IUSM.DE vs. ISPA.DE
IUSM.DE (iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IUSM.DE is a Government Bonds fund tracking the ICE US Treasury 7-10 Year, 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, IUSM.DE returned 0.29%/yr vs 8.98%/yr for ISPA.DE. At a correlation of -0.02, they often move in opposite directions. IUSM.DE charges 0.07%/yr vs 0.46%/yr for ISPA.DE.
Performance
IUSM.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSM.DE achieves a 0.22% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, IUSM.DE has underperformed ISPA.DE with an annualized return of 0.29%, while ISPA.DE has yielded a comparatively higher 8.98% annualized return.
IUSM.DE
- 1D
- 0.13%
- 1M
- 0.34%
- YTD
- 0.22%
- 6M
- -0.62%
- 1Y
- 1.33%
- 3Y*
- -0.48%
- 5Y*
- -0.31%
- 10Y*
- 0.29%
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IUSM.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 0.22% | -4.06% | 5.00% | -0.24% | -9.67% | 4.92% | -0.18% | 11.27% | 4.84% | -10.05% |
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 IUSM.DE and ISPA.DE is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | -0.02 |
The correlation between IUSM.DE and ISPA.DE shifts across timeframes, from -0.07 (5 years) to 0.08 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IUSM.DE vs. ISPA.DE — Risk / Return Rank
IUSM.DE
ISPA.DE
IUSM.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.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.
| IUSM.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.13 | ||
| Sortino ratioReturn per unit of downside risk | -4.30 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.62 | -0.57 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 8.10 | -7.80 |
| Martin ratioReturn relative to average drawdown | 0.74 | 28.73 | -27.99 |
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
| IUSM.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 3.35 | -3.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.91 | -0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.60 | -0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.68 | -0.41 |
Drawdowns
IUSM.DE vs. ISPA.DE - Drawdown Comparison
The maximum IUSM.DE drawdown since its inception was -21.40%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IUSM.DE and ISPA.DE.
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Drawdown Indicators
| IUSM.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.40% | -38.91% | +17.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -3.63% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -10.86% | -15.10% | +4.24% |
Max Drawdown (5Y)Largest decline over 5 years | -15.69% | -15.10% | -0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -21.40% | -38.91% | +17.51% |
Current DrawdownCurrent decline from peak | -17.38% | -1.09% | -16.29% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -4.46% | -5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 1.03% | +0.76% |
Volatility
IUSM.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) is 1.14%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.62%. This indicates that IUSM.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
| IUSM.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.14% | 2.62% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 4.00% | 6.51% | -2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.78% | 8.77% | -2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.96% | 12.00% | -3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.33% | 14.79% | -6.46% |
IUSM.DE vs. ISPA.DE - Expense Ratio Comparison
IUSM.DE has a 0.07% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IUSM.DE vs. ISPA.DE - Dividend Comparison
IUSM.DE's dividend yield for the trailing twelve months is around 3.72%, which matches 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% |
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 3.72% | 3.73% | 3.65% | 2.91% | 1.93% | 0.96% | 1.53% | 2.24% | 2.07% | 1.83% | 1.66% | 1.84% |
Frequently Asked Questions
IUSM.DE and ISPA.DE have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSM.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSM.DE is cheaper with a 0.07% expense ratio, compared with 0.46% for ISPA.DE.
IUSM.DE is categorized as Government Bonds, while ISPA.DE is Global Equities. IUSM.DE tracks ICE US Treasury 7-10 Year, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.07% for IUSM.DE and 0.46% for ISPA.DE.
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