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ICLU.L vs. IB01.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ICLU.L vs. IB01.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco USD AAA CLO UCITS ETF Acc (ICLU.L) and iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ICLU.L achieves a 2.17% return, which is significantly higher than IB01.L's 1.41% return.


ICLU.L

1D
0.00%
1M
0.47%
YTD
2.17%
6M
2.52%
1Y
5.34%
3Y*
5Y*
10Y*

IB01.L

1D
-0.02%
1M
0.27%
YTD
1.41%
6M
1.79%
1Y
3.98%
3Y*
4.73%
5Y*
3.38%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ICLU.L vs. IB01.L - Yearly Performance Comparison


Correlation

The correlation between ICLU.L and IB01.L is 0.09, 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

0.09

Correlation (All Time)
Calculated using the full available price history since Feb 11, 2025

0.05

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Return for Risk

ICLU.L vs. IB01.L — Risk / Return Rank

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

ICLU.L
ICLU.L Risk / Return Rank: 9797
Overall Rank
ICLU.L Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
ICLU.L Sortino Ratio Rank: 9797
Sortino Ratio Rank
ICLU.L Omega Ratio Rank: 9898
Omega Ratio Rank
ICLU.L Calmar Ratio Rank: 9595
Calmar Ratio Rank
ICLU.L Martin Ratio Rank: 9696
Martin Ratio Rank

IB01.L
IB01.L Risk / Return Rank: 100100
Overall Rank
IB01.L Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
IB01.L Sortino Ratio Rank: 100100
Sortino Ratio Rank
IB01.L Omega Ratio Rank: 100100
Omega Ratio Rank
IB01.L Calmar Ratio Rank: 100100
Calmar Ratio Rank
IB01.L Martin Ratio Rank: 100100
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.

ICLU.L vs. IB01.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco USD AAA CLO UCITS ETF Acc (ICLU.L) and iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L). 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.


ICLU.LIB01.LDifference
Sharpe ratioReturn per unit of total volatility

-7.72

Sortino ratioReturn per unit of downside risk

-30.63

Omega ratioGain probability vs. loss probability

2.27

8.02

-5.75

Calmar ratioReturn relative to maximum drawdown

8.47

115.49

-107.02

Martin ratioReturn relative to average drawdown

39.67

570.06

-530.38

ICLU.L vs. IB01.L - Sharpe Ratio Comparison

The current ICLU.L Sharpe Ratio is 4.22, which is lower than the IB01.L Sharpe Ratio of 11.94. The chart below compares the historical Sharpe Ratios of ICLU.L and IB01.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ICLU.LIB01.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.22

11.94

-7.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

9.22

Sharpe Ratio (All Time)

Calculated using the full available price history

3.37

3.78

-0.42

Drawdowns

ICLU.L vs. IB01.L - Drawdown Comparison

The maximum ICLU.L drawdown since its inception was -0.91%, roughly equal to the maximum IB01.L drawdown of -0.91%. Use the drawdown chart below to compare losses from any high point for ICLU.L and IB01.L.


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Drawdown Indicators


ICLU.LIB01.LDifference

Max Drawdown

Largest peak-to-trough decline

-0.91%

-0.91%

0.00%

Max Drawdown (1Y)

Largest decline over 1 year

-0.63%

-0.03%

-0.60%

Max Drawdown (3Y)

Largest decline over 3 years

-0.09%

Max Drawdown (5Y)

Largest decline over 5 years

-0.29%

Current Drawdown

Current decline from peak

0.00%

-0.02%

+0.02%

Average Drawdown

Average peak-to-trough decline

-0.08%

-0.08%

0.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.13%

0.01%

+0.12%

Volatility

ICLU.L vs. IB01.L - Volatility Comparison

Invesco USD AAA CLO UCITS ETF Acc (ICLU.L) has a higher volatility of 0.19% compared to iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L) at 0.10%. This indicates that ICLU.L's price experiences larger fluctuations and is considered to be riskier than IB01.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ICLU.LIB01.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.19%

0.10%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

0.82%

0.24%

+0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

1.26%

0.33%

+0.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.46%

0.37%

+1.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.46%

0.72%

+0.74%

ICLU.L vs. IB01.L - Expense Ratio Comparison

ICLU.L has a 0.25% expense ratio, which is higher than IB01.L'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

ICLU.L vs. IB01.L - Dividend Comparison

Neither ICLU.L nor IB01.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ICLU.L and IB01.L have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IB01.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IB01.L is cheaper with a 0.07% expense ratio, compared with 0.25% for ICLU.L.

ICLU.L is categorized as CLO, while IB01.L is Government Bonds. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.25% for ICLU.L and 0.07% for IB01.L.

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