10AM.DE vs. IBGM.L
Compare and contrast key facts about AMUNDI GLOBAL AGGREGATE BOND UCITS ETF Dist (10AM.DE) and iShares Euro Government Bond 7-10yr UCITS ETF EUR (Dist) (IBGM.L).
10AM.DE and IBGM.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 10AM.DE is a passively managed fund by Amundi that tracks the performance of the Bloomberg Global Aggregate Bond. It was launched on Dec 19, 2017. IBGM.L is a passively managed fund by iShares that tracks the performance of the Bloomberg Euro Agg Govt TR EUR. It was launched on Mar 18, 2010. Both 10AM.DE and IBGM.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 10AM.DE or IBGM.L.
Key characteristics
| 10AM.DE | IBGM.L | |
|---|---|---|
| YTD Return | -1.15% | -3.35% |
| 1Y Return | -0.67% | 1.88% |
| 3Y Return (Ann) | -2.10% | -5.16% |
| 5Y Return (Ann) | -0.99% | -2.74% |
| Sharpe Ratio | -0.05 | 0.28 |
| Daily Std Dev | 5.29% | 7.77% |
| Max Drawdown | -15.83% | -27.44% |
| Current Drawdown | -12.94% | -22.90% |
Correlation
The correlation between 10AM.DE and IBGM.L is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
10AM.DE vs. IBGM.L - Performance Comparison
In the year-to-date period, 10AM.DE achieves a -1.15% return, which is significantly higher than IBGM.L's -3.35% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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10AM.DE vs. IBGM.L - Expense Ratio Comparison
10AM.DE has a 0.10% expense ratio, which is lower than IBGM.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
10AM.DE vs. IBGM.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMUNDI GLOBAL AGGREGATE BOND UCITS ETF Dist (10AM.DE) and iShares Euro Government Bond 7-10yr UCITS ETF EUR (Dist) (IBGM.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
10AM.DE vs. IBGM.L - Dividend Comparison
10AM.DE's dividend yield for the trailing twelve months is around 2.66%, more than IBGM.L's 2.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
10AM.DE AMUNDI GLOBAL AGGREGATE BOND UCITS ETF Dist | 2.66% | 2.63% | 2.09% | 1.72% | 1.87% | 2.05% | 2.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBGM.L iShares Euro Government Bond 7-10yr UCITS ETF EUR (Dist) | 2.04% | 1.97% | 0.13% | 0.00% | 0.09% | 0.64% | 0.74% | 0.74% | 0.77% | 1.07% | 1.86% | 2.06% |
Drawdowns
10AM.DE vs. IBGM.L - Drawdown Comparison
The maximum 10AM.DE drawdown since its inception was -15.83%, smaller than the maximum IBGM.L drawdown of -27.44%. Use the drawdown chart below to compare losses from any high point for 10AM.DE and IBGM.L. For additional features, visit the drawdowns tool.
Volatility
10AM.DE vs. IBGM.L - Volatility Comparison
The current volatility for AMUNDI GLOBAL AGGREGATE BOND UCITS ETF Dist (10AM.DE) is 1.55%, while iShares Euro Government Bond 7-10yr UCITS ETF EUR (Dist) (IBGM.L) has a volatility of 2.09%. This indicates that 10AM.DE experiences smaller price fluctuations and is considered to be less risky than IBGM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.