5UOA.DE vs. SYBR.DE
5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) and SYBR.DE (SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF) are both Corporate Bonds funds - 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while SYBR.DE tracks the Bloomberg US Intermediate Corporate Bond. Both are passively managed. Over the past 5 years, 5UOA.DE returned 1.37%/yr vs 3.21%/yr for SYBR.DE. Their correlation of 0.88 suggests significant overlap in exposure. 5UOA.DE charges 0.15%/yr vs 0.12%/yr for SYBR.DE.
Performance
5UOA.DE vs. SYBR.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 SYBR.DE's 1.66% 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*
- —
SYBR.DE
- 1D
- 0.07%
- 1M
- 1.02%
- YTD
- 1.66%
- 6M
- 1.07%
- 1Y
- 3.55%
- 3Y*
- 2.96%
- 5Y*
- 3.21%
- 10Y*
- 2.95%
5UOA.DE vs. SYBR.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% |
SYBR.DE SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF | 1.66% | -3.96% | 10.21% | 5.72% | -3.89% | 7.04% | -0.73% |
Correlation
The correlation between 5UOA.DE and SYBR.DE is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2020 | 0.88 |
The correlation between 5UOA.DE and SYBR.DE has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
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Return for Risk
5UOA.DE vs. SYBR.DE — Risk / Return Rank
5UOA.DE
SYBR.DE
5UOA.DE vs. SYBR.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 SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF (SYBR.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 | SYBR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.02 | -0.07 |
| Martin ratioReturn relative to average drawdown | 2.46 | 2.82 | -0.36 |
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 | SYBR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.61 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.43 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.40 | -0.26 |
Drawdowns
5UOA.DE vs. SYBR.DE - Drawdown Comparison
The maximum 5UOA.DE drawdown since its inception was -12.65%, smaller than the maximum SYBR.DE drawdown of -15.02%. Use the drawdown chart below to compare losses from any high point for 5UOA.DE and SYBR.DE.
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Drawdown Indicators
| 5UOA.DE | SYBR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.65% | -15.02% | +2.37% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -3.14% | -0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -11.22% | -9.61% | -1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -12.65% | -9.61% | -3.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.02% | — |
Current DrawdownCurrent decline from peak | -5.64% | -4.54% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -4.16% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 1.14% | +0.15% |
Volatility
5UOA.DE vs. SYBR.DE - Volatility Comparison
iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) has a higher volatility of 1.10% compared to SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF (SYBR.DE) at 0.76%. This indicates that 5UOA.DE's price experiences larger fluctuations and is considered to be riskier than SYBR.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 | SYBR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 0.76% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 3.94% | 3.61% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.70% | 5.26% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 7.41% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.18% | 7.32% | +0.86% |
5UOA.DE vs. SYBR.DE - Expense Ratio Comparison
5UOA.DE has a 0.15% expense ratio, which is higher than SYBR.DE's 0.12% 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
5UOA.DE vs. SYBR.DE - Dividend Comparison
5UOA.DE has not paid dividends to shareholders, while SYBR.DE's dividend yield for the trailing twelve months is around 4.65%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SYBR.DE SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF | 4.65% | 5.03% | 4.55% | 5.85% | 2.62% | 2.24% | 2.89% | 3.01% | 2.78% | 3.41% | 1.21% |
Frequently Asked Questions
With a correlation of 0.91, 5UOA.DE and SYBR.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, SYBR.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SYBR.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for 5UOA.DE.
5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while SYBR.DE tracks Bloomberg US Intermediate Corporate Bond. They also come from different issuers: iShares and State Street. Their fees differ too: 0.15% for 5UOA.DE and 0.12% for SYBR.DE.
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