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EUSB vs LEMB

Comparison between ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF (EUSB, ETF) and ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB, ETF).

5-Year PerformanceLEMB has outperformed EUSB, delivering a return of +1.3% compared to +0.0%

EUSB vs LEMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EUSB
$721M
LEMB
$720M
Expense Ratio
Winner
EUSB
0.12%
LEMB
0.30%
Max Drawdown
Winner
EUSB
21.72%
LEMB
41.45%
Sharpe Ratio
EUSB
-0.05
Winner
LEMB
0.56
5Y Beta
Winner
EUSB
0.04
LEMB
0.15
5Y Dividends CAGR
Winner
EUSB
27.74%
LEMB
-12.03%

EUSB vs LEMB - Historical Returns

Returns include dividend reinvestment.

1M
EUSB
-0.53%
Winner
LEMB
-0.28%
3M
EUSB
-0.72%
Winner
LEMB
+0.14%
6M
EUSB
-0.25%
Winner
LEMB
+0.67%
1Y
EUSB
+3.29%
Winner
LEMB
+7.13%
5Y(CAGR)
EUSB
+0.02%
Winner
LEMB
+1.29%
10Y(CAGR)
EUSB
N/A
LEMB
+1.05%
Max(CAGR)
EUSB
+0.17%
Winner
LEMB
+0.46%

EUSB vs LEMB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearEUSBLEMB
2026-0.11%+1.61%
2025+7.35%+17.92%
2024+2.26%-1.21%
2023+5.24%+7.40%
2022-12.12%-10.56%
2021-1.19%-10.11%
2020+1.68%+2.84%
2019N/A+6.12%
2018N/A-8.37%
2017N/A+13.07%
2016N/A+7.66%
2015N/A-11.28%
2014N/A-2.17%
2013N/A-6.86%
2012N/A+10.99%
2011N/A-2.15%

EUSB vs LEMB Drawdown Comparison

The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.

The maximum drawdown for LEMB was -30.82%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current EUSB drawdown is -1.74%. The current LEMB drawdown is -4.38%.

RankEUSBLEMB
#1-17.87%
Aug 4, 2020 - Feb 12, 2026
-30.82%
May 8, 2013 - Oct 20, 2022
#2-2.48%
Feb 27, 2026 - May 19, 2026
-7.80%
Mar 22, 2012 - Aug 3, 2012
#3-0.24%
Jul 23, 2020 - Jul 30, 2020
-5.18%
Oct 28, 2011 - Jan 24, 2012
#4-0.16%
Jul 9, 2020 - Jul 16, 2020
-2.40%
Oct 20, 2011 - Oct 28, 2011
#5-0.11%
Feb 13, 2026 - Feb 23, 2026
-2.18%
Feb 9, 2012 - Mar 22, 2012
#6-0.07%
Jun 26, 2020 - Jul 2, 2020
-1.88%
Aug 3, 2012 - Sep 7, 2012
#7-0.05%
Jul 7, 2020 - Jul 9, 2020
-1.79%
Feb 19, 2013 - Apr 24, 2013
#8-0.04%
Jul 2, 2020 - Jul 7, 2020
-1.25%
Oct 17, 2012 - Nov 29, 2012
#9-0.03%
Feb 23, 2026 - Feb 26, 2026
-1.15%
Jan 17, 2013 - Feb 5, 2013
#10-0.01%
Jul 30, 2020 - Aug 3, 2020
-1.07%
Oct 4, 2012 - Oct 16, 2012
#11N/A-1.06%
Sep 14, 2012 - Oct 4, 2012
#12N/A-0.65%
Jan 2, 2013 - Jan 10, 2013
#13N/A-0.58%
Nov 29, 2012 - Dec 4, 2012
#14N/A-0.56%
Sep 7, 2012 - Sep 13, 2012
#15N/A-0.46%
Dec 20, 2012 - Dec 27, 2012

Correlation

Correlation between EUSB and LEMB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2011 - 2026)

EUSB vs LEMB dividend yield comparison.

YearEUSBLEMB
20261.99%0.00%
20253.84%2.44%
20243.67%0.00%
20233.08%1.34%
20222.21%0.86%
20211.10%3.89%
20200.57%0.00%
20190.00%4.39%
20180.00%3.46%
20150.00%0.64%
20140.00%2.85%
20130.00%2.99%
20120.00%3.44%
20110.00%0.78%

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