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IE1A.DE vs. EFRN.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IE1A.DE vs. EFRN.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares EUR Corporate Bond 1-5yr UCITS ETF EUR Acc (IE1A.DE) and iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IE1A.DE achieves a 0.38% return, which is significantly lower than EFRN.DE's 0.87% return.


IE1A.DE

1D
0.03%
1M
0.23%
YTD
0.38%
6M
0.44%
1Y
1.91%
3Y*
4.27%
5Y*
10Y*

EFRN.DE

1D
0.05%
1M
0.17%
YTD
0.87%
6M
1.29%
1Y
2.55%
3Y*
3.61%
5Y*
2.35%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IE1A.DE vs. EFRN.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
IE1A.DE
iShares EUR Corporate Bond 1-5yr UCITS ETF EUR Acc
0.38%3.34%4.35%5.82%-3.60%
EFRN.DE
iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)
0.87%2.94%4.31%3.97%0.24%

Correlation

The correlation between IE1A.DE and EFRN.DE is -0.03, 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

-0.03

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

0.03

Correlation (All Time)
Calculated using the full available price history since May 2, 2022

0.03

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Return for Risk

IE1A.DE vs. EFRN.DE — Risk / Return Rank

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

IE1A.DE
IE1A.DE Risk / Return Rank: 2424
Overall Rank
IE1A.DE Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
IE1A.DE Sortino Ratio Rank: 2323
Sortino Ratio Rank
IE1A.DE Omega Ratio Rank: 2424
Omega Ratio Rank
IE1A.DE Calmar Ratio Rank: 2222
Calmar Ratio Rank
IE1A.DE Martin Ratio Rank: 2626
Martin Ratio Rank

EFRN.DE
EFRN.DE Risk / Return Rank: 9090
Overall Rank
EFRN.DE Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
EFRN.DE Sortino Ratio Rank: 8888
Sortino Ratio Rank
EFRN.DE Omega Ratio Rank: 8888
Omega Ratio Rank
EFRN.DE Calmar Ratio Rank: 9595
Calmar Ratio Rank
EFRN.DE Martin Ratio Rank: 9595
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.

IE1A.DE vs. EFRN.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond 1-5yr UCITS ETF EUR Acc (IE1A.DE) and iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.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.


IE1A.DEEFRN.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.76

Sortino ratioReturn per unit of downside risk

-2.73

Omega ratioGain probability vs. loss probability

1.15

1.55

-0.39

Calmar ratioReturn relative to maximum drawdown

0.97

8.25

-7.28

Martin ratioReturn relative to average drawdown

3.41

32.61

-29.20

IE1A.DE vs. EFRN.DE - Sharpe Ratio Comparison

The current IE1A.DE Sharpe Ratio is 0.82, which is lower than the EFRN.DE Sharpe Ratio of 2.58. The chart below compares the historical Sharpe Ratios of IE1A.DE and EFRN.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.


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Sharpe Ratios by Period


IE1A.DEEFRN.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

2.58

-1.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.88

1.12

-0.25

Drawdowns

IE1A.DE vs. EFRN.DE - Drawdown Comparison

The maximum IE1A.DE drawdown since its inception was -5.63%, roughly equal to the maximum EFRN.DE drawdown of -5.68%. Use the drawdown chart below to compare losses from any high point for IE1A.DE and EFRN.DE.


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Drawdown Indicators


IE1A.DEEFRN.DEDifference

Max Drawdown

Largest peak-to-trough decline

-5.63%

-5.68%

+0.05%

Max Drawdown (1Y)

Largest decline over 1 year

-1.79%

-0.31%

-1.48%

Max Drawdown (3Y)

Largest decline over 3 years

-1.79%

-0.48%

-1.31%

Max Drawdown (5Y)

Largest decline over 5 years

-1.13%

Current Drawdown

Current decline from peak

-0.44%

-0.01%

-0.43%

Average Drawdown

Average peak-to-trough decline

-1.20%

-0.33%

-0.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.51%

0.08%

+0.43%

Volatility

IE1A.DE vs. EFRN.DE - Volatility Comparison

iShares EUR Corporate Bond 1-5yr UCITS ETF EUR Acc (IE1A.DE) has a higher volatility of 0.70% compared to iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) at 0.34%. This indicates that IE1A.DE's price experiences larger fluctuations and is considered to be riskier than EFRN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IE1A.DEEFRN.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.70%

0.34%

+0.36%

Volatility (6M)

Calculated over the trailing 6-month period

1.85%

0.80%

+1.05%

Volatility (1Y)

Calculated over the trailing 1-year period

2.13%

0.98%

+1.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.77%

0.99%

+1.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.77%

1.35%

+1.42%

IE1A.DE vs. EFRN.DE - Expense Ratio Comparison

IE1A.DE has a 0.20% expense ratio, which is higher than EFRN.DE's 0.10% 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

IE1A.DE vs. EFRN.DE - Dividend Comparison

IE1A.DE has not paid dividends to shareholders, while EFRN.DE's dividend yield for the trailing twelve months is around 2.50%.


PositionTTM202520242023202220212020
EFRN.DE
iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)
2.50%2.88%4.22%2.93%0.00%0.00%0.00%
IE1A.DE
iShares EUR Corporate Bond 1-5yr UCITS ETF EUR Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IE1A.DE and EFRN.DE have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EFRN.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EFRN.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for IE1A.DE.

IE1A.DE tracks Bloomberg Euro Corporate 1-5 Year Bond, while EFRN.DE tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR. Their fees differ too: 0.20% for IE1A.DE and 0.10% for EFRN.DE.

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