PortfoliosLab logoPortfoliosLab logo
IS3F.DE vs. IS0Y.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IS3F.DE vs. IS0Y.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) and iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IS3F.DE achieves a 5.49% return, which is significantly higher than IS0Y.DE's 1.38% return. Over the past 10 years, IS3F.DE has outperformed IS0Y.DE with an annualized return of 4.24%, while IS0Y.DE has yielded a comparatively lower 1.68% annualized return.


IS3F.DE

1D
0.34%
1M
1.62%
6M
5.29%
YTD
5.49%
1Y
8.12%
3Y*
5.78%
5Y*
6.07%
10Y*
4.24%

IS0Y.DE

1D
-0.08%
1M
0.27%
6M
1.51%
YTD
1.38%
1Y
3.06%
3Y*
5.28%
5Y*
2.72%
10Y*
1.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IS3F.DE vs. IS0Y.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IS3F.DE
iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)
5.49%-6.28%14.29%7.35%6.51%9.83%-8.41%13.49%1.81%-8.14%
IS0Y.DE
iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)
1.38%4.15%6.61%5.08%-2.70%-0.25%0.80%4.09%-3.73%1.51%

Correlation

The correlation between IS3F.DE and IS0Y.DE is -0.01, 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

-0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

-0.01

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Sep 19, 2013

0.10

The correlation between IS3F.DE and IS0Y.DE shifts across timeframes, from -0.01 (5 years) to 0.10 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IS3F.DE vs. IS0Y.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IS3F.DE
IS3F.DE Risk / Return Rank: 4848
Overall Rank
IS3F.DE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
IS3F.DE Sortino Ratio Rank: 4343
Sortino Ratio Rank
IS3F.DE Omega Ratio Rank: 3939
Omega Ratio Rank
IS3F.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
IS3F.DE Martin Ratio Rank: 5050
Martin Ratio Rank

IS0Y.DE
IS0Y.DE Risk / Return Rank: 5858
Overall Rank
IS0Y.DE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IS0Y.DE Sortino Ratio Rank: 4949
Sortino Ratio Rank
IS0Y.DE Omega Ratio Rank: 4747
Omega Ratio Rank
IS0Y.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
IS0Y.DE Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IS3F.DE vs. IS0Y.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 € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.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.DEIS0Y.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.12

Sortino ratioReturn per unit of downside risk

-0.17

Omega ratioGain probability vs. loss probability

1.22

1.25

-0.03

Calmar ratioReturn relative to maximum drawdown

2.76

3.00

-0.24

Martin ratioReturn relative to average drawdown

7.08

11.41

-4.32

IS3F.DE vs. IS0Y.DE - Sharpe Ratio Comparison

The current IS3F.DE Sharpe Ratio is 1.27, which is comparable to the IS0Y.DE Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of IS3F.DE and IS0Y.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

IS3F.DE vs. IS0Y.DE - Drawdown Comparison

The maximum IS3F.DE drawdown since its inception was -27.25%, which is greater than IS0Y.DE's maximum drawdown of -13.95%. Use the drawdown chart below to compare losses from any high point for IS3F.DE and IS0Y.DE.


Loading charts...

Drawdown Indicators


IS3F.DEIS0Y.DEDifference

Max Drawdown

Largest peak-to-trough decline

-27.25%

-13.95%

-13.30%

Max Drawdown (1Y)

Largest decline over 1 year

-2.93%

-1.02%

-1.91%

Max Drawdown (3Y)

Largest decline over 3 years

-11.67%

-2.07%

-9.60%

Max Drawdown (5Y)

Largest decline over 5 years

-11.67%

-7.09%

-4.58%

Max Drawdown (10Y)

Largest decline over 10 years

-20.78%

-13.95%

-6.83%

Current Drawdown

Current decline from peak

-3.40%

-0.08%

-3.32%

Average Drawdown

Average peak-to-trough decline

-8.18%

-1.32%

-6.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.14%

0.27%

+0.87%

Volatility

IS3F.DE vs. IS0Y.DE - Volatility Comparison

iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) has a higher volatility of 1.90% compared to iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) at 0.59%. This indicates that IS3F.DE's price experiences larger fluctuations and is considered to be riskier than IS0Y.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IS3F.DEIS0Y.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.90%

0.59%

+1.31%

Volatility (6M)

Calculated over the trailing 6-month period

4.53%

1.75%

+2.78%

Volatility (1Y)

Calculated over the trailing 1-year period

6.38%

2.19%

+4.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.66%

2.85%

+4.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.21%

3.69%

+4.52%

IS3F.DE vs. IS0Y.DE - Expense Ratio Comparison

Both IS3F.DE and IS0Y.DE have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

IS3F.DE vs. IS0Y.DE - Dividend Comparison

IS3F.DE's dividend yield for the trailing twelve months is around 4.25%, more than IS0Y.DE's 2.58% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
IS3F.DE
iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)
4.25%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 IS0Y.DE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IS3F.DE and IS0Y.DE have the same expense ratio: 0.25% per year.

IS3F.DE tracks Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index, while IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index.

Portfolio Optimizer

Find the right allocation for IS3F.DE and IS0Y.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer