IS0R.DE vs. XUHY.DE
IS0R.DE (iShares USD High Yield Corporate Bond UCITS ETF USD (Dist)) and XUHY.DE (Xtrackers USD High Yield Corporate Bond UCITS ETF 1D) are both High Yield Bonds funds - IS0R.DE tracks the iBoxx® USD Liquid High Yield Capped while XUHY.DE tracks the Bloomberg US Corporate High Yield TR USD. Both are passively managed. Over the past 5 years, IS0R.DE returned 4.94%/yr vs 4.92%/yr for XUHY.DE. Their correlation of 0.84 suggests significant overlap in exposure. IS0R.DE charges 0.50%/yr vs 0.20%/yr for XUHY.DE.
Performance
IS0R.DE vs. XUHY.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 XUHY.DE's 2.88% return.
IS0R.DE
- 1D
- 0.10%
- 1M
- 1.18%
- YTD
- 2.44%
- 6M
- 2.00%
- 1Y
- 5.26%
- 3Y*
- 5.34%
- 5Y*
- 4.94%
- 10Y*
- 4.79%
XUHY.DE
- 1D
- 0.08%
- 1M
- 1.22%
- YTD
- 2.88%
- 6M
- 2.54%
- 1Y
- 6.21%
- 3Y*
- 5.97%
- 5Y*
- 4.92%
- 10Y*
- —
IS0R.DE vs. XUHY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | 8.02% |
XUHY.DE Xtrackers USD High Yield Corporate Bond UCITS ETF 1D | 2.88% | -2.73% | 12.71% | 9.45% | -6.31% | 12.25% | -3.27% | 18.69% | 6.72% |
Correlation
The correlation between IS0R.DE and XUHY.DE is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Feb 14, 2018 | 0.84 |
The correlation between IS0R.DE and XUHY.DE has been stable across timeframes, ranging from 0.84 to 0.89 - a consistent structural relationship.
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Return for Risk
IS0R.DE vs. XUHY.DE — Risk / Return Rank
IS0R.DE
XUHY.DE
IS0R.DE vs. XUHY.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 Xtrackers USD High Yield Corporate Bond UCITS ETF 1D (XUHY.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 | XUHY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.97 | -0.31 |
| Martin ratioReturn relative to average drawdown | 5.16 | 5.40 | -0.24 |
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 | XUHY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.97 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.57 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.55 | -0.06 |
Drawdowns
IS0R.DE vs. XUHY.DE - Drawdown Comparison
The maximum IS0R.DE drawdown since its inception was -22.05%, roughly equal to the maximum XUHY.DE drawdown of -22.05%. Use the drawdown chart below to compare losses from any high point for IS0R.DE and XUHY.DE.
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Drawdown Indicators
| IS0R.DE | XUHY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.05% | -22.05% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | -3.03% | -0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -11.44% | -12.03% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -11.44% | -12.03% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -22.05% | — | — |
Current DrawdownCurrent decline from peak | -3.26% | -3.13% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -3.86% | -0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.11% | -0.11% |
Volatility
IS0R.DE vs. XUHY.DE - Volatility Comparison
The current volatility for iShares USD High Yield Corporate Bond UCITS ETF USD (Dist) (IS0R.DE) is 0.84%, while Xtrackers USD High Yield Corporate Bond UCITS ETF 1D (XUHY.DE) has a volatility of 1.13%. This indicates that IS0R.DE experiences smaller price fluctuations and is considered to be less risky than XUHY.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 | XUHY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 1.13% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 3.65% | 4.08% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.59% | 6.13% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.66% | 8.51% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.84% | 11.39% | -2.55% |
IS0R.DE vs. XUHY.DE - Expense Ratio Comparison
IS0R.DE has a 0.50% expense ratio, which is higher than XUHY.DE's 0.20% expense ratio.
Dividends
IS0R.DE vs. XUHY.DE - Dividend Comparison
IS0R.DE's dividend yield for the trailing twelve months is around 6.21%, less than XUHY.DE's 6.62% 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% |
XUHY.DE Xtrackers USD High Yield Corporate Bond UCITS ETF 1D | 6.62% | 6.60% | 7.39% | 6.02% | 6.14% | 9.11% | 5.94% | 4.81% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IS0R.DE and XUHY.DE have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUHY.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUHY.DE is cheaper with a 0.20% expense ratio, compared with 0.50% for IS0R.DE.
IS0R.DE tracks iBoxx® USD Liquid High Yield Capped, while XUHY.DE tracks Bloomberg US Corporate High Yield TR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.50% for IS0R.DE and 0.20% for XUHY.DE.
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