5UOA.DE vs. XDCC.DE
5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) and XDCC.DE (Xtrackers USD Corporate Bond UCITS ETF) are both Corporate Bonds funds - 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while XDCC.DE tracks the Bloomberg USD Liquid Investment Grade Corporate. Both are passively managed. Over the past 5 years, 5UOA.DE returned 1.37%/yr vs 1.04%/yr for XDCC.DE. Their correlation of 0.84 suggests significant overlap in exposure. 5UOA.DE charges 0.15%/yr vs 0.12%/yr for XDCC.DE.
Performance
5UOA.DE vs. XDCC.DE - Performance Comparison
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Different Trading Currencies
5UOA.DE is traded in EUR, while XDCC.DE is traded in USD. To make them comparable, the XDCC.DE values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 5UOA.DE achieves a 1.02% return, which is significantly lower than XDCC.DE's 1.52% 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*
- —
XDCC.DE
- 1D
- 0.01%
- 1M
- 1.21%
- YTD
- 1.52%
- 6M
- 0.88%
- 1Y
- 4.28%
- 3Y*
- 2.38%
- 5Y*
- 1.04%
- 10Y*
- —
5UOA.DE vs. XDCC.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% | -1.71% |
XDCC.DE Xtrackers USD Corporate Bond UCITS ETF | 1.52% | -4.13% | 7.24% | 5.94% | -12.83% | 31.26% | -5.01% |
Correlation
The correlation between 5UOA.DE and XDCC.DE is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Sep 10, 2020 | 0.84 |
The correlation between 5UOA.DE and XDCC.DE has been stable across timeframes, ranging from 0.78 to 0.84 - a consistent structural relationship.
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Return for Risk
5UOA.DE vs. XDCC.DE — Risk / Return Rank
5UOA.DE
XDCC.DE
5UOA.DE vs. XDCC.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 Xtrackers USD Corporate Bond UCITS ETF (XDCC.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 | XDCC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 0.89 | +0.06 |
| Martin ratioReturn relative to average drawdown | 2.46 | 2.56 | -0.10 |
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 | XDCC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.56 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.11 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.24 | -0.10 |
Drawdowns
5UOA.DE vs. XDCC.DE - Drawdown Comparison
The maximum 5UOA.DE drawdown since its inception was -12.65%, smaller than the maximum XDCC.DE drawdown of -16.41%. Use the drawdown chart below to compare losses from any high point for 5UOA.DE and XDCC.DE.
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Drawdown Indicators
| 5UOA.DE | XDCC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.65% | -16.41% | +3.76% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -4.37% | +1.05% |
Max Drawdown (3Y)Largest decline over 3 years | -11.22% | -12.63% | +1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -12.65% | -16.41% | +3.76% |
Current DrawdownCurrent decline from peak | -5.64% | -5.45% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -6.94% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 1.52% | -0.23% |
Volatility
5UOA.DE vs. XDCC.DE - Volatility Comparison
The current volatility for iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) is 1.10%, while Xtrackers USD Corporate Bond UCITS ETF (XDCC.DE) has a volatility of 1.72%. This indicates that 5UOA.DE experiences smaller price fluctuations and is considered to be less risky than XDCC.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 | XDCC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 1.72% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 3.94% | 5.22% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.70% | 6.87% | -1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 9.52% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.18% | 13.35% | -5.17% |
5UOA.DE vs. XDCC.DE - Expense Ratio Comparison
5UOA.DE has a 0.15% expense ratio, which is higher than XDCC.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. XDCC.DE - Dividend Comparison
Neither 5UOA.DE nor XDCC.DE has paid dividends to shareholders.
Frequently Asked Questions
5UOA.DE and XDCC.DE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDCC.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDCC.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 XDCC.DE tracks Bloomberg USD Liquid Investment Grade Corporate. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for 5UOA.DE and 0.12% for XDCC.DE.
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