EMEQ vs IBHG
Comparison between MACQUARIE FOCUSED EMERGING MARKETS EQUITY ETF (EMEQ, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
EMEQ vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EMEQ
$436M
IBHG
$434M
Expense Ratio
EMEQ
0.86%
Winner
IBHG
0.35%
Max Drawdown
EMEQ
20.65%
Winner
IBHG
17.84%
Sharpe Ratio
Winner
EMEQ
2.45
IBHG
0.41
5Y Beta
EMEQ
1.16
Winner
IBHG
0.14
EMEQ vs IBHG - Holdings Comparison
EMEQ and IBHG have 1 common holdings. Overlap is -0.03%
EMEQ's top 25 holdings weight is 85.36%. IBHG's top 25 holdings weight is 43.75%.
| Rank | EMEQ | IBHG |
|---|---|---|
| #1 | SK SQUARE (n/a) - 15.99% | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.95% | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% |
| #3 | n/a (n/a) - 11.55% | n/a (n/a) - 2.49% |
| #4 | SK HYNIX INC (n/a) - 10.55% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% |
| #5 | SAMSUNG C&T CORP (n/a) - 4.78% | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% |
| #6 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 3.53% | n/a (n/a) - 2.16% |
| #7 | TENCENT HOLDINGS LTD (n/a) - 2.66% | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% |
| #8 | n/a (n/a) - 2.52% | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% |
| #9 | MEDIATEK INC (n/a) - 2.50% | n/a (n/a) - 1.79% |
| #10 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.36% | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% |
| #11 | HYUNDAI MOTOR CO (n/a) - 2.00% | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% |
| #12 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.97% | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% |
| #13 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 1.52% | n/a (n/a) - 1.64% |
| #14 | SAMSUNG LIFE INSURANCE CO LTD (n/a) - 1.34% | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% |
| #15 | NASPERS LTD CLASS N (n/a) - 1.19% | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% |
| #16 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 1.10% | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% |
| #17 | n/a (n/a) - 0.99% | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% |
| #18 | DELTA ELECTRONICS INC (n/a) - 0.99% | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% |
| #19 | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.97% | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% |
| #20 | PUBLIC BANK BHD (n/a) - 0.94% | IQVIA INC 5% (n/a) - 1.32% |
| #21 | BAIDU INC ADR (BIDU) - 0.89% | GEN DIGITAL INC 6.75% (n/a) - 1.32% |
| #22 | ITAU UNIBANCO HOLDING SA ADR (ITUB) - 0.83% | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% |
| #23 | CREDICORP LTD (BAP) - 0.75% | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% |
| #24 | COCA-COLA FEMSA SAB DE CV ADR (KOF) - 0.75% | WYNN MACAU LTD. 5.5% (n/a) - 1.18% |
| #25 | n/a (n/a) - 0.74% | n/a (n/a) - 1.17% |
| Total Holdings | 63 | 122 |
EMEQ vs IBHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EMEQ
+3.12%
IBHG
+0.19%
3M
Winner
EMEQ
+35.21%
IBHG
+0.92%
6M
Winner
EMEQ
+63.57%
IBHG
+1.43%
1Y
Winner
EMEQ
+122.39%
IBHG
+4.80%
5Y(CAGR)
EMEQ
N/A
IBHG
+3.57%
Max(CAGR)
Winner
EMEQ
+72.60%
IBHG
+3.57%
EMEQ vs IBHG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | EMEQ | IBHG |
|---|---|---|
| 2026 | +48.17% | +1.06% |
| 2025 | +70.12% | +7.05% |
| 2024 | -1.17% | +7.61% |
| 2023 | N/A | +10.67% |
| 2022 | N/A | -8.82% |
| 2021 | N/A | +1.07% |
EMEQ vs IBHG Drawdown Comparison
The maximum drawdown for EMEQ was -20.00%, occurring on Apr 8, 2025. Recovery took 157 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current EMEQ drawdown is -14.27%. The current IBHG drawdown is -0.22%.
| Rank | EMEQ | IBHG |
|---|---|---|
| #1 | -20.00% Sep 26, 2024 - May 14, 2025 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -17.91% Feb 25, 2026 - Apr 17, 2026 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -14.27% Jun 2, 2026 - Jun 5, 2026 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -8.74% May 11, 2026 - May 26, 2026 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -7.09% Nov 3, 2025 - Dec 26, 2025 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -5.68% Oct 6, 2025 - Oct 17, 2025 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -3.83% Jul 10, 2025 - Aug 13, 2025 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | -3.20% Jan 28, 2026 - Feb 9, 2026 | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | -3.19% Aug 13, 2025 - Sep 5, 2025 | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | -2.64% Jun 26, 2025 - Jul 10, 2025 | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -2.49% Apr 17, 2026 - Apr 22, 2026 | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | -2.43% Sep 23, 2025 - Oct 1, 2025 | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | -2.16% Jan 16, 2026 - Jan 21, 2026 | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -2.14% Apr 22, 2026 - Apr 24, 2026 | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | -2.09% May 6, 2026 - May 8, 2026 | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between EMEQ and IBHG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2021 - 2026)
EMEQ vs IBHG dividend yield comparison.
| Year | EMEQ | IBHG |
|---|---|---|
| 2026 | 0.00% | 2.42% |
| 2025 | 2.76% | 6.34% |
| 2024 | 0.84% | 7.01% |
| 2023 | 0.00% | 6.66% |
| 2022 | 0.00% | 5.62% |
| 2021 | 0.00% | 2.13% |
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