IGSG.AS vs. BOND
IGSG.AS (iShares Dow Jones Global Sustainability Screened UCITS ETF) and BOND (PIMCO Active Bond ETF) are both exchange-traded funds - IGSG.AS is a Global Equities fund tracking the MSCI ACWI NR USD, while BOND is a Intermediate Core-Plus Bond fund actively managed by PIMCO. IGSG.AS is passively managed, while BOND is actively managed. Over the past 10 years, IGSG.AS returned 11.76%/yr vs 1.69%/yr for BOND. At a 0.14 correlation, their price movements are largely independent. IGSG.AS charges 0.60%/yr vs 0.54%/yr for BOND.
Performance
IGSG.AS vs. BOND - Performance Comparison
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Different Trading Currencies
IGSG.AS is traded in EUR, while BOND is traded in USD. To make them comparable, the BOND values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IGSG.AS achieves a 11.56% return, which is significantly higher than BOND's 3.14% return. Over the past 10 years, IGSG.AS has outperformed BOND with an annualized return of 11.76%, while BOND has yielded a comparatively lower 1.69% annualized return.
IGSG.AS
- 1D
- 0.00%
- 1M
- 1.53%
- 6M
- 9.12%
- YTD
- 11.56%
- 1Y
- 21.95%
- 3Y*
- 15.34%
- 5Y*
- 11.25%
- 10Y*
- 11.76%
BOND
- 1D
- -0.21%
- 1M
- 0.89%
- 6M
- 1.48%
- YTD
- 3.14%
- 1Y
- 7.13%
- 3Y*
- 4.27%
- 5Y*
- 0.85%
- 10Y*
- 1.69%
IGSG.AS vs. BOND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGSG.AS iShares Dow Jones Global Sustainability Screened UCITS ETF | 11.56% | 8.59% | 18.22% | 22.31% | -12.70% | 31.66% | 4.00% | 28.06% | -4.00% | 7.54% |
BOND PIMCO Active Bond ETF | 3.14% | -4.48% | 9.55% | 3.29% | -9.27% | 6.65% | -1.09% | 10.99% | 4.78% | -8.12% |
Correlation
The correlation between IGSG.AS and BOND is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2012 | 0.14 |
The correlation between IGSG.AS and BOND shifts across timeframes, from 0.11 (5 years) to 0.22 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IGSG.AS vs. BOND — Risk / Return Rank
IGSG.AS
BOND
IGSG.AS vs. BOND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF (IGSG.AS) and PIMCO Active Bond ETF (BOND). 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.
| IGSG.AS | BOND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.24 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 1.95 | +1.11 |
| Martin ratioReturn relative to average drawdown | 11.79 | 5.69 | +6.11 |
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Drawdowns
IGSG.AS vs. BOND - Drawdown Comparison
The maximum IGSG.AS drawdown since its inception was -44.01%, which is greater than BOND's maximum drawdown of -15.13%. Use the drawdown chart below to compare losses from any high point for IGSG.AS and BOND.
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Drawdown Indicators
| IGSG.AS | BOND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.01% | -15.13% | -28.88% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -3.67% | -3.45% |
Max Drawdown (3Y)Largest decline over 3 years | -19.27% | -11.89% | -7.38% |
Max Drawdown (5Y)Largest decline over 5 years | -19.27% | -12.33% | -6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -32.91% | -15.13% | -17.78% |
Current DrawdownCurrent decline from peak | -0.70% | -4.31% | +3.61% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -5.27% | -6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.26% | +0.60% |
Volatility
IGSG.AS vs. BOND - Volatility Comparison
iShares Dow Jones Global Sustainability Screened UCITS ETF (IGSG.AS) has a higher volatility of 2.88% compared to PIMCO Active Bond ETF (BOND) at 1.42%. This indicates that IGSG.AS's price experiences larger fluctuations and is considered to be riskier than BOND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGSG.AS | BOND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.88% | 1.42% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 4.35% | +4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.40% | 5.81% | +5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 7.84% | +5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.19% | 7.73% | +8.46% |
IGSG.AS vs. BOND - Expense Ratio Comparison
IGSG.AS has a 0.60% expense ratio, which is higher than BOND's 0.54% expense ratio.
Dividends
IGSG.AS vs. BOND - Dividend Comparison
IGSG.AS has not paid dividends to shareholders, while BOND's dividend yield for the trailing twelve months is around 5.20%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOND PIMCO Active Bond ETF | 5.20% | 5.11% | 5.02% | 4.06% | 3.44% | 2.58% | 2.66% | 3.38% | 3.18% | 2.87% | 2.85% | 4.14% |
IGSG.AS iShares Dow Jones Global Sustainability Screened UCITS ETF | 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
IGSG.AS and BOND have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BOND is cheaper at 0.54% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BOND is cheaper with a 0.54% expense ratio, compared with 0.60% for IGSG.AS.
IGSG.AS is categorized as Global Equities, while BOND is Intermediate Core-Plus Bond. They also come from different issuers: iShares and PIMCO. Their fees differ too: 0.60% for IGSG.AS and 0.54% for BOND.
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