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EZA vs LEMB

Comparison between ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF) and ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB, ETF).

5-Year PerformanceEZA has outperformed LEMB, delivering a return of +7.9% compared to +0.4%

EZA vs LEMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EZA
$729M
LEMB
$727M
Expense Ratio
EZA
0.59%
Winner
LEMB
0.30%
Max Drawdown
EZA
68.15%
Winner
LEMB
41.45%
Sharpe Ratio
Winner
EZA
0.84
LEMB
0.70
5Y Beta
EZA
0.95
Winner
LEMB
0.15
5Y Dividends CAGR
Winner
EZA
-1.35%
LEMB
-12.03%

EZA vs LEMB - Historical Returns

Returns include dividend reinvestment.

1M
EZA
-5.00%
Winner
LEMB
+0.02%
3M
EZA
-9.87%
Winner
LEMB
-0.05%
6M
EZA
+0.04%
Winner
LEMB
+1.63%
1Y
Winner
EZA
+27.17%
LEMB
+8.35%
5Y(CAGR)
Winner
EZA
+7.93%
LEMB
+0.42%
10Y(CAGR)
Winner
EZA
+6.84%
LEMB
+1.24%
Max(CAGR)
Winner
EZA
+9.16%
LEMB
+0.38%

EZA vs LEMB - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearEZALEMB
2026-7.25%+0.24%
2025+73.49%+17.92%
2024+9.82%-1.21%
2023-1.59%+7.40%
2022-6.50%-10.56%
2021+7.43%-10.11%
2020-6.02%+2.84%
2019+9.97%+6.12%
2018-25.17%-8.37%
2017+34.76%+13.07%
2016+19.57%+7.66%
2015-24.50%-11.28%
2014+6.87%-2.17%
2013-7.68%-6.86%
2012+17.91%+10.99%
2011-15.89%-2.15%
2010+32.24%N/A
2009+47.87%N/A
2008-38.47%N/A
2007+18.24%N/A
2006+13.00%N/A
2005+24.77%N/A
2004+40.73%N/A
2003+47.69%N/A

EZA vs LEMB Drawdown Comparison

The maximum drawdown for EZA was -64.67%, occurring on Oct 27, 2008. Recovery took 737 trading sessions.

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

The current EZA drawdown is -21.12%. The current LEMB drawdown is -5.67%.

RankEZALEMB
#1-64.67%
Oct 31, 2007 - Oct 5, 2010
-30.82%
May 8, 2013 - Oct 20, 2022
#2-62.32%
Jan 26, 2018 - May 23, 2025
-7.80%
Mar 22, 2012 - Aug 3, 2012
#3-45.03%
Apr 28, 2015 - Dec 21, 2017
-5.18%
Oct 28, 2011 - Jan 24, 2012
#4-29.56%
May 9, 2006 - Feb 22, 2007
-2.40%
Oct 20, 2011 - Oct 28, 2011
#5-25.94%
Apr 29, 2011 - May 14, 2014
-2.18%
Feb 9, 2012 - Mar 22, 2012
#6-23.31%
Feb 27, 2026 - Mar 20, 2026
-1.88%
Aug 3, 2012 - Sep 7, 2012
#7-20.25%
Jul 23, 2007 - Oct 4, 2007
-1.79%
Feb 19, 2013 - Apr 24, 2013
#8-19.16%
Apr 6, 2004 - Sep 16, 2004
-1.25%
Oct 17, 2012 - Nov 29, 2012
#9-18.04%
Mar 9, 2005 - Aug 10, 2005
-1.15%
Jan 17, 2013 - Feb 5, 2013
#10-17.71%
Sep 5, 2014 - Apr 28, 2015
-1.07%
Oct 4, 2012 - Oct 16, 2012
#11-13.68%
Feb 1, 2006 - Apr 3, 2006
-1.06%
Sep 14, 2012 - Oct 4, 2012
#12-13.47%
Feb 23, 2007 - Apr 2, 2007
-0.65%
Jan 2, 2013 - Jan 10, 2013
#13-13.40%
Jan 3, 2011 - Apr 6, 2011
-0.58%
Nov 29, 2012 - Dec 4, 2012
#14-12.38%
Jan 3, 2005 - Feb 24, 2005
-0.56%
Sep 7, 2012 - Sep 13, 2012
#15-11.13%
Sep 30, 2005 - Nov 21, 2005
-0.46%
Dec 20, 2012 - Dec 27, 2012

Correlation

Correlation between EZA and LEMB is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40
-101

Dividend Comparison (2003 - 2025)

EZA vs LEMB dividend yield comparison.

YearEZALEMB
20256.16%2.44%
20247.26%0.00%
20232.84%1.34%
20223.90%0.86%
20212.05%3.89%
20205.51%0.00%
201912.27%4.39%
20183.81%3.46%
20171.55%0.00%
20164.10%0.00%
20153.03%0.64%
20142.20%2.85%
20132.44%2.99%
20123.01%3.44%
20113.15%0.78%
20102.43%0.00%
20093.70%0.00%
20086.06%0.00%
20072.01%0.00%
20062.18%0.00%
20052.00%0.00%
20041.52%0.00%
20032.42%0.00%

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