IS3C.DE vs. TLT
Compare and contrast key facts about iShares J.P. Morgan USD EM Bond EUR Hedged UCITS ETF (Dist) (IS3C.DE) and iShares 20+ Year Treasury Bond ETF (TLT).
IS3C.DE and TLT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IS3C.DE is a passively managed fund by iShares that tracks the performance of the JP Morgan EMBI Global Core (EUR Hedged). It was launched on Jul 8, 2013. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002. Both IS3C.DE and TLT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IS3C.DE or TLT.
Correlation
The correlation between IS3C.DE and TLT is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IS3C.DE vs. TLT - Performance Comparison
Key characteristics
IS3C.DE:
0.20
TLT:
-0.45
IS3C.DE:
0.32
TLT:
-0.53
IS3C.DE:
1.04
TLT:
0.94
IS3C.DE:
0.06
TLT:
-0.14
IS3C.DE:
0.64
TLT:
-0.97
IS3C.DE:
2.18%
TLT:
6.48%
IS3C.DE:
6.99%
TLT:
13.74%
IS3C.DE:
-30.78%
TLT:
-48.35%
IS3C.DE:
-19.82%
TLT:
-41.78%
Returns By Period
In the year-to-date period, IS3C.DE achieves a 1.18% return, which is significantly lower than TLT's 1.62% return. Over the past 10 years, IS3C.DE has outperformed TLT with an annualized return of -0.23%, while TLT has yielded a comparatively lower -1.39% annualized return.
IS3C.DE
1.18%
0.87%
0.52%
2.28%
-3.86%
-0.23%
TLT
1.62%
1.67%
-6.53%
-2.16%
-6.76%
-1.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IS3C.DE vs. TLT - Expense Ratio Comparison
IS3C.DE has a 0.50% expense ratio, which is higher than TLT's 0.15% expense ratio.
Risk-Adjusted Performance
IS3C.DE vs. TLT — Risk-Adjusted Performance Rank
IS3C.DE
TLT
IS3C.DE vs. TLT - Risk-Adjusted Performance 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 20+ Year Treasury Bond ETF (TLT). 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.
Dividends
IS3C.DE vs. TLT - Dividend Comparison
IS3C.DE has not paid dividends to shareholders, while TLT's dividend yield for the trailing twelve months is around 4.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3C.DE iShares J.P. Morgan USD EM Bond EUR Hedged UCITS ETF (Dist) | 0.00% | 0.00% | 3.58% | 5.39% | 3.93% | 3.85% | 4.77% | 5.76% | 3.88% | 5.34% | 4.72% | 0.26% |
TLT iShares 20+ Year Treasury Bond ETF | 4.25% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
IS3C.DE vs. TLT - Drawdown Comparison
The maximum IS3C.DE drawdown since its inception was -30.78%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for IS3C.DE and TLT. For additional features, visit the drawdowns tool.
Volatility
IS3C.DE vs. TLT - Volatility Comparison
iShares J.P. Morgan USD EM Bond EUR Hedged UCITS ETF (Dist) (IS3C.DE) has a higher volatility of 3.30% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 3.12%. This indicates that IS3C.DE's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.