XEMD vs. PIMIX
Compare and contrast key facts about BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) and PIMCO Income Fund Institutional Class (PIMIX).
XEMD is a passively managed fund by BondBloxx that tracks the performance of the JP Morgan EMBI Global Diversified Liquid 1-10 Y Maturity Index - Benchmark TR Gross. It was launched on Jun 28, 2022. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
XEMD vs. PIMIX - Performance Comparison
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XEMD vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XEMD BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF | -0.51% | 13.98% | 8.77% | 10.26% | 1.82% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | 0.54% |
Returns By Period
In the year-to-date period, XEMD achieves a -0.51% return, which is significantly higher than PIMIX's -1.36% return.
XEMD
- 1D
- 0.83%
- 1M
- -2.61%
- YTD
- -0.51%
- 6M
- 3.45%
- 1Y
- 10.87%
- 3Y*
- 10.10%
- 5Y*
- —
- 10Y*
- —
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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XEMD vs. PIMIX - Expense Ratio Comparison
XEMD has a 0.29% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Return for Risk
XEMD vs. PIMIX — Risk / Return Rank
XEMD
PIMIX
XEMD vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) and PIMCO Income Fund Institutional Class (PIMIX). 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.
| XEMD | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.88 | 1.56 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.64 | 2.25 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.29 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.10 | 1.87 | +1.23 |
Martin ratioReturn relative to average drawdown | 13.23 | 7.56 | +5.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XEMD | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | 1.56 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.72 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.31 | 1.56 | -0.24 |
Correlation
The correlation between XEMD and PIMIX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
XEMD vs. PIMIX - Dividend Comparison
XEMD's dividend yield for the trailing twelve months is around 6.10%, more than PIMIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XEMD BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF | 6.10% | 6.15% | 6.30% | 6.19% | 3.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
XEMD vs. PIMIX - Drawdown Comparison
The maximum XEMD drawdown since its inception was -10.01%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for XEMD and PIMIX.
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Drawdown Indicators
| XEMD | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.01% | -13.39% | +3.38% |
Max Drawdown (1Y)Largest decline over 1 year | -3.52% | -3.69% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.34% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.39% | — |
Current DrawdownCurrent decline from peak | -2.72% | -3.24% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -1.69% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.92% | -0.10% |
Volatility
XEMD vs. PIMIX - Volatility Comparison
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) has a higher volatility of 2.43% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.88%. This indicates that XEMD's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XEMD | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 1.88% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 2.64% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.81% | 4.28% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.94% | 4.75% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.94% | 4.20% | +2.74% |