36BE.DE vs. VAGY.DE
36BE.DE (iShares USD Corporate Bond ESG UCITS ETF Dist) and VAGY.DE (Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating) are both Corporate Bonds funds - 36BE.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while VAGY.DE tracks the Bloomberg Global Aggregate Corporate USD 1-3. Both are passively managed. Over the past 3 years, 36BE.DE returned 2.22%/yr vs 2.52%/yr for VAGY.DE. A 0.70 correlation means they provide meaningful diversification when combined. 36BE.DE charges 0.15%/yr vs 0.09%/yr for VAGY.DE.
Performance
36BE.DE vs. VAGY.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 VAGY.DE's 2.12% 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*
- —
VAGY.DE
- 1D
- -0.00%
- 1M
- 1.29%
- YTD
- 2.12%
- 6M
- 1.51%
- 1Y
- 2.75%
- 3Y*
- 2.52%
- 5Y*
- —
- 10Y*
- —
36BE.DE vs. VAGY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
36BE.DE iShares USD Corporate Bond ESG UCITS ETF Dist | 1.37% | -4.25% | 7.93% | 3.12% |
VAGY.DE Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating | 2.12% | -5.79% | 11.38% | 0.78% |
Correlation
The correlation between 36BE.DE and VAGY.DE is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Mar 10, 2023 | 0.70 |
The correlation between 36BE.DE and VAGY.DE has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.
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Return for Risk
36BE.DE vs. VAGY.DE — Risk / Return Rank
36BE.DE
VAGY.DE
36BE.DE vs. VAGY.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 Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating (VAGY.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 | VAGY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.79 | +0.18 |
| Martin ratioReturn relative to average drawdown | 2.49 | 1.82 | +0.67 |
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 | VAGY.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 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.37 | -0.34 |
Drawdowns
36BE.DE vs. VAGY.DE - Drawdown Comparison
The maximum 36BE.DE drawdown since its inception was -12.76%, which is greater than VAGY.DE's maximum drawdown of -10.58%. Use the drawdown chart below to compare losses from any high point for 36BE.DE and VAGY.DE.
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Drawdown Indicators
| 36BE.DE | VAGY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -10.58% | -2.18% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -3.20% | -0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -11.21% | -10.58% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | — | — |
Current DrawdownCurrent decline from peak | -5.56% | -5.93% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -3.66% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 1.39% | -0.10% |
Volatility
36BE.DE vs. VAGY.DE - Volatility Comparison
The current volatility for iShares USD Corporate Bond ESG UCITS ETF Dist (36BE.DE) is 0.99%, while Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating (VAGY.DE) has a volatility of 1.09%. This indicates that 36BE.DE experiences smaller price fluctuations and is considered to be less risky than VAGY.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 | VAGY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 1.09% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 3.74% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.65% | 5.56% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.11% | 6.46% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.79% | 6.46% | +2.33% |
36BE.DE vs. VAGY.DE - Expense Ratio Comparison
36BE.DE has a 0.15% expense ratio, which is higher than VAGY.DE's 0.09% 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. VAGY.DE - Dividend Comparison
36BE.DE's dividend yield for the trailing twelve months is around 4.92%, while VAGY.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
36BE.DE iShares USD Corporate Bond ESG UCITS ETF Dist | 4.92% | 4.92% | 4.68% | 4.24% | 2.85% | 2.47% | 1.43% |
VAGY.DE Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
36BE.DE and VAGY.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VAGY.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VAGY.DE is cheaper with a 0.09% expense ratio, compared with 0.15% for 36BE.DE.
36BE.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while VAGY.DE tracks Bloomberg Global Aggregate Corporate USD 1-3. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.15% for 36BE.DE and 0.09% for VAGY.DE.
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