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IUSU.DE vs. IUS7.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IUSU.DE vs. IUS7.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) (IUSU.DE) and iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE). The values are adjusted to include any dividend payments, if applicable.

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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 IUS7.DE's 2.97% return. Over the past 10 years, IUSU.DE has underperformed IUS7.DE with an annualized return of 1.30%, while IUS7.DE has yielded a comparatively higher 3.08% 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%

IUS7.DE

1D
0.14%
1M
1.36%
YTD
2.97%
6M
2.33%
1Y
9.74%
3Y*
6.75%
5Y*
2.86%
10Y*
3.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSU.DE vs. IUS7.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
IUS7.DE
iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)
2.97%1.14%11.74%6.77%-13.16%5.75%-4.03%18.79%-1.16%-3.39%

Correlation

The correlation between IUSU.DE and IUS7.DE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.60

Correlation (3Y)
Calculated over the trailing 3-year period

0.54

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (10Y)
Calculated over the trailing 10-year period

0.55

Correlation (All Time)
Calculated using the full available price history since Mar 25, 2009

0.64

The correlation between IUSU.DE and IUS7.DE shifts across timeframes, from 0.48 (5 years) to 0.64 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

IUSU.DE vs. IUS7.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IUSU.DE
IUSU.DE Risk / Return Rank: 1111
Overall Rank
IUSU.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
IUSU.DE Sortino Ratio Rank: 1111
Sortino Ratio Rank
IUSU.DE Omega Ratio Rank: 1010
Omega Ratio Rank
IUSU.DE Calmar Ratio Rank: 1313
Calmar Ratio Rank
IUSU.DE Martin Ratio Rank: 1212
Martin Ratio Rank

IUS7.DE
IUS7.DE Risk / Return Rank: 5151
Overall Rank
IUS7.DE Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
IUS7.DE Sortino Ratio Rank: 4848
Sortino Ratio Rank
IUS7.DE Omega Ratio Rank: 4646
Omega Ratio Rank
IUS7.DE Calmar Ratio Rank: 6262
Calmar Ratio Rank
IUS7.DE Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSU.DE vs. IUS7.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 J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.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.DEIUS7.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.38

Sortino ratioReturn per unit of downside risk

-2.03

Omega ratioGain probability vs. loss probability

1.03

1.29

-0.25

Calmar ratioReturn relative to maximum drawdown

0.28

3.00

-2.72

Martin ratioReturn relative to average drawdown

0.61

9.17

-8.57

IUSU.DE vs. IUS7.DE - Sharpe Ratio Comparison

The current IUSU.DE Sharpe Ratio is 0.18, which is lower than the IUS7.DE Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of IUSU.DE and IUS7.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IUSU.DEIUS7.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.18

1.55

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.33

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

0.28

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.61

-0.41

Drawdowns

IUSU.DE vs. IUS7.DE - Drawdown Comparison

The maximum IUSU.DE drawdown since its inception was -19.29%, smaller than the maximum IUS7.DE drawdown of -27.13%. Use the drawdown chart below to compare losses from any high point for IUSU.DE and IUS7.DE.


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Drawdown Indicators


IUSU.DEIUS7.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.29%

-27.13%

+7.84%

Max Drawdown (1Y)

Largest decline over 1 year

-3.54%

-3.09%

-0.45%

Max Drawdown (3Y)

Largest decline over 3 years

-11.07%

-12.95%

+1.88%

Max Drawdown (5Y)

Largest decline over 5 years

-12.54%

-15.90%

+3.36%

Max Drawdown (10Y)

Largest decline over 10 years

-16.83%

-27.13%

+10.30%

Current Drawdown

Current decline from peak

-7.64%

0.00%

-7.64%

Average Drawdown

Average peak-to-trough decline

-7.43%

-6.48%

-0.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.63%

1.01%

+0.62%

Volatility

IUSU.DE vs. IUS7.DE - Volatility Comparison

The current volatility for iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) (IUSU.DE) is 0.98%, while iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) has a volatility of 1.24%. This indicates that IUSU.DE experiences smaller price fluctuations and is considered to be less risky than IUS7.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.DEIUS7.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.98%

1.24%

-0.26%

Volatility (6M)

Calculated over the trailing 6-month period

3.86%

4.03%

-0.17%

Volatility (1Y)

Calculated over the trailing 1-year period

5.61%

5.97%

-0.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.19%

8.56%

-1.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.92%

11.02%

-4.10%

IUSU.DE vs. IUS7.DE - Expense Ratio Comparison

IUSU.DE has a 0.07% expense ratio, which is lower than IUS7.DE's 0.45% expense ratio.


Dividends

IUSU.DE vs. IUS7.DE - Dividend Comparison

IUSU.DE's dividend yield for the trailing twelve months is around 3.43%, less than IUS7.DE's 5.80% yield.


PositionTTM20252024202320222021202020192018201720162015
IUS7.DE
iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)
5.80%6.10%5.62%5.77%5.63%3.80%4.17%4.72%4.70%5.11%5.29%4.71%
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 IUS7.DE have a correlation of 0.60, 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 0.45% for IUS7.DE.

IUSU.DE is categorized as Short-Term Bond, while IUS7.DE is Emerging Markets Bonds. IUSU.DE tracks Bloomberg US Government TR USD, while IUS7.DE tracks JP Morgan EMBI Global Core. Their fees differ too: 0.07% for IUSU.DE and 0.45% for IUS7.DE.

Portfolio Optimizer

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