IUS7.DE vs. 36B1.DE
IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) and 36B1.DE (iShares J.P. Morgan ESG USD EM Bond UCITS ETF) are both Emerging Markets Bonds funds from iShares - IUS7.DE tracks the JP Morgan EMBI Global Core while 36B1.DE tracks the JP Morgan ESG EMBI Global Diversified. Both are passively managed. Over the past 5 years, IUS7.DE returned 2.40%/yr vs 1.88%/yr for 36B1.DE. Their correlation of 0.90 suggests significant overlap in exposure. Both charge a 0.45% expense ratio.
Performance
IUS7.DE vs. 36B1.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IUS7.DE having a 4.57% return and 36B1.DE slightly lower at 4.50%.
IUS7.DE
- 1D
- 0.04%
- 1M
- 0.71%
- 6M
- 2.88%
- YTD
- 4.57%
- 1Y
- 11.20%
- 3Y*
- 7.95%
- 5Y*
- 2.40%
- 10Y*
- 2.54%
36B1.DE
- 1D
- 0.26%
- 1M
- 0.79%
- 6M
- 3.14%
- YTD
- 4.50%
- 1Y
- 10.75%
- 3Y*
- 7.32%
- 5Y*
- 1.88%
- 10Y*
- —
IUS7.DE vs. 36B1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 4.57% | 1.15% | 11.75% | 6.76% | -13.15% | 5.75% | -4.03% | 18.80% | 1.55% |
36B1.DE iShares J.P. Morgan ESG USD EM Bond UCITS ETF | 4.50% | 0.52% | 11.39% | 6.09% | -13.65% | 5.10% | -3.83% | 1.34% | -1.20% |
Correlation
The correlation between IUS7.DE and 36B1.DE is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 2018 | 0.90 |
The correlation between IUS7.DE and 36B1.DE has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.
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Return for Risk
IUS7.DE vs. 36B1.DE — Risk / Return Rank
IUS7.DE
36B1.DE
IUS7.DE vs. 36B1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) and iShares J.P. Morgan ESG USD EM Bond UCITS ETF (36B1.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.
| IUS7.DE | 36B1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.36 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 3.73 | -0.12 |
| Martin ratioReturn relative to average drawdown | 10.55 | 10.56 | 0.00 |
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Drawdowns
IUS7.DE vs. 36B1.DE - Drawdown Comparison
The maximum IUS7.DE drawdown since its inception was -27.13%, which is greater than 36B1.DE's maximum drawdown of -22.35%. Use the drawdown chart below to compare losses from any high point for IUS7.DE and 36B1.DE.
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Drawdown Indicators
| IUS7.DE | 36B1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.13% | -22.35% | -4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -2.87% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -12.95% | -12.32% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -15.91% | -16.23% | +0.32% |
Max Drawdown (10Y)Largest decline over 10 years | -27.13% | — | — |
Current DrawdownCurrent decline from peak | -1.29% | -1.28% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -8.65% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 1.02% | +0.04% |
Volatility
IUS7.DE vs. 36B1.DE - Volatility Comparison
The current volatility for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) is 1.20%, while iShares J.P. Morgan ESG USD EM Bond UCITS ETF (36B1.DE) has a volatility of 1.29%. This indicates that IUS7.DE experiences smaller price fluctuations and is considered to be less risky than 36B1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUS7.DE | 36B1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 1.29% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 4.04% | 4.07% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.08% | 6.02% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.56% | 8.51% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 10.17% | +0.83% |
IUS7.DE vs. 36B1.DE - Expense Ratio Comparison
Both IUS7.DE and 36B1.DE have an expense ratio of 0.45%.
Dividends
IUS7.DE vs. 36B1.DE - Dividend Comparison
IUS7.DE's dividend yield for the trailing twelve months is around 5.70%, which matches 36B1.DE's 5.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
36B1.DE iShares J.P. Morgan ESG USD EM Bond UCITS ETF | 5.66% | 5.96% | 5.31% | 5.52% | 5.19% | 3.36% | 3.81% | 2.35% | 0.00% | 0.00% | 0.00% | 0.00% |
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 5.70% | 6.10% | 5.62% | 5.77% | 5.63% | 3.81% | 4.18% | 4.73% | 4.70% | 5.11% | 5.30% | 4.71% |
Frequently Asked Questions
IUS7.DE and 36B1.DE have a correlation of 0.88, 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.
IUS7.DE and 36B1.DE have the same expense ratio: 0.45% per year.
IUS7.DE tracks JP Morgan EMBI Global Core, while 36B1.DE tracks JP Morgan ESG EMBI Global Diversified.
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