EEXF.L vs. SUKC.L
EEXF.L (iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist)) and SUKC.L (SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF) are both European Corporate Bonds funds - EEXF.L tracks the Bloomberg Euro Corporate ex-Financials Bond Index (EUR) while SUKC.L tracks the Markit iBoxx GBP NonGilts 1-5 TR. Both are passively managed. Over the past 10 years, EEXF.L returned 0.60%/yr vs 2.28%/yr for SUKC.L. At a 0.30 correlation, their price movements are largely independent. Both charge a 0.20% expense ratio.
Performance
EEXF.L vs. SUKC.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EEXF.L achieves a -3.85% return, which is significantly lower than SUKC.L's 1.17% return. Over the past 10 years, EEXF.L has underperformed SUKC.L with an annualized return of 0.60%, while SUKC.L has yielded a comparatively higher 2.28% annualized return.
EEXF.L
- 1D
- -0.68%
- 1M
- -2.20%
- 6M
- -3.46%
- YTD
- -3.85%
- 1Y
- -2.30%
- 3Y*
- 3.04%
- 5Y*
- -0.93%
- 10Y*
- 0.60%
SUKC.L
- 1D
- 0.10%
- 1M
- 0.17%
- 6M
- 1.45%
- YTD
- 1.17%
- 1Y
- 3.47%
- 3Y*
- 6.35%
- 5Y*
- 2.51%
- 10Y*
- 2.28%
EEXF.L vs. SUKC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EEXF.L iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) | -3.85% | 7.88% | -1.05% | 5.23% | -8.74% | -7.78% | 8.67% | 1.04% | -0.32% | 5.14% |
SUKC.L SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF | 1.17% | 6.37% | 4.84% | 7.17% | -5.78% | -0.79% | 3.08% | 4.66% | -0.45% | 1.76% |
Correlation
The correlation between EEXF.L and SUKC.L is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Feb 17, 2014 | 0.30 |
The correlation between EEXF.L and SUKC.L shifts across timeframes, from 0.15 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EEXF.L vs. SUKC.L — Risk / Return Rank
EEXF.L
SUKC.L
EEXF.L vs. SUKC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) (EEXF.L) and SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF (SUKC.L). 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.
| EEXF.L | SUKC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.12 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.67 | -2.15 |
| Martin ratioReturn relative to average drawdown | -0.98 | 4.02 | -4.99 |
Loading charts...
Drawdowns
EEXF.L vs. SUKC.L - Drawdown Comparison
The maximum EEXF.L drawdown since its inception was -21.79%, which is greater than SUKC.L's maximum drawdown of -11.60%. Use the drawdown chart below to compare losses from any high point for EEXF.L and SUKC.L.
Loading charts...
Drawdown Indicators
| EEXF.L | SUKC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.79% | -11.60% | -10.19% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -2.07% | -3.15% |
Max Drawdown (3Y)Largest decline over 3 years | -5.22% | -2.07% | -3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -17.09% | -11.60% | -5.49% |
Max Drawdown (10Y)Largest decline over 10 years | -21.79% | -11.60% | -10.19% |
Current DrawdownCurrent decline from peak | -10.99% | -0.41% | -10.58% |
Average DrawdownAverage peak-to-trough decline | -8.24% | -1.30% | -6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 0.86% | +1.70% |
Volatility
EEXF.L vs. SUKC.L - Volatility Comparison
iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) (EEXF.L) has a higher volatility of 1.22% compared to SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF (SUKC.L) at 1.05%. This indicates that EEXF.L's price experiences larger fluctuations and is considered to be riskier than SUKC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EEXF.L | SUKC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 1.05% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 4.02% | 3.31% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.88% | 5.94% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.29% | 4.56% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.36% | 4.53% | +2.83% |
EEXF.L vs. SUKC.L - Expense Ratio Comparison
Both EEXF.L and SUKC.L have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
EEXF.L vs. SUKC.L - Dividend Comparison
EEXF.L's dividend yield for the trailing twelve months is around 2.85%, less than SUKC.L's 4.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEXF.L iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) | 2.85% | 2.59% | 2.30% | 1.49% | 0.86% | 0.84% | 0.86% | 1.31% | 1.34% | 1.40% | 1.70% | 1.00% |
SUKC.L SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF | 4.67% | 4.61% | 4.41% | 3.05% | 1.76% | 1.77% | 1.97% | 1.93% | 1.88% | 2.43% | 2.40% | 2.55% |
Frequently Asked Questions
EEXF.L and SUKC.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EEXF.L and SUKC.L have the same expense ratio: 0.20% per year.
EEXF.L tracks Bloomberg Euro Corporate ex-Financials Bond Index (EUR), while SUKC.L tracks Markit iBoxx GBP NonGilts 1-5 TR. They also come from different issuers: iShares and State Street.
Find the right allocation for EEXF.L and SUKC.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer