IS3C.DE vs. ISPA.DE
IS3C.DE (iShares J.P. Morgan USD EM Bond EUR Hedged UCITS ETF (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IS3C.DE is a Emerging Markets Bonds fund tracking the JP Morgan EMBI Global Core (EUR Hedged), 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, IS3C.DE returned -0.58%/yr vs 8.98%/yr for ISPA.DE. At a 0.35 correlation, their price movements are largely independent. IS3C.DE charges 0.50%/yr vs 0.46%/yr for ISPA.DE.
Performance
IS3C.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3C.DE achieves a -1.63% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, IS3C.DE has underperformed ISPA.DE with an annualized return of -0.58%, while ISPA.DE has yielded a comparatively higher 8.98% annualized return.
IS3C.DE
- 1D
- 0.23%
- 1M
- 0.40%
- YTD
- -1.63%
- 6M
- -1.60%
- 1Y
- 2.73%
- 3Y*
- 2.01%
- 5Y*
- -3.40%
- 10Y*
- -0.58%
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%
IS3C.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3C.DE iShares J.P. Morgan USD EM Bond EUR Hedged UCITS ETF (Dist) | -1.63% | 5.32% | -1.72% | 5.39% | -20.57% | -3.53% | 3.22% | 12.58% | -8.60% | 7.87% |
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 IS3C.DE and ISPA.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2013 | 0.35 |
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Return for Risk
IS3C.DE vs. ISPA.DE — Risk / Return Rank
IS3C.DE
ISPA.DE
IS3C.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan USD EM Bond EUR Hedged UCITS ETF (Dist) (IS3C.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.
| IS3C.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.91 | ||
| Sortino ratioReturn per unit of downside risk | -3.97 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.62 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | 8.10 | -7.61 |
| Martin ratioReturn relative to average drawdown | 1.52 | 28.73 | -27.21 |
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
| IS3C.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 3.35 | -2.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.38 | 0.91 | -1.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.06 | 0.60 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.68 | -0.67 |
Drawdowns
IS3C.DE vs. ISPA.DE - Drawdown Comparison
The maximum IS3C.DE drawdown since its inception was -30.78%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IS3C.DE and ISPA.DE.
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Drawdown Indicators
| IS3C.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.78% | -38.91% | +8.13% |
Max Drawdown (1Y)Largest decline over 1 year | -5.62% | -3.63% | -1.99% |
Max Drawdown (3Y)Largest decline over 3 years | -8.94% | -15.10% | +6.16% |
Max Drawdown (5Y)Largest decline over 5 years | -30.47% | -15.10% | -15.37% |
Max Drawdown (10Y)Largest decline over 10 years | -30.78% | -38.91% | +8.13% |
Current DrawdownCurrent decline from peak | -17.90% | -1.09% | -16.81% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -4.46% | -4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 1.03% | +0.76% |
Volatility
IS3C.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares J.P. Morgan USD EM Bond EUR Hedged UCITS ETF (Dist) (IS3C.DE) is 2.10%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.62%. This indicates that IS3C.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
| IS3C.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.10% | 2.62% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 5.14% | 6.51% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.18% | 8.77% | -2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.94% | 12.00% | -3.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.30% | 14.79% | -5.49% |
IS3C.DE vs. ISPA.DE - Expense Ratio Comparison
IS3C.DE has a 0.50% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
IS3C.DE vs. ISPA.DE - Dividend Comparison
IS3C.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3C.DE iShares J.P. Morgan USD EM Bond EUR Hedged UCITS ETF (Dist) | 0.00% | 0.00% | 0.00% | 3.58% | 5.39% | 3.93% | 3.85% | 4.77% | 5.76% | 3.88% | 5.34% | 4.72% |
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
IS3C.DE and ISPA.DE have a correlation of 0.37, 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 IS3C.DE.
IS3C.DE is categorized as Emerging Markets Bonds, while ISPA.DE is Global Equities. IS3C.DE tracks JP Morgan EMBI Global Core (EUR Hedged), while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.50% for IS3C.DE and 0.46% for ISPA.DE.
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