BEMB vs DVLU
Comparison between ISHARES J.P. MORGAN BROAD USD EMERGING MARKETS BOND ETF (BEMB, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF).
BEMB vs DVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BEMB
$43M
Winner
DVLU
$43M
Expense Ratio
Winner
BEMB
0.15%
DVLU
0.60%
Max Drawdown
Winner
BEMB
7.66%
DVLU
53.26%
Sharpe Ratio
BEMB
1.19
Winner
DVLU
1.84
5Y Beta
Winner
BEMB
0.20
DVLU
0.99
P/E Ratio
BEMB
N/A
DVLU
16.35
Forward P/E
BEMB
N/A
DVLU
11.81
PEG Ratio
BEMB
N/A
DVLU
0.11
5Y Dividends CAGR
BEMB
N/A
DVLU
1.33%
5Y EPS CAGR
BEMB
N/A
DVLU
12.22%
Debt to Equity
BEMB
N/A
DVLU
-87.94%
P/S Ratio
BEMB
N/A
DVLU
0.88
P/B Ratio
BEMB
N/A
DVLU
1.95
BEMB vs DVLU - Historical Returns
Returns include dividend reinvestment.
1M
BEMB
+0.78%
Winner
DVLU
+5.97%
3M
BEMB
+2.22%
Winner
DVLU
+17.73%
6M
BEMB
+2.11%
Winner
DVLU
+10.64%
1Y
BEMB
+9.03%
Winner
DVLU
+37.92%
5Y(CAGR)
BEMB
N/A
DVLU
+11.65%
Max(CAGR)
BEMB
+8.54%
Winner
DVLU
+11.00%
BEMB vs DVLU - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BEMB | DVLU |
|---|---|---|
| 2026 | +1.68% | +10.11% |
| 2025 | +11.81% | +23.99% |
| 2024 | +6.33% | +13.62% |
| 2023 | +8.87% | +21.07% |
| 2022 | N/A | -10.61% |
| 2021 | N/A | +43.88% |
| 2020 | N/A | -7.46% |
| 2019 | N/A | +28.51% |
| 2018 | N/A | -24.03% |
BEMB vs DVLU Drawdown Comparison
The maximum drawdown for BEMB was -6.16%, occurring on Oct 19, 2023. Recovery took 84 trading sessions.
The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The current BEMB drawdown is -0.01%.
| Rank | BEMB | DVLU |
|---|---|---|
| #1 | -6.16% Jul 31, 2023 - Nov 28, 2023 | -53.26% Jan 17, 2020 - Feb 5, 2021 |
| #2 | -4.20% Feb 28, 2025 - Jun 3, 2025 | -26.57% Sep 20, 2018 - Nov 26, 2019 |
| #3 | -3.66% Feb 27, 2026 - Jun 2, 2026 | -24.86% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -3.03% Oct 1, 2024 - Feb 25, 2025 | -22.36% Jun 7, 2022 - Dec 14, 2023 |
| #5 | -2.67% Apr 9, 2024 - May 15, 2024 | -12.24% Feb 9, 2026 - Apr 30, 2026 |
| #6 | -2.21% Dec 27, 2023 - Mar 1, 2024 | -11.18% Jun 1, 2021 - Oct 18, 2021 |
| #7 | -2.04% May 11, 2023 - Jun 14, 2023 | -10.31% Mar 29, 2022 - Jun 7, 2022 |
| #8 | -1.52% Jul 3, 2023 - Jul 12, 2023 | -8.56% Jan 13, 2022 - Mar 29, 2022 |
| #9 | -1.49% May 15, 2024 - Jun 5, 2024 | -8.53% Nov 24, 2021 - Jan 4, 2022 |
| #10 | -1.33% Aug 2, 2024 - Aug 13, 2024 | -8.44% Mar 28, 2024 - Jul 30, 2024 |
| #11 | -1.17% Jun 18, 2024 - Jul 5, 2024 | -8.28% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -1.16% Apr 4, 2023 - May 11, 2023 | -6.85% Mar 29, 2021 - May 4, 2021 |
| #13 | -0.98% Mar 23, 2023 - Mar 31, 2023 | -6.33% Mar 15, 2021 - Mar 29, 2021 |
| #14 | -0.93% Jul 16, 2024 - Jul 31, 2024 | -5.61% Nov 12, 2025 - Nov 25, 2025 |
| #15 | -0.92% Feb 27, 2023 - Mar 3, 2023 | -5.58% Oct 18, 2024 - Nov 8, 2024 |
Correlation
Correlation between BEMB and DVLU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2026)
BEMB vs DVLU dividend yield comparison.
| Year | BEMB | DVLU |
|---|---|---|
| 2026 | 2.51% | 0.07% |
| 2025 | 6.88% | 0.73% |
| 2024 | 6.31% | 1.06% |
| 2023 | 5.46% | 1.34% |
| 2022 | 0.00% | 2.18% |
| 2021 | 0.00% | 1.33% |
| 2020 | 0.00% | 1.34% |
| 2019 | 0.00% | 1.71% |
| 2018 | 0.00% | 0.58% |
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