36B1.DE vs. ISPA.DE
36B1.DE (iShares J.P. Morgan ESG USD EM Bond UCITS ETF) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - 36B1.DE is a Emerging Markets Bonds fund tracking the JP Morgan ESG EMBI Global Diversified, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, 36B1.DE returned 2.20%/yr vs 11.00%/yr for ISPA.DE. At a 0.32 correlation, their price movements are largely independent. 36B1.DE charges 0.45%/yr vs 0.46%/yr for ISPA.DE.
Performance
36B1.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 36B1.DE achieves a 2.43% return, which is significantly lower than ISPA.DE's 13.48% return.
36B1.DE
- 1D
- 0.13%
- 1M
- 1.40%
- YTD
- 2.43%
- 6M
- 1.88%
- 1Y
- 8.21%
- 3Y*
- 5.51%
- 5Y*
- 2.20%
- 10Y*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
36B1.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
36B1.DE iShares J.P. Morgan ESG USD EM Bond UCITS ETF | 2.43% | -0.10% | 10.86% | 5.55% | -13.71% | 6.46% | -4.35% | 11.07% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 10.95% |
Correlation
The correlation between 36B1.DE and ISPA.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Mar 14, 2019 | 0.32 |
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Return for Risk
36B1.DE vs. ISPA.DE — Risk / Return Rank
36B1.DE
ISPA.DE
36B1.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan ESG USD EM Bond UCITS ETF (36B1.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE). 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.
| 36B1.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -2.75 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.62 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.63 | 8.10 | -5.47 |
| Martin ratioReturn relative to average drawdown | 6.72 | 28.73 | -22.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 36B1.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 3.35 | -2.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.91 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.68 | -0.45 |
Drawdowns
36B1.DE vs. ISPA.DE - Drawdown Comparison
The maximum 36B1.DE drawdown since its inception was -22.46%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for 36B1.DE and ISPA.DE.
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Drawdown Indicators
| 36B1.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.46% | -38.91% | +16.45% |
Max Drawdown (1Y)Largest decline over 1 year | -2.95% | -3.63% | +0.68% |
Max Drawdown (3Y)Largest decline over 3 years | -12.43% | -15.10% | +2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -15.10% | -1.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -1.33% | -1.09% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -4.46% | -4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 1.03% | +0.13% |
Volatility
36B1.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares J.P. Morgan ESG USD EM Bond UCITS ETF (36B1.DE) is 1.21%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.62%. This indicates that 36B1.DE experiences smaller price fluctuations and is considered to be less risky than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36B1.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 2.62% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 3.81% | 6.51% | -2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.87% | 8.77% | -2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.41% | 12.00% | -3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.55% | 14.79% | -5.24% |
36B1.DE vs. ISPA.DE - Expense Ratio Comparison
36B1.DE has a 0.45% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
36B1.DE vs. ISPA.DE - Dividend Comparison
36B1.DE's dividend yield for the trailing twelve months is around 4.93%, more than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
36B1.DE iShares J.P. Morgan ESG USD EM Bond UCITS ETF | 4.93% | 5.22% | 4.96% | 5.09% | 5.00% | 4.57% | 3.40% | 4.19% | 0.00% | 0.00% | 0.00% | 0.00% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
36B1.DE and ISPA.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 36B1.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36B1.DE is cheaper with a 0.45% expense ratio, compared with 0.46% for ISPA.DE.
36B1.DE is categorized as Emerging Markets Bonds, while ISPA.DE is Global Equities. 36B1.DE tracks JP Morgan ESG EMBI Global Diversified, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.45% for 36B1.DE and 0.46% for ISPA.DE.
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