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

Performance

EFRN.DE vs. SYBS.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 SPDR Bloomberg Sterling Corporate Bond UCITS ETF (SYBS.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EFRN.DE achieves a 1.22% return, which is significantly lower than SYBS.DE's 2.27% return.


EFRN.DE

1D
0.20%
1M
0.40%
YTD
1.22%
6M
1.42%
1Y
2.72%
3Y*
3.68%
5Y*
2.39%
10Y*

SYBS.DE

1D
0.13%
1M
1.74%
YTD
2.27%
6M
2.80%
1Y
3.56%
3Y*
6.45%
5Y*
-0.75%
10Y*
1.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024202320222021202020192018
EFRN.DE
iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)
1.22%2.91%4.29%4.00%-0.00%-0.20%0.00%1.01%-0.80%
SYBS.DE
SPDR Bloomberg Sterling Corporate Bond UCITS ETF
2.27%1.99%6.20%11.12%-23.36%4.01%2.32%17.50%-2.84%

Correlation

The correlation between EFRN.DE and SYBS.DE is 0.08, 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

0.08

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

0.05

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

0.03

Correlation (All Time)
Calculated using the full available price history since Jun 27, 2018

0.06

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Return for Risk

EFRN.DE vs. SYBS.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: 8080
Overall Rank
EFRN.DE Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
EFRN.DE Sortino Ratio Rank: 6363
Sortino Ratio Rank
EFRN.DE Omega Ratio Rank: 8989
Omega Ratio Rank
EFRN.DE Calmar Ratio Rank: 9595
Calmar Ratio Rank
EFRN.DE Martin Ratio Rank: 9696
Martin Ratio Rank

SYBS.DE
SYBS.DE Risk / Return Rank: 1717
Overall Rank
SYBS.DE Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
SYBS.DE Sortino Ratio Rank: 1515
Sortino Ratio Rank
SYBS.DE Omega Ratio Rank: 1515
Omega Ratio Rank
SYBS.DE Calmar Ratio Rank: 2121
Calmar Ratio Rank
SYBS.DE Martin Ratio Rank: 2020
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. SYBS.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 SPDR Bloomberg Sterling Corporate Bond UCITS ETF (SYBS.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.

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.


EFRN.DESYBS.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.15

Sortino ratioReturn per unit of downside risk

+1.82

Omega ratioGain probability vs. loss probability

1.49

1.09

+0.40

Calmar ratioReturn relative to maximum drawdown

7.30

0.91

+6.39

Martin ratioReturn relative to average drawdown

27.93

2.21

+25.73

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

The current EFRN.DE Sharpe Ratio is 1.66, which is higher than the SYBS.DE Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of EFRN.DE and SYBS.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.


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Drawdowns

EFRN.DE vs. SYBS.DE - Drawdown Comparison

The maximum EFRN.DE drawdown since its inception was -5.58%, smaller than the maximum SYBS.DE drawdown of -32.65%. Use the drawdown chart below to compare losses from any high point for EFRN.DE and SYBS.DE.


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Drawdown Indicators


EFRN.DESYBS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-5.58%

-32.65%

+27.07%

Max Drawdown (1Y)

Largest decline over 1 year

-0.37%

-3.90%

+3.53%

Max Drawdown (3Y)

Largest decline over 3 years

-0.39%

-7.54%

+7.15%

Max Drawdown (5Y)

Largest decline over 5 years

-1.20%

-32.65%

+31.45%

Max Drawdown (10Y)

Largest decline over 10 years

-32.65%

Current Drawdown

Current decline from peak

0.00%

-7.25%

+7.25%

Average Drawdown

Average peak-to-trough decline

-0.29%

-8.21%

+7.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.10%

1.49%

-1.39%

Volatility

EFRN.DE vs. SYBS.DE - Volatility Comparison

The current volatility for iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) is 0.27%, while SPDR Bloomberg Sterling Corporate Bond UCITS ETF (SYBS.DE) has a volatility of 1.52%. This indicates that EFRN.DE experiences smaller price fluctuations and is considered to be less risky than SYBS.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.DESYBS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.27%

1.52%

-1.25%

Volatility (6M)

Calculated over the trailing 6-month period

1.16%

5.52%

-4.36%

Volatility (1Y)

Calculated over the trailing 1-year period

1.63%

6.93%

-5.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.46%

9.54%

-8.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.70%

9.63%

-7.93%

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

EFRN.DE has a 0.10% expense ratio, which is lower than SYBS.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. SYBS.DE - Dividend Comparison

EFRN.DE's dividend yield for the trailing twelve months is around 2.49%, less than SYBS.DE's 4.53% yield.


PositionTTM20252024202320222021202020192018201720162015
EFRN.DE
iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)
2.49%2.88%4.22%2.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SYBS.DE
SPDR Bloomberg Sterling Corporate Bond UCITS ETF
4.53%4.50%4.01%3.29%2.96%2.21%2.49%2.40%2.75%3.14%3.40%3.54%

Frequently Asked Questions


EFRN.DE and SYBS.DE have a correlation of 0.08, 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 SYBS.DE.

EFRN.DE tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR, while SYBS.DE tracks Bloomberg Sterling Corporate Bond. They also come from different issuers: iShares and State Street. Their fees differ too: 0.10% for EFRN.DE and 0.20% for SYBS.DE.

Portfolio Optimizer

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

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