IS3J.DE vs. IUSQ.DE
IS3J.DE (iShares $ Short Duration Corp Bond UCITS ETF USD (Dist)) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - IS3J.DE is a Short-Term Bond fund tracking the iBoxx USD Liquid Investment Grade 0-5 Index, while IUSQ.DE is a Global Equities fund tracking the MSCI ACWI Index. Both are passively managed. Over the past 10 years, IS3J.DE returned 2.17%/yr vs 12.51%/yr for IUSQ.DE. At a 0.25 correlation, their price movements are largely independent. Both charge a 0.20% expense ratio.
Performance
IS3J.DE vs. IUSQ.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 IUSQ.DE's 14.14% return. Over the past 10 years, IS3J.DE has underperformed IUSQ.DE with an annualized return of 2.17%, while IUSQ.DE has yielded a comparatively higher 12.51% 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%
IUSQ.DE
- 1D
- 0.59%
- 1M
- 1.08%
- 6M
- 13.65%
- YTD
- 14.14%
- 1Y
- 26.53%
- 3Y*
- 17.85%
- 5Y*
- 11.85%
- 10Y*
- 12.51%
IS3J.DE vs. IUSQ.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% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 14.14% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -5.97% | 9.14% |
Correlation
The correlation between IS3J.DE and IUSQ.DE is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2013 | 0.25 |
The correlation between IS3J.DE and IUSQ.DE shifts across timeframes, from 0.06 (5 years) to 0.25 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3J.DE vs. IUSQ.DE — Risk / Return Rank
IS3J.DE
IUSQ.DE
IS3J.DE vs. IUSQ.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 MSCI ACWI UCITS ETF (Acc) (IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.41 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 4.08 | -1.98 |
| Martin ratioReturn relative to average drawdown | 5.54 | 16.66 | -11.11 |
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Drawdowns
IS3J.DE vs. IUSQ.DE - Drawdown Comparison
The maximum IS3J.DE drawdown since its inception was -27.90%, smaller than the maximum IUSQ.DE drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for IS3J.DE and IUSQ.DE.
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Drawdown Indicators
| IS3J.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.90% | -33.60% | +5.70% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -6.48% | +3.23% |
Max Drawdown (3Y)Largest decline over 3 years | -10.22% | -21.25% | +11.03% |
Max Drawdown (5Y)Largest decline over 5 years | -11.14% | -21.25% | +10.11% |
Max Drawdown (10Y)Largest decline over 10 years | -20.04% | -33.60% | +13.56% |
Current DrawdownCurrent decline from peak | -4.01% | -0.06% | -3.95% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -4.17% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 1.59% | -0.36% |
Volatility
IS3J.DE vs. IUSQ.DE - Volatility Comparison
The current volatility for iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (IS3J.DE) is 1.57%, while iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) has a volatility of 3.66%. This indicates that IS3J.DE experiences smaller price fluctuations and is considered to be less risky than IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 3.66% | -2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.87% | 8.63% | -4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.50% | 11.78% | -6.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.94% | 13.99% | -7.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.59% | 14.98% | -6.39% |
IS3J.DE vs. IUSQ.DE - Expense Ratio Comparison
Both IS3J.DE and IUSQ.DE have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IS3J.DE vs. IUSQ.DE - Dividend Comparison
IS3J.DE's dividend yield for the trailing twelve months is around 4.34%, while IUSQ.DE has not paid dividends to shareholders.
| 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% |
IUSQ.DE iShares MSCI ACWI 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% |
Frequently Asked Questions
IS3J.DE and IUSQ.DE have a correlation of 0.14, 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 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IS3J.DE and IUSQ.DE have the same expense ratio: 0.20% per year.
IS3J.DE is categorized as Short-Term Bond, while IUSQ.DE is Global Equities. IS3J.DE tracks iBoxx USD Liquid Investment Grade 0-5 Index, while IUSQ.DE tracks MSCI ACWI Index.
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