IBC5.DE vs. SXRH.DE
IBC5.DE (iShares $ TIPS UCITS ETF EUR Hedged (Acc)) and SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) are both Inflation-Protected Bonds funds from iShares - IBC5.DE tracks the Bloomberg US Government Inflation-Linked Bond Index (EUR Hedged) while SXRH.DE tracks the ICE US Treasury Inflation-Linked Bond 0-5 Years. Both are passively managed. Over the past 5 years, IBC5.DE returned -1.21%/yr vs 3.83%/yr for SXRH.DE. At a 0.01 correlation, their price movements are largely independent. IBC5.DE charges 0.12%/yr vs 0.10%/yr for SXRH.DE.
Performance
IBC5.DE vs. SXRH.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 SXRH.DE's 3.99% 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*
- —
SXRH.DE
- 1D
- 0.00%
- 1M
- 0.95%
- 6M
- 3.99%
- YTD
- 3.99%
- 1Y
- 6.20%
- 3Y*
- 3.29%
- 5Y*
- 3.83%
- 10Y*
- —
IBC5.DE vs. SXRH.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% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 3.99% | -5.80% | 10.86% | 1.03% | 2.89% | 14.19% | -4.42% | 7.48% | 8.12% |
Correlation
The correlation between IBC5.DE and SXRH.DE is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 2018 | 0.01 |
The correlation between IBC5.DE and SXRH.DE shifts across timeframes, from -0.10 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IBC5.DE vs. SXRH.DE — Risk / Return Rank
IBC5.DE
SXRH.DE
IBC5.DE vs. SXRH.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 USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.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 | SXRH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.17 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.69 | -0.92 |
| Martin ratioReturn relative to average drawdown | 1.73 | 4.51 | -2.78 |
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Drawdowns
IBC5.DE vs. SXRH.DE - Drawdown Comparison
The maximum IBC5.DE drawdown since its inception was -18.53%, smaller than the maximum SXRH.DE drawdown of -20.23%. Use the drawdown chart below to compare losses from any high point for IBC5.DE and SXRH.DE.
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Drawdown Indicators
| IBC5.DE | SXRH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.53% | -20.23% | +1.70% |
Max Drawdown (1Y)Largest decline over 1 year | -2.19% | -3.66% | +1.47% |
Max Drawdown (3Y)Largest decline over 3 years | -5.06% | -10.06% | +5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -12.37% | -6.16% |
Current DrawdownCurrent decline from peak | -9.85% | -4.48% | -5.37% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -7.19% | +0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 1.37% | -0.40% |
Volatility
IBC5.DE vs. SXRH.DE - Volatility Comparison
The current volatility for iShares $ TIPS UCITS ETF EUR Hedged (Acc) (IBC5.DE) is 1.07%, while iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) has a volatility of 1.40%. This indicates that IBC5.DE experiences smaller price fluctuations and is considered to be less risky than SXRH.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 | SXRH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.40% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 3.06% | 5.07% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 6.70% | -2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 7.83% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 7.76% | -1.45% |
IBC5.DE vs. SXRH.DE - Expense Ratio Comparison
IBC5.DE has a 0.12% expense ratio, which is higher than SXRH.DE's 0.10% 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
IBC5.DE vs. SXRH.DE - Dividend Comparison
IBC5.DE has not paid dividends to shareholders, while SXRH.DE's dividend yield for the trailing twelve months is around 5.07%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IBC5.DE iShares $ TIPS UCITS ETF EUR Hedged (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 5.07% | 6.14% | 6.79% | 5.24% | 0.30% | 0.35% | 3.29% | 3.30% | 2.97% | 1.04% |
Frequently Asked Questions
IBC5.DE and SXRH.DE have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRH.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRH.DE is cheaper with a 0.10% expense ratio, compared with 0.12% for IBC5.DE.
IBC5.DE tracks Bloomberg US Government Inflation-Linked Bond Index (EUR Hedged), while SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years. Their fees differ too: 0.12% for IBC5.DE and 0.10% for SXRH.DE.
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