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SGSU.L vs. GOVD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGSU.L vs. GOVD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.L) and Lyxor Core Global Government Bond (DR) UCITS ETF - Dist (GOVD.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGSU.L achieves a 1.67% return, which is significantly higher than GOVD.L's -2.04% return.


SGSU.L

1D
0.20%
1M
0.41%
6M
1.46%
YTD
1.67%
1Y
3.86%
3Y*
4.96%
5Y*
2.57%
10Y*

GOVD.L

1D
-0.52%
1M
-1.37%
6M
-1.87%
YTD
-2.04%
1Y
-0.76%
3Y*
0.17%
5Y*
-3.00%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGSU.L vs. GOVD.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SGSU.L
iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist)
1.67%5.12%5.16%4.29%-2.66%-0.43%0.57%
GOVD.L
Lyxor Core Global Government Bond (DR) UCITS ETF - Dist
-2.04%-0.20%-1.78%-1.14%-8.48%-5.98%-22.93%

Correlation

The correlation between SGSU.L and GOVD.L is -0.01, 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

-0.01

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

0.14

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

0.19

Correlation (All Time)
Calculated using the full available price history since Jun 24, 2020

0.18

The correlation between SGSU.L and GOVD.L shifts across timeframes, from -0.01 (1 year) to 0.19 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SGSU.L vs. GOVD.L — Risk / Return Rank

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

SGSU.L
SGSU.L Risk / Return Rank: 9494
Overall Rank
SGSU.L Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
SGSU.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
SGSU.L Omega Ratio Rank: 9696
Omega Ratio Rank
SGSU.L Calmar Ratio Rank: 9797
Calmar Ratio Rank
SGSU.L Martin Ratio Rank: 9696
Martin Ratio Rank

GOVD.L
GOVD.L Risk / Return Rank: 2424
Overall Rank
GOVD.L Sharpe Ratio Rank: 99
Sharpe Ratio Rank
GOVD.L Sortino Ratio Rank: 2525
Sortino Ratio Rank
GOVD.L Omega Ratio Rank: 6565
Omega Ratio Rank
GOVD.L Calmar Ratio Rank: 99
Calmar Ratio Rank
GOVD.L Martin Ratio Rank: 99
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.

SGSU.L vs. GOVD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.L) and Lyxor Core Global Government Bond (DR) UCITS ETF - Dist (GOVD.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.

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.


SGSU.LGOVD.LDifference
Sharpe ratioReturn per unit of total volatility

+2.24

Sortino ratioReturn per unit of downside risk

+2.41

Omega ratioGain probability vs. loss probability

1.71

1.32

+0.39

Calmar ratioReturn relative to maximum drawdown

9.24

-0.03

+9.27

Martin ratioReturn relative to average drawdown

28.95

-0.03

+28.98

SGSU.L vs. GOVD.L - Sharpe Ratio Comparison

The current SGSU.L Sharpe Ratio is 2.24, which is higher than the GOVD.L Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of SGSU.L and GOVD.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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Drawdowns

SGSU.L vs. GOVD.L - Drawdown Comparison

The maximum SGSU.L drawdown since its inception was -8.45%, smaller than the maximum GOVD.L drawdown of -38.07%. Use the drawdown chart below to compare losses from any high point for SGSU.L and GOVD.L.


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Drawdown Indicators


SGSU.LGOVD.LDifference

Max Drawdown

Largest peak-to-trough decline

-8.45%

-38.07%

+29.62%

Max Drawdown (1Y)

Largest decline over 1 year

-0.42%

-27.42%

+27.00%

Max Drawdown (3Y)

Largest decline over 3 years

-0.62%

-27.42%

+26.80%

Max Drawdown (5Y)

Largest decline over 5 years

-4.83%

-27.42%

+22.59%

Current Drawdown

Current decline from peak

-0.01%

-37.04%

+37.03%

Average Drawdown

Average peak-to-trough decline

-0.84%

-32.00%

+31.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.13%

22.98%

-22.85%

Volatility

SGSU.L vs. GOVD.L - Volatility Comparison

The current volatility for iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.L) is 0.48%, while Lyxor Core Global Government Bond (DR) UCITS ETF - Dist (GOVD.L) has a volatility of 41.47%. This indicates that SGSU.L experiences smaller price fluctuations and is considered to be less risky than GOVD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGSU.LGOVD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.48%

41.47%

-40.99%

Volatility (6M)

Calculated over the trailing 6-month period

1.20%

120.69%

-119.49%

Volatility (1Y)

Calculated over the trailing 1-year period

1.72%

149.55%

-147.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.14%

67.46%

-65.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.02%

61.82%

-58.80%

SGSU.L vs. GOVD.L - Expense Ratio Comparison

SGSU.L has a 0.17% expense ratio, which is higher than GOVD.L's 0.09% 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

SGSU.L vs. GOVD.L - Dividend Comparison

SGSU.L's dividend yield for the trailing twelve months is around 4.46%, more than GOVD.L's 2.74% yield.


PositionTTM202520242023202220212020
GOVD.L
Lyxor Core Global Government Bond (DR) UCITS ETF - Dist
2.74%2.68%2.45%1.64%1.28%1.23%0.48%
SGSU.L
iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist)
4.46%4.60%4.62%3.98%1.67%0.79%3.43%

Frequently Asked Questions


SGSU.L and GOVD.L have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GOVD.L is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GOVD.L is cheaper with a 0.09% expense ratio, compared with 0.17% for SGSU.L.

SGSU.L tracks iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist), while GOVD.L tracks Bloomberg Global Aggregate TR USD. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.17% for SGSU.L and 0.09% for GOVD.L.

Portfolio Optimizer

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