REET vs EMLC

Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF (EMLC, ETF).

5-Year PerformanceREET has outperformed EMLC, delivering a return of +4.1% compared to +1.7%

REET vs EMLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REET(ETF)	EMLC(ETF)
Net Assets	$4.80B	$4.90B
Expense Ratio	0.14%	0.30%
Max Drawdown	44.61%	59.84%
Sharpe Ratio	0.98	1.05
5Y Beta	0.53	0.17
P/E Ratio	34.37	N/A
Forward P/E	41.04	N/A
5Y Dividends CAGR	10.55%	1.67%
5Y EPS CAGR	10.39%	N/A
Debt to Equity	39.20%	N/A
P/S Ratio	8.34	N/A
P/B Ratio	2.58	N/A

Net Assets

REET

$4.80B

Winner

EMLC

$4.90B

Expense Ratio

Winner

REET

0.14%

EMLC

0.30%

Max Drawdown

Winner

REET

44.61%

EMLC

59.84%

Sharpe Ratio

REET

0.98

Winner

EMLC

1.05

5Y Beta

REET

0.53

Winner

EMLC

0.17

P/E Ratio

REET

34.37

EMLC

N/A

Forward P/E

REET

41.04

EMLC

N/A

5Y Dividends CAGR

Winner

REET

10.55%

EMLC

1.67%

5Y EPS CAGR

REET

10.39%

EMLC

N/A

Debt to Equity

REET

39.20%

EMLC

N/A

P/S Ratio

REET

8.34

EMLC

N/A

P/B Ratio

REET

2.58

EMLC

N/A

REET vs EMLC - Historical Returns

Returns include dividend reinvestment.

Period	REET	EMLC
1 month	+3.28%	-0.97%
3 months	+3.05%	-2.19%
6 months	+9.58%	+2.78%
1 year	+15.51%	+12.00%
5 years(CAGR)	+4.07%	+1.73%
10 years(CAGR)	+4.16%	+2.09%
Max(CAGR)	+4.65%	+1.10%

Winner

REET

+3.28%

EMLC

-0.97%

Winner

REET

+3.05%

EMLC

-2.19%

Winner

REET

+9.58%

EMLC

+2.78%

Winner

REET

+15.51%

EMLC

+12.00%

5Y(CAGR)

Winner

REET

+4.07%

EMLC

+1.73%

10Y(CAGR)

Winner

REET

+4.16%

EMLC

+2.09%

Max(CAGR)

Winner

REET

+4.65%

EMLC

+1.10%

REET vs EMLC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	REET	EMLC
2026	+10.01%	+0.62%
2025	+8.74%	+18.60%
2024	+2.06%	-2.19%
2023	+10.56%	+11.57%
2022	-23.62%	-10.37%
2021	+36.24%	-9.72%
2020	-9.57%	+2.89%
2019	+25.90%	+9.62%
2018	-5.11%	-8.53%
2017	+7.49%	+14.68%
2016	+7.10%	+9.97%
2015	+0.19%	-14.46%
2014	+5.22%	-4.52%
2013	N/A	-9.87%
2012	N/A	+15.63%
2011	N/A	-2.73%
2010	N/A	+6.68%

REET vs EMLC Drawdown Comparison

The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The maximum drawdown for EMLC was -32.43%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current REET drawdown is -0.69%. The current EMLC drawdown is -4.37%.

Rank	REET	EMLC
#1	-44.59% Feb 14, 2020 - Jun 1, 2021	-32.43% May 8, 2013 - Oct 24, 2022
#2	-32.06% Dec 31, 2021 - Feb 13, 2026	-13.74% Aug 31, 2011 - Sep 11, 2012
#3	-15.78% Jan 26, 2015 - Apr 19, 2016	-6.74% Nov 4, 2010 - Apr 20, 2011
#4	-14.35% Jul 29, 2016 - Aug 3, 2018	-3.86% Aug 3, 2011 - Aug 31, 2011
#5	-10.88% Aug 29, 2018 - Jan 29, 2019	-3.06% May 2, 2011 - Jul 1, 2011
#6	-9.05% Feb 26, 2026 - Apr 17, 2026	-2.35% Feb 1, 2013 - Apr 11, 2013
#7	-7.38% Sep 3, 2021 - Nov 3, 2021	-2.23% Oct 14, 2010 - Nov 4, 2010
#8	-7.32% Sep 5, 2014 - Nov 3, 2014	-2.13% Jul 1, 2011 - Jul 22, 2011
#9	-5.26% May 10, 2016 - Jun 23, 2016	-2.03% Aug 9, 2010 - Sep 3, 2010
#10	-5.13% Oct 24, 2019 - Jan 21, 2020	-1.41% Oct 17, 2012 - Nov 28, 2012
#11	-5.13% Nov 24, 2021 - Dec 8, 2021	-0.98% Oct 4, 2012 - Oct 16, 2012
#12	-4.06% Jun 14, 2021 - Jul 12, 2021	-0.92% Sep 3, 2010 - Sep 10, 2010
#13	-4.00% Jul 10, 2019 - Sep 3, 2019	-0.82% Sep 14, 2012 - Oct 4, 2012
#14	-3.61% Jun 23, 2016 - Jun 29, 2016	-0.65% Apr 11, 2013 - Apr 29, 2013
#15	-3.47% Jul 23, 2014 - Aug 18, 2014	-0.65% Jan 17, 2013 - Feb 1, 2013

Correlation

Correlation between REET and EMLC is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2010 - 2026)

REET vs EMLC dividend yield comparison.

Year	REET	EMLC
2026	0.47%	2.04%
2025	3.67%	5.91%
2024	3.64%	6.55%
2023	3.27%	5.97%
2022	2.43%	5.54%
2021	3.18%	5.25%
2020	2.65%	4.90%
2019	5.25%	6.25%
2018	5.73%	6.50%
2017	3.84%	5.34%
2016	5.37%	5.32%
2015	3.56%	6.25%
2014	1.71%	5.98%
2013	0.00%	5.18%
2012	0.00%	4.07%
2011	0.00%	5.71%
2010	0.00%	1.83%