IBC5.DE vs. IUSQ.DE
IBC5.DE (iShares $ TIPS UCITS ETF EUR Hedged (Acc)) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - IBC5.DE is a Inflation-Protected Bonds fund tracking the Bloomberg US Government Inflation-Linked Bond Index (EUR Hedged), while IUSQ.DE is a Global Equities fund tracking the MSCI ACWI Index. Both are passively managed. Over the past 5 years, IBC5.DE returned -1.21%/yr vs 11.85%/yr for IUSQ.DE. At a correlation of -0.00, they often move in opposite directions. IBC5.DE charges 0.12%/yr vs 0.20%/yr for IUSQ.DE.
Performance
IBC5.DE vs. IUSQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBC5.DE achieves a 0.37% return, which is significantly lower than IUSQ.DE's 14.14% return.
IBC5.DE
- 1D
- 0.00%
- 1M
- -0.37%
- 6M
- 0.56%
- YTD
- 0.37%
- 1Y
- 1.69%
- 3Y*
- 1.86%
- 5Y*
- -1.21%
- 10Y*
- —
IUSQ.DE
- 1D
- 0.59%
- 1M
- 1.08%
- 6M
- 13.65%
- YTD
- 14.14%
- 1Y
- 26.53%
- 3Y*
- 17.85%
- 5Y*
- 11.85%
- 10Y*
- 12.51%
IBC5.DE vs. IUSQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IBC5.DE iShares $ TIPS UCITS ETF EUR Hedged (Acc) | 0.37% | 4.47% | 0.00% | 1.38% | -14.33% | 4.96% | 9.71% | 5.53% | -2.20% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 14.14% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -1.94% |
Correlation
The correlation between IBC5.DE and IUSQ.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 2018 | -0.00 |
The correlation between IBC5.DE and IUSQ.DE shifts across timeframes, from -0.00 (all time) to 0.16 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBC5.DE vs. IUSQ.DE — Risk / Return Rank
IBC5.DE
IUSQ.DE
IBC5.DE vs. IUSQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ TIPS UCITS ETF EUR Hedged (Acc) (IBC5.DE) and iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.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.
| IBC5.DE | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.53 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.41 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 4.08 | -3.31 |
| Martin ratioReturn relative to average drawdown | 1.73 | 16.66 | -14.93 |
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Drawdowns
IBC5.DE vs. IUSQ.DE - Drawdown Comparison
The maximum IBC5.DE drawdown since its inception was -18.53%, smaller than the maximum IUSQ.DE drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for IBC5.DE and IUSQ.DE.
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Drawdown Indicators
| IBC5.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.53% | -33.60% | +15.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.19% | -6.48% | +4.29% |
Max Drawdown (3Y)Largest decline over 3 years | -5.06% | -21.25% | +16.19% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -21.25% | +2.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.60% | — |
Current DrawdownCurrent decline from peak | -9.85% | -0.06% | -9.79% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -4.17% | -2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 1.59% | -0.62% |
Volatility
IBC5.DE vs. IUSQ.DE - Volatility Comparison
The current volatility for iShares $ TIPS UCITS ETF EUR Hedged (Acc) (IBC5.DE) is 1.07%, while iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) has a volatility of 3.66%. This indicates that IBC5.DE experiences smaller price fluctuations and is considered to be less risky than IUSQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBC5.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 3.66% | -2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 3.06% | 8.63% | -5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 11.78% | -7.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 13.99% | -7.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 14.98% | -8.67% |
IBC5.DE vs. IUSQ.DE - Expense Ratio Comparison
IBC5.DE has a 0.12% expense ratio, which is lower than IUSQ.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IBC5.DE vs. IUSQ.DE - Dividend Comparison
Neither IBC5.DE nor IUSQ.DE has paid dividends to shareholders.
Frequently Asked Questions
IBC5.DE and IUSQ.DE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBC5.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBC5.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for IUSQ.DE.
IBC5.DE is categorized as Inflation-Protected Bonds, while IUSQ.DE is Global Equities. IBC5.DE tracks Bloomberg US Government Inflation-Linked Bond Index (EUR Hedged), while IUSQ.DE tracks MSCI ACWI Index. Their fees differ too: 0.12% for IBC5.DE and 0.20% for IUSQ.DE.
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