36BE.DE vs. IS3K.DE
36BE.DE (iShares USD Corporate Bond ESG UCITS ETF Dist) and IS3K.DE (iShares USD Short Duration High Yield Corporate Bond UCITS ETF) are both exchange-traded funds - 36BE.DE is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate Sustainable SRI, while IS3K.DE is a High Yield Bonds fund tracking the iBoxx® USD Liquid High Yield 0-5 Capped. Both are passively managed. Over the past 5 years, 36BE.DE returned 1.56%/yr vs 4.97%/yr for IS3K.DE. A 0.71 correlation means they provide meaningful diversification when combined. 36BE.DE charges 0.15%/yr vs 0.45%/yr for IS3K.DE.
Performance
36BE.DE vs. IS3K.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 36BE.DE achieves a 1.37% return, which is significantly lower than IS3K.DE's 2.62% return.
36BE.DE
- 1D
- 0.13%
- 1M
- 1.12%
- YTD
- 1.37%
- 6M
- 0.75%
- 1Y
- 3.56%
- 3Y*
- 2.22%
- 5Y*
- 1.56%
- 10Y*
- —
IS3K.DE
- 1D
- 0.04%
- 1M
- 1.25%
- YTD
- 2.62%
- 6M
- 1.46%
- 1Y
- 4.16%
- 3Y*
- 4.06%
- 5Y*
- 4.97%
- 10Y*
- 4.08%
36BE.DE vs. IS3K.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
36BE.DE iShares USD Corporate Bond ESG UCITS ETF Dist | 1.37% | -4.25% | 7.93% | 4.49% | -9.70% | 7.28% | -3.86% |
IS3K.DE iShares USD Short Duration High Yield Corporate Bond UCITS ETF | 2.62% | -4.31% | 12.26% | 4.68% | 1.95% | 12.07% | -2.93% |
Correlation
The correlation between 36BE.DE and IS3K.DE is 0.81, 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 | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2020 | 0.71 |
The correlation between 36BE.DE and IS3K.DE has been stable across timeframes, ranging from 0.71 to 0.81 - a consistent structural relationship.
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Return for Risk
36BE.DE vs. IS3K.DE — Risk / Return Rank
36BE.DE
IS3K.DE
36BE.DE vs. IS3K.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond ESG UCITS ETF Dist (36BE.DE) and iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.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.
| 36BE.DE | IS3K.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.12 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.29 | -0.32 |
| Martin ratioReturn relative to average drawdown | 2.49 | 3.43 | -0.94 |
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
| 36BE.DE | IS3K.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.69 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.69 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.56 | -0.53 |
Drawdowns
36BE.DE vs. IS3K.DE - Drawdown Comparison
The maximum 36BE.DE drawdown since its inception was -12.76%, smaller than the maximum IS3K.DE drawdown of -17.93%. Use the drawdown chart below to compare losses from any high point for 36BE.DE and IS3K.DE.
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Drawdown Indicators
| 36BE.DE | IS3K.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -17.93% | +5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -3.09% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -11.21% | -11.25% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | -11.25% | -1.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.93% | — |
Current DrawdownCurrent decline from peak | -5.56% | -4.57% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -4.51% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 1.16% | +0.13% |
Volatility
36BE.DE vs. IS3K.DE - Volatility Comparison
iShares USD Corporate Bond ESG UCITS ETF Dist (36BE.DE) has a higher volatility of 0.99% compared to iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.DE) at 0.85%. This indicates that 36BE.DE's price experiences larger fluctuations and is considered to be riskier than IS3K.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36BE.DE | IS3K.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 0.85% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 3.84% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.65% | 5.81% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.11% | 7.15% | +0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.79% | 7.85% | +0.94% |
36BE.DE vs. IS3K.DE - Expense Ratio Comparison
36BE.DE has a 0.15% expense ratio, which is lower than IS3K.DE's 0.45% expense ratio.
Dividends
36BE.DE vs. IS3K.DE - Dividend Comparison
36BE.DE's dividend yield for the trailing twelve months is around 4.92%, less than IS3K.DE's 7.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
36BE.DE iShares USD Corporate Bond ESG UCITS ETF Dist | 4.92% | 4.92% | 4.68% | 4.24% | 2.85% | 2.47% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IS3K.DE iShares USD Short Duration High Yield Corporate Bond UCITS ETF | 7.13% | 5.70% | 5.95% | 5.19% | 4.12% | 3.55% | 4.31% | 4.69% | 4.78% | 4.97% | 5.17% | 4.61% |
Frequently Asked Questions
36BE.DE and IS3K.DE have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 36BE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36BE.DE is cheaper with a 0.15% expense ratio, compared with 0.45% for IS3K.DE.
36BE.DE is categorized as Corporate Bonds, while IS3K.DE is High Yield Bonds. 36BE.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while IS3K.DE tracks iBoxx® USD Liquid High Yield 0-5 Capped. Their fees differ too: 0.15% for 36BE.DE and 0.45% for IS3K.DE.
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