PUIG.DE vs. IS0Y.DE
PUIG.DE (Invesco USD Corporate Bond UCITS ETF Dist) and IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) are both Corporate Bonds funds - PUIG.DE tracks the Bloomberg US Corp Bond TR USD while IS0Y.DE tracks the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Both are passively managed. Over the past 5 years, PUIG.DE returned 0.70%/yr vs 2.73%/yr for IS0Y.DE. At a correlation of -0.01, they often move in opposite directions. PUIG.DE charges 0.10%/yr vs 0.25%/yr for IS0Y.DE.
Performance
PUIG.DE vs. IS0Y.DE - Performance Comparison
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Returns By Period
In the year-to-date period, PUIG.DE achieves a 2.58% return, which is significantly higher than IS0Y.DE's 1.40% return.
PUIG.DE
- 1D
- 0.19%
- 1M
- 0.63%
- 6M
- 1.24%
- YTD
- 2.58%
- 1Y
- 5.42%
- 3Y*
- 4.05%
- 5Y*
- 0.70%
- 10Y*
- —
IS0Y.DE
- 1D
- -0.01%
- 1M
- -0.02%
- 6M
- 1.29%
- YTD
- 1.40%
- 1Y
- 3.02%
- 3Y*
- 5.12%
- 5Y*
- 2.73%
- 10Y*
- 1.57%
PUIG.DE vs. IS0Y.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUIG.DE Invesco USD Corporate Bond UCITS ETF Dist | 2.58% | -3.94% | 7.96% | 4.38% | -10.02% | 6.98% | -0.01% | 2.63% | -3.69% | 1.20% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.40% | 4.15% | 6.61% | 5.08% | -2.70% | -0.25% | 0.80% | 4.09% | -3.73% | 0.15% |
Correlation
The correlation between PUIG.DE and IS0Y.DE is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2017 | -0.01 |
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Return for Risk
PUIG.DE vs. IS0Y.DE — Risk / Return Rank
PUIG.DE
IS0Y.DE
PUIG.DE vs. IS0Y.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco USD Corporate Bond UCITS ETF Dist (PUIG.DE) and iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.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.
| PUIG.DE | IS0Y.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.96 | -1.39 |
| Martin ratioReturn relative to average drawdown | 4.24 | 11.26 | -7.02 |
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Drawdowns
PUIG.DE vs. IS0Y.DE - Drawdown Comparison
The maximum PUIG.DE drawdown since its inception was -18.36%, which is greater than IS0Y.DE's maximum drawdown of -13.95%. Use the drawdown chart below to compare losses from any high point for PUIG.DE and IS0Y.DE.
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Drawdown Indicators
| PUIG.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.36% | -13.95% | -4.41% |
Max Drawdown (1Y)Largest decline over 1 year | -3.43% | -1.02% | -2.41% |
Max Drawdown (3Y)Largest decline over 3 years | -11.11% | -2.07% | -9.04% |
Max Drawdown (5Y)Largest decline over 5 years | -13.09% | -6.97% | -6.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.95% | — |
Current DrawdownCurrent decline from peak | -4.30% | -0.13% | -4.17% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -1.32% | -5.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 0.27% | +1.00% |
Volatility
PUIG.DE vs. IS0Y.DE - Volatility Comparison
Invesco USD Corporate Bond UCITS ETF Dist (PUIG.DE) has a higher volatility of 1.58% compared to iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) at 0.37%. This indicates that PUIG.DE's price experiences larger fluctuations and is considered to be riskier than IS0Y.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUIG.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 0.37% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 3.93% | 1.73% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.74% | 2.20% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.32% | 2.85% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.76% | 3.69% | +5.07% |
PUIG.DE vs. IS0Y.DE - Expense Ratio Comparison
PUIG.DE has a 0.10% expense ratio, which is lower than IS0Y.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
PUIG.DE vs. IS0Y.DE - Dividend Comparison
PUIG.DE's dividend yield for the trailing twelve months is around 4.92%, more than IS0Y.DE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 2.58% | 2.91% | 3.70% | 2.52% | 0.43% | 0.70% | 0.82% | 0.92% | 0.58% | 0.71% | 1.35% | 1.47% |
PUIG.DE Invesco USD Corporate Bond UCITS ETF Dist | 4.92% | 4.95% | 4.62% | 4.12% | 2.98% | 2.24% | 2.99% | 3.16% | 2.80% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PUIG.DE and IS0Y.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PUIG.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PUIG.DE is cheaper with a 0.10% expense ratio, compared with 0.25% for IS0Y.DE.
PUIG.DE tracks Bloomberg US Corp Bond TR USD, while IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.10% for PUIG.DE and 0.25% for IS0Y.DE.
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