IS3V.DE vs. SXRH.DE
IS3V.DE (iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc) and SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) are both Inflation-Protected Bonds funds from iShares - IS3V.DE tracks the Bloomberg World Government Inflation-Linked Bond (EUR Hedged) while SXRH.DE tracks the ICE US Treasury Inflation-Linked Bond 0-5 Years. Both are passively managed. Over the past 5 years, IS3V.DE returned -2.66%/yr vs 5.69%/yr for SXRH.DE. At a 0.02 correlation, their price movements are largely independent. IS3V.DE charges 0.20%/yr vs 0.10%/yr for SXRH.DE.
Performance
IS3V.DE vs. SXRH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3V.DE achieves a 0.90% return, which is significantly lower than SXRH.DE's 2.67% return.
IS3V.DE
- 1D
- 0.02%
- 1M
- -0.09%
- YTD
- 0.90%
- 6M
- 0.47%
- 1Y
- 2.38%
- 3Y*
- 0.94%
- 5Y*
- -2.66%
- 10Y*
- —
SXRH.DE
- 1D
- -0.22%
- 1M
- 0.62%
- YTD
- 2.67%
- 6M
- 1.53%
- 1Y
- 2.26%
- 3Y*
- 4.59%
- 5Y*
- 5.69%
- 10Y*
- —
IS3V.DE vs. SXRH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IS3V.DE iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc | 0.90% | 2.39% | -2.15% | 1.88% | -19.26% | 4.95% | 4.83% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 2.67% | -5.76% | 14.60% | 4.61% | 3.48% | 14.75% | -6.66% |
Correlation
The correlation between IS3V.DE and SXRH.DE is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2020 | 0.02 |
The correlation between IS3V.DE and SXRH.DE shifts across timeframes, from -0.12 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3V.DE vs. SXRH.DE — Risk / Return Rank
IS3V.DE
SXRH.DE
IS3V.DE vs. SXRH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc (IS3V.DE) and iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.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.
| IS3V.DE | SXRH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.06 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.55 | +0.16 |
| Martin ratioReturn relative to average drawdown | 1.83 | 1.37 | +0.45 |
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
| IS3V.DE | SXRH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.31 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.34 | 0.69 | -1.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.19 | 0.51 | -0.71 |
Drawdowns
IS3V.DE vs. SXRH.DE - Drawdown Comparison
The maximum IS3V.DE drawdown since its inception was -24.54%, which is greater than SXRH.DE's maximum drawdown of -13.17%. Use the drawdown chart below to compare losses from any high point for IS3V.DE and SXRH.DE.
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Drawdown Indicators
| IS3V.DE | SXRH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.54% | -13.17% | -11.37% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -3.74% | +0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -5.80% | -10.08% | +4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -12.14% | -12.40% |
Current DrawdownCurrent decline from peak | -18.28% | -5.64% | -12.64% |
Average DrawdownAverage peak-to-trough decline | -13.47% | -4.36% | -9.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 1.49% | -0.27% |
Volatility
IS3V.DE vs. SXRH.DE - Volatility Comparison
The current volatility for iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc (IS3V.DE) is 1.65%, while iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) has a volatility of 3.06%. This indicates that IS3V.DE experiences smaller price fluctuations and is considered to be less risky than SXRH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3V.DE | SXRH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 3.06% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 4.00% | 4.92% | -0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.94% | 6.56% | -1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.81% | 8.19% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.38% | 7.46% | -0.08% |
IS3V.DE vs. SXRH.DE - Expense Ratio Comparison
IS3V.DE has a 0.20% expense ratio, which is higher than SXRH.DE's 0.10% 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
IS3V.DE vs. SXRH.DE - Dividend Comparison
IS3V.DE has not paid dividends to shareholders, while SXRH.DE's dividend yield for the trailing twelve months is around 5.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IS3V.DE iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 5.13% | 6.14% | 9.84% | 8.76% | 0.72% | 0.78% | 4.65% | 6.24% | 2.28% | 0.77% |
Frequently Asked Questions
IS3V.DE and SXRH.DE have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRH.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRH.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for IS3V.DE.
IS3V.DE tracks Bloomberg World Government Inflation-Linked Bond (EUR Hedged), while SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years. Their fees differ too: 0.20% for IS3V.DE and 0.10% for SXRH.DE.
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