5UOA.DE vs. IS3F.DE
5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) and IS3F.DE (iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)) are both Corporate Bonds funds from iShares - 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while IS3F.DE tracks the Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. Both are passively managed. Over the past 5 years, 5UOA.DE returned 0.67%/yr vs 6.02%/yr for IS3F.DE. A 0.60 correlation means they provide meaningful diversification when combined. 5UOA.DE charges 0.15%/yr vs 0.25%/yr for IS3F.DE.
Performance
5UOA.DE vs. IS3F.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 lower than IS3F.DE's 5.01% 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*
- —
IS3F.DE
- 1D
- -0.23%
- 1M
- 1.13%
- 6M
- 3.17%
- YTD
- 5.01%
- 1Y
- 5.81%
- 3Y*
- 6.69%
- 5Y*
- 6.02%
- 10Y*
- 4.00%
5UOA.DE vs. IS3F.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% |
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 5.01% | -6.28% | 14.29% | 7.35% | 6.51% | 9.83% | 5.92% |
Correlation
The correlation between 5UOA.DE and IS3F.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2020 | 0.60 |
The correlation between 5UOA.DE and IS3F.DE has been stable across timeframes, ranging from 0.56 to 0.65 - a consistent structural relationship.
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Return for Risk
5UOA.DE vs. IS3F.DE — Risk / Return Rank
5UOA.DE
IS3F.DE
5UOA.DE vs. IS3F.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 UCITS ETF USD (Dist) (IS3F.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 | IS3F.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.98 | -0.38 |
| Martin ratioReturn relative to average drawdown | 4.21 | 5.08 | -0.87 |
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Drawdowns
5UOA.DE vs. IS3F.DE - Drawdown Comparison
The maximum 5UOA.DE drawdown since its inception was -12.63%, smaller than the maximum IS3F.DE drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for 5UOA.DE and IS3F.DE.
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Drawdown Indicators
| 5UOA.DE | IS3F.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.63% | -27.25% | +14.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.29% | -2.93% | -0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -11.20% | -11.67% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -12.63% | -11.67% | -0.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.78% | — |
Current DrawdownCurrent decline from peak | -4.56% | -3.84% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -8.16% | +2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 1.14% | +0.11% |
Volatility
5UOA.DE vs. IS3F.DE - Volatility Comparison
The current volatility for iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) is 1.49%, while iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) has a volatility of 1.74%. This indicates that 5UOA.DE experiences smaller price fluctuations and is considered to be less risky than IS3F.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 | IS3F.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 1.74% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 4.56% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.94% | 6.33% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.15% | 7.67% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.24% | 8.21% | +0.03% |
5UOA.DE vs. IS3F.DE - Expense Ratio Comparison
5UOA.DE has a 0.15% expense ratio, which is lower than IS3F.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. IS3F.DE - Dividend Comparison
5UOA.DE has not paid dividends to shareholders, while IS3F.DE's dividend yield for the trailing twelve months is around 4.27%.
| 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% |
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 4.27% | 4.77% | 5.36% | 4.95% | 2.10% | 1.50% | 2.62% | 3.52% | 2.81% | 2.25% | 2.36% | 3.21% |
Frequently Asked Questions
5UOA.DE and IS3F.DE have a correlation of 0.65, 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 IS3F.DE.
5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while IS3F.DE tracks Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. Their fees differ too: 0.15% for 5UOA.DE and 0.25% for IS3F.DE.
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