BEMB vs EWUS

Comparison between ISHARES J.P. MORGAN BROAD USD EMERGING MARKETS BOND ETF (BEMB, ETF) and ISHARES MSCI UNITED KINGDOM SMALL-CAP ETF (EWUS, ETF).

BEMB vs EWUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEMB(ETF)	EWUS(ETF)
Net Assets	$43M	$42M
Expense Ratio	0.15%	0.59%
Max Drawdown	7.66%	50.60%
Sharpe Ratio	1.21	0.26
5Y Beta	0.20	0.73
5Y Dividends CAGR	N/A	10.41%

Net Assets

Winner

BEMB

$43M

EWUS

$42M

Expense Ratio

Winner

BEMB

0.15%

EWUS

0.59%

Max Drawdown

Winner

BEMB

7.66%

EWUS

50.60%

Sharpe Ratio

Winner

BEMB

1.21

EWUS

0.26

5Y Beta

Winner

BEMB

0.20

EWUS

0.73

5Y Dividends CAGR

BEMB

N/A

EWUS

10.41%

BEMB vs EWUS - Historical Returns

Returns include dividend reinvestment.

Period	BEMB	EWUS
1 month	+0.33%	+0.04%
3 months	+0.36%	-0.17%
6 months	+1.60%	+3.88%
1 year	+9.25%	+7.50%
5 years(CAGR)	N/A	-0.30%
10 years(CAGR)	N/A	+3.73%
Max(CAGR)	+8.40%	+6.33%

Winner

BEMB

+0.33%

EWUS

+0.04%

Winner

BEMB

+0.36%

EWUS

-0.17%

BEMB

+1.60%

Winner

EWUS

+3.88%

Winner

BEMB

+9.25%

EWUS

+7.50%

5Y(CAGR)

BEMB

N/A

EWUS

-0.30%

10Y(CAGR)

BEMB

N/A

EWUS

+3.73%

Max(CAGR)

Winner

BEMB

+8.40%

EWUS

+6.33%

BEMB vs EWUS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BEMB	EWUS
2026	+1.08%	+0.40%
2025	+11.81%	+26.80%
2024	+6.33%	+6.15%
2023	+8.87%	+14.88%
2022	N/A	-31.68%
2021	N/A	+13.23%
2020	N/A	-2.91%
2019	N/A	+34.92%
2018	N/A	-20.72%
2017	N/A	+31.70%
2016	N/A	-10.38%
2015	N/A	+9.88%
2014	N/A	-6.96%
2013	N/A	+37.04%
2012	N/A	+20.65%

BEMB vs EWUS Drawdown Comparison

The maximum drawdown for BEMB was -6.16%, occurring on Oct 19, 2023. Recovery took 84 trading sessions.

The maximum drawdown for EWUS was -49.33%, occurring on Mar 23, 2020. Recovery took 287 trading sessions.

The current BEMB drawdown is -0.60%. The current EWUS drawdown is -6.72%.

Rank	BEMB	EWUS
#1	-6.16% Jul 31, 2023 - Nov 28, 2023	-49.33% Dec 16, 2019 - Feb 5, 2021
#2	-4.20% Feb 28, 2025 - Jun 3, 2025	-48.09% Sep 3, 2021 - Jan 22, 2026
#3	-3.66% Feb 27, 2026 - Jun 2, 2026	-27.10% Jun 23, 2015 - Sep 19, 2017
#4	-3.03% Oct 1, 2024 - Feb 25, 2025	-26.50% Jun 11, 2018 - Dec 13, 2019
#5	-2.67% Apr 9, 2024 - May 15, 2024	-21.30% Feb 28, 2014 - May 14, 2015
#6	-2.21% Dec 27, 2023 - Mar 1, 2024	-15.21% Jan 29, 2026 - Mar 30, 2026
#7	-2.04% May 11, 2023 - Jun 14, 2023	-15.07% May 2, 2012 - Sep 19, 2012
#8	-1.52% Jul 3, 2023 - Jul 12, 2023	-9.77% Jan 24, 2018 - Jun 6, 2018
#9	-1.49% May 15, 2024 - Jun 5, 2024	-9.47% Jun 8, 2021 - Aug 11, 2021
#10	-1.33% Aug 2, 2024 - Aug 13, 2024	-8.68% May 21, 2013 - Jul 11, 2013
#11	-1.17% Jun 18, 2024 - Jul 5, 2024	-6.91% Jan 22, 2014 - Feb 14, 2014
#12	-1.16% Apr 4, 2023 - May 11, 2023	-6.36% Sep 18, 2013 - Oct 17, 2013
#13	-0.98% Mar 23, 2023 - Mar 31, 2023	-5.88% Aug 8, 2013 - Sep 9, 2013
#14	-0.93% Jul 16, 2024 - Jul 31, 2024	-5.41% Mar 1, 2012 - Mar 16, 2012
#15	-0.92% Feb 27, 2023 - Mar 3, 2023	-5.19% Apr 2, 2012 - May 2, 2012

Correlation

Correlation between BEMB and EWUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

BEMB vs EWUS dividend yield comparison.

Year	BEMB	EWUS
2026	2.52%	0.00%
2025	6.88%	3.59%
2024	6.31%	3.67%
2023	5.46%	2.88%
2022	0.00%	2.03%
2021	0.00%	3.54%
2020	0.00%	1.97%
2019	0.00%	2.59%
2018	0.00%	3.53%
2017	0.00%	2.61%
2016	0.00%	3.18%
2015	0.00%	2.85%
2014	0.00%	3.33%
2013	0.00%	1.60%
2012	0.00%	3.02%