SPPU.DE vs. IS3F.DE
SPPU.DE (SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF) and IS3F.DE (iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)) are both Corporate Bonds funds - SPPU.DE tracks the Bloomberg SASB US Corporate ESG Ex-Controversies Select while IS3F.DE tracks the Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. Both are passively managed. Over the past 5 years, SPPU.DE returned 0.43%/yr vs 6.06%/yr for IS3F.DE. A 0.58 correlation means they provide meaningful diversification when combined. SPPU.DE charges 0.15%/yr vs 0.25%/yr for IS3F.DE.
Performance
SPPU.DE vs. IS3F.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SPPU.DE achieves a 2.45% return, which is significantly lower than IS3F.DE's 5.22% return.
SPPU.DE
- 1D
- 0.00%
- 1M
- 0.28%
- 6M
- 1.22%
- YTD
- 2.45%
- 1Y
- 5.89%
- 3Y*
- 3.91%
- 5Y*
- 0.43%
- 10Y*
- —
IS3F.DE
- 1D
- 0.24%
- 1M
- 0.98%
- 6M
- 3.95%
- YTD
- 5.22%
- 1Y
- 6.48%
- 3Y*
- 6.79%
- 5Y*
- 6.06%
- 10Y*
- 4.05%
SPPU.DE vs. IS3F.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SPPU.DE SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF | 2.45% | -4.22% | 7.66% | 4.50% | -10.58% | 6.82% | -2.83% |
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 5.22% | -6.28% | 14.29% | 7.35% | 6.51% | 9.83% | -1.79% |
Correlation
The correlation between SPPU.DE and IS3F.DE is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2020 | 0.58 |
The correlation between SPPU.DE and IS3F.DE shifts across timeframes, from 0.56 (5 years) to 0.66 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SPPU.DE vs. IS3F.DE — Risk / Return Rank
SPPU.DE
IS3F.DE
SPPU.DE vs. IS3F.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF (SPPU.DE) and iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.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.
| SPPU.DE | IS3F.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 2.20 | -0.42 |
| Martin ratioReturn relative to average drawdown | 4.64 | 5.63 | -0.99 |
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Drawdowns
SPPU.DE vs. IS3F.DE - Drawdown Comparison
The maximum SPPU.DE drawdown since its inception was -13.50%, smaller than the maximum IS3F.DE drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for SPPU.DE and IS3F.DE.
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Drawdown Indicators
| SPPU.DE | IS3F.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.50% | -27.25% | +13.75% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -2.93% | -0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -11.44% | -11.67% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -13.50% | -11.67% | -1.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.78% | — |
Current DrawdownCurrent decline from peak | -4.41% | -3.64% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -6.12% | -8.17% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 1.15% | +0.12% |
Volatility
SPPU.DE vs. IS3F.DE - Volatility Comparison
The current volatility for SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF (SPPU.DE) is 1.80%, while iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) has a volatility of 1.99%. This indicates that SPPU.DE experiences smaller price fluctuations and is considered to be less risky than IS3F.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPPU.DE | IS3F.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 1.99% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 3.92% | 4.57% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.79% | 6.42% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.39% | 7.67% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.25% | 8.21% | +0.04% |
SPPU.DE vs. IS3F.DE - Expense Ratio Comparison
SPPU.DE has a 0.15% expense ratio, which is lower than IS3F.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
SPPU.DE vs. IS3F.DE - Dividend Comparison
SPPU.DE has not paid dividends to shareholders, while IS3F.DE's dividend yield for the trailing twelve months is around 4.26%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 4.26% | 4.77% | 5.36% | 4.95% | 2.10% | 1.50% | 2.62% | 3.52% | 2.81% | 2.25% | 2.36% | 3.21% |
SPPU.DE SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SPPU.DE and IS3F.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPPU.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPPU.DE is cheaper with a 0.15% expense ratio, compared with 0.25% for IS3F.DE.
SPPU.DE tracks Bloomberg SASB US Corporate ESG Ex-Controversies Select, while IS3F.DE tracks Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.15% for SPPU.DE and 0.25% for IS3F.DE.
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