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ERND.L vs. CSP1.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ERND.L vs. CSP1.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.L) and iShares Core S&P 500 UCITS ETF (CSP1.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ERND.L is traded in USD, while CSP1.L is traded in GBp. To make them comparable, the CSP1.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ERND.L achieves a 2.00% return, which is significantly lower than CSP1.L's 10.64% return. Over the past 10 years, ERND.L has underperformed CSP1.L with an annualized return of 2.76%, while CSP1.L has yielded a comparatively higher 15.00% annualized return.


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%

CSP1.L

1D
0.64%
1M
0.52%
6M
10.36%
YTD
10.64%
1Y
22.24%
3Y*
20.23%
5Y*
13.16%
10Y*
15.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ERND.L vs. CSP1.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%2.11%1.48%
CSP1.L
iShares Core S&P 500 UCITS ETF
10.64%17.63%25.22%26.11%-18.77%29.88%17.14%31.49%-5.65%21.38%

Correlation

The correlation between ERND.L and CSP1.L is 0.04, 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

0.04

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

0.01

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

0.04

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Oct 15, 2013

0.02

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Return for Risk

ERND.L vs. CSP1.L — Risk / Return Rank

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

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

CSP1.L
CSP1.L Risk / Return Rank: 7272
Overall Rank
CSP1.L Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
CSP1.L Sortino Ratio Rank: 7171
Sortino Ratio Rank
CSP1.L Omega Ratio Rank: 7373
Omega Ratio Rank
CSP1.L Calmar Ratio Rank: 7272
Calmar Ratio Rank
CSP1.L Martin Ratio Rank: 7171
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.

ERND.L vs. CSP1.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.L) and iShares Core S&P 500 UCITS ETF (CSP1.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.


ERND.LCSP1.LDifference
Sharpe ratioReturn per unit of total volatility

+3.29

Sortino ratioReturn per unit of downside risk

+6.17

Omega ratioGain probability vs. loss probability

2.31

1.33

+0.98

Calmar ratioReturn relative to maximum drawdown

20.61

2.55

+18.06

Martin ratioReturn relative to average drawdown

101.10

10.42

+90.68

ERND.L vs. CSP1.L - Sharpe Ratio Comparison

The current ERND.L Sharpe Ratio is 5.19, which is higher than the CSP1.L Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of ERND.L and CSP1.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

ERND.L vs. CSP1.L - Drawdown Comparison

The maximum ERND.L drawdown since its inception was -7.48%, smaller than the maximum CSP1.L drawdown of -33.51%. Use the drawdown chart below to compare losses from any high point for ERND.L and CSP1.L.


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Drawdown Indicators


ERND.LCSP1.LDifference

Max Drawdown

Largest peak-to-trough decline

-7.48%

-33.51%

+26.03%

Max Drawdown (1Y)

Largest decline over 1 year

-0.20%

-8.68%

+8.48%

Max Drawdown (3Y)

Largest decline over 3 years

-0.64%

-19.33%

+18.69%

Max Drawdown (5Y)

Largest decline over 5 years

-1.06%

-25.16%

+24.10%

Max Drawdown (10Y)

Largest decline over 10 years

-7.48%

-33.51%

+26.03%

Current Drawdown

Current decline from peak

-0.02%

-0.22%

+0.20%

Average Drawdown

Average peak-to-trough decline

-0.08%

-4.07%

+3.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.04%

2.13%

-2.09%

Volatility

ERND.L vs. CSP1.L - Volatility Comparison

The current volatility for iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.L) is 0.21%, while iShares Core S&P 500 UCITS ETF (CSP1.L) has a volatility of 3.12%. This indicates that ERND.L experiences smaller price fluctuations and is considered to be less risky than CSP1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ERND.LCSP1.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.21%

3.12%

-2.91%

Volatility (6M)

Calculated over the trailing 6-month period

0.66%

8.66%

-8.00%

Volatility (1Y)

Calculated over the trailing 1-year period

0.79%

11.64%

-10.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.26%

20.99%

-19.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.08%

18.84%

-16.76%

ERND.L vs. CSP1.L - Expense Ratio Comparison

ERND.L has a 0.09% expense ratio, which is higher than CSP1.L's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

ERND.L vs. CSP1.L - Dividend Comparison

ERND.L's dividend yield for the trailing twelve months is around 4.31%, while CSP1.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CSP1.L
iShares Core S&P 500 UCITS ETF
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


ERND.L and CSP1.L have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CSP1.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CSP1.L is cheaper with a 0.07% expense ratio, compared with 0.09% for ERND.L.

ERND.L is categorized as Ultrashort Bond, while CSP1.L is S&P 500. ERND.L tracks Markit iBoxx USD Liquid Investment Grade Ultrashort Index (USD), while CSP1.L tracks S&P 500 Index. Their fees differ too: 0.09% for ERND.L and 0.07% for CSP1.L.

Portfolio Optimizer

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