IBCD.DE vs. SXRR.DE
IBCD.DE (iShares USD Corporate Bond UCITS ETF (Dist)) and SXRR.DE (iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)) are both Corporate Bonds funds from iShares - IBCD.DE tracks the iBoxx® USD Liquid Investment Grade while SXRR.DE tracks the Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged). Both are passively managed. Over the past 5 years, IBCD.DE returned -0.07%/yr vs 2.44%/yr for SXRR.DE. At a correlation of -0.01, they often move in opposite directions. IBCD.DE charges 0.20%/yr vs 0.12%/yr for SXRR.DE.
Performance
IBCD.DE vs. SXRR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBCD.DE achieves a 2.10% return, which is significantly higher than SXRR.DE's 1.42% return.
IBCD.DE
- 1D
- -0.14%
- 1M
- 0.26%
- 6M
- 0.41%
- YTD
- 2.10%
- 1Y
- 6.78%
- 3Y*
- 3.85%
- 5Y*
- -0.07%
- 10Y*
- 1.81%
SXRR.DE
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 1.42%
- YTD
- 1.42%
- 1Y
- 2.61%
- 3Y*
- 3.68%
- 5Y*
- 2.44%
- 10Y*
- —
IBCD.DE vs. SXRR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBCD.DE iShares USD Corporate Bond UCITS ETF (Dist) | 2.10% | -3.98% | 6.70% | 5.34% | -12.51% | 6.56% | 0.75% | 20.71% | 0.29% | 0.07% |
SXRR.DE iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) | 1.42% | 2.69% | 4.90% | 4.43% | -0.72% | -0.50% | -0.32% | 1.07% | -1.64% | 0.16% |
Correlation
The correlation between IBCD.DE and SXRR.DE is -0.07, 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 | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Aug 8, 2017 | -0.01 |
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Return for Risk
IBCD.DE vs. SXRR.DE — Risk / Return Rank
IBCD.DE
SXRR.DE
IBCD.DE vs. SXRR.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 iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.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.
| IBCD.DE | SXRR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.85 | -0.66 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 11.00 | -9.21 |
| Martin ratioReturn relative to average drawdown | 4.48 | 34.86 | -30.38 |
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Drawdowns
IBCD.DE vs. SXRR.DE - Drawdown Comparison
The maximum IBCD.DE drawdown since its inception was -32.43%, which is greater than SXRR.DE's maximum drawdown of -14.20%. Use the drawdown chart below to compare losses from any high point for IBCD.DE and SXRR.DE.
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Drawdown Indicators
| IBCD.DE | SXRR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -14.20% | -18.23% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -0.24% | -3.52% |
Max Drawdown (3Y)Largest decline over 3 years | -12.27% | -1.36% | -10.91% |
Max Drawdown (5Y)Largest decline over 5 years | -16.71% | -2.72% | -13.99% |
Max Drawdown (10Y)Largest decline over 10 years | -17.43% | — | — |
Current DrawdownCurrent decline from peak | -5.27% | 0.00% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -1.22% | -5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 0.07% | +1.44% |
Volatility
IBCD.DE vs. SXRR.DE - Volatility Comparison
iShares USD Corporate Bond UCITS ETF (Dist) (IBCD.DE) has a higher volatility of 2.00% compared to iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) at 0.24%. This indicates that IBCD.DE's price experiences larger fluctuations and is considered to be riskier than SXRR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBCD.DE | SXRR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.00% | 0.24% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 4.18% | 0.96% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.40% | 1.40% | +5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.15% | 1.94% | +7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.99% | 3.80% | +5.19% |
IBCD.DE vs. SXRR.DE - Expense Ratio Comparison
IBCD.DE has a 0.20% expense ratio, which is higher than SXRR.DE's 0.12% 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. SXRR.DE - Dividend Comparison
IBCD.DE's dividend yield for the trailing twelve months is around 4.99%, more than SXRR.DE's 4.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCD.DE iShares USD Corporate Bond UCITS ETF (Dist) | 4.99% | 5.03% | 4.88% | 4.69% | 3.79% | 2.60% | 2.96% | 3.43% | 3.61% | 3.43% | 3.26% | 3.32% |
SXRR.DE iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) | 4.72% | 5.04% | 6.01% | 5.52% | 1.49% | 0.58% | 1.60% | 3.00% | 2.06% | 0.36% | 0.00% | 0.00% |
Frequently Asked Questions
IBCD.DE and SXRR.DE have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRR.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRR.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for IBCD.DE.
IBCD.DE tracks iBoxx® USD Liquid Investment Grade, while SXRR.DE tracks Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged). Their fees differ too: 0.20% for IBCD.DE and 0.12% for SXRR.DE.
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