IS3F.DE vs. 5UOA.DE
IS3F.DE (iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)) and 5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) are both Corporate Bonds funds from iShares - IS3F.DE tracks the Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index while 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI. Both are passively managed. Over the past 5 years, IS3F.DE returned 6.02%/yr vs 0.67%/yr for 5UOA.DE. A 0.60 correlation means they provide meaningful diversification when combined. IS3F.DE charges 0.25%/yr vs 0.15%/yr for 5UOA.DE.
Performance
IS3F.DE vs. 5UOA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3F.DE achieves a 5.01% return, which is significantly higher than 5UOA.DE's 2.22% return.
IS3F.DE
- 1D
- -0.23%
- 1M
- 1.13%
- 6M
- 3.17%
- YTD
- 5.01%
- 1Y
- 5.81%
- 3Y*
- 6.69%
- 5Y*
- 6.02%
- 10Y*
- 4.00%
5UOA.DE
- 1D
- 0.00%
- 1M
- 0.66%
- 6M
- 1.10%
- YTD
- 2.22%
- 1Y
- 5.26%
- 3Y*
- 3.91%
- 5Y*
- 0.67%
- 10Y*
- —
IS3F.DE vs. 5UOA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 5.01% | -6.28% | 14.29% | 7.35% | 6.51% | 9.83% | 5.92% |
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 2.22% | -4.05% | 8.06% | 4.33% | -9.57% | 6.48% | 2.61% |
Correlation
The correlation between IS3F.DE and 5UOA.DE is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2020 | 0.60 |
The correlation between IS3F.DE and 5UOA.DE has been stable across timeframes, ranging from 0.56 to 0.65 - a consistent structural relationship.
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Return for Risk
IS3F.DE vs. 5UOA.DE — Risk / Return Rank
IS3F.DE
5UOA.DE
IS3F.DE vs. 5UOA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) and iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.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.
| IS3F.DE | 5UOA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.59 | +0.38 |
| Martin ratioReturn relative to average drawdown | 5.08 | 4.21 | +0.87 |
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Drawdowns
IS3F.DE vs. 5UOA.DE - Drawdown Comparison
The maximum IS3F.DE drawdown since its inception was -27.25%, which is greater than 5UOA.DE's maximum drawdown of -12.63%. Use the drawdown chart below to compare losses from any high point for IS3F.DE and 5UOA.DE.
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Drawdown Indicators
| IS3F.DE | 5UOA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.25% | -12.63% | -14.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -3.29% | +0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -11.67% | -11.20% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -11.67% | -12.63% | +0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -20.78% | — | — |
Current DrawdownCurrent decline from peak | -3.84% | -4.56% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -5.95% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.25% | -0.11% |
Volatility
IS3F.DE vs. 5UOA.DE - Volatility Comparison
iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) has a higher volatility of 1.74% compared to iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) at 1.49%. This indicates that IS3F.DE's price experiences larger fluctuations and is considered to be riskier than 5UOA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3F.DE | 5UOA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 1.49% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 4.56% | 3.98% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.33% | 5.94% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.67% | 8.15% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.21% | 8.24% | -0.03% |
IS3F.DE vs. 5UOA.DE - Expense Ratio Comparison
IS3F.DE has a 0.25% expense ratio, which is higher than 5UOA.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
IS3F.DE vs. 5UOA.DE - Dividend Comparison
IS3F.DE's dividend yield for the trailing twelve months is around 4.27%, while 5UOA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 4.27% | 4.77% | 5.36% | 4.95% | 2.10% | 1.50% | 2.62% | 3.52% | 2.81% | 2.25% | 2.36% | 3.21% |
Frequently Asked Questions
IS3F.DE and 5UOA.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5UOA.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5UOA.DE is cheaper with a 0.15% expense ratio, compared with 0.25% for IS3F.DE.
IS3F.DE tracks Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index, while 5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI. Their fees differ too: 0.25% for IS3F.DE and 0.15% for 5UOA.DE.
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