LEMB vs MSSM
Comparison between ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB, ETF) and MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF (MSSM, ETF).
LEMB vs MSSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LEMB
$727M
Winner
MSSM
$728M
Expense Ratio
Winner
LEMB
0.30%
MSSM
0.62%
Max Drawdown
LEMB
41.45%
Winner
MSSM
24.18%
Sharpe Ratio
LEMB
0.70
Winner
MSSM
1.50
5Y Beta
Winner
LEMB
0.15
MSSM
1.05
P/E Ratio
LEMB
N/A
MSSM
61.64
Forward P/E
LEMB
N/A
MSSM
14.99
5Y Dividends CAGR
LEMB
-12.03%
MSSM
N/A
5Y EPS CAGR
LEMB
N/A
MSSM
14.26%
Debt to Equity
LEMB
N/A
MSSM
56.02%
P/S Ratio
LEMB
N/A
MSSM
1.30
P/B Ratio
LEMB
N/A
MSSM
2.42
LEMB vs MSSM - Historical Returns
Returns include dividend reinvestment.
1M
LEMB
+0.02%
Winner
MSSM
+0.14%
3M
LEMB
-0.05%
Winner
MSSM
+8.77%
6M
LEMB
+1.63%
Winner
MSSM
+13.70%
1Y
LEMB
+8.35%
Winner
MSSM
+33.00%
5Y(CAGR)
LEMB
+0.42%
MSSM
N/A
10Y(CAGR)
LEMB
+1.24%
MSSM
N/A
Max(CAGR)
LEMB
+0.38%
Winner
MSSM
+13.21%
LEMB vs MSSM - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | LEMB | MSSM |
|---|---|---|
| 2026 | +0.24% | +13.20% |
| 2025 | +17.92% | +11.21% |
| 2024 | -1.21% | -5.83% |
| 2023 | +7.40% | N/A |
| 2022 | -10.56% | N/A |
| 2021 | -10.11% | N/A |
| 2020 | +2.84% | N/A |
| 2019 | +6.12% | N/A |
| 2018 | -8.37% | N/A |
| 2017 | +13.07% | N/A |
| 2016 | +7.66% | N/A |
| 2015 | -11.28% | N/A |
| 2014 | -2.17% | N/A |
| 2013 | -6.86% | N/A |
| 2012 | +10.99% | N/A |
| 2011 | -2.15% | N/A |
LEMB vs MSSM 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 MSSM was -24.18%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The current LEMB drawdown is -5.67%. The current MSSM drawdown is -3.01%.
| Rank | LEMB | MSSM |
|---|---|---|
| #1 | -30.82% May 8, 2013 - Oct 20, 2022 | -24.18% Dec 9, 2024 - Aug 22, 2025 |
| #2 | -7.80% Mar 22, 2012 - Aug 3, 2012 | -9.50% Feb 10, 2026 - Apr 14, 2026 |
| #3 | -5.18% Oct 28, 2011 - Jan 24, 2012 | -7.11% Oct 27, 2025 - Dec 4, 2025 |
| #4 | -2.40% Oct 20, 2011 - Oct 28, 2011 | -4.35% May 6, 2026 - May 26, 2026 |
| #5 | -2.18% Feb 9, 2012 - Mar 22, 2012 | -3.84% Oct 6, 2025 - Oct 24, 2025 |
| #6 | -1.88% Aug 3, 2012 - Sep 7, 2012 | -3.71% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -1.79% Feb 19, 2013 - Apr 24, 2013 | -3.26% Jan 22, 2026 - Feb 9, 2026 |
| #8 | -1.25% Oct 17, 2012 - Nov 29, 2012 | -3.01% Jun 4, 2026 - Jun 5, 2026 |
| #9 | -1.15% Jan 17, 2013 - Feb 5, 2013 | -2.47% Sep 18, 2025 - Oct 3, 2025 |
| #10 | -1.07% Oct 4, 2012 - Oct 16, 2012 | -2.28% Apr 20, 2026 - Apr 30, 2026 |
| #11 | -1.06% Sep 14, 2012 - Oct 4, 2012 | -1.63% Jan 15, 2026 - Jan 21, 2026 |
| #12 | -0.65% Jan 2, 2013 - Jan 10, 2013 | -1.52% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -0.58% Nov 29, 2012 - Dec 4, 2012 | -1.04% Sep 11, 2025 - Sep 18, 2025 |
| #14 | -0.56% Sep 7, 2012 - Sep 13, 2012 | -0.79% Jun 2, 2026 - Jun 4, 2026 |
| #15 | -0.46% Dec 20, 2012 - Dec 27, 2012 | -0.78% May 28, 2026 - Jun 2, 2026 |
Correlation
Correlation between LEMB and MSSM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2011 - 2025)
LEMB vs MSSM dividend yield comparison.
| Year | LEMB | MSSM |
|---|---|---|
| 2025 | 2.44% | 3.15% |
| 2023 | 1.34% | 0.00% |
| 2022 | 0.86% | 0.00% |
| 2021 | 3.89% | 0.00% |
| 2019 | 4.39% | 0.00% |
| 2018 | 3.46% | 0.00% |
| 2015 | 0.64% | 0.00% |
| 2014 | 2.85% | 0.00% |
| 2013 | 2.99% | 0.00% |
| 2012 | 3.44% | 0.00% |
| 2011 | 0.78% | 0.00% |
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