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EFRN.DE vs. ECR3.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EFRN.DE vs. ECR3.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) and Amundi Index Euro Corporate SRI 0-3 Y UCITS ETF (ECR3.DE). The values are adjusted to include any dividend payments, if applicable.

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EFRN.DE vs. ECR3.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
EFRN.DE
iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)
0.36%2.94%4.31%3.97%-0.03%-0.22%-0.04%0.01%
ECR3.DE
Amundi Index Euro Corporate SRI 0-3 Y UCITS ETF
-0.04%2.97%4.19%4.18%-3.69%-0.14%0.37%0.00%

Returns By Period

In the year-to-date period, EFRN.DE achieves a 0.36% return, which is significantly higher than ECR3.DE's -0.04% return.


EFRN.DE

1D
0.05%
1M
0.17%
YTD
0.36%
6M
1.04%
1Y
2.54%
3Y*
3.76%
5Y*
2.25%
10Y*

ECR3.DE

1D
0.30%
1M
-0.51%
YTD
-0.04%
6M
0.44%
1Y
2.11%
3Y*
3.57%
5Y*
1.44%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EFRN.DE vs. ECR3.DE - Expense Ratio Comparison

EFRN.DE has a 0.10% expense ratio, which is lower than ECR3.DE's 0.12% 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%.


Return for Risk

EFRN.DE vs. ECR3.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EFRN.DE
EFRN.DE Risk / Return Rank: 9595
Overall Rank
EFRN.DE Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
EFRN.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
EFRN.DE Omega Ratio Rank: 9595
Omega Ratio Rank
EFRN.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
EFRN.DE Martin Ratio Rank: 9898
Martin Ratio Rank

ECR3.DE
ECR3.DE Risk / Return Rank: 9090
Overall Rank
ECR3.DE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ECR3.DE Sortino Ratio Rank: 9494
Sortino Ratio Rank
ECR3.DE Omega Ratio Rank: 9595
Omega Ratio Rank
ECR3.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
ECR3.DE Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EFRN.DE vs. ECR3.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) and Amundi Index Euro Corporate SRI 0-3 Y UCITS ETF (ECR3.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.


EFRN.DEECR3.DEDifference

Sharpe ratio

Return per unit of total volatility

2.20

2.11

+0.09

Sortino ratio

Return per unit of downside risk

3.23

3.08

+0.15

Omega ratio

Gain probability vs. loss probability

1.49

1.48

+0.01

Calmar ratio

Return relative to maximum drawdown

5.19

2.45

+2.74

Martin ratio

Return relative to average drawdown

29.48

11.72

+17.76

EFRN.DE vs. ECR3.DE - Sharpe Ratio Comparison

The current EFRN.DE Sharpe Ratio is 2.20, which is comparable to the ECR3.DE Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of EFRN.DE and ECR3.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EFRN.DEECR3.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.20

2.11

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.27

1.05

+1.22

Sharpe Ratio (All Time)

Calculated using the full available price history

1.09

0.76

+0.33

Correlation

The correlation between EFRN.DE and ECR3.DE is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

EFRN.DE vs. ECR3.DE - Dividend Comparison

EFRN.DE's dividend yield for the trailing twelve months is around 2.87%, while ECR3.DE has not paid dividends to shareholders.


TTM202520242023202220212020
EFRN.DE
iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)
2.87%2.88%4.22%2.93%0.00%0.00%0.00%
ECR3.DE
Amundi Index Euro Corporate SRI 0-3 Y UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

EFRN.DE vs. ECR3.DE - Drawdown Comparison

The maximum EFRN.DE drawdown since its inception was -5.68%, which is greater than ECR3.DE's maximum drawdown of -5.04%. Use the drawdown chart below to compare losses from any high point for EFRN.DE and ECR3.DE.


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Drawdown Indicators


EFRN.DEECR3.DEDifference

Max Drawdown

Largest peak-to-trough decline

-5.68%

-5.04%

-0.64%

Max Drawdown (1Y)

Largest decline over 1 year

-0.48%

-0.88%

+0.40%

Max Drawdown (5Y)

Largest decline over 5 years

-1.15%

-5.04%

+3.89%

Current Drawdown

Current decline from peak

-0.09%

-0.53%

+0.44%

Average Drawdown

Average peak-to-trough decline

-0.33%

-1.08%

+0.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.09%

0.18%

-0.09%

Volatility

EFRN.DE vs. ECR3.DE - Volatility Comparison

The current volatility for iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) is 0.40%, while Amundi Index Euro Corporate SRI 0-3 Y UCITS ETF (ECR3.DE) has a volatility of 0.59%. This indicates that EFRN.DE experiences smaller price fluctuations and is considered to be less risky than ECR3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EFRN.DEECR3.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.40%

0.59%

-0.19%

Volatility (6M)

Calculated over the trailing 6-month period

0.79%

0.68%

+0.11%

Volatility (1Y)

Calculated over the trailing 1-year period

1.15%

1.00%

+0.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.98%

1.36%

-0.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.36%

1.74%

-0.38%