36BE.DE vs. UEF7.DE
36BE.DE (iShares USD Corporate Bond ESG UCITS ETF Dist) and UEF7.DE (UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis) are both Corporate Bonds funds - 36BE.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while UEF7.DE tracks the Bloomberg US Liquid Corporates 1-5. Both are passively managed. Over the past 5 years, 36BE.DE returned 1.56%/yr vs 3.04%/yr for UEF7.DE. A 0.79 correlation means they provide meaningful diversification when combined. 36BE.DE charges 0.15%/yr vs 0.16%/yr for UEF7.DE.
Performance
36BE.DE vs. UEF7.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 UEF7.DE's 1.61% 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*
- —
UEF7.DE
- 1D
- 0.00%
- 1M
- 1.09%
- YTD
- 1.61%
- 6M
- 0.93%
- 1Y
- 2.76%
- 3Y*
- 2.52%
- 5Y*
- 3.04%
- 10Y*
- 2.31%
36BE.DE vs. UEF7.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% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 1.61% | -4.75% | 10.53% | 2.47% | -0.50% | 7.33% | -5.53% |
Correlation
The correlation between 36BE.DE and UEF7.DE is 0.84, 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 | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2020 | 0.79 |
The correlation between 36BE.DE and UEF7.DE has been stable across timeframes, ranging from 0.78 to 0.84 - a consistent structural relationship.
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Return for Risk
36BE.DE vs. UEF7.DE — Risk / Return Rank
36BE.DE
UEF7.DE
36BE.DE vs. UEF7.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 UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.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 | UEF7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.75 | +0.22 |
| Martin ratioReturn relative to average drawdown | 2.49 | 1.88 | +0.61 |
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 | UEF7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.46 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.43 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.42 | -0.38 |
Drawdowns
36BE.DE vs. UEF7.DE - Drawdown Comparison
The maximum 36BE.DE drawdown since its inception was -12.76%, smaller than the maximum UEF7.DE drawdown of -15.39%. Use the drawdown chart below to compare losses from any high point for 36BE.DE and UEF7.DE.
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Drawdown Indicators
| 36BE.DE | UEF7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -15.39% | +2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -3.32% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -11.21% | -9.67% | -1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | -10.70% | -2.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.39% | — |
Current DrawdownCurrent decline from peak | -5.56% | -5.28% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -4.76% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 1.33% | -0.04% |
Volatility
36BE.DE vs. UEF7.DE - Volatility Comparison
iShares USD Corporate Bond ESG UCITS ETF Dist (36BE.DE) has a higher volatility of 0.99% compared to UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) at 0.79%. This indicates that 36BE.DE's price experiences larger fluctuations and is considered to be riskier than UEF7.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 | UEF7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 0.79% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 3.60% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.65% | 5.41% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.11% | 6.97% | +1.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.79% | 6.97% | +1.82% |
36BE.DE vs. UEF7.DE - Expense Ratio Comparison
36BE.DE has a 0.15% expense ratio, which is lower than UEF7.DE's 0.16% expense ratio. Despite the difference, 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. UEF7.DE - Dividend Comparison
36BE.DE's dividend yield for the trailing twelve months is around 4.92%, more than UEF7.DE's 4.65% 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% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 4.65% | 5.78% | 4.66% | 3.27% | 1.45% | 1.52% | 2.84% | 2.76% | 2.24% | 2.19% | 1.99% | 0.87% |
Frequently Asked Questions
36BE.DE and UEF7.DE have a correlation of 0.84, 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 0.16% for UEF7.DE.
36BE.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while UEF7.DE tracks Bloomberg US Liquid Corporates 1-5. They also come from different issuers: iShares and UBS. Their fees differ too: 0.15% for 36BE.DE and 0.16% for UEF7.DE.
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