ISX5.L vs. IBTM.L
ISX5.L (iShares Core EURO STOXX 50 UCITS ETF) and IBTM.L (iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)) are both exchange-traded funds - ISX5.L is a Europe Equities fund tracking the MSCI EMU NR EUR, while IBTM.L is a Government Bonds fund tracking the ICE U.S. Treasury 7-10 Year Bond Index. Both are passively managed. Over the past 10 years, ISX5.L returned 13.05%/yr vs 0.65%/yr for IBTM.L. At a correlation of -0.26, they often move in opposite directions. ISX5.L charges 0.00%/yr vs 0.07%/yr for IBTM.L.
Performance
ISX5.L vs. IBTM.L - Performance Comparison
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Different Trading Currencies
ISX5.L is traded in USD, while IBTM.L is traded in GBP. To make them comparable, the IBTM.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ISX5.L achieves a 7.24% return, which is significantly higher than IBTM.L's -0.89% return. Over the past 10 years, ISX5.L has outperformed IBTM.L with an annualized return of 13.05%, while IBTM.L has yielded a comparatively lower 0.65% annualized return.
ISX5.L
- 1D
- 2.46%
- 1M
- 4.58%
- YTD
- 7.24%
- 6M
- 8.56%
- 1Y
- 18.08%
- 3Y*
- 18.31%
- 5Y*
- 10.63%
- 10Y*
- 13.05%
IBTM.L
- 1D
- -0.43%
- 1M
- 0.17%
- YTD
- -0.89%
- 6M
- -0.39%
- 1Y
- 3.30%
- 3Y*
- 2.85%
- 5Y*
- -1.11%
- 10Y*
- 0.65%
ISX5.L vs. IBTM.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISX5.L iShares Core EURO STOXX 50 UCITS ETF | 7.24% | 37.35% | 4.59% | 26.91% | -13.63% | 13.94% | 6.81% | 25.61% | 1.58% | 9.70% |
IBTM.L iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | -0.89% | 8.50% | -0.23% | 2.90% | -14.92% | -2.66% | 9.27% | 9.73% | 0.47% | 2.43% |
Correlation
The correlation between ISX5.L and IBTM.L is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.13 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2010 | -0.26 |
The correlation between ISX5.L and IBTM.L shifts across timeframes, from -0.26 (all time) to 0.11 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ISX5.L vs. IBTM.L — Risk / Return Rank
ISX5.L
IBTM.L
ISX5.L vs. IBTM.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core EURO STOXX 50 UCITS ETF (ISX5.L) and iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IBTM.L). 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.
| ISX5.L | IBTM.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.10 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 0.79 | +0.61 |
| Martin ratioReturn relative to average drawdown | 4.69 | 2.26 | +2.43 |
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Drawdowns
ISX5.L vs. IBTM.L - Drawdown Comparison
The maximum ISX5.L drawdown since its inception was -38.62%, smaller than the maximum IBTM.L drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for ISX5.L and IBTM.L.
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Drawdown Indicators
| ISX5.L | IBTM.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -53.26% | +14.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -4.18% | -8.74% |
Max Drawdown (3Y)Largest decline over 3 years | -15.36% | -7.61% | -7.75% |
Max Drawdown (5Y)Largest decline over 5 years | -34.86% | -21.13% | -13.73% |
Max Drawdown (10Y)Largest decline over 10 years | -38.62% | -23.64% | -14.98% |
Current DrawdownCurrent decline from peak | -0.19% | -20.74% | +20.55% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -29.38% | +21.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 1.46% | +2.39% |
Volatility
ISX5.L vs. IBTM.L - Volatility Comparison
iShares Core EURO STOXX 50 UCITS ETF (ISX5.L) has a higher volatility of 5.29% compared to iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IBTM.L) at 1.97%. This indicates that ISX5.L's price experiences larger fluctuations and is considered to be riskier than IBTM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISX5.L | IBTM.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 1.97% | +3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 4.20% | +11.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.30% | 5.76% | +12.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.91% | 8.51% | +13.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 7.83% | +14.14% |
ISX5.L vs. IBTM.L - Expense Ratio Comparison
ISX5.L has a 0.00% expense ratio, which is lower than IBTM.L's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ISX5.L vs. IBTM.L - Dividend Comparison
ISX5.L has not paid dividends to shareholders, while IBTM.L's dividend yield for the trailing twelve months is around 4.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTM.L iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 4.36% | 4.19% | 3.94% | 3.16% | 1.96% | 1.14% | 1.69% | 2.53% | 2.34% | 2.02% | 1.79% | 1.97% |
ISX5.L iShares Core EURO STOXX 50 UCITS ETF | 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
ISX5.L and IBTM.L have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISX5.L is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISX5.L is cheaper with a 0.00% expense ratio, compared with 0.07% for IBTM.L.
ISX5.L is categorized as Europe Equities, while IBTM.L is Government Bonds. ISX5.L tracks MSCI EMU NR EUR, while IBTM.L tracks ICE U.S. Treasury 7-10 Year Bond Index. Their fees differ too: 0.00% for ISX5.L and 0.07% for IBTM.L.
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