IS0Y.DE vs. ISPA.DE
IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IS0Y.DE is a Corporate Bonds fund tracking the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index, 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, IS0Y.DE returned 1.68%/yr vs 8.88%/yr for ISPA.DE. At a 0.41 correlation, their price movements are largely independent. IS0Y.DE charges 0.25%/yr vs 0.46%/yr for ISPA.DE.
Performance
IS0Y.DE vs. ISPA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IS0Y.DE achieves a 1.38% return, which is significantly lower than ISPA.DE's 14.66% return. Over the past 10 years, IS0Y.DE has underperformed ISPA.DE with an annualized return of 1.68%, while ISPA.DE has yielded a comparatively higher 8.88% annualized return.
IS0Y.DE
- 1D
- -0.08%
- 1M
- 0.27%
- 6M
- 1.51%
- YTD
- 1.38%
- 1Y
- 3.06%
- 3Y*
- 5.28%
- 5Y*
- 2.72%
- 10Y*
- 1.68%
ISPA.DE
- 1D
- 0.47%
- 1M
- 1.53%
- 6M
- 13.66%
- YTD
- 14.66%
- 1Y
- 28.82%
- 3Y*
- 18.87%
- 5Y*
- 10.92%
- 10Y*
- 8.88%
IS0Y.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.38% | 4.15% | 6.61% | 5.08% | -2.70% | -0.25% | 0.80% | 4.09% | -3.73% | 1.51% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.66% | 19.72% | 12.97% | 4.78% | -1.91% | 22.80% | -9.12% | 24.23% | -6.97% | 2.97% |
Correlation
The correlation between IS0Y.DE and ISPA.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Nov 28, 2012 | 0.41 |
Over the past year, the correlation between IS0Y.DE and ISPA.DE has dropped to 0.16 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IS0Y.DE vs. ISPA.DE — Risk / Return Rank
IS0Y.DE
ISPA.DE
IS0Y.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.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.
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.
| IS0Y.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.59 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 7.87 | -4.87 |
| Martin ratioReturn relative to average drawdown | 11.41 | 28.42 | -17.02 |
Loading charts...
Drawdowns
IS0Y.DE vs. ISPA.DE - Drawdown Comparison
The maximum IS0Y.DE drawdown since its inception was -13.95%, smaller than the maximum ISPA.DE drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for IS0Y.DE and ISPA.DE.
Loading charts...
Drawdown Indicators
| IS0Y.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.95% | -38.90% | +24.95% |
Max Drawdown (1Y)Largest decline over 1 year | -1.02% | -3.64% | +2.62% |
Max Drawdown (3Y)Largest decline over 3 years | -2.07% | -15.09% | +13.02% |
Max Drawdown (5Y)Largest decline over 5 years | -7.09% | -15.09% | +8.00% |
Max Drawdown (10Y)Largest decline over 10 years | -13.95% | -38.90% | +24.95% |
Current DrawdownCurrent decline from peak | -0.08% | -0.29% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -4.53% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.27% | 1.01% | -0.74% |
Volatility
IS0Y.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) is 0.59%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.36%. This indicates that IS0Y.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.
Loading charts...
Volatility by Period
| IS0Y.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 2.36% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 1.75% | 6.87% | -5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.19% | 8.95% | -6.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.85% | 11.97% | -9.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.69% | 14.65% | -10.96% |
IS0Y.DE vs. ISPA.DE - Expense Ratio Comparison
IS0Y.DE has a 0.25% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IS0Y.DE vs. ISPA.DE - Dividend Comparison
IS0Y.DE's dividend yield for the trailing twelve months is around 2.58%, less than ISPA.DE's 3.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 2.58% | 2.91% | 3.70% | 2.52% | 0.43% | 0.70% | 0.82% | 0.92% | 0.58% | 0.71% | 1.35% | 1.47% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.71% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
IS0Y.DE and ISPA.DE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS0Y.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS0Y.DE is cheaper with a 0.25% expense ratio, compared with 0.46% for ISPA.DE.
IS0Y.DE is categorized as Corporate Bonds, while ISPA.DE is Global Equities. IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.25% for IS0Y.DE and 0.46% for ISPA.DE.
Find the right allocation for IS0Y.DE and ISPA.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer