36BA.DE vs. IBDR
36BA.DE (iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist)) and IBDR (iShares iBonds Dec 2026 Term Corporate ETF) are both Corporate Bonds funds from iShares - 36BA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI Index (EUR Hedged) while IBDR tracks the Barclays December 2026 Maturity Corporate Index. Both are passively managed. Over the past 5 years, 36BA.DE returned -1.61%/yr vs 2.62%/yr for IBDR. At a correlation of -0.02, they often move in opposite directions. 36BA.DE charges 0.17%/yr vs 0.10%/yr for IBDR.
Performance
36BA.DE vs. IBDR - Performance Comparison
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Different Trading Currencies
36BA.DE is traded in EUR, while IBDR is traded in USD. To make them comparable, the IBDR 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 IBDR's 3.51% return.
36BA.DE
- 1D
- 0.27%
- 1M
- -0.26%
- YTD
- -0.71%
- 6M
- -0.32%
- 1Y
- 2.95%
- 3Y*
- 2.93%
- 5Y*
- -1.61%
- 10Y*
- —
IBDR
- 1D
- 0.84%
- 1M
- 2.31%
- YTD
- 3.51%
- 6M
- 2.99%
- 1Y
- 3.69%
- 3Y*
- 2.58%
- 5Y*
- 2.62%
- 10Y*
- —
36BA.DE vs. IBDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
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% |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | 3.51% | -7.47% | 11.91% | 2.79% | -2.59% | 5.55% | -5.00% |
Correlation
The correlation between 36BA.DE and IBDR is -0.27, 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 | -0.27 |
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 IBDR has strengthened: their correlation has moved from -0.02 to -0.27, meaning they now move in opposite directions more often than their long-term average.
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Return for Risk
36BA.DE vs. IBDR — Risk / Return Rank
36BA.DE
IBDR
36BA.DE vs. IBDR - 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 iShares iBonds Dec 2026 Term Corporate ETF (IBDR). 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.DE | IBDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.99 | -0.07 |
| Martin ratioReturn relative to average drawdown | 2.43 | 2.34 | +0.09 |
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
| 36BA.DE | IBDR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.59 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.36 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.10 | 0.34 | -0.44 |
Drawdowns
36BA.DE vs. IBDR - Drawdown Comparison
The maximum 36BA.DE drawdown since its inception was -23.68%, which is greater than IBDR's maximum drawdown of -15.35%. Use the drawdown chart below to compare losses from any high point for 36BA.DE and IBDR.
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Drawdown Indicators
| 36BA.DE | IBDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.68% | -15.35% | -8.33% |
Max Drawdown (1Y)Largest decline over 1 year | -3.02% | -3.74% | +0.72% |
Max Drawdown (3Y)Largest decline over 3 years | -6.31% | -11.03% | +4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -23.18% | -11.03% | -12.15% |
Current DrawdownCurrent decline from peak | -10.87% | -5.17% | -5.70% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -4.75% | -6.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.58% | -0.44% |
Volatility
36BA.DE vs. IBDR - Volatility Comparison
iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) has a higher volatility of 1.83% compared to iShares iBonds Dec 2026 Term Corporate ETF (IBDR) at 1.40%. This indicates that 36BA.DE's price experiences larger fluctuations and is considered to be riskier than IBDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36BA.DE | IBDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 1.40% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 3.63% | 4.35% | -0.72% |
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% | 7.42% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.86% | 7.85% | -0.99% |
36BA.DE vs. IBDR - Expense Ratio Comparison
36BA.DE has a 0.17% expense ratio, which is higher than IBDR'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. IBDR - Dividend Comparison
36BA.DE's dividend yield for the trailing twelve months is around 4.95%, more than IBDR's 4.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | 4.13% | 4.20% | 4.13% | 3.41% | 2.44% | 2.11% | 2.61% | 3.25% | 3.56% | 3.22% | 0.86% |
Frequently Asked Questions
36BA.DE and IBDR have a correlation of -0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBDR is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBDR 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 IBDR tracks Barclays December 2026 Maturity Corporate Index. Their fees differ too: 0.17% for 36BA.DE and 0.10% for IBDR.
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