36B1.DE vs. IUS7.DE
36B1.DE (iShares J.P. Morgan ESG USD EM Bond UCITS ETF) and IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) are both Emerging Markets Bonds funds from iShares - 36B1.DE tracks the JP Morgan ESG EMBI Global Diversified while IUS7.DE tracks the JP Morgan EMBI Global Core. Both are passively managed. Over the past 5 years, 36B1.DE returned 2.41%/yr vs 2.96%/yr for IUS7.DE. Their correlation of 0.90 suggests significant overlap in exposure. Both charge a 0.45% expense ratio.
Performance
36B1.DE vs. IUS7.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with 36B1.DE having a 5.59% return and IUS7.DE slightly higher at 5.73%.
36B1.DE
- 1D
- -0.26%
- 1M
- 3.73%
- YTD
- 5.59%
- 6M
- 5.87%
- 1Y
- 12.51%
- 3Y*
- 7.12%
- 5Y*
- 2.41%
- 10Y*
- —
IUS7.DE
- 1D
- -0.20%
- 1M
- 3.71%
- YTD
- 5.73%
- 6M
- 6.32%
- 1Y
- 13.21%
- 3Y*
- 7.86%
- 5Y*
- 2.96%
- 10Y*
- 3.00%
36B1.DE vs. IUS7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
36B1.DE iShares J.P. Morgan ESG USD EM Bond UCITS ETF | 5.59% | 0.52% | 11.39% | 6.09% | -13.65% | 5.10% | -3.83% | 3.83% | -0.76% |
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 5.73% | 1.15% | 11.75% | 6.76% | -13.15% | 5.75% | -4.03% | 18.80% | 1.55% |
Correlation
The correlation between 36B1.DE and IUS7.DE is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 2018 | 0.90 |
The correlation between 36B1.DE and IUS7.DE has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.
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Return for Risk
36B1.DE vs. IUS7.DE — Risk / Return Rank
36B1.DE
IUS7.DE
36B1.DE vs. IUS7.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 J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 36B1.DE | IUS7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.40 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.34 | 4.25 | +0.09 |
| Martin ratioReturn relative to average drawdown | 12.59 | 12.67 | -0.08 |
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Drawdowns
36B1.DE vs. IUS7.DE - Drawdown Comparison
The maximum 36B1.DE drawdown since its inception was -22.35%, smaller than the maximum IUS7.DE drawdown of -27.13%. Use the drawdown chart below to compare losses from any high point for 36B1.DE and IUS7.DE.
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Drawdown Indicators
| 36B1.DE | IUS7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.35% | -27.13% | +4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -3.09% | +0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -12.32% | -12.95% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -16.23% | -15.91% | -0.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.13% | — |
Current DrawdownCurrent decline from peak | -0.26% | -0.20% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -6.41% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 1.04% | -0.05% |
Volatility
36B1.DE vs. IUS7.DE - Volatility Comparison
iShares J.P. Morgan ESG USD EM Bond UCITS ETF (36B1.DE) has a higher volatility of 1.67% compared to iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) at 1.37%. This indicates that 36B1.DE's price experiences larger fluctuations and is considered to be riskier than IUS7.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 | IUS7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 1.37% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 4.13% | 4.35% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.15% | 6.20% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.53% | 8.58% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.18% | 11.01% | -0.83% |
36B1.DE vs. IUS7.DE - Expense Ratio Comparison
Both 36B1.DE and IUS7.DE have an expense ratio of 0.45%.
Dividends
36B1.DE vs. IUS7.DE - Dividend Comparison
36B1.DE's dividend yield for the trailing twelve months is around 5.61%, which matches IUS7.DE's 5.61% 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 | 5.61% | 5.96% | 5.31% | 5.52% | 5.19% | 3.36% | 3.81% | 4.65% | 0.44% | 0.00% | 0.00% | 0.00% |
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 5.61% | 6.10% | 5.62% | 5.77% | 5.63% | 3.81% | 4.18% | 4.73% | 4.70% | 5.11% | 5.30% | 4.71% |
Frequently Asked Questions
36B1.DE and IUS7.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.45% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
36B1.DE and IUS7.DE have the same expense ratio: 0.45% per year.
36B1.DE tracks JP Morgan ESG EMBI Global Diversified, while IUS7.DE tracks JP Morgan EMBI Global Core.
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