36BE.DE vs. U13G.L
36BE.DE (iShares USD Corporate Bond ESG UCITS ETF Dist) and U13G.L (Amundi US Treasury Bond 1-3Y UCITS ETF Dist) are both exchange-traded funds - 36BE.DE is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate Sustainable SRI, while U13G.L is a Government Bonds fund tracking the Bloomberg US 1-3 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, 36BE.DE returned 1.56%/yr vs 2.76%/yr for U13G.L. At a 0.46 correlation, their price movements are largely independent. 36BE.DE charges 0.15%/yr vs 0.06%/yr for U13G.L.
Performance
36BE.DE vs. U13G.L - Performance Comparison
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Different Trading Currencies
36BE.DE is traded in EUR, while U13G.L is traded in GBp. To make them comparable, the U13G.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 36BE.DE achieves a 1.37% return, which is significantly lower than U13G.L's 1.50% 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*
- —
U13G.L
- 1D
- 0.02%
- 1M
- 0.89%
- YTD
- 1.50%
- 6M
- 0.43%
- 1Y
- 1.66%
- 3Y*
- 1.31%
- 5Y*
- 2.76%
- 10Y*
- —
36BE.DE vs. U13G.L - 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% |
U13G.L Amundi US Treasury Bond 1-3Y UCITS ETF Dist | 1.52% | -7.12% | 10.96% | 0.49% | 2.11% | 7.13% | -7.07% |
Correlation
The correlation between 36BE.DE and U13G.L is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2020 | 0.46 |
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Return for Risk
36BE.DE vs. U13G.L — Risk / Return Rank
36BE.DE
U13G.L
36BE.DE vs. U13G.L - 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 Amundi US Treasury Bond 1-3Y UCITS ETF Dist (U13G.L). 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 | U13G.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.06 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.70 | +0.27 |
| Martin ratioReturn relative to average drawdown | 2.49 | 1.45 | +1.04 |
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 | U13G.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.33 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.41 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.21 | -0.17 |
Drawdowns
36BE.DE vs. U13G.L - Drawdown Comparison
The maximum 36BE.DE drawdown since its inception was -12.76%, smaller than the maximum U13G.L drawdown of -16.46%. Use the drawdown chart below to compare losses from any high point for 36BE.DE and U13G.L.
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Drawdown Indicators
| 36BE.DE | U13G.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -16.46% | +3.70% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -3.12% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -11.21% | -10.86% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | -12.80% | +0.04% |
Current DrawdownCurrent decline from peak | -5.56% | -7.05% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -6.68% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 7.65% | -6.36% |
Volatility
36BE.DE vs. U13G.L - Volatility Comparison
The current volatility for iShares USD Corporate Bond ESG UCITS ETF Dist (36BE.DE) is 0.99%, while Amundi US Treasury Bond 1-3Y UCITS ETF Dist (U13G.L) has a volatility of 1.33%. This indicates that 36BE.DE experiences smaller price fluctuations and is considered to be less risky than U13G.L 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 | U13G.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 1.33% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 4.49% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.65% | 6.56% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.11% | 8.44% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.79% | 8.61% | +0.18% |
36BE.DE vs. U13G.L - Expense Ratio Comparison
36BE.DE has a 0.15% expense ratio, which is higher than U13G.L's 0.06% 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
36BE.DE vs. U13G.L - Dividend Comparison
36BE.DE's dividend yield for the trailing twelve months is around 4.92%, more than U13G.L's 3.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
U13G.L Amundi US Treasury Bond 1-3Y UCITS ETF Dist | 3.04% | 3.06% | 2.39% | 1.79% | 1.46% | 1.19% | 1.69% | 2.19% | 1.96% | 1.81% | 0.73% |
Frequently Asked Questions
36BE.DE and U13G.L have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, U13G.L is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
U13G.L is cheaper with a 0.06% expense ratio, compared with 0.15% for 36BE.DE.
36BE.DE is categorized as Corporate Bonds, while U13G.L is Government Bonds. 36BE.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while U13G.L tracks Bloomberg US 1-3 Year Treasury Bond Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for 36BE.DE and 0.06% for U13G.L.
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