5UOA.DE vs. XYLD.DE
5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) and XYLD.DE (Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D) are both Corporate Bonds funds - 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while XYLD.DE tracks the Bloomberg US Corp Bond TR USD. Both are passively managed. Over the past 5 years, 5UOA.DE returned 0.67%/yr vs 2.18%/yr for XYLD.DE. A 0.77 correlation means they provide meaningful diversification when combined. 5UOA.DE charges 0.15%/yr vs 0.16%/yr for XYLD.DE.
Performance
5UOA.DE vs. XYLD.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 XYLD.DE's 3.79% 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*
- —
XYLD.DE
- 1D
- 0.06%
- 1M
- 1.45%
- 6M
- 2.37%
- YTD
- 3.79%
- 1Y
- 5.19%
- 3Y*
- 4.43%
- 5Y*
- 2.18%
- 10Y*
- —
5UOA.DE vs. XYLD.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% |
XYLD.DE Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D | 3.79% | -5.52% | 10.78% | 2.18% | -3.01% | 8.90% | 6.78% |
Correlation
The correlation between 5UOA.DE and XYLD.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2020 | 0.77 |
The correlation between 5UOA.DE and XYLD.DE has been stable across timeframes, ranging from 0.71 to 0.77 - a consistent structural relationship.
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Return for Risk
5UOA.DE vs. XYLD.DE — Risk / Return Rank
5UOA.DE
XYLD.DE
5UOA.DE vs. XYLD.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 Short Duration SRI PAB UCITS ETF 1D (XYLD.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 | XYLD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.57 | +0.03 |
| Martin ratioReturn relative to average drawdown | 4.21 | 4.23 | -0.02 |
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Drawdowns
5UOA.DE vs. XYLD.DE - Drawdown Comparison
The maximum 5UOA.DE drawdown since its inception was -12.63%, smaller than the maximum XYLD.DE drawdown of -20.02%. Use the drawdown chart below to compare losses from any high point for 5UOA.DE and XYLD.DE.
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Drawdown Indicators
| 5UOA.DE | XYLD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.63% | -20.02% | +7.39% |
Max Drawdown (1Y)Largest decline over 1 year | -3.29% | -3.30% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -11.20% | -10.26% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -12.63% | -11.03% | -1.60% |
Current DrawdownCurrent decline from peak | -4.56% | -4.09% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -5.77% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 1.22% | +0.03% |
Volatility
5UOA.DE vs. XYLD.DE - Volatility Comparison
iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) has a higher volatility of 1.49% compared to Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D (XYLD.DE) at 1.24%. This indicates that 5UOA.DE's price experiences larger fluctuations and is considered to be riskier than XYLD.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 | XYLD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 1.24% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 3.73% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.94% | 5.35% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.15% | 6.97% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.24% | 10.07% | -1.83% |
5UOA.DE vs. XYLD.DE - Expense Ratio Comparison
5UOA.DE has a 0.15% expense ratio, which is lower than XYLD.DE's 0.16% 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. XYLD.DE - Dividend Comparison
5UOA.DE has not paid dividends to shareholders, while XYLD.DE's dividend yield for the trailing twelve months is around 3.66%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XYLD.DE Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D | 3.66% | 3.86% | 3.19% | 2.95% | 6.15% | 3.64% | 4.10% |
Frequently Asked Questions
5UOA.DE and XYLD.DE have a correlation of 0.74, 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 0.16% for XYLD.DE.
5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while XYLD.DE tracks Bloomberg US Corp Bond TR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for 5UOA.DE and 0.16% for XYLD.DE.
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