IS3J.DE vs. PJSR.DE
IS3J.DE (iShares $ Short Duration Corp Bond UCITS ETF USD (Dist)) and PJSR.DE (PIMCO Euro Short Maturity UCITS ETF EUR Accumulation) are both Short-Term Bond funds. IS3J.DE is passively managed, while PJSR.DE is actively managed. Over the past 10 years, IS3J.DE returned 2.17%/yr vs 0.72%/yr for PJSR.DE. At a 0.03 correlation, their price movements are largely independent. IS3J.DE charges 0.20%/yr vs 0.19%/yr for PJSR.DE.
Performance
IS3J.DE vs. PJSR.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 higher than PJSR.DE's 1.12% return. Over the past 10 years, IS3J.DE has outperformed PJSR.DE with an annualized return of 2.17%, while PJSR.DE has yielded a comparatively lower 0.72% 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%
PJSR.DE
- 1D
- 0.00%
- 1M
- 0.25%
- 6M
- 1.01%
- YTD
- 1.12%
- 1Y
- 2.39%
- 3Y*
- 3.58%
- 5Y*
- 1.90%
- 10Y*
- 0.72%
IS3J.DE vs. PJSR.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% |
PJSR.DE PIMCO Euro Short Maturity UCITS ETF EUR Accumulation | 1.12% | 2.85% | 4.36% | 3.97% | -2.27% | -0.58% | -0.25% | -0.07% | -1.34% | -0.20% |
Correlation
The correlation between IS3J.DE and PJSR.DE is 0.06, 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 | 0.06 |
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 | 0.03 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015 | 0.03 |
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Return for Risk
IS3J.DE vs. PJSR.DE — Risk / Return Rank
IS3J.DE
PJSR.DE
IS3J.DE vs. PJSR.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 PIMCO Euro Short Maturity UCITS ETF EUR Accumulation (PJSR.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 | PJSR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.97 | ||
| Sortino ratioReturn per unit of downside risk | -5.24 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 2.15 | -0.94 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 6.06 | -3.97 |
| Martin ratioReturn relative to average drawdown | 5.54 | 29.28 | -23.74 |
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Drawdowns
IS3J.DE vs. PJSR.DE - Drawdown Comparison
The maximum IS3J.DE drawdown since its inception was -27.90%, which is greater than PJSR.DE's maximum drawdown of -5.63%. Use the drawdown chart below to compare losses from any high point for IS3J.DE and PJSR.DE.
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Drawdown Indicators
| IS3J.DE | PJSR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.90% | -5.63% | -22.27% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -0.39% | -2.86% |
Max Drawdown (3Y)Largest decline over 3 years | -10.22% | -0.39% | -9.83% |
Max Drawdown (5Y)Largest decline over 5 years | -11.14% | -3.45% | -7.69% |
Max Drawdown (10Y)Largest decline over 10 years | -20.04% | -5.60% | -14.44% |
Current DrawdownCurrent decline from peak | -4.01% | 0.00% | -4.01% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -1.38% | -7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 0.08% | +1.15% |
Volatility
IS3J.DE vs. PJSR.DE - Volatility Comparison
iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (IS3J.DE) has a higher volatility of 1.57% compared to PIMCO Euro Short Maturity UCITS ETF EUR Accumulation (PJSR.DE) at 0.10%. This indicates that IS3J.DE's price experiences larger fluctuations and is considered to be riskier than PJSR.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 | PJSR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 0.10% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 3.87% | 0.46% | +3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.50% | 0.57% | +4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.94% | 0.56% | +6.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.59% | 0.61% | +7.98% |
IS3J.DE vs. PJSR.DE - Expense Ratio Comparison
IS3J.DE has a 0.20% expense ratio, which is higher than PJSR.DE's 0.19% 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
IS3J.DE vs. PJSR.DE - Dividend Comparison
IS3J.DE's dividend yield for the trailing twelve months is around 4.34%, while PJSR.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% |
PJSR.DE PIMCO Euro Short Maturity UCITS ETF EUR Accumulation | 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 PJSR.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PJSR.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PJSR.DE is cheaper with a 0.19% expense ratio, compared with 0.20% for IS3J.DE.
They also come from different issuers: iShares and PIMCO. Their fees differ too: 0.20% for IS3J.DE and 0.19% for PJSR.DE.
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