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ERNA.L vs. ERND.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ERNA.L vs. ERND.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares USD Ultrashort Bond UCITS ETF USD (Acc) (ERNA.L) and iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with ERNA.L having a 2.07% return and ERND.L slightly lower at 2.00%.


ERNA.L

1D
0.16%
1M
0.31%
6M
1.91%
YTD
2.07%
1Y
4.40%
3Y*
5.12%
5Y*
3.85%
10Y*

ERND.L

1D
-0.02%
1M
0.30%
6M
1.83%
YTD
2.00%
1Y
4.19%
3Y*
5.09%
5Y*
3.83%
10Y*
2.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ERNA.L vs. ERND.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ERNA.L
iShares USD Ultrashort Bond UCITS ETF USD (Acc)
2.07%4.85%5.65%5.44%1.46%0.11%1.27%3.19%1.14%
ERND.L
iShares $ Ultrashort Bond UCITS ETF USD (Dist)
2.00%4.84%5.55%5.09%2.03%0.00%1.21%3.03%1.22%

Correlation

The correlation between ERNA.L and ERND.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.17

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

0.22

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

0.24

Correlation (All Time)
Calculated using the full available price history since Jun 29, 2018

0.21

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Return for Risk

ERNA.L vs. ERND.L — Risk / Return Rank

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

ERNA.L
ERNA.L Risk / Return Rank: 9797
Overall Rank
ERNA.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
ERNA.L Sortino Ratio Rank: 9797
Sortino Ratio Rank
ERNA.L Omega Ratio Rank: 9898
Omega Ratio Rank
ERNA.L Calmar Ratio Rank: 9898
Calmar Ratio Rank
ERNA.L Martin Ratio Rank: 9898
Martin Ratio Rank

ERND.L
ERND.L Risk / Return Rank: 9999
Overall Rank
ERND.L Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
ERND.L Sortino Ratio Rank: 9999
Sortino Ratio Rank
ERND.L Omega Ratio Rank: 9898
Omega Ratio Rank
ERND.L Calmar Ratio Rank: 9999
Calmar Ratio Rank
ERND.L Martin Ratio Rank: 9999
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.

ERNA.L vs. ERND.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Ultrashort Bond UCITS ETF USD (Acc) (ERNA.L) and iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.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.


ERNA.LERND.LDifference
Sharpe ratioReturn per unit of total volatility

-2.10

Sortino ratioReturn per unit of downside risk

-3.58

Omega ratioGain probability vs. loss probability

2.14

2.31

-0.18

Calmar ratioReturn relative to maximum drawdown

13.86

20.61

-6.75

Martin ratioReturn relative to average drawdown

58.00

101.10

-43.10

ERNA.L vs. ERND.L - Sharpe Ratio Comparison

The current ERNA.L Sharpe Ratio is 3.09, which is lower than the ERND.L Sharpe Ratio of 5.19. The chart below compares the historical Sharpe Ratios of ERNA.L and ERND.L, 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

ERNA.L vs. ERND.L - Drawdown Comparison

The maximum ERNA.L drawdown since its inception was -8.63%, which is greater than ERND.L's maximum drawdown of -7.48%. Use the drawdown chart below to compare losses from any high point for ERNA.L and ERND.L.


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Drawdown Indicators


ERNA.LERND.LDifference

Max Drawdown

Largest peak-to-trough decline

-8.63%

-7.48%

-1.15%

Max Drawdown (1Y)

Largest decline over 1 year

-0.32%

-0.20%

-0.12%

Max Drawdown (3Y)

Largest decline over 3 years

-0.33%

-0.64%

+0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-0.81%

-1.06%

+0.25%

Max Drawdown (10Y)

Largest decline over 10 years

-7.48%

Current Drawdown

Current decline from peak

0.00%

-0.02%

+0.02%

Average Drawdown

Average peak-to-trough decline

-0.09%

-0.08%

-0.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.08%

0.04%

+0.04%

Volatility

ERNA.L vs. ERND.L - Volatility Comparison

iShares USD Ultrashort Bond UCITS ETF USD (Acc) (ERNA.L) has a higher volatility of 0.39% compared to iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.L) at 0.21%. This indicates that ERNA.L's price experiences larger fluctuations and is considered to be riskier than ERND.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ERNA.LERND.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.39%

0.21%

+0.18%

Volatility (6M)

Calculated over the trailing 6-month period

1.24%

0.66%

+0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

1.43%

0.79%

+0.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.24%

1.26%

-0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.25%

2.08%

+0.17%

ERNA.L vs. ERND.L - Expense Ratio Comparison

Both ERNA.L and ERND.L have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

ERNA.L vs. ERND.L - Dividend Comparison

ERNA.L has not paid dividends to shareholders, while ERND.L's dividend yield for the trailing twelve months is around 4.31%.


PositionTTM20252024202320222021202020192018201720162015
ERNA.L
iShares USD Ultrashort Bond UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ERND.L
iShares $ Ultrashort Bond UCITS ETF USD (Dist)
4.31%4.70%5.54%5.00%1.57%0.49%1.55%2.71%2.19%1.39%0.99%0.72%

Frequently Asked Questions


ERNA.L and ERND.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.09% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

ERNA.L and ERND.L have the same expense ratio: 0.09% per year.

ERNA.L is categorized as Corporate Bonds, while ERND.L is Ultrashort Bond. ERNA.L tracks Bloomberg US Corp 1-3 Yr TR USD, while ERND.L tracks Markit iBoxx USD Liquid Investment Grade Ultrashort Index (USD).

Portfolio Optimizer

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