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SE15.L vs. CU31.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SE15.L vs. CU31.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (SE15.L) and iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (CU31.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SE15.L is traded in GBP, while CU31.L is traded in GBp. To make them comparable, the CU31.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, SE15.L achieves a -0.33% return, which is significantly lower than CU31.L's 0.66% return. Over the past 10 years, SE15.L has underperformed CU31.L with an annualized return of 2.18%, while CU31.L has yielded a comparatively higher 2.48% annualized return.


SE15.L

1D
0.22%
1M
0.73%
YTD
-0.33%
6M
-0.28%
1Y
5.05%
3Y*
4.84%
5Y*
1.50%
10Y*
2.18%

CU31.L

1D
0.11%
1M
1.13%
YTD
0.66%
6M
0.30%
1Y
4.42%
3Y*
1.49%
5Y*
2.92%
10Y*
2.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SE15.L vs. CU31.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SE15.L
iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist)
-0.33%9.40%0.01%4.04%-2.64%-6.64%6.70%-2.39%0.34%4.51%
CU31.L
iShares USD Treasury Bond 1-3yr UCITS ETF (Acc)
0.66%-1.98%5.81%-1.58%7.82%0.48%-0.40%0.29%7.25%-8.69%

Correlation

The correlation between SE15.L and CU31.L is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.30

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

0.34

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

0.49

Correlation (All Time)
Calculated using the full available price history since May 14, 2013

0.47

Over the past year, the correlation between SE15.L and CU31.L has dropped to 0.26 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.

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Return for Risk

SE15.L vs. CU31.L — Risk / Return Rank

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

SE15.L
SE15.L Risk / Return Rank: 3131
Overall Rank
SE15.L Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SE15.L Sortino Ratio Rank: 3434
Sortino Ratio Rank
SE15.L Omega Ratio Rank: 3030
Omega Ratio Rank
SE15.L Calmar Ratio Rank: 3232
Calmar Ratio Rank
SE15.L Martin Ratio Rank: 2828
Martin Ratio Rank

CU31.L
CU31.L Risk / Return Rank: 2121
Overall Rank
CU31.L Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
CU31.L Sortino Ratio Rank: 2121
Sortino Ratio Rank
CU31.L Omega Ratio Rank: 2020
Omega Ratio Rank
CU31.L Calmar Ratio Rank: 2222
Calmar Ratio Rank
CU31.L Martin Ratio Rank: 2121
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.

SE15.L vs. CU31.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (SE15.L) and iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (CU31.L). 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.


SE15.LCU31.LDifference
Sharpe ratioReturn per unit of total volatility

+0.45

Sortino ratioReturn per unit of downside risk

+0.68

Omega ratioGain probability vs. loss probability

1.20

1.12

+0.08

Calmar ratioReturn relative to maximum drawdown

1.55

0.97

+0.57

Martin ratioReturn relative to average drawdown

3.96

2.47

+1.49

SE15.L vs. CU31.L - Sharpe Ratio Comparison

The current SE15.L Sharpe Ratio is 1.17, which is higher than the CU31.L Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of SE15.L and CU31.L, 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


SE15.LCU31.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

0.72

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.36

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.27

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.28

-0.03

Drawdowns

SE15.L vs. CU31.L - Drawdown Comparison

The maximum SE15.L drawdown since its inception was -15.78%, smaller than the maximum CU31.L drawdown of -18.80%. Use the drawdown chart below to compare losses from any high point for SE15.L and CU31.L.


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Drawdown Indicators


SE15.LCU31.LDifference

Max Drawdown

Largest peak-to-trough decline

-15.78%

-18.80%

+3.02%

Max Drawdown (1Y)

Largest decline over 1 year

-3.25%

-4.51%

+1.26%

Max Drawdown (3Y)

Largest decline over 3 years

-3.25%

-8.91%

+5.66%

Max Drawdown (5Y)

Largest decline over 5 years

-10.15%

-16.29%

+6.14%

Max Drawdown (10Y)

Largest decline over 10 years

-15.55%

-18.80%

+3.25%

Current Drawdown

Current decline from peak

-1.85%

-7.61%

+5.76%

Average Drawdown

Average peak-to-trough decline

-6.32%

-8.23%

+1.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.27%

1.78%

-0.51%

Volatility

SE15.L vs. CU31.L - Volatility Comparison

The current volatility for iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (SE15.L) is 1.31%, while iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (CU31.L) has a volatility of 1.63%. This indicates that SE15.L experiences smaller price fluctuations and is considered to be less risky than CU31.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SE15.LCU31.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.31%

1.63%

-0.32%

Volatility (6M)

Calculated over the trailing 6-month period

3.13%

4.46%

-1.33%

Volatility (1Y)

Calculated over the trailing 1-year period

4.32%

6.11%

-1.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.48%

8.05%

-2.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.05%

9.19%

-2.14%

SE15.L vs. CU31.L - Expense Ratio Comparison

SE15.L has a 0.20% expense ratio, which is higher than CU31.L's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SE15.L vs. CU31.L - Dividend Comparison

SE15.L's dividend yield for the trailing twelve months is around 3.51%, while CU31.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CU31.L
iShares USD Treasury Bond 1-3yr UCITS ETF (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SE15.L
iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist)
3.51%3.34%3.02%1.62%0.58%0.68%0.66%0.73%0.69%0.77%1.05%0.77%

Frequently Asked Questions


SE15.L and CU31.L have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CU31.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CU31.L is cheaper with a 0.07% expense ratio, compared with 0.20% for SE15.L.

SE15.L is categorized as European Corporate Bonds, while CU31.L is Government Bonds. SE15.L tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR, while CU31.L tracks ICE US Treasury 1-3 Year Index. Their fees differ too: 0.20% for SE15.L and 0.07% for CU31.L.

Portfolio Optimizer

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