5UOA.DE vs. IUSQ.DE
5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - 5UOA.DE is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate Sustainable SRI, while IUSQ.DE is a Global Equities fund tracking the MSCI All Country World (ACWI). Both are passively managed. Over the past 5 years, 5UOA.DE returned 1.37%/yr vs 12.42%/yr for IUSQ.DE. At a 0.20 correlation, their price movements are largely independent. 5UOA.DE charges 0.15%/yr vs 0.20%/yr for IUSQ.DE.
Performance
5UOA.DE vs. IUSQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 5UOA.DE achieves a 1.02% return, which is significantly lower than IUSQ.DE's 12.65% return.
5UOA.DE
- 1D
- 0.04%
- 1M
- 1.01%
- YTD
- 1.02%
- 6M
- 0.66%
- 1Y
- 3.48%
- 3Y*
- 2.19%
- 5Y*
- 1.37%
- 10Y*
- —
IUSQ.DE
- 1D
- -0.23%
- 1M
- 3.68%
- YTD
- 12.65%
- 6M
- 12.87%
- 1Y
- 26.39%
- 3Y*
- 17.93%
- 5Y*
- 12.42%
- 10Y*
- 12.38%
5UOA.DE vs. IUSQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 1.02% | -4.01% | 7.93% | 4.48% | -9.70% | 6.44% | 2.37% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 12.65% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 30.92% |
Correlation
The correlation between 5UOA.DE and IUSQ.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2020 | 0.20 |
The correlation between 5UOA.DE and IUSQ.DE shifts across timeframes, from 0.20 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
5UOA.DE vs. IUSQ.DE — Risk / Return Rank
5UOA.DE
IUSQ.DE
5UOA.DE vs. IUSQ.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 MSCI ACWI UCITS ETF (Acc) (IUSQ.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.
| 5UOA.DE | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.36 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.43 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 4.08 | -3.13 |
| Martin ratioReturn relative to average drawdown | 2.46 | 16.69 | -14.23 |
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
| 5UOA.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 2.31 | -1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.88 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.76 | -0.62 |
Drawdowns
5UOA.DE vs. IUSQ.DE - Drawdown Comparison
The maximum 5UOA.DE drawdown since its inception was -12.65%, smaller than the maximum IUSQ.DE drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for 5UOA.DE and IUSQ.DE.
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Drawdown Indicators
| 5UOA.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.65% | -33.60% | +20.95% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -6.48% | +3.16% |
Max Drawdown (3Y)Largest decline over 3 years | -11.22% | -21.25% | +10.03% |
Max Drawdown (5Y)Largest decline over 5 years | -12.65% | -21.25% | +8.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.60% | — |
Current DrawdownCurrent decline from peak | -5.64% | -0.55% | -5.09% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -4.19% | -1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 1.59% | -0.30% |
Volatility
5UOA.DE vs. IUSQ.DE - Volatility Comparison
The current volatility for iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) is 1.10%, while iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) has a volatility of 3.03%. This indicates that 5UOA.DE experiences smaller price fluctuations and is considered to be less risky than IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 3.03% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 3.94% | 8.26% | -4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.70% | 11.47% | -5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 13.94% | -5.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.18% | 15.02% | -6.84% |
5UOA.DE vs. IUSQ.DE - Expense Ratio Comparison
5UOA.DE has a 0.15% expense ratio, which is lower than IUSQ.DE's 0.20% 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. IUSQ.DE - Dividend Comparison
Neither 5UOA.DE nor IUSQ.DE has paid dividends to shareholders.
Frequently Asked Questions
5UOA.DE and IUSQ.DE have a correlation of 0.34, 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 0.20% for IUSQ.DE.
5UOA.DE is categorized as Corporate Bonds, while IUSQ.DE is Global Equities. 5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while IUSQ.DE tracks MSCI All Country World (ACWI). Their fees differ too: 0.15% for 5UOA.DE and 0.20% for IUSQ.DE.
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