PortfoliosLab logoPortfoliosLab logo
IBCN.DE vs. IAGG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBCN.DE vs. IAGG - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Euro Government Bond 3-5yr UCITS ETF (IBCN.DE) and iShares Core International Aggregate Bond ETF (IAGG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

IBCN.DE is traded in EUR, while IAGG is traded in USD. To make them comparable, the IAGG values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IBCN.DE achieves a 0.05% return, which is significantly lower than IAGG's 2.84% return. Over the past 10 years, IBCN.DE has underperformed IAGG with an annualized return of 0.17%, while IAGG has yielded a comparatively higher 2.02% annualized return.


IBCN.DE

1D
0.06%
1M
0.01%
YTD
0.05%
6M
-0.06%
1Y
0.68%
3Y*
2.68%
5Y*
-0.39%
10Y*
0.17%

IAGG

1D
0.64%
1M
2.01%
YTD
2.84%
6M
1.91%
1Y
1.70%
3Y*
2.02%
5Y*
2.20%
10Y*
2.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBCN.DE vs. IAGG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IBCN.DE
iShares Euro Government Bond 3-5yr UCITS ETF
0.05%2.24%2.15%5.23%-10.13%-1.37%1.01%1.69%0.69%0.45%
IAGG
iShares Core International Aggregate Bond ETF
2.84%-8.99%11.41%5.24%-5.34%5.47%-3.99%10.43%8.23%-10.45%

Correlation

The correlation between IBCN.DE and IAGG is 0.04, 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

0.04

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

0.26

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

0.32

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

0.27

Correlation (All Time)
Calculated using the full available price history since Nov 13, 2015

0.27

Over the past year, the correlation between IBCN.DE and IAGG has dropped to 0.04 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.

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

IBCN.DE vs. IAGG — Risk / Return Rank

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

IBCN.DE
IBCN.DE Risk / Return Rank: 1111
Overall Rank
IBCN.DE Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
IBCN.DE Sortino Ratio Rank: 1010
Sortino Ratio Rank
IBCN.DE Omega Ratio Rank: 1010
Omega Ratio Rank
IBCN.DE Calmar Ratio Rank: 1111
Calmar Ratio Rank
IBCN.DE Martin Ratio Rank: 1111
Martin Ratio Rank

IAGG
IAGG Risk / Return Rank: 2323
Overall Rank
IAGG Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
IAGG Sortino Ratio Rank: 2323
Sortino Ratio Rank
IAGG Omega Ratio Rank: 2323
Omega Ratio Rank
IAGG Calmar Ratio Rank: 2222
Calmar Ratio Rank
IAGG Martin Ratio Rank: 2424
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.

IBCN.DE vs. IAGG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Euro Government Bond 3-5yr UCITS ETF (IBCN.DE) and iShares Core International Aggregate Bond ETF (IAGG). 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.


IBCN.DEIAGGDifference
Sharpe ratioReturn per unit of total volatility

-0.15

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.03

1.06

-0.03

Calmar ratioReturn relative to maximum drawdown

0.14

0.38

-0.23

Martin ratioReturn relative to average drawdown

0.40

0.93

-0.53

IBCN.DE vs. IAGG - Sharpe Ratio Comparison

The current IBCN.DE Sharpe Ratio is 0.14, which is lower than the IAGG Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of IBCN.DE and IAGG, 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


IBCN.DEIAGGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.14

0.29

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.11

0.27

-0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

0.25

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.23

+0.22

Drawdowns

IBCN.DE vs. IAGG - Drawdown Comparison

The maximum IBCN.DE drawdown since its inception was -12.52%, smaller than the maximum IAGG drawdown of -15.49%. Use the drawdown chart below to compare losses from any high point for IBCN.DE and IAGG.


Loading charts...

Drawdown Indicators


IBCN.DEIAGGDifference

Max Drawdown

Largest peak-to-trough decline

-12.52%

-15.49%

+2.97%

Max Drawdown (1Y)

Largest decline over 1 year

-2.41%

-4.53%

+2.12%

Max Drawdown (3Y)

Largest decline over 3 years

-2.41%

-12.04%

+9.63%

Max Drawdown (5Y)

Largest decline over 5 years

-12.15%

-12.04%

-0.11%

Max Drawdown (10Y)

Largest decline over 10 years

-12.52%

-15.49%

+2.97%

Current Drawdown

Current decline from peak

-2.93%

-7.65%

+4.72%

Average Drawdown

Average peak-to-trough decline

-2.32%

-5.69%

+3.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.86%

1.83%

-0.97%

Volatility

IBCN.DE vs. IAGG - Volatility Comparison

The current volatility for iShares Euro Government Bond 3-5yr UCITS ETF (IBCN.DE) is 0.91%, while iShares Core International Aggregate Bond ETF (IAGG) has a volatility of 1.01%. This indicates that IBCN.DE experiences smaller price fluctuations and is considered to be less risky than IAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IBCN.DEIAGGDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.91%

1.01%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

2.24%

4.20%

-1.96%

Volatility (1Y)

Calculated over the trailing 1-year period

2.53%

5.92%

-3.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.63%

8.23%

-4.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.96%

8.05%

-5.09%

IBCN.DE vs. IAGG - Expense Ratio Comparison

IBCN.DE has a 0.15% expense ratio, which is higher than IAGG's 0.07% 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

IBCN.DE vs. IAGG - Dividend Comparison

IBCN.DE's dividend yield for the trailing twelve months is around 2.44%, less than IAGG's 3.66% yield.


PositionTTM20252024202320222021202020192018201720162015
IAGG
iShares Core International Aggregate Bond ETF
3.66%3.08%4.28%3.55%2.27%1.16%1.95%2.82%3.02%1.74%1.56%0.13%
IBCN.DE
iShares Euro Government Bond 3-5yr UCITS ETF
2.44%2.51%2.61%0.80%0.00%0.00%0.00%0.07%0.12%0.08%0.13%0.61%

Frequently Asked Questions


IBCN.DE and IAGG have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IAGG is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IAGG is cheaper with a 0.07% expense ratio, compared with 0.15% for IBCN.DE.

IBCN.DE is categorized as European Government Bonds, while IAGG is Global Bonds. IBCN.DE tracks Bloomberg Euro Government Bond 5, while IAGG tracks Bloomberg Global Aggregate ex USD 10% Issuer Capped (Hedged) Index. Their fees differ too: 0.15% for IBCN.DE and 0.07% for IAGG.

Portfolio Optimizer

Find the right allocation for IBCN.DE and IAGG

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