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IYR vs EMLC

Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF (EMLC, ETF).

5-Year PerformanceIYR has outperformed EMLC, delivering a return of +2.7% compared to +1.7%

IYR vs EMLC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYR
$4.90B
EMLC
$4.90B
Expense Ratio
IYR
0.38%
Winner
EMLC
0.30%
Max Drawdown
IYR
76.51%
Winner
EMLC
59.84%
Sharpe Ratio
IYR
0.58
Winner
EMLC
0.70
5Y Beta
IYR
0.49
Winner
EMLC
0.18
P/E Ratio
IYR
30.87
EMLC
N/A
Forward P/E
IYR
29.12
EMLC
N/A
PEG Ratio
IYR
0.34
EMLC
N/A
5Y Dividends CAGR
Winner
IYR
1.32%
EMLC
0.18%
5Y EPS CAGR
IYR
8.00%
EMLC
N/A
Debt to Equity
IYR
34.01%
EMLC
N/A
P/S Ratio
IYR
5.64
EMLC
N/A
P/B Ratio
IYR
2.65
EMLC
N/A

IYR vs EMLC - Historical Returns

Returns include dividend reinvestment.

1M
IYR
+0.76%
Winner
EMLC
+0.82%
3M
Winner
IYR
+9.98%
EMLC
+2.26%
6M
Winner
IYR
+10.96%
EMLC
+1.16%
1Y
Winner
IYR
+9.95%
EMLC
+8.66%
5Y(CAGR)
Winner
IYR
+2.66%
EMLC
+1.65%
10Y(CAGR)
Winner
IYR
+5.63%
EMLC
+1.17%
Max(CAGR)
Winner
IYR
+9.54%
EMLC
-0.24%

IYR vs EMLC - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYREMLC
2026+10.43%+0.73%
2025+4.26%+18.60%
2024+3.50%-2.19%
2023+11.73%+11.57%
2022-24.93%-10.37%
2021+43.60%-9.72%
2020-4.21%+2.89%
2019+31.02%+9.62%
2018-3.81%-10.57%
2017+8.90%+11.63%
2016+8.08%+7.18%
2015+0.39%-16.82%
2014+26.89%-7.09%
2013-0.46%-12.03%
2012+17.48%+13.20%
2011+3.90%-5.27%
2010+26.88%+5.71%
2009+34.13%N/A
2008-39.37%N/A
2007-18.62%N/A
2006+31.33%N/A
2005+11.57%N/A
2004+36.81%N/A
2003+42.59%N/A
2002+9.75%N/A
2001+17.23%N/A
2000+16.27%N/A

IYR vs EMLC Drawdown Comparison

The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.

The maximum drawdown for EMLC was -41.71%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current IYR drawdown is -0.83%. The current EMLC drawdown is -17.43%.

RankIYREMLC
#1-74.11%
Feb 7, 2007 - Apr 10, 2013
-41.71%
May 8, 2013 - Oct 24, 2022
#2-42.32%
Feb 14, 2020 - Apr 20, 2021
-14.15%
Jul 26, 2011 - Dec 6, 2012
#3-33.72%
Dec 31, 2021 - Jun 12, 2026
-7.04%
Nov 4, 2010 - Apr 27, 2011
#4-18.84%
Apr 1, 2004 - Aug 24, 2004
-3.23%
Apr 29, 2011 - Jul 26, 2011
#5-18.54%
May 21, 2013 - Jun 5, 2014
-2.69%
Feb 1, 2013 - Apr 29, 2013
#6-17.09%
Jan 26, 2015 - May 6, 2016
-2.23%
Oct 14, 2010 - Nov 4, 2010
#7-16.38%
Jun 28, 2002 - Apr 17, 2003
-2.03%
Aug 9, 2010 - Sep 3, 2010
#8-14.25%
Aug 1, 2016 - Sep 11, 2017
-0.92%
Sep 3, 2010 - Sep 10, 2010
#9-13.93%
Aug 21, 2001 - Dec 27, 2001
-0.65%
Jan 17, 2013 - Feb 1, 2013
#10-12.64%
Dec 6, 2018 - Jan 30, 2019
-0.59%
Dec 20, 2012 - Dec 27, 2012
#11-12.50%
Aug 2, 2005 - Jan 6, 2006
-0.55%
Dec 31, 2012 - Jan 17, 2013
#12-12.49%
Dec 18, 2017 - Jun 29, 2018
-0.54%
Jul 27, 2010 - Aug 6, 2010
#13-9.61%
Mar 17, 2006 - Jul 19, 2006
-0.48%
Sep 22, 2010 - Sep 27, 2010
#14-9.01%
Dec 30, 2004 - May 9, 2005
-0.42%
Sep 14, 2010 - Sep 21, 2010
#15-8.39%
Aug 20, 2018 - Dec 6, 2018
-0.36%
Oct 8, 2010 - Oct 13, 2010

Correlation

Correlation between IYR and EMLC is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63
-101

Dividend Comparison (2000 - 2026)

IYR vs EMLC dividend yield comparison.

YearIYREMLC
20260.76%2.59%
20252.48%5.91%
20242.57%6.55%
20232.75%5.97%
20222.92%5.54%
20212.06%5.25%
20202.58%4.90%
20193.05%6.25%
20183.53%4.06%
20173.73%2.67%
20164.41%2.66%
20153.92%3.13%
20143.66%2.99%
20133.78%2.59%
20123.71%2.03%
20113.83%2.86%
20103.52%0.91%
20094.21%0.00%
20088.26%0.00%
20074.40%0.00%
20063.46%0.00%
20055.38%0.00%
20048.45%0.00%
20039.40%0.00%
200213.91%0.00%
200110.02%0.00%
20006.75%0.00%

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