IUS7.DE vs. ISPA.DE
IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IUS7.DE is a Emerging Markets Bonds fund tracking the JP Morgan EMBI Global Core, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, IUS7.DE returned 3.08%/yr vs 8.98%/yr for ISPA.DE. At a 0.36 correlation, their price movements are largely independent. IUS7.DE charges 0.45%/yr vs 0.46%/yr for ISPA.DE.
Performance
IUS7.DE vs. ISPA.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 ISPA.DE's 13.48% return. Over the past 10 years, IUS7.DE has underperformed ISPA.DE with an annualized return of 3.08%, while ISPA.DE has yielded a comparatively higher 8.98% annualized 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%
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IUS7.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between IUS7.DE and ISPA.DE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.36 |
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Return for Risk
IUS7.DE vs. ISPA.DE — Risk / Return Rank
IUS7.DE
ISPA.DE
IUS7.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.80 | ||
| Sortino ratioReturn per unit of downside risk | -2.35 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.62 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 8.10 | -5.10 |
| Martin ratioReturn relative to average drawdown | 9.17 | 28.73 | -19.56 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 3.35 | -1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.91 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.60 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.68 | -0.06 |
Drawdowns
IUS7.DE vs. ISPA.DE - Drawdown Comparison
The maximum IUS7.DE drawdown since its inception was -27.13%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IUS7.DE and ISPA.DE.
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Drawdown Indicators
| IUS7.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.13% | -38.91% | +11.78% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -3.63% | +0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -12.95% | -15.10% | +2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -15.90% | -15.10% | -0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -27.13% | -38.91% | +11.78% |
Current DrawdownCurrent decline from peak | 0.00% | -1.09% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -4.46% | -2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 1.03% | -0.02% |
Volatility
IUS7.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) is 1.24%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.62%. This indicates that IUS7.DE experiences smaller price fluctuations and is considered to be less risky than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 2.62% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 4.03% | 6.51% | -2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.97% | 8.77% | -2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.56% | 12.00% | -3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.02% | 14.79% | -3.77% |
IUS7.DE vs. ISPA.DE - Expense Ratio Comparison
IUS7.DE has a 0.45% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IUS7.DE vs. ISPA.DE - Dividend Comparison
IUS7.DE's dividend yield for the trailing twelve months is around 5.80%, more than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
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 ISPA.DE have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUS7.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUS7.DE is cheaper with a 0.45% expense ratio, compared with 0.46% for ISPA.DE.
IUS7.DE is categorized as Emerging Markets Bonds, while ISPA.DE is Global Equities. IUS7.DE tracks JP Morgan EMBI Global Core, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.45% for IUS7.DE and 0.46% for ISPA.DE.
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