs. EMHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VEMY vs. EMHY - 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 J.P. Morgan EM High Yield Bond ETF (EMHY). 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 EMHY's 3.08% return.


VEMY

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

EMHY

1D
0.27%
1M
1.10%
YTD
3.08%
6M
3.87%
1Y
13.12%
3Y*
12.97%
5Y*
4.31%
10Y*
4.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEMY vs. EMHY - Yearly Performance Comparison


2026 (YTD)2025202420232022
VEMY
Virtus Stone Harbor Emerging Markets High Yield Bond ETF
5.93%15.27%13.48%14.45%-1.08%
EMHY
iShares J.P. Morgan EM High Yield Bond ETF
3.08%13.70%11.97%11.47%-1.25%

Correlation

The correlation between VEMY and EMHY is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.86

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

0.89

Correlation (All Time)
Calculated using the full available price history since Dec 14, 2022

0.89

The correlation between VEMY and EMHY has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.

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Return for Risk

VEMY vs. EMHY — 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

EMHY
EMHY Risk / Return Rank: 7373
Overall Rank
EMHY Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
EMHY Sortino Ratio Rank: 7979
Sortino Ratio Rank
EMHY Omega Ratio Rank: 8080
Omega Ratio Rank
EMHY Calmar Ratio Rank: 6262
Calmar Ratio Rank
EMHY Martin Ratio Rank: 7474
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.

VEMY vs. EMHY - 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 J.P. Morgan EM High Yield Bond ETF (EMHY). 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.


VEMYEMHYDifference
Sharpe ratioReturn per unit of total volatility

+0.73

Sortino ratioReturn per unit of downside risk

+1.23

Omega ratioGain probability vs. loss probability

1.63

1.47

+0.15

Calmar ratioReturn relative to maximum drawdown

4.62

3.04

+1.59

Martin ratioReturn relative to average drawdown

21.97

13.80

+8.17

VEMY vs. EMHY - Sharpe Ratio Comparison

The current VEMY Sharpe Ratio is 3.06, which is higher than the EMHY Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of VEMY and EMHY, 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


VEMYEMHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.06

2.33

+0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

1.83

0.50

+1.32

Drawdowns

VEMY vs. EMHY - Drawdown Comparison

The maximum VEMY drawdown since its inception was -8.77%, smaller than the maximum EMHY drawdown of -30.11%. Use the drawdown chart below to compare losses from any high point for VEMY and EMHY.


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Drawdown Indicators


VEMYEMHYDifference

Max Drawdown

Largest peak-to-trough decline

-8.77%

-30.11%

+21.34%

Max Drawdown (1Y)

Largest decline over 1 year

-4.00%

-4.34%

+0.34%

Max Drawdown (3Y)

Largest decline over 3 years

-6.57%

-5.95%

-0.62%

Max Drawdown (5Y)

Largest decline over 5 years

-25.83%

Max Drawdown (10Y)

Largest decline over 10 years

-30.11%

Current Drawdown

Current decline from peak

-0.14%

-0.10%

-0.04%

Average Drawdown

Average peak-to-trough decline

-1.30%

-4.89%

+3.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

0.95%

-0.11%

Volatility

VEMY vs. EMHY - Volatility Comparison

Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) and iShares J.P. Morgan EM High Yield Bond ETF (EMHY) have volatilities of 1.54% and 1.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VEMYEMHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.54%

1.60%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

4.63%

4.30%

+0.33%

Volatility (1Y)

Calculated over the trailing 1-year period

6.05%

5.65%

+0.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.63%

9.10%

-1.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.63%

10.66%

-3.03%

VEMY vs. EMHY - Expense Ratio Comparison

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


Dividends

VEMY vs. EMHY - Dividend Comparison

VEMY's dividend yield for the trailing twelve months is around 8.37%, more than EMHY's 6.39% yield.


PositionTTM20252024202320222021202020192018201720162015
EMHY
iShares J.P. Morgan EM High Yield Bond ETF
6.39%6.52%6.86%6.73%7.08%5.58%5.44%5.72%6.79%5.59%6.43%6.99%
VEMY
Virtus Stone Harbor Emerging Markets High Yield Bond ETF
8.37%8.89%10.28%9.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VEMY and EMHY have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMHY has higher volatility (1.60%) compared to VEMY (1.54%). In terms of maximum drawdown, VEMY dropped -8.77% vs EMHY's -30.11%.

On 3-year performance, VEMY leads with 15.52% vs 12.97% for EMHY. On fees, EMHY is cheaper at 0.50% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, VEMY has performed better with a 15.52% return vs 12.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EMHY 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 6.39% for EMHY.

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

VEMY currently has the higher Sharpe Ratio (3.06 vs 2.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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