IUS7.DE vs. SPYW.DE
IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) and SPYW.DE (SPDR S&P Euro Dividend Aristocrats UCITS ETF (Dist)) are both exchange-traded funds - IUS7.DE is a Emerging Markets Bonds fund tracking the JP Morgan EMBI Global Core, while SPYW.DE is a Europe Equities fund tracking the S&P Euro High Yield Dividend Aristocrats. Both are passively managed. Over the past 10 years, IUS7.DE returned 2.54%/yr vs 7.51%/yr for SPYW.DE. At a 0.25 correlation, their price movements are largely independent. IUS7.DE charges 0.45%/yr vs 0.30%/yr for SPYW.DE.
Performance
IUS7.DE vs. SPYW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS7.DE achieves a 4.57% return, which is significantly lower than SPYW.DE's 10.61% return. Over the past 10 years, IUS7.DE has underperformed SPYW.DE with an annualized return of 2.54%, while SPYW.DE has yielded a comparatively higher 7.51% annualized return.
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%
SPYW.DE
- 1D
- 0.87%
- 1M
- 2.79%
- 6M
- 9.41%
- YTD
- 10.61%
- 1Y
- 15.26%
- 3Y*
- 15.40%
- 5Y*
- 9.12%
- 10Y*
- 7.51%
IUS7.DE vs. SPYW.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) | 4.57% | 1.15% | 11.75% | 6.76% | -13.15% | 5.75% | -4.03% | 18.80% | -1.17% | -3.38% |
SPYW.DE SPDR S&P Euro Dividend Aristocrats UCITS ETF (Dist) | 10.61% | 20.21% | 8.31% | 17.92% | -11.22% | 14.38% | -11.88% | 23.33% | -8.56% | 11.23% |
Correlation
The correlation between IUS7.DE and SPYW.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Feb 29, 2012 | 0.25 |
The correlation between IUS7.DE and SPYW.DE shifts across timeframes, from 0.13 (1 year) to 0.26 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
IUS7.DE vs. SPYW.DE — Risk / Return Rank
IUS7.DE
SPYW.DE
IUS7.DE vs. SPYW.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 SPDR S&P Euro Dividend Aristocrats UCITS ETF (Dist) (SPYW.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 | SPYW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.27 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 1.90 | +1.70 |
| Martin ratioReturn relative to average drawdown | 10.55 | 6.36 | +4.19 |
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Drawdowns
IUS7.DE vs. SPYW.DE - Drawdown Comparison
The maximum IUS7.DE drawdown since its inception was -27.13%, smaller than the maximum SPYW.DE drawdown of -38.67%. Use the drawdown chart below to compare losses from any high point for IUS7.DE and SPYW.DE.
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Drawdown Indicators
| IUS7.DE | SPYW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.13% | -38.67% | +11.54% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -7.99% | +4.90% |
Max Drawdown (3Y)Largest decline over 3 years | -12.95% | -11.64% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -15.91% | -23.99% | +8.08% |
Max Drawdown (10Y)Largest decline over 10 years | -27.13% | -38.67% | +11.54% |
Current DrawdownCurrent decline from peak | -1.29% | 0.00% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -5.57% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 2.39% | -1.33% |
Volatility
IUS7.DE vs. SPYW.DE - Volatility Comparison
The current volatility for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) is 1.20%, while SPDR S&P Euro Dividend Aristocrats UCITS ETF (Dist) (SPYW.DE) has a volatility of 2.45%. This indicates that IUS7.DE experiences smaller price fluctuations and is considered to be less risky than SPYW.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 | SPYW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 2.45% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 4.04% | 8.93% | -4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.08% | 10.66% | -4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.56% | 13.25% | -4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 14.59% | -3.59% |
IUS7.DE vs. SPYW.DE - Expense Ratio Comparison
IUS7.DE has a 0.45% expense ratio, which is higher than SPYW.DE's 0.30% expense ratio.
Dividends
IUS7.DE vs. SPYW.DE - Dividend Comparison
IUS7.DE's dividend yield for the trailing twelve months is around 5.70%, more than SPYW.DE's 3.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SPYW.DE SPDR S&P Euro Dividend Aristocrats UCITS ETF (Dist) | 3.43% | 4.07% | 3.67% | 3.31% | 3.62% | 2.78% | 3.05% | 3.10% | 3.74% | 3.15% | 2.97% | 2.99% |
Frequently Asked Questions
IUS7.DE and SPYW.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPYW.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPYW.DE is cheaper with a 0.30% expense ratio, compared with 0.45% for IUS7.DE.
IUS7.DE is categorized as Emerging Markets Bonds, while SPYW.DE is Europe Equities. IUS7.DE tracks JP Morgan EMBI Global Core, while SPYW.DE tracks S&P Euro High Yield Dividend Aristocrats. They also come from different issuers: iShares and State Street. Their fees differ too: 0.45% for IUS7.DE and 0.30% for SPYW.DE.
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