StockComparison Logo
vs

BEMB vs SPY

Comparison between ISHARES J.P. MORGAN BROAD USD EMERGING MARKETS BOND ETF (BEMB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

BEMB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BEMB
$43M
Winner
SPY
$735B
Expense Ratio
BEMB
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
BEMB
7.66%
SPY
56.47%
Sharpe Ratio
BEMB
1.21
Winner
SPY
1.62
5Y Beta
Winner
BEMB
0.20
SPY
1.00
P/E Ratio
BEMB
N/A
SPY
28.99
Forward P/E
BEMB
N/A
SPY
22.37
5Y Dividends CAGR
BEMB
N/A
SPY
5.43%
5Y EPS CAGR
BEMB
N/A
SPY
26.05%
Debt to Equity
BEMB
N/A
SPY
32.40%
P/S Ratio
BEMB
N/A
SPY
3.74
P/B Ratio
BEMB
N/A
SPY
5.61

BEMB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BEMB
+0.33%
Winner
SPY
+1.90%
3M
BEMB
+0.36%
Winner
SPY
+8.55%
6M
BEMB
+1.60%
Winner
SPY
+8.18%
1Y
BEMB
+9.25%
Winner
SPY
+25.79%
5Y(CAGR)
BEMB
N/A
SPY
+13.32%
10Y(CAGR)
BEMB
N/A
SPY
+15.19%
Max(CAGR)
BEMB
+8.40%
Winner
SPY
+8.47%

BEMB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBEMBSPY
2026+1.08%+8.26%
2025+11.81%+18.00%
2024+6.33%+25.59%
2023+8.87%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BEMB vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BEMB drawdown is -0.60%. The current SPY drawdown is -2.90%.

RankBEMBSPY
#1-6.16%
Jul 31, 2023 - Nov 28, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.20%
Feb 28, 2025 - Jun 3, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.66%
Feb 27, 2026 - Jun 2, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.03%
Oct 1, 2024 - Feb 25, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.67%
Apr 9, 2024 - May 15, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.21%
Dec 27, 2023 - Mar 1, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.04%
May 11, 2023 - Jun 14, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.52%
Jul 3, 2023 - Jul 12, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.49%
May 15, 2024 - Jun 5, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.33%
Aug 2, 2024 - Aug 13, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.17%
Jun 18, 2024 - Jul 5, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.16%
Apr 4, 2023 - May 11, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.98%
Mar 23, 2023 - Mar 31, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.93%
Jul 16, 2024 - Jul 31, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.92%
Feb 27, 2023 - Mar 3, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BEMB and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

BEMB vs SPY dividend yield comparison.

YearBEMBSPY
20262.52%0.24%
20256.88%1.07%
20246.31%1.21%
20235.46%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: BEMB vs SPY