5UOA.DE vs. VUCP.DE
5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) and VUCP.DE (Vanguard USD Corporate Bond UCITS ETF Distributing) are both Corporate Bonds funds - 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while VUCP.DE tracks the Bloomberg US Corp Bond TR USD. Both are passively managed. Over the past 5 years, 5UOA.DE returned 1.37%/yr vs 1.65%/yr for VUCP.DE. With a 0.96 correlation, they move nearly in lockstep. 5UOA.DE charges 0.15%/yr vs 0.09%/yr for VUCP.DE.
Performance
5UOA.DE vs. VUCP.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 VUCP.DE's 1.74% 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*
- —
VUCP.DE
- 1D
- 0.12%
- 1M
- 1.25%
- YTD
- 1.74%
- 6M
- 1.22%
- 1Y
- 4.19%
- 3Y*
- 2.61%
- 5Y*
- 1.65%
- 10Y*
- —
5UOA.DE vs. VUCP.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% |
VUCP.DE Vanguard USD Corporate Bond UCITS ETF Distributing | 1.74% | -4.23% | 8.63% | 4.43% | -9.56% | 7.07% | 2.20% |
Correlation
The correlation between 5UOA.DE and VUCP.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 | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2020 | 0.96 |
The correlation between 5UOA.DE and VUCP.DE has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
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Return for Risk
5UOA.DE vs. VUCP.DE — Risk / Return Rank
5UOA.DE
VUCP.DE
5UOA.DE vs. VUCP.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 Vanguard USD Corporate Bond UCITS ETF Distributing (VUCP.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 | VUCP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.12 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.16 | -0.21 |
| Martin ratioReturn relative to average drawdown | 2.46 | 3.03 | -0.57 |
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 | VUCP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.67 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.20 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.31 | -0.17 |
Drawdowns
5UOA.DE vs. VUCP.DE - Drawdown Comparison
The maximum 5UOA.DE drawdown since its inception was -12.65%, smaller than the maximum VUCP.DE drawdown of -14.51%. Use the drawdown chart below to compare losses from any high point for 5UOA.DE and VUCP.DE.
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Drawdown Indicators
| 5UOA.DE | VUCP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.65% | -14.51% | +1.86% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -3.33% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -11.22% | -10.94% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -12.65% | -12.70% | +0.05% |
Current DrawdownCurrent decline from peak | -5.64% | -4.99% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -4.96% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 1.29% | 0.00% |
Volatility
5UOA.DE vs. VUCP.DE - Volatility Comparison
iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) has a higher volatility of 1.10% compared to Vanguard USD Corporate Bond UCITS ETF Distributing (VUCP.DE) at 0.96%. This indicates that 5UOA.DE's price experiences larger fluctuations and is considered to be riskier than VUCP.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 | VUCP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 0.96% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 3.94% | 3.85% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.70% | 5.79% | -0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 8.02% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.18% | 8.42% | -0.24% |
5UOA.DE vs. VUCP.DE - Expense Ratio Comparison
5UOA.DE has a 0.15% expense ratio, which is higher than VUCP.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
5UOA.DE vs. VUCP.DE - Dividend Comparison
5UOA.DE has not paid dividends to shareholders, while VUCP.DE's dividend yield for the trailing twelve months is around 5.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VUCP.DE Vanguard USD Corporate Bond UCITS ETF Distributing | 5.15% | 5.41% | 4.83% | 4.45% | 3.56% | 2.50% | 3.06% | 3.27% | 3.48% | 3.36% |
Frequently Asked Questions
With a correlation of 0.91, 5UOA.DE and VUCP.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, VUCP.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VUCP.DE is cheaper with a 0.09% expense ratio, compared with 0.15% for 5UOA.DE.
5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while VUCP.DE tracks Bloomberg US Corp Bond TR USD. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.15% for 5UOA.DE and 0.09% for VUCP.DE.
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