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36BA.DE vs. BSCQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

36BA.DE vs. BSCQ - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) and Invesco BulletShares 2026 Corporate Bond ETF (BSCQ). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

36BA.DE is traded in EUR, while BSCQ is traded in USD. To make them comparable, the BSCQ values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, 36BA.DE achieves a -0.71% return, which is significantly lower than BSCQ's 2.71% return.


36BA.DE

1D
0.27%
1M
0.18%
YTD
-0.71%
6M
-0.48%
1Y
2.78%
3Y*
2.93%
5Y*
-1.61%
10Y*

BSCQ

1D
-0.14%
1M
1.01%
YTD
2.71%
6M
2.20%
1Y
2.63%
3Y*
2.26%
5Y*
2.41%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

36BA.DE vs. BSCQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
36BA.DE
iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist)
-0.71%5.40%0.20%5.45%-17.07%-2.51%7.23%
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
2.71%-7.44%11.78%2.54%-2.63%5.68%-5.13%

Correlation

The correlation between 36BA.DE and BSCQ is -0.28, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.28

Correlation (3Y)
Calculated over the trailing 3-year period

-0.18

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (All Time)
Calculated using the full available price history since May 15, 2020

-0.02

Over the past year, the inverse relationship between 36BA.DE and BSCQ has strengthened: their correlation has moved from -0.02 to -0.28, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

36BA.DE vs. BSCQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

36BA.DE
36BA.DE Risk / Return Rank: 1919
Overall Rank
36BA.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
36BA.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
36BA.DE Omega Ratio Rank: 1717
Omega Ratio Rank
36BA.DE Calmar Ratio Rank: 2121
Calmar Ratio Rank
36BA.DE Martin Ratio Rank: 2121
Martin Ratio Rank

BSCQ
BSCQ Risk / Return Rank: 9999
Overall Rank
BSCQ Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BSCQ Sortino Ratio Rank: 9999
Sortino Ratio Rank
BSCQ Omega Ratio Rank: 9999
Omega Ratio Rank
BSCQ Calmar Ratio Rank: 9999
Calmar Ratio Rank
BSCQ Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

36BA.DE vs. BSCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) and Invesco BulletShares 2026 Corporate Bond ETF (BSCQ). 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.


36BA.DEBSCQDifference
Sharpe ratioReturn per unit of total volatility

+0.17

Sortino ratioReturn per unit of downside risk

+0.24

Omega ratioGain probability vs. loss probability

1.10

1.08

+0.02

Calmar ratioReturn relative to maximum drawdown

0.92

0.71

+0.21

Martin ratioReturn relative to average drawdown

2.43

1.68

+0.75

36BA.DE vs. BSCQ - Sharpe Ratio Comparison

The current 36BA.DE Sharpe Ratio is 0.59, which is higher than the BSCQ Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of 36BA.DE and BSCQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


36BA.DEBSCQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.59

0.42

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

0.33

-0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.10

0.31

-0.42

Drawdowns

36BA.DE vs. BSCQ - Drawdown Comparison

The maximum 36BA.DE drawdown since its inception was -23.68%, which is greater than BSCQ's maximum drawdown of -15.15%. Use the drawdown chart below to compare losses from any high point for 36BA.DE and BSCQ.


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Drawdown Indicators


36BA.DEBSCQDifference

Max Drawdown

Largest peak-to-trough decline

-23.68%

-15.15%

-8.53%

Max Drawdown (1Y)

Largest decline over 1 year

-3.02%

-3.75%

+0.73%

Max Drawdown (3Y)

Largest decline over 3 years

-6.31%

-11.01%

+4.70%

Max Drawdown (5Y)

Largest decline over 5 years

-23.18%

-11.01%

-12.17%

Current Drawdown

Current decline from peak

-10.87%

-6.00%

-4.87%

Average Drawdown

Average peak-to-trough decline

-11.35%

-4.70%

-6.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.14%

1.57%

-0.43%

Volatility

36BA.DE vs. BSCQ - Volatility Comparison

iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) has a higher volatility of 1.83% compared to Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) at 1.30%. This indicates that 36BA.DE's price experiences larger fluctuations and is considered to be riskier than BSCQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


36BA.DEBSCQDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.83%

1.30%

+0.53%

Volatility (6M)

Calculated over the trailing 6-month period

3.63%

4.34%

-0.71%

Volatility (1Y)

Calculated over the trailing 1-year period

4.67%

6.24%

-1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.09%

7.31%

-0.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.86%

7.81%

-0.95%

36BA.DE vs. BSCQ - Expense Ratio Comparison

36BA.DE has a 0.17% expense ratio, which is higher than BSCQ's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

36BA.DE vs. BSCQ - Dividend Comparison

36BA.DE's dividend yield for the trailing twelve months is around 4.95%, more than BSCQ's 4.12% yield.


PositionTTM2025202420232022202120202019201820172016
36BA.DE
iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist)
4.95%4.73%4.75%4.15%2.94%1.76%0.87%0.00%0.00%0.00%0.00%
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
4.12%4.14%4.05%3.53%2.54%1.91%2.42%2.96%3.32%2.92%0.51%

Frequently Asked Questions


36BA.DE and BSCQ have a correlation of -0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BSCQ is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSCQ is cheaper with a 0.10% expense ratio, compared with 0.17% for 36BA.DE.

36BA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI Index (EUR Hedged), while BSCQ tracks NASDAQ BulletShares USD Corporate Bond 2026 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.17% for 36BA.DE and 0.10% for BSCQ.

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