EMB vs IWS

Comparison between ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).

5-Year PerformanceIWS has outperformed EMB, delivering a return of +7.9% compared to +2.0%

EMB vs IWS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMB(ETF)	IWS(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.39%	0.23%
Max Drawdown	37.41%	63.92%
Sharpe Ratio	1.51	1.66
5Y Beta	0.26	0.82
P/E Ratio	N/A	24.63
Forward P/E	N/A	16.02
5Y Dividends CAGR	3.97%	7.60%
5Y EPS CAGR	N/A	12.67%
Debt to Equity	N/A	-12.08%
P/S Ratio	N/A	1.58
P/B Ratio	N/A	2.54

Net Assets

EMB

$14B

Winner

IWS

$14B

Expense Ratio

EMB

0.39%

Winner

IWS

0.23%

Max Drawdown

Winner

EMB

37.41%

IWS

63.92%

Sharpe Ratio

EMB

1.51

Winner

IWS

1.66

5Y Beta

Winner

EMB

0.26

IWS

0.82

P/E Ratio

EMB

N/A

IWS

24.63

Forward P/E

EMB

N/A

IWS

16.02

5Y Dividends CAGR

EMB

3.97%

Winner

IWS

7.60%

5Y EPS CAGR

EMB

N/A

IWS

12.67%

Debt to Equity

EMB

N/A

IWS

-12.08%

P/S Ratio

EMB

N/A

IWS

1.58

P/B Ratio

EMB

N/A

IWS

2.54

EMB vs IWS - Historical Returns

Returns include dividend reinvestment.

Period	EMB	IWS
1 month	+1.53%	+3.98%
3 months	+0.74%	+4.02%
6 months	+2.71%	+14.89%
1 year	+13.02%	+27.30%
5 years(CAGR)	+1.96%	+7.91%
10 years(CAGR)	+3.42%	+10.28%
Max(CAGR)	+4.70%	+9.80%

EMB

+1.53%

Winner

IWS

+3.98%

EMB

+0.74%

Winner

IWS

+4.02%

EMB

+2.71%

Winner

IWS

+14.89%

EMB

+13.02%

Winner

IWS

+27.30%

5Y(CAGR)

EMB

+1.96%

Winner

IWS

+7.91%

10Y(CAGR)

EMB

+3.42%

Winner

IWS

+10.28%

Max(CAGR)

EMB

+4.70%

Winner

IWS

+9.80%

EMB vs IWS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	EMB	IWS
2026	+1.61%	+11.05%
2025	+13.47%	+11.21%
2024	+6.59%	+13.15%
2023	+10.12%	+12.89%
2022	-17.83%	-12.25%
2021	-1.69%	+30.37%
2020	+5.29%	+5.02%
2019	+15.48%	+27.04%
2018	-5.71%	-12.90%
2017	+9.90%	+12.25%
2016	+9.38%	+20.88%
2015	+1.39%	-5.09%
2014	+6.03%	+15.69%
2013	-8.06%	+30.20%
2012	+18.00%	+17.01%
2011	+7.19%	-2.83%
2010	+10.67%	+22.53%
2009	+13.44%	+30.81%
2008	-2.27%	-37.02%
2007	+0.29%	-1.77%
2006	N/A	+18.55%
2005	N/A	+14.38%
2004	N/A	+23.59%
2003	N/A	+34.22%
2002	N/A	-10.03%
2001	N/A	+2.75%

EMB vs IWS Drawdown Comparison

The maximum drawdown for EMB was -34.70%, occurring on Oct 28, 2008. Recovery took 293 trading sessions.

The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.

The current EMB drawdown is -0.31%. The current IWS drawdown is -0.81%.

Rank	EMB	IWS
#1	-34.70% May 21, 2008 - Jul 21, 2009	-62.39% Jun 4, 2007 - Sep 6, 2012
#2	-28.75% Sep 2, 2021 - Aug 11, 2025	-43.83% Feb 20, 2020 - Nov 24, 2020
#3	-26.55% Mar 4, 2020 - Nov 13, 2020	-30.36% Apr 10, 2002 - Sep 2, 2003
#4	-14.48% May 2, 2013 - Jul 8, 2014	-21.22% Jan 4, 2022 - Feb 29, 2024
#5	-8.91% Jan 5, 2018 - Mar 20, 2019	-20.75% Sep 21, 2018 - Jul 5, 2019
#6	-7.56% Sep 7, 2016 - Apr 28, 2017	-20.57% Nov 25, 2024 - Aug 22, 2025
#7	-7.43% Nov 4, 2010 - Jul 28, 2011	-19.03% Mar 20, 2015 - Jun 7, 2016
#8	-7.37% Aug 27, 2014 - Apr 2, 2015	-17.20% Aug 3, 2001 - Jan 4, 2002
#9	-7.34% Dec 31, 2020 - Aug 31, 2021	-9.60% Jan 26, 2018 - Aug 29, 2018
#10	-7.09% Aug 2, 2011 - Nov 3, 2011	-8.91% Mar 5, 2004 - Sep 7, 2004
#11	-6.45% Apr 20, 2010 - Jul 8, 2010	-8.62% Sep 5, 2014 - Nov 10, 2014
#12	-6.36% Apr 27, 2015 - Mar 17, 2016	-7.80% May 10, 2006 - Sep 26, 2006
#13	-4.88% May 3, 2012 - Jun 19, 2012	-7.54% Mar 2, 2026 - Apr 16, 2026
#14	-4.51% Feb 25, 2026 - Mar 27, 2026	-7.25% Mar 7, 2005 - Jun 13, 2005
#15	-4.14% Nov 8, 2011 - Jan 26, 2012	-7.19% May 20, 2013 - Jul 12, 2013

Correlation

Correlation between EMB and IWS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2001 - 2026)

EMB vs IWS dividend yield comparison.

Year	EMB	IWS
2026	1.75%	0.29%
2025	4.98%	1.53%
2024	5.46%	1.50%
2023	4.74%	1.76%
2022	5.04%	1.93%
2021	3.89%	1.39%
2020	3.88%	1.87%
2019	4.51%	1.97%
2018	5.64%	2.53%
2017	4.54%	1.96%
2016	4.83%	2.10%
2015	4.84%	2.14%
2014	4.56%	1.84%
2013	4.75%	1.71%
2012	4.17%	2.09%
2011	4.83%	2.12%
2010	5.15%	1.95%
2009	5.63%	2.09%
2008	5.63%	3.09%
2007	0.16%	2.29%
2006	0.00%	1.83%
2005	0.00%	1.95%
2004	0.00%	1.54%
2003	0.00%	1.70%
2002	0.00%	1.91%
2001	0.00%	0.86%