IS0Y.DE vs. SXRF.DE
IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) and SXRF.DE (iShares $ Intermediate Credit Bond UCITS ETF USD (Dist)) are both Corporate Bonds funds from iShares - IS0Y.DE tracks the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index while SXRF.DE tracks the Bloomberg US Intermediate Credit Index. Both are passively managed. Over the past 5 years, IS0Y.DE returned 2.73%/yr vs 2.29%/yr for SXRF.DE. At a correlation of -0.13, they often move in opposite directions. IS0Y.DE charges 0.25%/yr vs 0.15%/yr for SXRF.DE.
Performance
IS0Y.DE vs. SXRF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS0Y.DE achieves a 1.40% return, which is significantly lower than SXRF.DE's 3.54% return.
IS0Y.DE
- 1D
- -0.01%
- 1M
- -0.02%
- 6M
- 1.29%
- YTD
- 1.40%
- 1Y
- 3.02%
- 3Y*
- 5.12%
- 5Y*
- 2.73%
- 10Y*
- 1.57%
SXRF.DE
- 1D
- 0.24%
- 1M
- 1.36%
- 6M
- 2.20%
- YTD
- 3.54%
- 1Y
- 5.53%
- 3Y*
- 4.72%
- 5Y*
- 2.29%
- 10Y*
- —
IS0Y.DE vs. SXRF.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) | 1.40% | 4.15% | 6.61% | 5.08% | -2.70% | -0.25% | 0.80% | 4.09% | -3.73% | 0.66% |
SXRF.DE iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) | 3.54% | -4.30% | 10.07% | 2.89% | -3.43% | 7.01% | -2.85% | 12.53% | 4.12% | -8.27% |
Correlation
The correlation between IS0Y.DE and SXRF.DE is -0.09, 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 (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.16 |
Correlation (All Time) Calculated using the full available price history since May 10, 2017 | -0.13 |
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Return for Risk
IS0Y.DE vs. SXRF.DE — Risk / Return Rank
IS0Y.DE
SXRF.DE
IS0Y.DE vs. SXRF.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 $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.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 | SXRF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.74 | +1.22 |
| Martin ratioReturn relative to average drawdown | 11.26 | 4.58 | +6.68 |
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Drawdowns
IS0Y.DE vs. SXRF.DE - Drawdown Comparison
The maximum IS0Y.DE drawdown since its inception was -13.95%, smaller than the maximum SXRF.DE drawdown of -20.60%. Use the drawdown chart below to compare losses from any high point for IS0Y.DE and SXRF.DE.
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Drawdown Indicators
| IS0Y.DE | SXRF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.95% | -20.60% | +6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -1.02% | -3.17% | +2.15% |
Max Drawdown (3Y)Largest decline over 3 years | -2.07% | -9.48% | +7.41% |
Max Drawdown (5Y)Largest decline over 5 years | -6.97% | -10.49% | +3.52% |
Max Drawdown (10Y)Largest decline over 10 years | -13.95% | — | — |
Current DrawdownCurrent decline from peak | -0.13% | -3.05% | +2.92% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -6.46% | +5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.27% | 1.20% | -0.93% |
Volatility
IS0Y.DE vs. SXRF.DE - Volatility Comparison
The current volatility for iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) is 0.37%, while iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.DE) has a volatility of 1.32%. This indicates that IS0Y.DE experiences smaller price fluctuations and is considered to be less risky than SXRF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS0Y.DE | SXRF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.37% | 1.32% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 1.73% | 3.64% | -1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.20% | 5.48% | -3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.85% | 7.11% | -4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.69% | 9.04% | -5.35% |
IS0Y.DE vs. SXRF.DE - Expense Ratio Comparison
IS0Y.DE has a 0.25% expense ratio, which is higher than SXRF.DE's 0.15% 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
IS0Y.DE vs. SXRF.DE - Dividend Comparison
IS0Y.DE's dividend yield for the trailing twelve months is around 2.58%, less than SXRF.DE's 4.44% 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% |
SXRF.DE iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) | 4.44% | 4.55% | 3.62% | 2.79% | 1.94% | 1.82% | 3.03% | 2.91% | 2.57% | 0.47% | 0.00% | 0.00% |
Frequently Asked Questions
IS0Y.DE and SXRF.DE have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRF.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRF.DE is cheaper with a 0.15% expense ratio, compared with 0.25% for IS0Y.DE.
IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index, while SXRF.DE tracks Bloomberg US Intermediate Credit Index. Their fees differ too: 0.25% for IS0Y.DE and 0.15% for SXRF.DE.
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