PLAN.DE vs. 36B7.DE
PLAN.DE (Lyxor Corporate Green Bond (DR) UCITS ETF - Acc) and 36B7.DE (iShares Global Corp Bond UCITS ETF EUR Hedged (Dist)) are both Global Corporate Bonds funds - PLAN.DE tracks the Bloomberg Gbl Agg Corp TR USD while 36B7.DE tracks the Bloomberg Global Aggregate Corporate Bond Index (EUR Hedged). Both are passively managed. Over the past 3 years, PLAN.DE returned 4.44%/yr vs 3.19%/yr for 36B7.DE. A 0.61 correlation means they provide meaningful diversification when combined. PLAN.DE charges 0.20%/yr vs 0.25%/yr for 36B7.DE.
Performance
PLAN.DE vs. 36B7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, PLAN.DE achieves a 0.94% return, which is significantly higher than 36B7.DE's -0.71% return.
PLAN.DE
- 1D
- 0.00%
- 1M
- -0.11%
- 6M
- 0.43%
- YTD
- 0.94%
- 1Y
- 2.48%
- 3Y*
- 4.44%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -0.04%
36B7.DE
- 1D
- -0.24%
- 1M
- -0.48%
- 6M
- -0.48%
- YTD
- -0.71%
- 1Y
- 1.67%
- 3Y*
- 3.19%
- 5Y*
- -1.42%
- 10Y*
- —
- ALL TIME*
- 0.23%
PLAN.DE vs. 36B7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PLAN.DE Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | 0.94% | 1.00% | 6.07% | 6.47% | -13.19% | -0.12% |
36B7.DE iShares Global Corp Bond UCITS ETF EUR Hedged (Dist) | -0.71% | 4.83% | 1.72% | 6.08% | -16.05% | -1.64% |
Correlation
The correlation between PLAN.DE and 36B7.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 2021 | 0.61 |
The correlation between PLAN.DE and 36B7.DE shifts across timeframes, from 0.49 (1 year) to 0.61 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PLAN.DE vs. 36B7.DE — Risk / Return Rank
PLAN.DE
36B7.DE
PLAN.DE vs. 36B7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) and iShares Global Corp Bond UCITS ETF EUR Hedged (Dist) (36B7.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.
| PLAN.DE | 36B7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.08 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.59 | +0.96 |
| Martin ratioReturn relative to average drawdown | 4.38 | 1.67 | +2.71 |
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Drawdowns
PLAN.DE vs. 36B7.DE - Drawdown Comparison
The maximum PLAN.DE drawdown since its inception was -14.57%, smaller than the maximum 36B7.DE drawdown of -21.83%. Use the drawdown chart below to compare losses from any high point for PLAN.DE and 36B7.DE.
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Drawdown Indicators
| PLAN.DE | 36B7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.57% | -21.83% | +7.26% |
Max Drawdown (1Y)Largest decline over 1 year | -1.60% | -2.81% | +1.21% |
Max Drawdown (3Y)Largest decline over 3 years | -3.18% | -4.56% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.62% | — |
Current DrawdownCurrent decline from peak | -0.87% | -7.86% | +6.99% |
Average DrawdownAverage peak-to-trough decline | -6.37% | -8.34% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 1.00% | -0.43% |
Volatility
PLAN.DE vs. 36B7.DE - Volatility Comparison
The current volatility for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) is 0.87%, while iShares Global Corp Bond UCITS ETF EUR Hedged (Dist) (36B7.DE) has a volatility of 1.03%. This indicates that PLAN.DE experiences smaller price fluctuations and is considered to be less risky than 36B7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLAN.DE | 36B7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 1.03% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 3.23% | -0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.06% | 4.15% | -1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.60% | 5.70% | -1.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.60% | 6.46% | -1.86% |
PLAN.DE vs. 36B7.DE - Expense Ratio Comparison
PLAN.DE has a 0.20% expense ratio, which is lower than 36B7.DE's 0.25% 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
PLAN.DE vs. 36B7.DE - Dividend Comparison
PLAN.DE has not paid dividends to shareholders, while 36B7.DE's dividend yield for the trailing twelve months is around 4.12%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
36B7.DE iShares Global Corp Bond UCITS ETF EUR Hedged (Dist) | 4.12% | 4.01% | 3.87% | 3.23% | 2.71% | 2.07% | 1.19% | 0.94% |
PLAN.DE Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PLAN.DE and 36B7.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PLAN.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PLAN.DE is cheaper with a 0.20% expense ratio, compared with 0.25% for 36B7.DE.
PLAN.DE tracks Bloomberg Gbl Agg Corp TR USD, while 36B7.DE tracks Bloomberg Global Aggregate Corporate Bond Index (EUR Hedged). They also come from different issuers: Amundi and iShares. Their fees differ too: 0.20% for PLAN.DE and 0.25% for 36B7.DE.
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