IS3K.DE vs. ISPA.DE
IS3K.DE (iShares USD Short Duration High Yield Corporate Bond UCITS ETF) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IS3K.DE is a High Yield Bonds fund tracking the iBoxx® USD Liquid High Yield 0-5 Capped, 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, IS3K.DE returned 4.08%/yr vs 8.98%/yr for ISPA.DE. At a 0.43 correlation, their price movements are largely independent. IS3K.DE charges 0.45%/yr vs 0.46%/yr for ISPA.DE.
Performance
IS3K.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3K.DE achieves a 2.62% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, IS3K.DE has underperformed ISPA.DE with an annualized return of 4.08%, while ISPA.DE has yielded a comparatively higher 8.98% annualized return.
IS3K.DE
- 1D
- 0.04%
- 1M
- 1.00%
- YTD
- 2.62%
- 6M
- 1.77%
- 1Y
- 4.00%
- 3Y*
- 4.06%
- 5Y*
- 4.97%
- 10Y*
- 4.08%
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IS3K.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3K.DE iShares USD Short Duration High Yield Corporate Bond UCITS ETF | 2.62% | -4.31% | 12.26% | 4.68% | 1.95% | 12.07% | -6.16% | 11.71% | 4.17% | -9.09% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between IS3K.DE and ISPA.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2013 | 0.43 |
Over the past year, the correlation between IS3K.DE and ISPA.DE has dropped to 0.16 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
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Return for Risk
IS3K.DE vs. ISPA.DE — Risk / Return Rank
IS3K.DE
ISPA.DE
IS3K.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.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.
| IS3K.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.67 | ||
| Sortino ratioReturn per unit of downside risk | -3.67 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.62 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | 8.10 | -6.81 |
| Martin ratioReturn relative to average drawdown | 3.43 | 28.73 | -25.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS3K.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 3.35 | -2.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.91 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.60 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.11 |
Drawdowns
IS3K.DE vs. ISPA.DE - Drawdown Comparison
The maximum IS3K.DE drawdown since its inception was -17.93%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IS3K.DE and ISPA.DE.
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Drawdown Indicators
| IS3K.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.93% | -38.91% | +20.98% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -3.63% | +0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -11.25% | -15.10% | +3.85% |
Max Drawdown (5Y)Largest decline over 5 years | -11.25% | -15.10% | +3.85% |
Max Drawdown (10Y)Largest decline over 10 years | -17.93% | -38.91% | +20.98% |
Current DrawdownCurrent decline from peak | -4.57% | -1.09% | -3.48% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -4.46% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 1.03% | +0.13% |
Volatility
IS3K.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.DE) is 0.85%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.62%. This indicates that IS3K.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
| IS3K.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 2.62% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 3.84% | 6.51% | -2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.81% | 8.77% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.15% | 12.00% | -4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.85% | 14.79% | -6.94% |
IS3K.DE vs. ISPA.DE - Expense Ratio Comparison
IS3K.DE has a 0.45% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IS3K.DE vs. ISPA.DE - Dividend Comparison
IS3K.DE's dividend yield for the trailing twelve months is around 7.13%, more than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3K.DE iShares USD Short Duration High Yield Corporate Bond UCITS ETF | 7.13% | 5.70% | 5.95% | 5.19% | 4.12% | 3.55% | 4.31% | 4.69% | 4.78% | 4.97% | 5.17% | 4.61% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
IS3K.DE and ISPA.DE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3K.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3K.DE is cheaper with a 0.45% expense ratio, compared with 0.46% for ISPA.DE.
IS3K.DE is categorized as High Yield Bonds, while ISPA.DE is Global Equities. IS3K.DE tracks iBoxx® USD Liquid High Yield 0-5 Capped, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.45% for IS3K.DE and 0.46% for ISPA.DE.
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