IUSU.DE vs. IUAIX
IUSU.DE (iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist)) and IUAIX (VY Invesco Equity and Income Portfolio) are both funds - IUSU.DE is a Short-Term Bond fund tracking the Bloomberg US Government TR USD, while IUAIX is a Diversified Portfolio fund managed by Voya. Over the past 10 years, IUSU.DE returned 1.30%/yr vs 8.80%/yr for IUAIX. At a 0.32 correlation, their price movements are largely independent. IUSU.DE charges 0.07%/yr vs 0.64%/yr for IUAIX.
Performance
IUSU.DE vs. IUAIX - Performance Comparison
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Different Trading Currencies
IUSU.DE is traded in EUR, while IUAIX is traded in USD. To make them comparable, the IUAIX values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSU.DE achieves a 1.44% return, which is significantly lower than IUAIX's 8.13% return. Over the past 10 years, IUSU.DE has underperformed IUAIX with an annualized return of 1.30%, while IUAIX has yielded a comparatively higher 8.80% 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%
IUAIX
- 1D
- 0.97%
- 1M
- 1.73%
- YTD
- 8.13%
- 6M
- 6.24%
- 1Y
- 14.98%
- 3Y*
- 10.23%
- 5Y*
- 7.89%
- 10Y*
- 8.80%
IUSU.DE vs. IUAIX - 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% |
IUAIX VY Invesco Equity and Income Portfolio | 8.13% | -2.36% | 19.25% | 6.93% | -1.75% | 27.74% | 0.92% | 22.77% | -5.19% | -2.71% |
Correlation
The correlation between IUSU.DE and IUAIX is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2007 | 0.32 |
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Return for Risk
IUSU.DE vs. IUAIX — Risk / Return Rank
IUSU.DE
IUAIX
IUSU.DE vs. IUAIX - 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 VY Invesco Equity and Income Portfolio (IUAIX). 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 | IUAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.30 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | 2.80 | -2.52 |
| Martin ratioReturn relative to average drawdown | 0.61 | 11.88 | -11.27 |
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 | IUAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 1.35 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.65 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.64 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.59 | -0.39 |
Drawdowns
IUSU.DE vs. IUAIX - Drawdown Comparison
The maximum IUSU.DE drawdown since its inception was -19.29%, smaller than the maximum IUAIX drawdown of -32.21%. Use the drawdown chart below to compare losses from any high point for IUSU.DE and IUAIX.
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Drawdown Indicators
| IUSU.DE | IUAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.29% | -32.21% | +12.92% |
Max Drawdown (1Y)Largest decline over 1 year | -3.54% | -5.87% | +2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -11.07% | -20.30% | +9.23% |
Max Drawdown (5Y)Largest decline over 5 years | -12.54% | -20.30% | +7.76% |
Max Drawdown (10Y)Largest decline over 10 years | -16.83% | -28.69% | +11.86% |
Current DrawdownCurrent decline from peak | -7.64% | 0.00% | -7.64% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -6.21% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.46% | +0.17% |
Volatility
IUSU.DE vs. IUAIX - Volatility Comparison
The current volatility for iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) (IUSU.DE) is 0.98%, while VY Invesco Equity and Income Portfolio (IUAIX) has a volatility of 8.08%. This indicates that IUSU.DE experiences smaller price fluctuations and is considered to be less risky than IUAIX 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 | IUAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | 8.08% | -7.10% |
Volatility (6M)Calculated over the trailing 6-month period | 3.86% | 10.18% | -6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.61% | 12.17% | -6.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 12.51% | -5.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.92% | 14.02% | -7.10% |
IUSU.DE vs. IUAIX - Expense Ratio Comparison
IUSU.DE has a 0.07% expense ratio, which is lower than IUAIX's 0.64% expense ratio.
Dividends
IUSU.DE vs. IUAIX - Dividend Comparison
IUSU.DE's dividend yield for the trailing twelve months is around 3.43%, less than IUAIX's 35.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUAIX VY Invesco Equity and Income Portfolio | 35.14% | 37.57% | 10.65% | 7.88% | 18.93% | 2.55% | 5.81% | 7.37% | 9.59% | 4.57% | 6.14% | 11.24% |
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 IUAIX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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