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

Performance

ERNA.L vs. ERNU.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 USD Ultrashort Bond UCITS ETF (ERNU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ERNA.L is traded in USD, while ERNU.L is traded in GBP. To make them comparable, the ERNU.L values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with ERNA.L having a 1.64% return and ERNU.L slightly lower at 1.61%.


ERNA.L

1D
0.11%
1M
0.35%
YTD
1.64%
6M
1.95%
1Y
4.36%
3Y*
5.21%
5Y*
3.77%
10Y*

ERNU.L

1D
0.14%
1M
0.47%
YTD
1.61%
6M
2.05%
1Y
4.39%
3Y*
5.10%
5Y*
3.75%
10Y*
2.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024202320222021202020192018
ERNA.L
iShares USD Ultrashort Bond UCITS ETF USD (Acc)
1.64%4.75%5.66%5.50%1.46%0.11%1.27%3.19%1.09%
ERNU.L
iShares USD Ultrashort Bond UCITS ETF
1.61%4.91%5.60%4.92%1.32%0.60%0.83%3.85%0.83%

Correlation

The correlation between ERNA.L and ERNU.L 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

0.01

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

0.04

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2018

0.05

The correlation between ERNA.L and ERNU.L shifts across timeframes, from -0.08 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ERNA.L vs. ERNU.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: 9898
Overall Rank
ERNA.L Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ERNA.L Sortino Ratio Rank: 9898
Sortino Ratio Rank
ERNA.L Omega Ratio Rank: 9898
Omega Ratio Rank
ERNA.L Calmar Ratio Rank: 9999
Calmar Ratio Rank
ERNA.L Martin Ratio Rank: 9898
Martin Ratio Rank

ERNU.L
ERNU.L Risk / Return Rank: 2424
Overall Rank
ERNU.L Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
ERNU.L Sortino Ratio Rank: 2424
Sortino Ratio Rank
ERNU.L Omega Ratio Rank: 2222
Omega Ratio Rank
ERNU.L Calmar Ratio Rank: 2626
Calmar Ratio Rank
ERNU.L Martin Ratio Rank: 2424
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. ERNU.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 USD Ultrashort Bond UCITS ETF (ERNU.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.


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

+3.61

Sortino ratioReturn per unit of downside risk

+6.73

Omega ratioGain probability vs. loss probability

2.31

1.19

+1.12

Calmar ratioReturn relative to maximum drawdown

21.10

4.60

+16.50

Martin ratioReturn relative to average drawdown

82.85

14.97

+67.89

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

The current ERNA.L Sharpe Ratio is 4.65, which is higher than the ERNU.L Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of ERNA.L and ERNU.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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Sharpe Ratios by Period


ERNA.LERNU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.65

1.04

+3.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

4.03

0.78

+3.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

1.43

0.46

+0.97

Drawdowns

ERNA.L vs. ERNU.L - Drawdown Comparison

The maximum ERNA.L drawdown since its inception was -8.63%, which is greater than ERNU.L's maximum drawdown of -8.13%. Use the drawdown chart below to compare losses from any high point for ERNA.L and ERNU.L.


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Drawdown Indicators


ERNA.LERNU.LDifference

Max Drawdown

Largest peak-to-trough decline

-8.63%

-8.13%

-0.50%

Max Drawdown (1Y)

Largest decline over 1 year

-0.20%

-0.95%

+0.75%

Max Drawdown (3Y)

Largest decline over 3 years

-0.38%

-1.00%

+0.62%

Max Drawdown (5Y)

Largest decline over 5 years

-0.81%

-2.54%

+1.73%

Max Drawdown (10Y)

Largest decline over 10 years

-8.13%

Current Drawdown

Current decline from peak

0.00%

-0.11%

+0.11%

Average Drawdown

Average peak-to-trough decline

-0.10%

-0.57%

+0.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.05%

0.29%

-0.24%

Volatility

ERNA.L vs. ERNU.L - Volatility Comparison

The current volatility for iShares USD Ultrashort Bond UCITS ETF USD (Acc) (ERNA.L) is 0.30%, while iShares USD Ultrashort Bond UCITS ETF (ERNU.L) has a volatility of 1.50%. This indicates that ERNA.L experiences smaller price fluctuations and is considered to be less risky than ERNU.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.LERNU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.30%

1.50%

-1.20%

Volatility (6M)

Calculated over the trailing 6-month period

0.86%

3.57%

-2.71%

Volatility (1Y)

Calculated over the trailing 1-year period

0.93%

4.22%

-3.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.93%

4.79%

-3.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.17%

5.10%

-2.93%

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

Both ERNA.L and ERNU.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. ERNU.L - Dividend Comparison

ERNA.L has not paid dividends to shareholders, while ERNU.L's dividend yield for the trailing twelve months is around 5.69%.


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%
ERNU.L
iShares USD Ultrashort Bond UCITS ETF
5.69%4.68%5.45%5.00%1.55%0.48%1.65%2.77%2.17%1.43%0.93%0.70%

Frequently Asked Questions


ERNA.L and ERNU.L 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.

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 ERNU.L have the same expense ratio: 0.09% per year.

Both ETFs track Bloomberg US Corp 1-3 Yr TR USD.

Portfolio Optimizer

Find the right allocation for ERNA.L and ERNU.L

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