IBCQ.DE vs. PLAN.DE
IBCQ.DE (iShares Global Corp Bond EUR Hedged UCITS ETF (Dist)) and PLAN.DE (Lyxor Corporate Green Bond (DR) UCITS ETF - Acc) are both Global Corporate Bonds funds - IBCQ.DE tracks the Bloomberg Global Aggregate Corporate Index (EUR Hedged) while PLAN.DE tracks the Bloomberg Gbl Agg Corp TR USD. Both are passively managed. Over the past 3 years, IBCQ.DE returned 3.66%/yr vs 4.64%/yr for PLAN.DE. A 0.58 correlation means they provide meaningful diversification when combined. IBCQ.DE charges 0.25%/yr vs 0.20%/yr for PLAN.DE.
Performance
IBCQ.DE vs. PLAN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBCQ.DE achieves a 0.37% return, which is significantly lower than PLAN.DE's 1.48% return.
IBCQ.DE
- 1D
- -0.07%
- 1M
- 0.56%
- 6M
- 0.23%
- YTD
- 0.37%
- 1Y
- 2.17%
- 3Y*
- 3.66%
- 5Y*
- -1.18%
- 10Y*
- 0.44%
PLAN.DE
- 1D
- 0.00%
- 1M
- 1.27%
- 6M
- 1.40%
- YTD
- 1.48%
- 1Y
- 3.10%
- 3Y*
- 4.64%
- 5Y*
- —
- 10Y*
- —
IBCQ.DE vs. PLAN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IBCQ.DE iShares Global Corp Bond EUR Hedged UCITS ETF (Dist) | 0.37% | 4.51% | 1.64% | 6.18% | -16.03% | -1.78% |
PLAN.DE Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | 1.48% | 1.00% | 6.07% | 6.47% | -13.19% | -0.12% |
Correlation
The correlation between IBCQ.DE and PLAN.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 2021 | 0.58 |
Over the past year, the correlation between IBCQ.DE and PLAN.DE has dropped to 0.36 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.
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Return for Risk
IBCQ.DE vs. PLAN.DE — Risk / Return Rank
IBCQ.DE
PLAN.DE
IBCQ.DE vs. PLAN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Corp Bond EUR Hedged UCITS ETF (Dist) (IBCQ.DE) and Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.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.
| IBCQ.DE | PLAN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.95 | -1.28 |
| Martin ratioReturn relative to average drawdown | 2.11 | 5.70 | -3.58 |
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Drawdowns
IBCQ.DE vs. PLAN.DE - Drawdown Comparison
The maximum IBCQ.DE drawdown since its inception was -21.76%, which is greater than PLAN.DE's maximum drawdown of -14.57%. Use the drawdown chart below to compare losses from any high point for IBCQ.DE and PLAN.DE.
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Drawdown Indicators
| IBCQ.DE | PLAN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.76% | -14.57% | -7.19% |
Max Drawdown (1Y)Largest decline over 1 year | -3.27% | -1.60% | -1.67% |
Max Drawdown (3Y)Largest decline over 3 years | -4.75% | -3.18% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -21.76% | — | — |
Current DrawdownCurrent decline from peak | -7.19% | -0.34% | -6.85% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -6.42% | +1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.55% | +0.47% |
Volatility
IBCQ.DE vs. PLAN.DE - Volatility Comparison
iShares Global Corp Bond EUR Hedged UCITS ETF (Dist) (IBCQ.DE) has a higher volatility of 0.90% compared to Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) at 0.83%. This indicates that IBCQ.DE's price experiences larger fluctuations and is considered to be riskier than PLAN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBCQ.DE | PLAN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.90% | 0.83% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 4.67% | 2.39% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.42% | 3.03% | +2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.13% | 4.61% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.85% | 4.61% | +1.24% |
IBCQ.DE vs. PLAN.DE - Expense Ratio Comparison
IBCQ.DE has a 0.25% expense ratio, which is higher than PLAN.DE's 0.20% 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
IBCQ.DE vs. PLAN.DE - Dividend Comparison
IBCQ.DE's dividend yield for the trailing twelve months is around 4.11%, while PLAN.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCQ.DE iShares Global Corp Bond EUR Hedged UCITS ETF (Dist) | 4.11% | 3.96% | 3.75% | 3.20% | 2.62% | 2.09% | 2.36% | 2.66% | 3.00% | 2.19% | 2.51% | 2.75% |
PLAN.DE Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBCQ.DE and PLAN.DE have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PLAN.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PLAN.DE is cheaper with a 0.20% expense ratio, compared with 0.25% for IBCQ.DE.
IBCQ.DE tracks Bloomberg Global Aggregate Corporate Index (EUR Hedged), while PLAN.DE tracks Bloomberg Gbl Agg Corp TR USD. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.25% for IBCQ.DE and 0.20% for PLAN.DE.
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