BEMB vs SHAG

Comparison between ISHARES J.P. MORGAN BROAD USD EMERGING MARKETS BOND ETF (BEMB, ETF) and WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF).

BEMB vs SHAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEMB(ETF)	SHAG(ETF)
Net Assets	$43M	$43M
Expense Ratio	0.15%	0.12%
Max Drawdown	7.66%	11.39%
Sharpe Ratio	1.21	-0.10
5Y Beta	0.20	0.02
5Y Dividends CAGR	N/A	18.46%

Net Assets

BEMB

$43M

Winner

SHAG

$43M

Expense Ratio

BEMB

0.15%

Winner

SHAG

0.12%

Max Drawdown

Winner

BEMB

7.66%

SHAG

11.39%

Sharpe Ratio

Winner

BEMB

1.21

SHAG

-0.10

5Y Beta

BEMB

0.20

Winner

SHAG

0.02

5Y Dividends CAGR

BEMB

N/A

SHAG

18.46%

BEMB vs SHAG - Historical Returns

Returns include dividend reinvestment.

Period	BEMB	SHAG
1 month	+0.33%	-0.21%
3 months	+0.36%	-0.37%
6 months	+1.60%	+0.63%
1 year	+9.25%	+3.62%
5 years(CAGR)	N/A	+1.56%
10 years(CAGR)	N/A	+2.12%
Max(CAGR)	+8.40%	+2.12%

Winner

BEMB

+0.33%

SHAG

-0.21%

Winner

BEMB

+0.36%

SHAG

-0.37%

Winner

BEMB

+1.60%

SHAG

+0.63%

Winner

BEMB

+9.25%

SHAG

+3.62%

5Y(CAGR)

BEMB

N/A

SHAG

+1.56%

10Y(CAGR)

BEMB

N/A

SHAG

+2.12%

Max(CAGR)

Winner

BEMB

+8.40%

SHAG

+2.12%

BEMB vs SHAG - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BEMB	SHAG
2026	+1.08%	+0.23%
2025	+11.81%	+6.30%
2024	+6.33%	+4.49%
2023	+8.87%	+4.47%
2022	N/A	-6.19%
2021	N/A	-0.89%
2020	N/A	+4.56%
2019	N/A	+5.81%
2018	N/A	+0.88%
2017	N/A	-0.11%

BEMB vs SHAG Drawdown Comparison

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

The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.

The current BEMB drawdown is -0.60%. The current SHAG drawdown is -0.78%.

Rank	BEMB	SHAG
#1	-6.16% Jul 31, 2023 - Nov 28, 2023	-9.61% Aug 3, 2021 - Aug 2, 2024
#2	-4.20% Feb 28, 2025 - Jun 3, 2025	-5.80% Mar 6, 2020 - May 20, 2020
#3	-3.66% Feb 27, 2026 - Jun 2, 2026	-1.79% Sep 5, 2017 - Dec 24, 2018
#4	-3.03% Oct 1, 2024 - Feb 25, 2025	-1.38% Feb 27, 2026 - Mar 26, 2026
#5	-2.67% Apr 9, 2024 - May 15, 2024	-1.23% Sep 24, 2024 - Jan 27, 2025
#6	-2.21% Dec 27, 2023 - Mar 1, 2024	-1.09% Apr 3, 2025 - Apr 28, 2025
#7	-2.04% May 11, 2023 - Jun 14, 2023	-0.98% Sep 4, 2019 - Oct 3, 2019
#8	-1.52% Jul 3, 2023 - Jul 12, 2023	-0.86% Feb 10, 2021 - Jun 10, 2021
#9	-1.49% May 15, 2024 - Jun 5, 2024	-0.67% May 27, 2025 - Jun 23, 2025
#10	-1.33% Aug 2, 2024 - Aug 13, 2024	-0.60% Oct 3, 2019 - Dec 3, 2019
#11	-1.17% Jun 18, 2024 - Jul 5, 2024	-0.55% Apr 30, 2025 - May 27, 2025
#12	-1.16% Apr 4, 2023 - May 11, 2023	-0.52% Jun 30, 2025 - Aug 1, 2025
#13	-0.98% Mar 23, 2023 - Mar 31, 2023	-0.50% Feb 5, 2025 - Feb 21, 2025
#14	-0.93% Jul 16, 2024 - Jul 31, 2024	-0.45% Jun 10, 2021 - Jul 19, 2021
#15	-0.92% Feb 27, 2023 - Mar 3, 2023	-0.40% Jul 3, 2019 - Aug 1, 2019