36BA.DE vs. VTC
36BA.DE (iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist)) and VTC (Vanguard Total Corporate Bond ETF) are both Corporate Bonds funds - 36BA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI Index (EUR Hedged) while VTC tracks the Bloomberg Barclays U.S. Corporate Bond Index. Both are passively managed. Over the past 5 years, 36BA.DE returned -1.61%/yr vs 1.54%/yr for VTC. At a 0.34 correlation, their price movements are largely independent. 36BA.DE charges 0.17%/yr vs 0.04%/yr for VTC.
Performance
36BA.DE vs. VTC - Performance Comparison
Loading charts...
Different Trading Currencies
36BA.DE is traded in EUR, while VTC is traded in USD. To make them comparable, the VTC 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 VTC's 2.20% 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*
- —
VTC
- 1D
- 0.26%
- 1M
- 1.45%
- YTD
- 2.20%
- 6M
- 1.28%
- 1Y
- 4.55%
- 3Y*
- 2.55%
- 5Y*
- 1.54%
- 10Y*
- —
36BA.DE vs. VTC - 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% |
VTC Vanguard Total Corporate Bond ETF | 2.20% | -5.18% | 8.89% | 5.32% | -10.45% | 5.97% | -3.63% |
Correlation
The correlation between 36BA.DE and VTC is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since May 15, 2020 | 0.34 |
The correlation between 36BA.DE and VTC shifts across timeframes, from 0.20 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
36BA.DE vs. VTC — Risk / Return Rank
36BA.DE
VTC
36BA.DE vs. VTC - 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 Vanguard Total Corporate Bond ETF (VTC). 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 | VTC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.15 | -0.24 |
| Martin ratioReturn relative to average drawdown | 2.43 | 3.54 | -1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| 36BA.DE | VTC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.77 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.18 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.10 | 0.27 | -0.37 |
Drawdowns
36BA.DE vs. VTC - Drawdown Comparison
The maximum 36BA.DE drawdown since its inception was -23.68%, which is greater than VTC's maximum drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for 36BA.DE and VTC.
Loading charts...
Drawdown Indicators
| 36BA.DE | VTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.68% | -17.03% | -6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -3.02% | -3.95% | +0.93% |
Max Drawdown (3Y)Largest decline over 3 years | -6.31% | -12.00% | +5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -23.18% | -12.98% | -10.20% |
Current DrawdownCurrent decline from peak | -10.87% | -5.37% | -5.50% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -5.16% | -6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.29% | -0.15% |
Volatility
36BA.DE vs. VTC - Volatility Comparison
iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) has a higher volatility of 1.83% compared to Vanguard Total Corporate Bond ETF (VTC) at 0.95%. This indicates that 36BA.DE's price experiences larger fluctuations and is considered to be riskier than VTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 36BA.DE | VTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 0.95% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 3.63% | 4.44% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.67% | 5.97% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.09% | 8.67% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.86% | 9.25% | -2.39% |
36BA.DE vs. VTC - Expense Ratio Comparison
36BA.DE has a 0.17% expense ratio, which is higher than VTC's 0.04% 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. VTC - Dividend Comparison
36BA.DE's dividend yield for the trailing twelve months is around 4.95%, which matches VTC's 4.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTC Vanguard Total Corporate Bond ETF | 4.95% | 4.76% | 4.50% | 3.80% | 3.13% | 2.36% | 2.69% | 3.34% | 3.53% | 0.55% |
Frequently Asked Questions
36BA.DE and VTC have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VTC is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VTC is cheaper with a 0.04% expense ratio, compared with 0.17% for 36BA.DE.
36BA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI Index (EUR Hedged), while VTC tracks Bloomberg Barclays U.S. Corporate Bond Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.17% for 36BA.DE and 0.04% for VTC.
Find the right allocation for 36BA.DE and VTC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer