LDDR vs BEMB
Comparison between Stone Ridge 2035 Term Income ETF (LDDR, ETF) and ISHARES J.P. MORGAN BROAD USD EMERGING MARKETS BOND ETF (BEMB, ETF).
LDDR vs BEMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LDDR
$43M
BEMB
$43M
Expense Ratio
LDDR
0.25%
Winner
BEMB
0.15%
Max Drawdown
LDDR
14.16%
Winner
BEMB
7.66%
Sharpe Ratio
LDDR
-0.11
Winner
BEMB
1.19
5Y Beta
Winner
LDDR
0.01
BEMB
0.20
LDDR vs BEMB - Historical Returns
Returns include dividend reinvestment.
1M
LDDR
+0.08%
Winner
BEMB
+0.78%
3M
LDDR
-0.29%
Winner
BEMB
+2.22%
6M
LDDR
+0.15%
Winner
BEMB
+2.11%
1Y
LDDR
+3.09%
Winner
BEMB
+9.03%
Max(CAGR)
LDDR
+4.59%
Winner
BEMB
+8.54%
LDDR vs BEMB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LDDR | BEMB |
|---|---|---|
| 2026 | -0.09% | +1.68% |
| 2025 | +6.75% | +11.81% |
| 2024 | N/A | +6.33% |
| 2023 | N/A | +8.87% |
LDDR vs BEMB Drawdown Comparison
The maximum drawdown for LDDR was -2.49%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for BEMB was -6.16%, occurring on Oct 19, 2023. Recovery took 84 trading sessions.
The current LDDR drawdown is -1.65%. The current BEMB drawdown is -0.01%.
| Rank | LDDR | BEMB |
|---|---|---|
| #1 | -2.49% Feb 27, 2026 - May 19, 2026 | -6.16% Jul 31, 2023 - Nov 28, 2023 |
| #2 | -2.38% Apr 4, 2025 - Jun 30, 2025 | -4.20% Feb 28, 2025 - Jun 3, 2025 |
| #3 | -1.21% Feb 28, 2025 - Apr 3, 2025 | -3.66% Feb 27, 2026 - Jun 2, 2026 |
| #4 | -1.07% Jun 30, 2025 - Aug 1, 2025 | -3.03% Oct 1, 2024 - Feb 25, 2025 |
| #5 | -1.01% Feb 5, 2025 - Feb 21, 2025 | -2.67% Apr 9, 2024 - May 15, 2024 |
| #6 | -0.81% Oct 21, 2025 - Nov 24, 2025 | -2.21% Dec 27, 2023 - Mar 1, 2024 |
| #7 | -0.80% Nov 26, 2025 - Feb 10, 2026 | -2.04% May 11, 2023 - Jun 14, 2023 |
| #8 | -0.73% Jan 6, 2025 - Jan 15, 2025 | -1.52% Jul 3, 2023 - Jul 12, 2023 |
| #9 | -0.70% Sep 16, 2025 - Oct 10, 2025 | -1.49% May 15, 2024 - Jun 5, 2024 |
| #10 | -0.43% Aug 13, 2025 - Aug 22, 2025 | -1.33% Aug 2, 2024 - Aug 13, 2024 |
| #11 | -0.30% Jan 21, 2025 - Jan 27, 2025 | -1.17% Jun 18, 2024 - Jul 5, 2024 |
| #12 | -0.27% Aug 29, 2025 - Sep 4, 2025 | -1.16% Apr 4, 2023 - May 11, 2023 |
| #13 | -0.26% Aug 4, 2025 - Aug 13, 2025 | -0.98% Mar 23, 2023 - Mar 31, 2023 |
| #14 | -0.19% Feb 10, 2026 - Feb 12, 2026 | -0.93% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -0.17% Feb 13, 2026 - Feb 23, 2026 | -0.92% Feb 27, 2023 - Mar 3, 2023 |
Correlation
Correlation between LDDR and BEMB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2023 - 2026)
LDDR vs BEMB dividend yield comparison.
| Year | LDDR | BEMB |
|---|---|---|
| 2026 | 6.33% | 2.51% |
| 2025 | 14.63% | 6.88% |
| 2024 | 0.00% | 6.31% |
| 2023 | 0.00% | 5.46% |
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