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LEMB vs EZA

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

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

LEMB vs EZA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

LEMB vs EZA - Historical Returns

Returns include dividend reinvestment.

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

LEMB vs EZA - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

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

LEMB vs EZA Drawdown Comparison

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

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

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

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

Correlation

Correlation between LEMB and EZA 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)

LEMB vs EZA dividend yield comparison.

YearLEMBEZA
20252.44%6.16%
20240.00%7.26%
20231.34%2.84%
20220.86%3.90%
20213.89%2.05%
20200.00%5.51%
20194.39%12.27%
20183.46%3.81%
20170.00%1.55%
20160.00%4.10%
20150.64%3.03%
20142.85%2.20%
20132.99%2.44%
20123.44%3.01%
20110.78%3.15%
20100.00%2.43%
20090.00%3.70%
20080.00%6.06%
20070.00%2.01%
20060.00%2.18%
20050.00%2.00%
20040.00%1.52%
20030.00%2.42%

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