IUSU.DE vs. ISPA.DE
IUSU.DE (iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IUSU.DE is a Short-Term Bond fund tracking the Bloomberg US Government TR USD, 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, IUSU.DE returned 1.30%/yr vs 8.98%/yr for ISPA.DE. At a 0.10 correlation, their price movements are largely independent. IUSU.DE charges 0.07%/yr vs 0.46%/yr for ISPA.DE.
Performance
IUSU.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSU.DE achieves a 1.44% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, IUSU.DE has underperformed ISPA.DE with an annualized return of 1.30%, while ISPA.DE has yielded a comparatively higher 8.98% annualized return.
IUSU.DE
- 1D
- -0.10%
- 1M
- 1.08%
- YTD
- 1.44%
- 6M
- 0.79%
- 1Y
- 1.26%
- 3Y*
- 0.99%
- 5Y*
- 2.52%
- 10Y*
- 1.30%
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%
IUSU.DE vs. ISPA.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) | 1.44% | -6.89% | 9.65% | 0.49% | 2.10% | 7.62% | -6.25% | 5.81% | 5.83% | -11.93% |
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 IUSU.DE and ISPA.DE is -0.05, 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 | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.10 |
The correlation between IUSU.DE and ISPA.DE shifts across timeframes, from -0.11 (5 years) to 0.10 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSU.DE vs. ISPA.DE — Risk / Return Rank
IUSU.DE
ISPA.DE
IUSU.DE vs. ISPA.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 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.
| IUSU.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.18 | ||
| Sortino ratioReturn per unit of downside risk | -4.38 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.62 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | 8.10 | -7.82 |
| Martin ratioReturn relative to average drawdown | 0.61 | 28.73 | -28.12 |
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
| IUSU.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 3.35 | -3.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.91 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.60 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.68 | -0.48 |
Drawdowns
IUSU.DE vs. ISPA.DE - Drawdown Comparison
The maximum IUSU.DE drawdown since its inception was -19.29%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IUSU.DE and ISPA.DE.
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Drawdown Indicators
| IUSU.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.29% | -38.91% | +19.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.54% | -3.63% | +0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -11.07% | -15.10% | +4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -12.54% | -15.10% | +2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -16.83% | -38.91% | +22.08% |
Current DrawdownCurrent decline from peak | -7.64% | -1.09% | -6.55% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -4.46% | -2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.03% | +0.60% |
Volatility
IUSU.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) (IUSU.DE) is 0.98%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.62%. This indicates that IUSU.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
| IUSU.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | 2.62% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 3.86% | 6.51% | -2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.61% | 8.77% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 12.00% | -4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.92% | 14.79% | -7.87% |
IUSU.DE vs. ISPA.DE - Expense Ratio Comparison
IUSU.DE has a 0.07% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IUSU.DE vs. ISPA.DE - Dividend Comparison
IUSU.DE's dividend yield for the trailing twelve months is around 3.43%, less 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% |
IUSU.DE iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) | 3.43% | 3.85% | 3.69% | 2.90% | 0.75% | 0.51% | 1.62% | 2.07% | 1.26% | 0.89% | 0.62% | 0.24% |
Frequently Asked Questions
IUSU.DE and ISPA.DE have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.46% for ISPA.DE.
IUSU.DE is categorized as Short-Term Bond, while ISPA.DE is Global Equities. IUSU.DE tracks Bloomberg US Government TR USD, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.07% for IUSU.DE and 0.46% for ISPA.DE.
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