FVUI.DE vs. IS0Y.DE
FVUI.DE (Franklin USD Investment Grade Corporate Bond UCITS ETF) and IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) are both Corporate Bonds funds - FVUI.DE tracks the Franklin USD Investment Grade Corporate Bond while IS0Y.DE tracks the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Both are passively managed. Over the past 5 years, FVUI.DE returned 0.31%/yr vs 2.73%/yr for IS0Y.DE. At a 0.01 correlation, their price movements are largely independent. FVUI.DE charges 0.35%/yr vs 0.25%/yr for IS0Y.DE.
Performance
FVUI.DE vs. IS0Y.DE - Performance Comparison
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Returns By Period
In the year-to-date period, FVUI.DE achieves a 2.52% return, which is significantly higher than IS0Y.DE's 1.40% return.
FVUI.DE
- 1D
- 0.00%
- 1M
- 0.75%
- 6M
- 1.22%
- YTD
- 2.52%
- 1Y
- 5.48%
- 3Y*
- 3.76%
- 5Y*
- 0.31%
- 10Y*
- —
IS0Y.DE
- 1D
- -0.01%
- 1M
- -0.02%
- 6M
- 1.29%
- YTD
- 1.40%
- 1Y
- 3.02%
- 3Y*
- 5.12%
- 5Y*
- 2.73%
- 10Y*
- 1.57%
FVUI.DE vs. IS0Y.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FVUI.DE Franklin USD Investment Grade Corporate Bond UCITS ETF | 2.52% | -4.25% | 7.65% | 2.86% | -8.56% | 5.15% | -0.61% | 15.14% | -10.14% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.40% | 4.15% | 6.61% | 5.08% | -2.70% | -0.25% | 0.80% | 4.09% | -1.93% |
Correlation
The correlation between FVUI.DE and IS0Y.DE is 0.00, 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 | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2018 | 0.01 |
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Return for Risk
FVUI.DE vs. IS0Y.DE — Risk / Return Rank
FVUI.DE
IS0Y.DE
FVUI.DE vs. IS0Y.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin USD Investment Grade Corporate Bond UCITS ETF (FVUI.DE) and iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.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.
| FVUI.DE | IS0Y.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.45 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.96 | -1.29 |
| Martin ratioReturn relative to average drawdown | 3.98 | 11.26 | -7.28 |
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Drawdowns
FVUI.DE vs. IS0Y.DE - Drawdown Comparison
The maximum FVUI.DE drawdown since its inception was -16.78%, which is greater than IS0Y.DE's maximum drawdown of -13.95%. Use the drawdown chart below to compare losses from any high point for FVUI.DE and IS0Y.DE.
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Drawdown Indicators
| FVUI.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.78% | -13.95% | -2.83% |
Max Drawdown (1Y)Largest decline over 1 year | -3.29% | -1.02% | -2.27% |
Max Drawdown (3Y)Largest decline over 3 years | -11.53% | -2.07% | -9.46% |
Max Drawdown (5Y)Largest decline over 5 years | -14.34% | -6.97% | -7.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.95% | — |
Current DrawdownCurrent decline from peak | -4.48% | -0.13% | -4.35% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -1.32% | -4.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 0.27% | +1.11% |
Volatility
FVUI.DE vs. IS0Y.DE - Volatility Comparison
Franklin USD Investment Grade Corporate Bond UCITS ETF (FVUI.DE) has a higher volatility of 1.62% compared to iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) at 0.37%. This indicates that FVUI.DE's price experiences larger fluctuations and is considered to be riskier than IS0Y.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVUI.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 0.37% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 4.49% | 1.73% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.13% | 2.20% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.30% | 2.85% | +5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.58% | 3.69% | +6.89% |
FVUI.DE vs. IS0Y.DE - Expense Ratio Comparison
FVUI.DE has a 0.35% expense ratio, which is higher than IS0Y.DE's 0.25% expense ratio.
Dividends
FVUI.DE vs. IS0Y.DE - Dividend Comparison
FVUI.DE's dividend yield for the trailing twelve months is around 4.17%, more than IS0Y.DE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVUI.DE Franklin USD Investment Grade Corporate Bond UCITS ETF | 4.17% | 4.09% | 4.20% | 3.47% | 2.77% | 2.12% | 2.40% | 3.35% | 1.59% | 0.00% | 0.00% | 0.00% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 2.58% | 2.91% | 3.70% | 2.52% | 0.43% | 0.70% | 0.82% | 0.92% | 0.58% | 0.71% | 1.35% | 1.47% |
Frequently Asked Questions
FVUI.DE and IS0Y.DE have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS0Y.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS0Y.DE is cheaper with a 0.25% expense ratio, compared with 0.35% for FVUI.DE.
FVUI.DE tracks Franklin USD Investment Grade Corporate Bond, while IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.35% for FVUI.DE and 0.25% for IS0Y.DE.
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