EFRN.DE vs. SUA0.DE
Compare and contrast key facts about iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) and iShares EUR Corporate Bond ESG UCITS ETF EUR Acc (SUA0.DE).
EFRN.DE and SUA0.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EFRN.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg Euro Agg Corp 1-3 Yr TR EUR. It was launched on Jun 27, 2018. SUA0.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI Euro Corporate Sustainable and SRI. It was launched on Apr 27, 2022. Both EFRN.DE and SUA0.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EFRN.DE vs. SUA0.DE - Performance Comparison
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EFRN.DE vs. SUA0.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EFRN.DE iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) | 0.40% | 2.94% | 4.31% | 3.97% | 0.24% |
SUA0.DE iShares EUR Corporate Bond ESG UCITS ETF EUR Acc | -0.74% | 3.04% | 4.19% | 7.35% | -5.92% |
Returns By Period
In the year-to-date period, EFRN.DE achieves a 0.40% return, which is significantly higher than SUA0.DE's -0.74% return.
EFRN.DE
- 1D
- 0.03%
- 1M
- -0.06%
- YTD
- 0.40%
- 6M
- 1.10%
- 1Y
- 2.54%
- 3Y*
- 3.77%
- 5Y*
- 2.25%
- 10Y*
- —
SUA0.DE
- 1D
- 0.33%
- 1M
- -1.47%
- YTD
- -0.74%
- 6M
- -0.57%
- 1Y
- 2.05%
- 3Y*
- 4.16%
- 5Y*
- —
- 10Y*
- —
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EFRN.DE vs. SUA0.DE - Expense Ratio Comparison
EFRN.DE has a 0.10% expense ratio, which is lower than SUA0.DE's 0.15% 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. SUA0.DE — Risk / Return Rank
EFRN.DE
SUA0.DE
EFRN.DE vs. SUA0.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 iShares EUR Corporate Bond ESG UCITS ETF EUR Acc (SUA0.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.DE | SUA0.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | 0.76 | +1.43 |
Sortino ratioReturn per unit of downside risk | 3.23 | 1.08 | +2.15 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.13 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 5.59 | 0.85 | +4.74 |
Martin ratioReturn relative to average drawdown | 30.16 | 3.60 | +26.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EFRN.DE | SUA0.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 0.76 | +1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.41 | +0.69 |
Correlation
The correlation between EFRN.DE and SUA0.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. SUA0.DE - Dividend Comparison
EFRN.DE's dividend yield for the trailing twelve months is around 2.86%, while SUA0.DE has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EFRN.DE iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) | 2.86% | 2.88% | 4.22% | 2.93% | 0.00% | 0.00% | 0.00% |
SUA0.DE iShares EUR Corporate Bond ESG UCITS ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EFRN.DE vs. SUA0.DE - Drawdown Comparison
The maximum EFRN.DE drawdown since its inception was -5.68%, smaller than the maximum SUA0.DE drawdown of -9.07%. Use the drawdown chart below to compare losses from any high point for EFRN.DE and SUA0.DE.
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Drawdown Indicators
| EFRN.DE | SUA0.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.68% | -9.07% | +3.39% |
Max Drawdown (1Y)Largest decline over 1 year | -0.48% | -2.58% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -1.15% | — | — |
Current DrawdownCurrent decline from peak | -0.06% | -1.89% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -0.33% | -2.24% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.08% | 0.61% | -0.53% |
Volatility
EFRN.DE vs. SUA0.DE - Volatility Comparison
The current volatility for iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) is 0.39%, while iShares EUR Corporate Bond ESG UCITS ETF EUR Acc (SUA0.DE) has a volatility of 1.39%. This indicates that EFRN.DE experiences smaller price fluctuations and is considered to be less risky than SUA0.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.DE | SUA0.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.39% | 1.39% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 0.79% | 1.99% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.15% | 2.68% | -1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.98% | 4.57% | -3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.35% | 4.57% | -3.22% |