PortfoliosLab logoPortfoliosLab logo
IBCD.DE vs. FRNU.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBCD.DE vs. FRNU.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares USD Corporate Bond UCITS ETF (Dist) (IBCD.DE) and Amundi Floating Rate USD Corporate ESG UCITS ETF USD (FRNU.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IBCD.DE achieves a 1.30% return, which is significantly lower than FRNU.DE's 3.11% return. Over the past 10 years, IBCD.DE has underperformed FRNU.DE with an annualized return of 1.88%, while FRNU.DE has yielded a comparatively higher 2.93% annualized return.


IBCD.DE

1D
0.20%
1M
1.19%
YTD
1.30%
6M
0.27%
1Y
3.27%
3Y*
1.65%
5Y*
0.50%
10Y*
1.88%

FRNU.DE

1D
-0.07%
1M
1.57%
YTD
3.11%
6M
2.36%
1Y
3.47%
3Y*
2.89%
5Y*
5.15%
10Y*
2.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBCD.DE vs. FRNU.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IBCD.DE
iShares USD Corporate Bond UCITS ETF (Dist)
1.30%-4.58%6.33%4.97%-12.66%6.14%0.35%20.25%-0.24%-6.49%
FRNU.DE
Amundi Floating Rate USD Corporate ESG UCITS ETF USD
3.11%-6.55%12.73%2.79%7.34%8.64%-7.76%7.65%4.94%-10.27%

Correlation

The correlation between IBCD.DE and FRNU.DE is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

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

0.45

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

0.45

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

0.58

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2015

0.61

The correlation between IBCD.DE and FRNU.DE shifts across timeframes, from 0.45 (3 years) to 0.61 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IBCD.DE vs. FRNU.DE — Risk / Return Rank

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

IBCD.DE
IBCD.DE Risk / Return Rank: 1717
Overall Rank
IBCD.DE Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
IBCD.DE Sortino Ratio Rank: 1616
Sortino Ratio Rank
IBCD.DE Omega Ratio Rank: 1515
Omega Ratio Rank
IBCD.DE Calmar Ratio Rank: 1919
Calmar Ratio Rank
IBCD.DE Martin Ratio Rank: 1818
Martin Ratio Rank

FRNU.DE
FRNU.DE Risk / Return Rank: 1919
Overall Rank
FRNU.DE Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
FRNU.DE Sortino Ratio Rank: 1717
Sortino Ratio Rank
FRNU.DE Omega Ratio Rank: 1717
Omega Ratio Rank
FRNU.DE Calmar Ratio Rank: 2323
Calmar Ratio Rank
FRNU.DE Martin Ratio Rank: 1919
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.

IBCD.DE vs. FRNU.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond UCITS ETF (Dist) (IBCD.DE) and Amundi Floating Rate USD Corporate ESG UCITS ETF USD (FRNU.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.


IBCD.DEFRNU.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

-0.08

Omega ratioGain probability vs. loss probability

1.09

1.10

-0.01

Calmar ratioReturn relative to maximum drawdown

0.75

1.03

-0.29

Martin ratioReturn relative to average drawdown

1.78

2.13

-0.35

IBCD.DE vs. FRNU.DE - Sharpe Ratio Comparison

The current IBCD.DE Sharpe Ratio is 0.47, which is comparable to the FRNU.DE Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of IBCD.DE and FRNU.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


IBCD.DEFRNU.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.47

0.55

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.67

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.39

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.32

-0.16

Drawdowns

IBCD.DE vs. FRNU.DE - Drawdown Comparison

The maximum IBCD.DE drawdown since its inception was -41.86%, which is greater than FRNU.DE's maximum drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for IBCD.DE and FRNU.DE.


Loading charts...

Drawdown Indicators


IBCD.DEFRNU.DEDifference

Max Drawdown

Largest peak-to-trough decline

-41.86%

-14.79%

-27.07%

Max Drawdown (1Y)

Largest decline over 1 year

-3.93%

-3.25%

-0.68%

Max Drawdown (3Y)

Largest decline over 3 years

-12.36%

-11.40%

-0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-17.12%

-11.40%

-5.72%

Max Drawdown (10Y)

Largest decline over 10 years

-17.51%

-14.79%

-2.72%

Current Drawdown

Current decline from peak

-7.49%

-6.01%

-1.48%

Average Drawdown

Average peak-to-trough decline

-9.84%

-5.47%

-4.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.65%

1.58%

+0.07%

Volatility

IBCD.DE vs. FRNU.DE - Volatility Comparison

iShares USD Corporate Bond UCITS ETF (Dist) (IBCD.DE) and Amundi Floating Rate USD Corporate ESG UCITS ETF USD (FRNU.DE) have volatilities of 1.33% and 1.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IBCD.DEFRNU.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.33%

1.33%

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

4.22%

4.19%

+0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

6.21%

6.12%

+0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.18%

7.60%

+1.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.07%

7.50%

+1.57%

IBCD.DE vs. FRNU.DE - Expense Ratio Comparison

IBCD.DE has a 0.20% expense ratio, which is higher than FRNU.DE's 0.18% 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

IBCD.DE vs. FRNU.DE - Dividend Comparison

IBCD.DE's dividend yield for the trailing twelve months is around 4.24%, while FRNU.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FRNU.DE
Amundi Floating Rate USD Corporate ESG UCITS ETF USD
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IBCD.DE
iShares USD Corporate Bond UCITS ETF (Dist)
4.24%4.39%4.52%4.34%3.60%2.21%2.56%3.06%3.09%3.02%2.97%3.00%

Frequently Asked Questions


IBCD.DE and FRNU.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FRNU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FRNU.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for IBCD.DE.

IBCD.DE tracks iBoxx® USD Liquid Investment Grade, while FRNU.DE tracks iBoxx MSCI ESG USD FRN Investment Grade Corporates. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for IBCD.DE and 0.18% for FRNU.DE.

Portfolio Optimizer

Find the right allocation for IBCD.DE and FRNU.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer