IS3J.DE vs. ISPA.DE
IS3J.DE (iShares $ Short Duration Corp Bond UCITS ETF USD (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IS3J.DE is a Short-Term Bond fund tracking the iBoxx USD Liquid Investment Grade 0-5 Index, 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, IS3J.DE returned 2.17%/yr vs 8.88%/yr for ISPA.DE. At a 0.17 correlation, their price movements are largely independent. IS3J.DE charges 0.20%/yr vs 0.46%/yr for ISPA.DE.
Performance
IS3J.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3J.DE achieves a 3.94% return, which is significantly lower than ISPA.DE's 14.66% return. Over the past 10 years, IS3J.DE has underperformed ISPA.DE with an annualized return of 2.17%, while ISPA.DE has yielded a comparatively higher 8.88% annualized return.
IS3J.DE
- 1D
- 0.02%
- 1M
- 1.83%
- 6M
- 3.89%
- YTD
- 3.94%
- 1Y
- 6.83%
- 3Y*
- 3.68%
- 5Y*
- 3.17%
- 10Y*
- 2.17%
ISPA.DE
- 1D
- 0.47%
- 1M
- 1.53%
- 6M
- 13.66%
- YTD
- 14.66%
- 1Y
- 28.82%
- 3Y*
- 18.87%
- 5Y*
- 10.92%
- 10Y*
- 8.88%
IS3J.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3J.DE iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) | 3.94% | -5.65% | 10.87% | 2.09% | 1.39% | 7.75% | -4.93% | 8.80% | 5.49% | -10.32% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.66% | 19.72% | 12.97% | 4.78% | -1.91% | 22.80% | -9.12% | 24.23% | -6.97% | 2.97% |
Correlation
The correlation between IS3J.DE and ISPA.DE is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2013 | 0.17 |
The correlation between IS3J.DE and ISPA.DE shifts across timeframes, from -0.06 (5 years) to 0.17 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3J.DE vs. ISPA.DE — Risk / Return Rank
IS3J.DE
ISPA.DE
IS3J.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (IS3J.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.
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.
| IS3J.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.98 | ||
| Sortino ratioReturn per unit of downside risk | -2.64 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.59 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 7.87 | -5.78 |
| Martin ratioReturn relative to average drawdown | 5.54 | 28.42 | -22.88 |
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Drawdowns
IS3J.DE vs. ISPA.DE - Drawdown Comparison
The maximum IS3J.DE drawdown since its inception was -27.90%, smaller than the maximum ISPA.DE drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for IS3J.DE and ISPA.DE.
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Drawdown Indicators
| IS3J.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.90% | -38.90% | +11.00% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -3.64% | +0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -10.22% | -15.09% | +4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -11.14% | -15.09% | +3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -20.04% | -38.90% | +18.86% |
Current DrawdownCurrent decline from peak | -4.01% | -0.29% | -3.72% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -4.53% | -3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 1.01% | +0.22% |
Volatility
IS3J.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (IS3J.DE) is 1.57%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.36%. This indicates that IS3J.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
| IS3J.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 2.36% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 3.87% | 6.87% | -3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.50% | 8.95% | -3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.94% | 11.97% | -5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.59% | 14.65% | -6.06% |
IS3J.DE vs. ISPA.DE - Expense Ratio Comparison
IS3J.DE has a 0.20% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IS3J.DE vs. ISPA.DE - Dividend Comparison
IS3J.DE's dividend yield for the trailing twelve months is around 4.34%, more than ISPA.DE's 3.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3J.DE iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) | 4.34% | 4.43% | 3.91% | 3.18% | 1.87% | 1.44% | 2.26% | 2.64% | 2.24% | 1.94% | 1.68% | 1.41% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.71% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
IS3J.DE and ISPA.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3J.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3J.DE is cheaper with a 0.20% expense ratio, compared with 0.46% for ISPA.DE.
IS3J.DE is categorized as Short-Term Bond, while ISPA.DE is Global Equities. IS3J.DE tracks iBoxx USD Liquid Investment Grade 0-5 Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.20% for IS3J.DE and 0.46% for ISPA.DE.
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