EEXF.L vs. SUOG.L
EEXF.L (iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist)) and SUOG.L (iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist)) are both European Corporate Bonds funds from iShares - EEXF.L tracks the Bloomberg Euro Corporate ex-Financials Bond Index (EUR) while SUOG.L tracks the Bloomberg MSCI Euro Corporate ESG SRI Index. Both are passively managed. Over the past 5 years, EEXF.L returned -0.96%/yr vs 1.27%/yr for SUOG.L. At a 0.41 correlation, their price movements are largely independent. EEXF.L charges 0.20%/yr vs 0.16%/yr for SUOG.L.
Performance
EEXF.L vs. SUOG.L - Performance Comparison
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Returns By Period
In the year-to-date period, EEXF.L achieves a -3.98% return, which is significantly lower than SUOG.L's 1.37% return.
EEXF.L
- 1D
- -0.01%
- 1M
- -2.51%
- 6M
- -2.15%
- YTD
- -3.98%
- 1Y
- -2.30%
- 3Y*
- 2.99%
- 5Y*
- -0.96%
- 10Y*
- 0.59%
SUOG.L
- 1D
- 0.00%
- 1M
- -0.41%
- 6M
- 0.96%
- YTD
- 1.37%
- 1Y
- 3.25%
- 3Y*
- 5.85%
- 5Y*
- 1.27%
- 10Y*
- —
EEXF.L vs. SUOG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EEXF.L iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) | -3.98% | 7.88% | -1.05% | 5.23% | -8.74% | -7.78% | 8.67% | -7.35% |
SUOG.L iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) | 1.37% | 5.20% | 5.41% | 8.90% | -12.32% | -0.54% | 2.78% | -0.07% |
Correlation
The correlation between EEXF.L and SUOG.L is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2019 | 0.41 |
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Return for Risk
EEXF.L vs. SUOG.L — Risk / Return Rank
EEXF.L
SUOG.L
EEXF.L vs. SUOG.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 iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) (SUOG.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 | SUOG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.19 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.49 | 1.33 | -1.82 |
| Martin ratioReturn relative to average drawdown | -1.02 | 4.95 | -5.97 |
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Drawdowns
EEXF.L vs. SUOG.L - Drawdown Comparison
The maximum EEXF.L drawdown since its inception was -21.79%, which is greater than SUOG.L's maximum drawdown of -16.15%. Use the drawdown chart below to compare losses from any high point for EEXF.L and SUOG.L.
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Drawdown Indicators
| EEXF.L | SUOG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.79% | -16.15% | -5.64% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -2.43% | -2.92% |
Max Drawdown (3Y)Largest decline over 3 years | -5.35% | -2.43% | -2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -17.09% | -16.15% | -0.94% |
Max Drawdown (10Y)Largest decline over 10 years | -21.79% | — | — |
Current DrawdownCurrent decline from peak | -11.11% | -0.82% | -10.29% |
Average DrawdownAverage peak-to-trough decline | -8.24% | -4.07% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 0.65% | +1.94% |
Volatility
EEXF.L vs. SUOG.L - Volatility Comparison
iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) (EEXF.L) has a higher volatility of 1.28% compared to iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) (SUOG.L) at 0.91%. This indicates that EEXF.L's price experiences larger fluctuations and is considered to be riskier than SUOG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EEXF.L | SUOG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.28% | 0.91% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 3.82% | 2.85% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.89% | 3.48% | +1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.29% | 4.67% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.36% | 5.40% | +1.96% |
EEXF.L vs. SUOG.L - Expense Ratio Comparison
EEXF.L has a 0.20% expense ratio, which is higher than SUOG.L's 0.16% 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
EEXF.L vs. SUOG.L - Dividend Comparison
EEXF.L's dividend yield for the trailing twelve months is around 1.44%, less than SUOG.L's 3.22% 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) | 1.44% | 2.59% | 2.30% | 1.49% | 0.86% | 0.84% | 0.86% | 1.31% | 1.34% | 1.40% | 1.70% | 1.00% |
SUOG.L iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) | 3.22% | 3.19% | 3.12% | 2.48% | 0.81% | 0.44% | 0.55% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EEXF.L and SUOG.L have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SUOG.L is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SUOG.L is cheaper with a 0.16% expense ratio, compared with 0.20% for EEXF.L.
EEXF.L tracks Bloomberg Euro Corporate ex-Financials Bond Index (EUR), while SUOG.L tracks Bloomberg MSCI Euro Corporate ESG SRI Index. Their fees differ too: 0.20% for EEXF.L and 0.16% for SUOG.L.
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