KSA vs EMD

Comparison between ISHARES MSCI SAUDI ARABIA ETF (KSA, ETF) and Western Asset Emerging Markets Debt Fund Inc (EMD, ETF).

5-Year PerformanceEMD has outperformed KSA, delivering a return of +5.4% compared to +1.6%

KSA vs EMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KSA(ETF)	EMD(ETF)
Net Assets	$650M	$648M
Expense Ratio	0.75%	N/A
Max Drawdown	41.80%	66.58%
Sharpe Ratio	-0.19	1.11
5Y Beta	0.46	0.42
5Y Dividends CAGR	12.77%	2.07%

Net Assets

Winner

KSA

$650M

EMD

$648M

Expense Ratio

KSA

0.75%

EMD

N/A

Max Drawdown

Winner

KSA

41.80%

EMD

66.58%

Sharpe Ratio

KSA

-0.19

Winner

EMD

1.11

5Y Beta

KSA

0.46

Winner

EMD

0.42

5Y Dividends CAGR

Winner

KSA

12.77%

EMD

2.07%

KSA vs EMD - Historical Returns

Returns include dividend reinvestment.

Period	KSA	EMD
1 month	-3.76%	+1.37%
3 months	-5.68%	+1.41%
6 months	-2.28%	+3.29%
1 year	+0.17%	+17.72%
5 years(CAGR)	+1.64%	+5.41%
10 years(CAGR)	+7.33%	+5.68%
Max(CAGR)	+5.87%	+6.69%

KSA

-3.76%

Winner

EMD

+1.37%

KSA

-5.68%

Winner

EMD

+1.41%

KSA

-2.28%

Winner

EMD

+3.29%

KSA

+0.17%

Winner

EMD

+17.72%

5Y(CAGR)

KSA

+1.64%

Winner

EMD

+5.41%

10Y(CAGR)

Winner

KSA

+7.33%

EMD

+5.68%

Max(CAGR)

KSA

+5.87%

Winner

EMD

+6.69%

KSA vs EMD - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	KSA	EMD
2026	+1.79%	+4.82%
2025	-8.51%	+21.86%
2024	-1.75%	+16.94%
2023	+12.85%	+11.96%
2022	-7.14%	-20.86%
2021	+33.62%	+0.40%
2020	+1.25%	+7.41%
2019	+7.88%	+25.16%
2018	+13.85%	-14.95%
2017	+5.92%	+14.27%
2016	+10.81%	+17.52%
2015	-5.83%	-4.89%
2014	N/A	-1.33%
2013	N/A	-16.02%
2012	N/A	+22.51%
2011	N/A	+10.49%
2010	N/A	+12.77%
2009	N/A	+51.98%
2008	N/A	-21.64%
2007	N/A	+7.90%
2006	N/A	+11.12%
2005	N/A	+6.97%
2004	N/A	+6.28%
2003	N/A	+0.90%

KSA vs EMD Drawdown Comparison

The maximum drawdown for KSA was -40.56%, occurring on Mar 16, 2020. Recovery took 466 trading sessions.

The maximum drawdown for EMD was -48.11%, occurring on Nov 20, 2008. Recovery took 297 trading sessions.

The current KSA drawdown is -18.44%. The current EMD drawdown is -1.05%.

Rank	KSA	EMD
#1	-40.56% May 3, 2019 - Mar 10, 2021	-48.11% Jun 3, 2008 - Aug 6, 2009
#2	-28.74% Oct 13, 2015 - Jun 21, 2017	-46.44% Feb 21, 2020 - Dec 17, 2020
#3	-28.10% Apr 18, 2022 - Mar 17, 2023	-40.44% Sep 2, 2021 - Oct 2, 2024
#4	-13.77% Jul 20, 2018 - Jan 16, 2019	-29.53% Mar 12, 2013 - Apr 20, 2017
#5	-10.56% Nov 12, 2021 - Jan 12, 2022	-26.07% Jan 27, 2004 - Sep 24, 2004
#6	-9.88% Jun 23, 2017 - Jan 12, 2018	-18.70% Jan 16, 2018 - Jun 21, 2019
#7	-5.79% Jan 26, 2018 - Mar 9, 2018	-13.52% May 29, 2007 - Oct 5, 2007
#8	-5.64% Apr 23, 2018 - Jun 1, 2018	-13.33% Feb 18, 2026 - Mar 30, 2026
#9	-5.13% Sep 17, 2015 - Oct 7, 2015	-12.48% Sep 2, 2011 - Dec 23, 2011
#10	-4.87% Apr 28, 2021 - Jun 1, 2021	-11.83% Mar 25, 2025 - Jun 4, 2025
#11	-4.63% Jun 5, 2018 - Jul 20, 2018	-11.04% Feb 8, 2005 - Sep 9, 2005
#12	-3.81% Jun 29, 2021 - Aug 2, 2021	-10.28% Apr 23, 2010 - Jul 21, 2010
#13	-3.35% Feb 7, 2019 - Mar 21, 2019	-9.97% Nov 5, 2010 - May 10, 2011
#14	-3.13% Mar 8, 2022 - Mar 24, 2022	-9.74% Aug 3, 2011 - Sep 2, 2011
#15	-3.10% Jan 20, 2022 - Jan 31, 2022	-9.13% Oct 8, 2009 - Dec 24, 2009

Correlation

Correlation between KSA and EMD is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2004 - 2026)

KSA vs EMD dividend yield comparison.

Year	KSA	EMD
2026	1.61%	5.33%
2025	2.95%	10.44%
2024	3.44%	10.57%
2023	2.44%	9.97%
2022	1.93%	11.09%
2021	1.58%	8.44%
2020	1.76%	8.45%
2019	2.15%	8.41%
2018	2.51%	9.76%
2017	2.30%	7.78%
2016	3.05%	9.99%
2015	0.04%	9.54%
2014	0.00%	9.01%
2013	0.00%	8.37%
2012	0.00%	6.49%
2011	0.00%	7.01%
2010	0.00%	7.48%
2009	0.00%	8.87%
2008	0.00%	13.34%
2007	0.00%	7.73%
2006	0.00%	9.19%
2005	0.00%	14.13%
2004	0.00%	8.88%