IUS7.DE vs. FESD.DE
IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) and FESD.DE (Fidelity Sustainable USD EM Bond UCITS ETF) are both Emerging Markets Bonds funds - IUS7.DE tracks the JP Morgan EMBI Global Core while FESD.DE tracks the Fidelity Sustainable USD EM Bond. Both are passively managed. Over the past 5 years, IUS7.DE returned 2.86%/yr vs 1.89%/yr for FESD.DE. A 0.76 correlation means they provide meaningful diversification when combined. Both charge a 0.45% expense ratio.
Performance
IUS7.DE vs. FESD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS7.DE achieves a 2.97% return, which is significantly lower than FESD.DE's 3.41% return.
IUS7.DE
- 1D
- 0.14%
- 1M
- 1.36%
- YTD
- 2.97%
- 6M
- 2.33%
- 1Y
- 9.74%
- 3Y*
- 6.75%
- 5Y*
- 2.86%
- 10Y*
- 3.08%
FESD.DE
- 1D
- -0.09%
- 1M
- 0.98%
- YTD
- 3.41%
- 6M
- 2.88%
- 1Y
- 9.44%
- 3Y*
- 5.13%
- 5Y*
- 1.89%
- 10Y*
- —
IUS7.DE vs. FESD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 2.97% | 1.14% | 11.74% | 6.77% | -13.16% | 7.20% |
FESD.DE Fidelity Sustainable USD EM Bond UCITS ETF | 3.41% | 0.21% | 8.73% | 4.67% | -13.30% | 6.35% |
Correlation
The correlation between IUS7.DE and FESD.DE is 0.85, 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 | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2021 | 0.76 |
The correlation between IUS7.DE and FESD.DE has been stable across timeframes, ranging from 0.76 to 0.85 - a consistent structural relationship.
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Return for Risk
IUS7.DE vs. FESD.DE — Risk / Return Rank
IUS7.DE
FESD.DE
IUS7.DE vs. FESD.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 Fidelity Sustainable USD EM Bond UCITS ETF (FESD.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.
| IUS7.DE | FESD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 2.46 | +0.54 |
| Martin ratioReturn relative to average drawdown | 9.17 | 6.56 | +2.61 |
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
| IUS7.DE | FESD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.40 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.22 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.19 | +0.42 |
Drawdowns
IUS7.DE vs. FESD.DE - Drawdown Comparison
The maximum IUS7.DE drawdown since its inception was -27.13%, which is greater than FESD.DE's maximum drawdown of -16.01%. Use the drawdown chart below to compare losses from any high point for IUS7.DE and FESD.DE.
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Drawdown Indicators
| IUS7.DE | FESD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.13% | -16.01% | -11.12% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -3.71% | +0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -12.95% | -12.34% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -15.90% | -16.01% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -27.13% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.59% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -7.16% | +0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 1.39% | -0.38% |
Volatility
IUS7.DE vs. FESD.DE - Volatility Comparison
The current volatility for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) is 1.24%, while Fidelity Sustainable USD EM Bond UCITS ETF (FESD.DE) has a volatility of 2.28%. This indicates that IUS7.DE experiences smaller price fluctuations and is considered to be less risky than FESD.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 | FESD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 2.28% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 4.03% | 4.57% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.97% | 6.51% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.56% | 8.80% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.02% | 8.70% | +2.32% |
IUS7.DE vs. FESD.DE - Expense Ratio Comparison
Both IUS7.DE and FESD.DE have an expense ratio of 0.45%.
Dividends
IUS7.DE vs. FESD.DE - Dividend Comparison
IUS7.DE's dividend yield for the trailing twelve months is around 5.80%, less than FESD.DE's 6.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FESD.DE Fidelity Sustainable USD EM Bond UCITS ETF | 6.69% | 5.90% | 5.86% | 5.43% | 4.80% | 2.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
IUS7.DE and FESD.DE have a correlation of 0.85, 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 FESD.DE have the same expense ratio: 0.45% per year.
IUS7.DE tracks JP Morgan EMBI Global Core, while FESD.DE tracks Fidelity Sustainable USD EM Bond. They also come from different issuers: iShares and Fidelity.
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