PortfoliosLab logoPortfoliosLab logo
VGEM.DE vs. 36B1.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VGEM.DE vs. 36B1.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard USD Emerging Markets Government Bond UCITS ETF Distributing (VGEM.DE) and iShares J.P. Morgan ESG USD EM Bond UCITS ETF (36B1.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with VGEM.DE having a 2.34% return and 36B1.DE slightly higher at 2.43%.


VGEM.DE

1D
0.20%
1M
1.24%
YTD
2.34%
6M
1.63%
1Y
6.72%
3Y*
5.24%
5Y*
2.73%
10Y*

36B1.DE

1D
0.13%
1M
1.52%
YTD
2.43%
6M
2.12%
1Y
7.79%
3Y*
5.51%
5Y*
2.20%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VGEM.DE vs. 36B1.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VGEM.DE
Vanguard USD Emerging Markets Government Bond UCITS ETF Distributing
2.34%-1.55%12.06%5.25%-10.22%5.82%-3.91%9.09%
36B1.DE
iShares J.P. Morgan ESG USD EM Bond UCITS ETF
2.43%-0.10%10.86%5.55%-13.71%6.46%-4.35%11.07%

Correlation

The correlation between VGEM.DE and 36B1.DE is 0.91, 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

0.91

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

0.93

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

0.93

Correlation (All Time)
Calculated using the full available price history since Mar 14, 2019

0.92

The correlation between VGEM.DE and 36B1.DE has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.

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

VGEM.DE vs. 36B1.DE — Risk / Return Rank

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

VGEM.DE
VGEM.DE Risk / Return Rank: 3535
Overall Rank
VGEM.DE Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
VGEM.DE Sortino Ratio Rank: 3131
Sortino Ratio Rank
VGEM.DE Omega Ratio Rank: 3131
Omega Ratio Rank
VGEM.DE Calmar Ratio Rank: 4444
Calmar Ratio Rank
VGEM.DE Martin Ratio Rank: 3838
Martin Ratio Rank

36B1.DE
36B1.DE Risk / Return Rank: 4242
Overall Rank
36B1.DE Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
36B1.DE Sortino Ratio Rank: 3838
Sortino Ratio Rank
36B1.DE Omega Ratio Rank: 3939
Omega Ratio Rank
36B1.DE Calmar Ratio Rank: 5454
Calmar Ratio Rank
36B1.DE Martin Ratio Rank: 4343
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.

VGEM.DE vs. 36B1.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard USD Emerging Markets Government Bond UCITS ETF Distributing (VGEM.DE) and iShares J.P. Morgan ESG USD EM Bond UCITS ETF (36B1.DE). 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.


VGEM.DE36B1.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-0.27

Omega ratioGain probability vs. loss probability

1.21

1.25

-0.04

Calmar ratioReturn relative to maximum drawdown

2.16

2.63

-0.47

Martin ratioReturn relative to average drawdown

5.71

6.72

-1.01

VGEM.DE vs. 36B1.DE - Sharpe Ratio Comparison

The current VGEM.DE Sharpe Ratio is 1.13, which is comparable to the 36B1.DE Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of VGEM.DE and 36B1.DE, 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


VGEM.DE36B1.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

1.32

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.26

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.23

+0.06

Drawdowns

VGEM.DE vs. 36B1.DE - Drawdown Comparison

The maximum VGEM.DE drawdown since its inception was -19.64%, smaller than the maximum 36B1.DE drawdown of -22.46%. Use the drawdown chart below to compare losses from any high point for VGEM.DE and 36B1.DE.


Loading charts...

Drawdown Indicators


VGEM.DE36B1.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.64%

-22.46%

+2.82%

Max Drawdown (1Y)

Largest decline over 1 year

-3.10%

-2.95%

-0.15%

Max Drawdown (3Y)

Largest decline over 3 years

-11.98%

-12.43%

+0.45%

Max Drawdown (5Y)

Largest decline over 5 years

-12.46%

-16.34%

+3.88%

Current Drawdown

Current decline from peak

-2.18%

-1.33%

-0.85%

Average Drawdown

Average peak-to-trough decline

-6.63%

-8.64%

+2.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.17%

1.16%

+0.01%

Volatility

VGEM.DE vs. 36B1.DE - Volatility Comparison

Vanguard USD Emerging Markets Government Bond UCITS ETF Distributing (VGEM.DE) and iShares J.P. Morgan ESG USD EM Bond UCITS ETF (36B1.DE) have volatilities of 1.18% and 1.21%, 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.


Loading charts...

Volatility by Period


VGEM.DE36B1.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.18%

1.21%

-0.03%

Volatility (6M)

Calculated over the trailing 6-month period

3.96%

3.81%

+0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

5.93%

5.87%

+0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.89%

8.41%

-0.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.77%

9.55%

-0.78%

VGEM.DE vs. 36B1.DE - Expense Ratio Comparison

VGEM.DE has a 0.25% expense ratio, which is lower than 36B1.DE's 0.45% expense ratio.


Dividends

VGEM.DE vs. 36B1.DE - Dividend Comparison

VGEM.DE's dividend yield for the trailing twelve months is around 5.06%, more than 36B1.DE's 4.93% yield.


PositionTTM202520242023202220212020201920182017
36B1.DE
iShares J.P. Morgan ESG USD EM Bond UCITS ETF
4.93%5.22%4.96%5.09%5.00%4.57%3.40%4.19%0.00%0.00%
VGEM.DE
Vanguard USD Emerging Markets Government Bond UCITS ETF Distributing
5.06%5.60%5.23%5.14%4.84%3.16%3.99%3.87%3.84%0.68%

Frequently Asked Questions


With a correlation of 0.91, VGEM.DE and 36B1.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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

VGEM.DE is cheaper with a 0.25% expense ratio, compared with 0.45% for 36B1.DE.

VGEM.DE tracks Bloomberg EM USD Sovereign + Quasi-Sov, while 36B1.DE tracks JP Morgan ESG EMBI Global Diversified. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.25% for VGEM.DE and 0.45% for 36B1.DE.

Portfolio Optimizer

Find the right allocation for VGEM.DE and 36B1.DE

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