PortfoliosLab logoPortfoliosLab logo
EFRN.DE vs. EL49.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EFRN.DE vs. EL49.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 Deka iBoxx EUR Liquid Corporates Diversified UCITS ETF (EL49.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EFRN.DE achieves a 0.87% return, which is significantly higher than EL49.DE's 0.49% return.


EFRN.DE

1D
0.05%
1M
0.17%
YTD
0.87%
6M
1.29%
1Y
2.55%
3Y*
3.61%
5Y*
2.35%
10Y*

EL49.DE

1D
0.02%
1M
0.35%
YTD
0.49%
6M
0.22%
1Y
1.76%
3Y*
4.31%
5Y*
-0.16%
10Y*
0.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EFRN.DE vs. EL49.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
EFRN.DE
iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)
0.87%2.94%4.31%3.97%-0.03%-0.22%-0.04%1.18%-0.78%
EL49.DE
Deka iBoxx EUR Liquid Corporates Diversified UCITS ETF
0.49%2.66%4.06%7.13%-13.01%-1.51%1.80%5.80%-0.40%

Correlation

The correlation between EFRN.DE and EL49.DE is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.04

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Jul 3, 2018

0.05

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

EFRN.DE vs. EL49.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: 9090
Overall Rank
EFRN.DE Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
EFRN.DE Sortino Ratio Rank: 8888
Sortino Ratio Rank
EFRN.DE Omega Ratio Rank: 8888
Omega Ratio Rank
EFRN.DE Calmar Ratio Rank: 9595
Calmar Ratio Rank
EFRN.DE Martin Ratio Rank: 9595
Martin Ratio Rank

EL49.DE
EL49.DE Risk / Return Rank: 1515
Overall Rank
EL49.DE Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
EL49.DE Sortino Ratio Rank: 1414
Sortino Ratio Rank
EL49.DE Omega Ratio Rank: 1414
Omega Ratio Rank
EL49.DE Calmar Ratio Rank: 1515
Calmar Ratio Rank
EL49.DE Martin Ratio Rank: 1616
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. EL49.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 Deka iBoxx EUR Liquid Corporates Diversified UCITS ETF (EL49.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.DEEL49.DEDifference
Sharpe ratioReturn per unit of total volatility

+2.21

Sortino ratioReturn per unit of downside risk

+3.39

Omega ratioGain probability vs. loss probability

1.55

1.07

+0.48

Calmar ratioReturn relative to maximum drawdown

8.25

0.46

+7.79

Martin ratioReturn relative to average drawdown

32.61

1.52

+31.09

EFRN.DE vs. EL49.DE - Sharpe Ratio Comparison

The current EFRN.DE Sharpe Ratio is 2.58, which is higher than the EL49.DE Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of EFRN.DE and EL49.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


EFRN.DEEL49.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.58

0.36

+2.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.35

-0.03

+2.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

0.47

+0.65

Drawdowns

EFRN.DE vs. EL49.DE - Drawdown Comparison

The maximum EFRN.DE drawdown since its inception was -5.68%, smaller than the maximum EL49.DE drawdown of -16.77%. Use the drawdown chart below to compare losses from any high point for EFRN.DE and EL49.DE.


Loading charts...

Drawdown Indicators


EFRN.DEEL49.DEDifference

Max Drawdown

Largest peak-to-trough decline

-5.68%

-16.77%

+11.09%

Max Drawdown (1Y)

Largest decline over 1 year

-0.31%

-3.05%

+2.74%

Max Drawdown (3Y)

Largest decline over 3 years

-0.48%

-3.05%

+2.57%

Max Drawdown (5Y)

Largest decline over 5 years

-1.13%

-16.77%

+15.64%

Max Drawdown (10Y)

Largest decline over 10 years

-16.77%

Current Drawdown

Current decline from peak

-0.01%

-1.87%

+1.86%

Average Drawdown

Average peak-to-trough decline

-0.33%

-3.21%

+2.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.08%

0.92%

-0.84%

Volatility

EFRN.DE vs. EL49.DE - Volatility Comparison

The current volatility for iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) is 0.34%, while Deka iBoxx EUR Liquid Corporates Diversified UCITS ETF (EL49.DE) has a volatility of 1.28%. This indicates that EFRN.DE experiences smaller price fluctuations and is considered to be less risky than EL49.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


EFRN.DEEL49.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.34%

1.28%

-0.94%

Volatility (6M)

Calculated over the trailing 6-month period

0.80%

3.42%

-2.62%

Volatility (1Y)

Calculated over the trailing 1-year period

0.98%

3.85%

-2.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.99%

4.88%

-3.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.35%

5.25%

-3.90%

EFRN.DE vs. EL49.DE - Expense Ratio Comparison

EFRN.DE has a 0.10% expense ratio, which is lower than EL49.DE's 0.20% 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

EFRN.DE vs. EL49.DE - Dividend Comparison

EFRN.DE's dividend yield for the trailing twelve months is around 2.50%, less than EL49.DE's 3.49% yield.


PositionTTM20252024202320222021202020192018201720162015
EFRN.DE
iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)
2.50%2.88%4.22%2.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EL49.DE
Deka iBoxx EUR Liquid Corporates Diversified UCITS ETF
3.49%3.50%3.24%3.04%0.75%0.69%0.69%0.88%0.75%1.15%1.52%1.82%

Frequently Asked Questions


EFRN.DE and EL49.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EFRN.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EFRN.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for EL49.DE.

EFRN.DE tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR, while EL49.DE tracks iBoxx® EUR Liquid Corporates Diversified. They also come from different issuers: iShares and Deka. Their fees differ too: 0.10% for EFRN.DE and 0.20% for EL49.DE.

Portfolio Optimizer

Find the right allocation for EFRN.DE and EL49.DE

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