IS0R.DE vs. ISPA.DE
IS0R.DE (iShares USD High Yield Corporate Bond UCITS ETF USD (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IS0R.DE is a High Yield Bonds fund tracking the iBoxx® USD Liquid High Yield Capped, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, IS0R.DE returned 4.79%/yr vs 8.98%/yr for ISPA.DE. A 0.52 correlation means they provide meaningful diversification when combined. IS0R.DE charges 0.50%/yr vs 0.46%/yr for ISPA.DE.
Performance
IS0R.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS0R.DE achieves a 2.44% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, IS0R.DE has underperformed ISPA.DE with an annualized return of 4.79%, while ISPA.DE has yielded a comparatively higher 8.98% annualized return.
IS0R.DE
- 1D
- 0.10%
- 1M
- 1.07%
- YTD
- 2.44%
- 6M
- 2.00%
- 1Y
- 5.17%
- 3Y*
- 5.34%
- 5Y*
- 4.94%
- 10Y*
- 4.79%
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IS0R.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS0R.DE iShares USD High Yield Corporate Bond UCITS ETF USD (Dist) | 2.44% | -2.53% | 12.70% | 6.99% | -3.38% | 12.70% | -4.57% | 16.09% | 2.76% | -7.28% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between IS0R.DE and ISPA.DE is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2014 | 0.52 |
Over the past year, the correlation between IS0R.DE and ISPA.DE has dropped to 0.20 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
IS0R.DE vs. ISPA.DE — Risk / Return Rank
IS0R.DE
ISPA.DE
IS0R.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD High Yield Corporate Bond UCITS ETF USD (Dist) (IS0R.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| IS0R.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.31 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.62 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 8.10 | -6.44 |
| Martin ratioReturn relative to average drawdown | 5.16 | 28.73 | -23.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS0R.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 3.35 | -2.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.91 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.60 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.68 | -0.18 |
Drawdowns
IS0R.DE vs. ISPA.DE - Drawdown Comparison
The maximum IS0R.DE drawdown since its inception was -22.05%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IS0R.DE and ISPA.DE.
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Drawdown Indicators
| IS0R.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.05% | -38.91% | +16.86% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | -3.63% | +0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -11.44% | -15.10% | +3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -11.44% | -15.10% | +3.66% |
Max Drawdown (10Y)Largest decline over 10 years | -22.05% | -38.91% | +16.86% |
Current DrawdownCurrent decline from peak | -3.26% | -1.09% | -2.17% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -4.46% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.03% | -0.03% |
Volatility
IS0R.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares USD High Yield Corporate Bond UCITS ETF USD (Dist) (IS0R.DE) is 0.84%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.62%. This indicates that IS0R.DE experiences smaller price fluctuations and is considered to be less risky than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS0R.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 2.62% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 3.65% | 6.51% | -2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.59% | 8.77% | -3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.66% | 12.00% | -4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.84% | 14.79% | -5.95% |
IS0R.DE vs. ISPA.DE - Expense Ratio Comparison
IS0R.DE has a 0.50% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
IS0R.DE vs. ISPA.DE - Dividend Comparison
IS0R.DE's dividend yield for the trailing twelve months is around 6.21%, more than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0R.DE iShares USD High Yield Corporate Bond UCITS ETF USD (Dist) | 6.21% | 6.34% | 6.27% | 5.74% | 4.94% | 4.18% | 5.22% | 5.46% | 5.65% | 5.88% | 5.32% | 6.00% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
IS0R.DE and ISPA.DE have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.50% for IS0R.DE.
IS0R.DE is categorized as High Yield Bonds, while ISPA.DE is Global Equities. IS0R.DE tracks iBoxx® USD Liquid High Yield Capped, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.50% for IS0R.DE and 0.46% for ISPA.DE.
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