IUSU.DE vs. IS3J.DE
IUSU.DE (iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist)) and IS3J.DE (iShares $ Short Duration Corp Bond UCITS ETF USD (Dist)) are both Short-Term Bond funds from iShares - IUSU.DE tracks the Bloomberg US Government TR USD while IS3J.DE tracks the iBoxx USD Liquid Investment Grade 0-5 Index. Both are passively managed. Over the past 10 years, IUSU.DE returned 1.43%/yr vs 2.16%/yr for IS3J.DE. Their correlation of 0.95 suggests significant overlap in exposure. IUSU.DE charges 0.07%/yr vs 0.20%/yr for IS3J.DE.
Performance
IUSU.DE vs. IS3J.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSU.DE achieves a 3.66% return, which is significantly lower than IS3J.DE's 3.91% return. Over the past 10 years, IUSU.DE has underperformed IS3J.DE with an annualized return of 1.43%, while IS3J.DE has yielded a comparatively higher 2.16% annualized return.
IUSU.DE
- 1D
- 0.12%
- 1M
- 1.57%
- 6M
- 2.69%
- YTD
- 3.66%
- 1Y
- 4.88%
- 3Y*
- 3.70%
- 5Y*
- 2.60%
- 10Y*
- 1.43%
IS3J.DE
- 1D
- 0.13%
- 1M
- 1.45%
- 6M
- 2.81%
- YTD
- 3.91%
- 1Y
- 5.45%
- 3Y*
- 4.58%
- 5Y*
- 3.10%
- 10Y*
- 2.16%
IUSU.DE vs. IS3J.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSU.DE iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) | 3.66% | -6.44% | 10.08% | 0.67% | 2.11% | 7.74% | -6.05% | 6.08% | 6.10% | -11.82% |
IS3J.DE iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) | 3.91% | -5.65% | 10.87% | 2.09% | 1.39% | 7.75% | -4.93% | 8.80% | 5.49% | -10.32% |
Correlation
The correlation between IUSU.DE and IS3J.DE is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2013 | 0.95 |
The correlation between IUSU.DE and IS3J.DE has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.
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Return for Risk
IUSU.DE vs. IS3J.DE — Risk / Return Rank
IUSU.DE
IS3J.DE
IUSU.DE vs. IS3J.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) (IUSU.DE) and iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (IS3J.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.
| IUSU.DE | IS3J.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.67 | -0.29 |
| Martin ratioReturn relative to average drawdown | 3.46 | 4.41 | -0.94 |
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Drawdowns
IUSU.DE vs. IS3J.DE - Drawdown Comparison
The maximum IUSU.DE drawdown since its inception was -18.82%, smaller than the maximum IS3J.DE drawdown of -27.90%. Use the drawdown chart below to compare losses from any high point for IUSU.DE and IS3J.DE.
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Drawdown Indicators
| IUSU.DE | IS3J.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.82% | -27.90% | +9.08% |
Max Drawdown (1Y)Largest decline over 1 year | -3.54% | -3.25% | -0.29% |
Max Drawdown (3Y)Largest decline over 3 years | -10.92% | -10.22% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -12.47% | -11.14% | -1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -16.73% | -20.04% | +3.31% |
Current DrawdownCurrent decline from peak | -5.17% | -4.03% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -8.42% | +1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 1.23% | +0.18% |
Volatility
IUSU.DE vs. IS3J.DE - Volatility Comparison
The current volatility for iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) (IUSU.DE) is 1.35%, while iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (IS3J.DE) has a volatility of 1.47%. This indicates that IUSU.DE experiences smaller price fluctuations and is considered to be less risky than IS3J.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSU.DE | IS3J.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.35% | 1.47% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 3.80% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.58% | 5.50% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.18% | 6.94% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.84% | 8.59% | -1.75% |
IUSU.DE vs. IS3J.DE - Expense Ratio Comparison
IUSU.DE has a 0.07% expense ratio, which is lower than IS3J.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUSU.DE vs. IS3J.DE - Dividend Comparison
IUSU.DE's dividend yield for the trailing twelve months is around 3.93%, less than IS3J.DE's 4.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3J.DE iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) | 4.34% | 4.43% | 3.91% | 3.18% | 1.87% | 1.44% | 2.26% | 2.64% | 2.24% | 1.94% | 1.68% | 1.41% |
IUSU.DE iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) | 3.93% | 4.34% | 4.05% | 3.09% | 0.77% | 0.60% | 1.85% | 2.32% | 1.51% | 1.02% | 0.70% | 0.50% |
Frequently Asked Questions
With a correlation of 0.97, IUSU.DE and IS3J.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, IUSU.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSU.DE is cheaper with a 0.07% expense ratio, compared with 0.20% for IS3J.DE.
IUSU.DE tracks Bloomberg US Government TR USD, while IS3J.DE tracks iBoxx USD Liquid Investment Grade 0-5 Index. Their fees differ too: 0.07% for IUSU.DE and 0.20% for IS3J.DE.
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