5UOA.DE vs. IS0Y.DE
5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) and IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) are both Corporate Bonds funds from iShares - 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while IS0Y.DE tracks the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Both are passively managed. Over the past 5 years, 5UOA.DE returned 0.67%/yr vs 2.73%/yr for IS0Y.DE. At a correlation of -0.04, they often move in opposite directions. 5UOA.DE charges 0.15%/yr vs 0.25%/yr for IS0Y.DE.
Performance
5UOA.DE vs. IS0Y.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 5UOA.DE achieves a 2.22% return, which is significantly higher than IS0Y.DE's 1.40% return.
5UOA.DE
- 1D
- 0.00%
- 1M
- 0.66%
- 6M
- 1.10%
- YTD
- 2.22%
- 1Y
- 5.26%
- 3Y*
- 3.91%
- 5Y*
- 0.67%
- 10Y*
- —
IS0Y.DE
- 1D
- -0.01%
- 1M
- -0.02%
- 6M
- 1.29%
- YTD
- 1.40%
- 1Y
- 3.02%
- 3Y*
- 5.12%
- 5Y*
- 2.73%
- 10Y*
- 1.57%
5UOA.DE vs. IS0Y.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 2.22% | -4.05% | 8.06% | 4.33% | -9.57% | 6.48% | 2.61% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.40% | 4.15% | 6.61% | 5.08% | -2.70% | -0.25% | 8.71% |
Correlation
The correlation between 5UOA.DE and IS0Y.DE is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.05 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2020 | -0.04 |
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Return for Risk
5UOA.DE vs. IS0Y.DE — Risk / Return Rank
5UOA.DE
IS0Y.DE
5UOA.DE vs. IS0Y.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) and iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 5UOA.DE | IS0Y.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.96 | -1.37 |
| Martin ratioReturn relative to average drawdown | 4.21 | 11.26 | -7.05 |
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Drawdowns
5UOA.DE vs. IS0Y.DE - Drawdown Comparison
The maximum 5UOA.DE drawdown since its inception was -12.63%, smaller than the maximum IS0Y.DE drawdown of -13.95%. Use the drawdown chart below to compare losses from any high point for 5UOA.DE and IS0Y.DE.
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Drawdown Indicators
| 5UOA.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.63% | -13.95% | +1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -3.29% | -1.02% | -2.27% |
Max Drawdown (3Y)Largest decline over 3 years | -11.20% | -2.07% | -9.13% |
Max Drawdown (5Y)Largest decline over 5 years | -12.63% | -6.97% | -5.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.95% | — |
Current DrawdownCurrent decline from peak | -4.56% | -0.13% | -4.43% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -1.32% | -4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 0.27% | +0.98% |
Volatility
5UOA.DE vs. IS0Y.DE - Volatility Comparison
iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) has a higher volatility of 1.49% compared to iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) at 0.37%. This indicates that 5UOA.DE's price experiences larger fluctuations and is considered to be riskier than IS0Y.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 5UOA.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 0.37% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 1.73% | +2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.94% | 2.20% | +3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.15% | 2.85% | +5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.24% | 3.69% | +4.55% |
5UOA.DE vs. IS0Y.DE - Expense Ratio Comparison
5UOA.DE has a 0.15% expense ratio, which is lower than IS0Y.DE's 0.25% 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
5UOA.DE vs. IS0Y.DE - Dividend Comparison
5UOA.DE has not paid dividends to shareholders, while IS0Y.DE's dividend yield for the trailing twelve months is around 2.58%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 2.58% | 2.91% | 3.70% | 2.52% | 0.43% | 0.70% | 0.82% | 0.92% | 0.58% | 0.71% | 1.35% | 1.47% |
Frequently Asked Questions
5UOA.DE and IS0Y.DE have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5UOA.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5UOA.DE is cheaper with a 0.15% expense ratio, compared with 0.25% for IS0Y.DE.
5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Their fees differ too: 0.15% for 5UOA.DE and 0.25% for IS0Y.DE.
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