IS3B.DE vs. LCVB.DE
IS3B.DE (iShares Euro Corporate Bond Financials UCITS ETF) and LCVB.DE (Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist) are both European Corporate Bonds funds - IS3B.DE tracks the Bloomberg Euro Aggregate Financial while LCVB.DE tracks the iBoxx® MSCI ESG EUR Corporates 0-1. Both are passively managed. Over the past 10 years, IS3B.DE returned 1.25%/yr vs -0.35%/yr for LCVB.DE. At a 0.46 correlation, their price movements are largely independent. IS3B.DE charges 0.20%/yr vs 0.08%/yr for LCVB.DE.
Performance
IS3B.DE vs. LCVB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3B.DE achieves a 0.39% return, which is significantly lower than LCVB.DE's 0.94% return. Over the past 10 years, IS3B.DE has outperformed LCVB.DE with an annualized return of 1.25%, while LCVB.DE has yielded a comparatively lower -0.35% annualized return.
IS3B.DE
- 1D
- 0.11%
- 1M
- 0.21%
- YTD
- 0.39%
- 6M
- 0.28%
- 1Y
- 2.26%
- 3Y*
- 5.22%
- 5Y*
- 0.42%
- 10Y*
- 1.25%
LCVB.DE
- 1D
- 0.02%
- 1M
- 0.30%
- YTD
- 0.94%
- 6M
- -0.40%
- 1Y
- 0.67%
- 3Y*
- 1.93%
- 5Y*
- -1.08%
- 10Y*
- -0.35%
IS3B.DE vs. LCVB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3B.DE iShares Euro Corporate Bond Financials UCITS ETF | 0.39% | 3.53% | 5.28% | 7.82% | -13.13% | -0.74% | 2.27% | 6.10% | -1.69% | 2.97% |
LCVB.DE Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist | 0.94% | 0.95% | 2.69% | 2.15% | -10.56% | -1.94% | 1.32% | 1.70% | -0.05% | 0.35% |
Correlation
The correlation between IS3B.DE and LCVB.DE is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2013 | 0.46 |
Over the past year, the correlation between IS3B.DE and LCVB.DE has dropped to 0.14 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
IS3B.DE vs. LCVB.DE — Risk / Return Rank
IS3B.DE
LCVB.DE
IS3B.DE vs. LCVB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Corporate Bond Financials UCITS ETF (IS3B.DE) and Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist (LCVB.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.
| IS3B.DE | LCVB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.47 | +0.26 |
| Martin ratioReturn relative to average drawdown | 2.62 | 1.00 | +1.62 |
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
| IS3B.DE | LCVB.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.44 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | -0.39 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | -0.14 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.57 | -0.10 |
Drawdowns
IS3B.DE vs. LCVB.DE - Drawdown Comparison
The maximum IS3B.DE drawdown since its inception was -17.06%, which is greater than LCVB.DE's maximum drawdown of -14.50%. Use the drawdown chart below to compare losses from any high point for IS3B.DE and LCVB.DE.
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Drawdown Indicators
| IS3B.DE | LCVB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.06% | -14.50% | -2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -1.44% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -2.71% | -1.44% | -1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -17.06% | -13.73% | -3.33% |
Max Drawdown (10Y)Largest decline over 10 years | -17.06% | -14.50% | -2.56% |
Current DrawdownCurrent decline from peak | -0.77% | -6.79% | +6.02% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -3.13% | +0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 0.68% | +0.08% |
Volatility
IS3B.DE vs. LCVB.DE - Volatility Comparison
iShares Euro Corporate Bond Financials UCITS ETF (IS3B.DE) has a higher volatility of 1.03% compared to Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist (LCVB.DE) at 0.10%. This indicates that IS3B.DE's price experiences larger fluctuations and is considered to be riskier than LCVB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3B.DE | LCVB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 0.10% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 3.16% | 1.51% | +1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.44% | 1.55% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.18% | 2.75% | +1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.35% | 2.54% | +1.81% |
IS3B.DE vs. LCVB.DE - Expense Ratio Comparison
IS3B.DE has a 0.20% expense ratio, which is higher than LCVB.DE's 0.08% 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
IS3B.DE vs. LCVB.DE - Dividend Comparison
IS3B.DE's dividend yield for the trailing twelve months is around 3.19%, while LCVB.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3B.DE iShares Euro Corporate Bond Financials UCITS ETF | 3.19% | 3.08% | 2.95% | 2.42% | 1.00% | 0.75% | 0.97% | 1.09% | 1.10% | 1.12% | 1.52% | 1.70% |
LCVB.DE Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist | 0.00% | 0.00% | 0.00% | 0.00% | 0.51% | 0.82% | 1.26% | 1.51% | 1.80% | 2.86% | 0.31% | 0.49% |
Frequently Asked Questions
IS3B.DE and LCVB.DE have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LCVB.DE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LCVB.DE is cheaper with a 0.08% expense ratio, compared with 0.20% for IS3B.DE.
IS3B.DE tracks Bloomberg Euro Aggregate Financial, while LCVB.DE tracks iBoxx® MSCI ESG EUR Corporates 0-1. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for IS3B.DE and 0.08% for LCVB.DE.
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