IWS vs EMB

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

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

IWS vs EMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

IWS

$14B

EMB

$14B

Expense Ratio

Winner

IWS

0.23%

EMB

0.39%

Max Drawdown

IWS

63.92%

Winner

EMB

37.41%

Sharpe Ratio

Winner

IWS

1.66

EMB

1.51

5Y Beta

IWS

0.82

Winner

EMB

0.26

P/E Ratio

IWS

24.63

EMB

N/A

Forward P/E

IWS

16.02

EMB

N/A

5Y Dividends CAGR

Winner

IWS

7.60%

EMB

3.97%

5Y EPS CAGR

IWS

12.67%

EMB

N/A

Debt to Equity

IWS

-12.08%

EMB

N/A

P/S Ratio

IWS

1.58

EMB

N/A

P/B Ratio

IWS

2.54

EMB

N/A

IWS vs EMB - Historical Returns

Returns include dividend reinvestment.

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

Winner

IWS

+3.98%

EMB

+1.53%

Winner

IWS

+4.02%

EMB

+0.74%

Winner

IWS

+14.89%

EMB

+2.71%

Winner

IWS

+27.30%

EMB

+13.02%

5Y(CAGR)

Winner

IWS

+7.91%

EMB

+1.96%

10Y(CAGR)

Winner

IWS

+10.28%

EMB

+3.42%

Max(CAGR)

Winner

IWS

+9.80%

EMB

+4.70%

IWS vs EMB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

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

IWS vs EMB Drawdown Comparison

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

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

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

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

Correlation

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

0.89

-101

Dividend Comparison (2001 - 2026)

IWS vs EMB dividend yield comparison.

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