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PDN vs CEMB

Comparison between INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF) and ISHARES J.P. MORGAN EM CORPORATE BOND ETF (CEMB, ETF).

5-Year PerformancePDN has outperformed CEMB, delivering a return of +5.9% compared to +1.9%

PDN vs CEMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PDN
$389M
CEMB
$388M
Expense Ratio
Winner
PDN
0.47%
CEMB
0.50%
Max Drawdown
PDN
60.08%
Winner
CEMB
25.91%
Sharpe Ratio
Winner
PDN
1.24
CEMB
0.91
5Y Beta
PDN
0.69
Winner
CEMB
0.13
5Y Dividends CAGR
Winner
PDN
16.82%
CEMB
4.45%

PDN vs CEMB - Historical Returns

Returns include dividend reinvestment.

1M
PDN
-3.14%
Winner
CEMB
-0.18%
3M
Winner
PDN
+1.24%
CEMB
+0.37%
6M
Winner
PDN
+9.51%
CEMB
+1.54%
1Y
Winner
PDN
+23.14%
CEMB
+6.73%
5Y(CAGR)
Winner
PDN
+5.86%
CEMB
+1.88%
10Y(CAGR)
Winner
PDN
+8.07%
CEMB
+3.48%
Max(CAGR)
Winner
PDN
+5.60%
CEMB
+3.65%

PDN vs CEMB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPDNCEMB
2026+6.71%+1.16%
2025+38.01%+8.77%
2024+1.90%+6.15%
2023+13.05%+8.26%
2022-17.78%-12.21%
2021+8.57%-0.61%
2020+9.69%+6.46%
2019+18.83%+13.74%
2018-18.83%-3.04%
2017+29.71%+6.77%
2016+8.84%+10.83%
2015+2.02%-1.70%
2014-3.77%+0.11%
2013+19.38%-5.29%
2012+14.16%+9.22%
2011-15.10%N/A
2010+14.90%N/A
2009+51.56%N/A
2008-40.50%N/A
2007-4.91%N/A

PDN vs CEMB Drawdown Comparison

The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.

The maximum drawdown for CEMB was -20.84%, occurring on Mar 19, 2020. Recovery took 114 trading sessions.

The current PDN drawdown is -5.10%. The current CEMB drawdown is -0.66%.

RankPDNCEMB
#1-59.30%
Nov 1, 2007 - Jan 3, 2011
-20.84%
Feb 21, 2020 - Aug 4, 2020
#2-41.92%
Jan 26, 2018 - Dec 15, 2020
-20.49%
Sep 13, 2021 - Sep 27, 2024
#3-33.67%
Sep 3, 2021 - May 5, 2025
-11.84%
May 2, 2013 - Jun 2, 2014
#4-24.21%
May 2, 2011 - Apr 25, 2013
-9.58%
May 11, 2015 - Apr 4, 2016
#5-20.59%
May 15, 2015 - Feb 10, 2017
-7.73%
Jul 10, 2014 - Apr 24, 2015
#6-14.31%
Jul 3, 2014 - May 15, 2015
-5.60%
Jan 11, 2018 - Feb 4, 2019
#7-11.26%
Feb 27, 2026 - May 6, 2026
-4.05%
Oct 25, 2016 - Jan 9, 2017
#8-10.18%
Feb 7, 2011 - Apr 26, 2011
-3.10%
Feb 28, 2025 - May 29, 2025
#9-9.84%
May 21, 2013 - Aug 2, 2013
-2.88%
Feb 27, 2026 - Jun 1, 2026
#10-6.89%
Oct 22, 2013 - Feb 24, 2014
-2.75%
May 7, 2012 - Jun 21, 2012
#11-6.02%
Jun 8, 2021 - Sep 2, 2021
-2.49%
Feb 10, 2021 - Jun 15, 2021
#12-5.10%
May 8, 2026 - Jun 5, 2026
-2.49%
May 12, 2016 - Jul 8, 2016
#13-5.04%
Oct 27, 2025 - Nov 28, 2025
-2.29%
Jan 24, 2013 - Apr 5, 2013
#14-4.33%
Mar 6, 2014 - May 29, 2014
-2.11%
Sep 27, 2024 - Feb 24, 2025
#15-4.28%
Aug 14, 2013 - Sep 9, 2013
-2.11%
Sep 11, 2012 - Oct 16, 2012

Correlation

Correlation between PDN and CEMB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2007 - 2026)

PDN vs CEMB dividend yield comparison.

YearPDNCEMB
20260.63%2.14%
20253.36%5.14%
20243.36%5.11%
20233.16%4.77%
20222.68%4.29%
20212.42%3.51%
20201.79%3.86%
20192.60%4.19%
20182.21%4.66%
20172.42%4.06%
20162.16%4.26%
20152.06%4.76%
20141.95%4.23%
20132.15%3.93%
20122.31%2.50%
20112.42%0.00%
20101.80%0.00%
20093.37%0.00%
20082.44%0.00%
20070.14%0.00%

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