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IG35.DE vs. EFRN.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IG35.DE vs. EFRN.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.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

The year-to-date returns for both stocks are quite close, with IG35.DE having a 0.90% return and EFRN.DE slightly lower at 0.87%.


IG35.DE

1D
0.25%
1M
1.23%
YTD
0.90%
6M
0.47%
1Y
3Y*
5Y*
10Y*

EFRN.DE

1D
0.05%
1M
0.18%
YTD
0.87%
6M
1.22%
1Y
2.55%
3Y*
3.61%
5Y*
2.35%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IG35.DE vs. EFRN.DE - Yearly Performance Comparison


Correlation

The correlation between IG35.DE and EFRN.DE is -0.02, 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 (All Time)
Calculated using the full available price history since Oct 15, 2025

-0.02

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Return for Risk

IG35.DE vs. EFRN.DE — Risk / Return Rank

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

IG35.DE

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.

IG35.DE vs. EFRN.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IG35.DE vs. EFRN.DE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IG35.DEEFRN.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

1.12

-1.02

Drawdowns

IG35.DE vs. EFRN.DE - Drawdown Comparison

The maximum IG35.DE drawdown since its inception was -4.08%, smaller than the maximum EFRN.DE drawdown of -5.68%. Use the drawdown chart below to compare losses from any high point for IG35.DE and EFRN.DE.


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Drawdown Indicators


IG35.DEEFRN.DEDifference

Max Drawdown

Largest peak-to-trough decline

-4.08%

-5.68%

+1.60%

Max Drawdown (1Y)

Largest decline over 1 year

-0.31%

Max Drawdown (3Y)

Largest decline over 3 years

-0.48%

Max Drawdown (5Y)

Largest decline over 5 years

-1.13%

Current Drawdown

Current decline from peak

-1.08%

-0.01%

-1.07%

Average Drawdown

Average peak-to-trough decline

-1.38%

-0.33%

-1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.08%

Volatility

IG35.DE vs. EFRN.DE - Volatility Comparison


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Volatility by Period


IG35.DEEFRN.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.34%

Volatility (6M)

Calculated over the trailing 6-month period

0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

5.22%

0.98%

+4.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.22%

0.99%

+4.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.22%

1.35%

+3.87%

IG35.DE vs. EFRN.DE - Expense Ratio Comparison

IG35.DE has a 0.12% 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

IG35.DE vs. EFRN.DE - Dividend Comparison

IG35.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%
IG35.DE
iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IG35.DE and EFRN.DE have a correlation of -0.02, 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 0.12% for IG35.DE.

IG35.DE tracks Bloomberg MSCI December 2035 Maturity EUR Corporate ESG Screened Index, while EFRN.DE tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR. Their fees differ too: 0.12% for IG35.DE and 0.10% for EFRN.DE.

Portfolio Optimizer

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