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IS3K.DE vs. IUS7.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IS3K.DE vs. IUS7.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.DE) and iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE). The values are adjusted to include any dividend payments, if applicable.

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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 IUS7.DE's 2.97% return. Over the past 10 years, IS3K.DE has outperformed IUS7.DE with an annualized return of 4.08%, while IUS7.DE has yielded a comparatively lower 3.08% 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%

IUS7.DE

1D
0.14%
1M
1.60%
YTD
2.97%
6M
2.72%
1Y
9.31%
3Y*
6.75%
5Y*
2.86%
10Y*
3.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IS3K.DE vs. IUS7.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
IUS7.DE
iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)
2.97%1.14%11.74%6.77%-13.16%5.75%-4.03%18.79%-1.16%-3.39%

Correlation

The correlation between IS3K.DE and IUS7.DE is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.72

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

0.72

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

0.68

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

0.72

Correlation (All Time)
Calculated using the full available price history since Oct 22, 2013

0.74

The correlation between IS3K.DE and IUS7.DE has been stable across timeframes, ranging from 0.68 to 0.74 - a consistent structural relationship.

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Return for Risk

IS3K.DE vs. IUS7.DE — Risk / Return Rank

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

IS3K.DE
IS3K.DE Risk / Return Rank: 2323
Overall Rank
IS3K.DE Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
IS3K.DE Sortino Ratio Rank: 2020
Sortino Ratio Rank
IS3K.DE Omega Ratio Rank: 2020
Omega Ratio Rank
IS3K.DE Calmar Ratio Rank: 2727
Calmar Ratio Rank
IS3K.DE Martin Ratio Rank: 2626
Martin Ratio Rank

IUS7.DE
IUS7.DE Risk / Return Rank: 5151
Overall Rank
IUS7.DE Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
IUS7.DE Sortino Ratio Rank: 4848
Sortino Ratio Rank
IUS7.DE Omega Ratio Rank: 4646
Omega Ratio Rank
IUS7.DE Calmar Ratio Rank: 6262
Calmar Ratio Rank
IUS7.DE Martin Ratio Rank: 5454
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.

IS3K.DE vs. IUS7.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 J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.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.DEIUS7.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.87

Sortino ratioReturn per unit of downside risk

-1.32

Omega ratioGain probability vs. loss probability

1.12

1.29

-0.16

Calmar ratioReturn relative to maximum drawdown

1.29

3.00

-1.71

Martin ratioReturn relative to average drawdown

3.43

9.17

-5.74

IS3K.DE vs. IUS7.DE - Sharpe Ratio Comparison

The current IS3K.DE Sharpe Ratio is 0.69, which is lower than the IUS7.DE Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of IS3K.DE and IUS7.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.


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Sharpe Ratios by Period


IS3K.DEIUS7.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.69

1.55

-0.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.33

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.28

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.61

-0.05

Drawdowns

IS3K.DE vs. IUS7.DE - Drawdown Comparison

The maximum IS3K.DE drawdown since its inception was -17.93%, smaller than the maximum IUS7.DE drawdown of -27.13%. Use the drawdown chart below to compare losses from any high point for IS3K.DE and IUS7.DE.


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Drawdown Indicators


IS3K.DEIUS7.DEDifference

Max Drawdown

Largest peak-to-trough decline

-17.93%

-27.13%

+9.20%

Max Drawdown (1Y)

Largest decline over 1 year

-3.09%

-3.09%

0.00%

Max Drawdown (3Y)

Largest decline over 3 years

-11.25%

-12.95%

+1.70%

Max Drawdown (5Y)

Largest decline over 5 years

-11.25%

-15.90%

+4.65%

Max Drawdown (10Y)

Largest decline over 10 years

-17.93%

-27.13%

+9.20%

Current Drawdown

Current decline from peak

-4.57%

0.00%

-4.57%

Average Drawdown

Average peak-to-trough decline

-4.51%

-6.48%

+1.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.16%

1.01%

+0.15%

Volatility

IS3K.DE vs. IUS7.DE - Volatility Comparison

The current volatility for iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.DE) is 0.85%, while iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) has a volatility of 1.24%. This indicates that IS3K.DE experiences smaller price fluctuations and is considered to be less risky than IUS7.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.DEIUS7.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.85%

1.24%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

3.84%

4.03%

-0.19%

Volatility (1Y)

Calculated over the trailing 1-year period

5.81%

5.97%

-0.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.15%

8.56%

-1.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.85%

11.02%

-3.17%

IS3K.DE vs. IUS7.DE - Expense Ratio Comparison

Both IS3K.DE and IUS7.DE have an expense ratio of 0.45%.


Dividends

IS3K.DE vs. IUS7.DE - Dividend Comparison

IS3K.DE's dividend yield for the trailing twelve months is around 7.13%, more than IUS7.DE's 5.80% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
IUS7.DE
iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)
5.80%6.10%5.62%5.77%5.63%3.80%4.17%4.72%4.70%5.11%5.29%4.71%

Frequently Asked Questions


IS3K.DE and IUS7.DE have a correlation of 0.72, 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 0.45% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IS3K.DE and IUS7.DE have the same expense ratio: 0.45% per year.

IS3K.DE is categorized as High Yield Bonds, while IUS7.DE is Emerging Markets Bonds. IS3K.DE tracks iBoxx® USD Liquid High Yield 0-5 Capped, while IUS7.DE tracks JP Morgan EMBI Global Core.

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