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ERNX.DE vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ERNX.DE vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.DE) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ERNX.DE is traded in EUR, while SGOV is traded in USD. To make them comparable, the SGOV values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ERNX.DE achieves a 0.87% return, which is significantly lower than SGOV's 2.72% return.


ERNX.DE

1D
0.04%
1M
0.26%
YTD
0.87%
6M
0.99%
1Y
2.18%
3Y*
3.33%
5Y*
10Y*

SGOV

1D
0.00%
1M
1.01%
YTD
2.72%
6M
2.11%
1Y
2.25%
3Y*
1.95%
5Y*
4.51%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ERNX.DE vs. SGOV - Yearly Performance Comparison


2026 (YTD)2025202420232022
ERNX.DE
iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating
0.87%2.69%4.04%3.34%0.10%
SGOV
iShares 0-3 Month Treasury Bond ETF
2.67%-8.13%12.22%1.97%0.02%

Correlation

The correlation between ERNX.DE and SGOV 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

-0.02

Correlation (All Time)
Calculated using the full available price history since May 2, 2022

-0.04

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Return for Risk

ERNX.DE vs. SGOV — Risk / Return Rank

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

ERNX.DE
ERNX.DE Risk / Return Rank: 9494
Overall Rank
ERNX.DE Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
ERNX.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
ERNX.DE Omega Ratio Rank: 9494
Omega Ratio Rank
ERNX.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
ERNX.DE Martin Ratio Rank: 9898
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
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.

ERNX.DE vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.DE) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.


ERNX.DESGOVDifference
Sharpe ratioReturn per unit of total volatility

+2.58

Sortino ratioReturn per unit of downside risk

+4.44

Omega ratioGain probability vs. loss probability

1.67

1.07

+0.60

Calmar ratioReturn relative to maximum drawdown

10.99

0.59

+10.40

Martin ratioReturn relative to average drawdown

54.93

1.34

+53.59

ERNX.DE vs. SGOV - Sharpe Ratio Comparison

The current ERNX.DE Sharpe Ratio is 2.94, which is higher than the SGOV Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of ERNX.DE and SGOV, 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


ERNX.DESGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.94

0.36

+2.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

3.90

0.29

+3.61

Drawdowns

ERNX.DE vs. SGOV - Drawdown Comparison

The maximum ERNX.DE drawdown since its inception was -0.83%, smaller than the maximum SGOV drawdown of -11.59%. Use the drawdown chart below to compare losses from any high point for ERNX.DE and SGOV.


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Drawdown Indicators


ERNX.DESGOVDifference

Max Drawdown

Largest peak-to-trough decline

-0.83%

-11.59%

+10.76%

Max Drawdown (1Y)

Largest decline over 1 year

-0.20%

-3.84%

+3.64%

Max Drawdown (3Y)

Largest decline over 3 years

-0.20%

-11.53%

+11.33%

Max Drawdown (5Y)

Largest decline over 5 years

-11.59%

Current Drawdown

Current decline from peak

-0.00%

-6.77%

+6.77%

Average Drawdown

Average peak-to-trough decline

-0.09%

-5.75%

+5.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.04%

1.68%

-1.64%

Volatility

ERNX.DE vs. SGOV - Volatility Comparison

The current volatility for iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.DE) is 0.17%, while iShares 0-3 Month Treasury Bond ETF (SGOV) has a volatility of 1.26%. This indicates that ERNX.DE experiences smaller price fluctuations and is considered to be less risky than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ERNX.DESGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.17%

1.26%

-1.09%

Volatility (6M)

Calculated over the trailing 6-month period

0.56%

4.33%

-3.77%

Volatility (1Y)

Calculated over the trailing 1-year period

0.74%

6.29%

-5.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.68%

7.70%

-7.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.68%

7.47%

-6.79%

ERNX.DE vs. SGOV - Expense Ratio Comparison

Both ERNX.DE and SGOV 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

ERNX.DE vs. SGOV - Dividend Comparison

ERNX.DE has not paid dividends to shareholders, while SGOV's dividend yield for the trailing twelve months is around 3.86%.


PositionTTM202520242023202220212020
ERNX.DE
iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.86%4.10%5.10%4.87%1.45%0.03%0.05%

Frequently Asked Questions


ERNX.DE and SGOV 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.

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

ERNX.DE and SGOV have the same expense ratio: 0.09% per year.

ERNX.DE tracks Markit iBoxx EUR Liquid Investment Grade Ultrashort Index, while SGOV tracks ICE 0-3 Month US Treasury Securities Index.

Portfolio Optimizer

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