SUAG.L vs. SGSU.L
SUAG.L (iShares US Aggregate Bond UCITS ETF USD (Dist)) and SGSU.L (iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist)) are both Global Bonds funds from iShares - SUAG.L tracks the iShares US Aggregate Bond UCITS ETF USD (Dist) while SGSU.L tracks the iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist). Both are passively managed. Over the past 5 years, SUAG.L returned 0.09%/yr vs 2.57%/yr for SGSU.L. At a 0.10 correlation, their price movements are largely independent. SUAG.L charges 0.25%/yr vs 0.17%/yr for SGSU.L.
Performance
SUAG.L vs. SGSU.L - Performance Comparison
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Returns By Period
In the year-to-date period, SUAG.L achieves a -0.45% return, which is significantly lower than SGSU.L's 1.67% return.
SUAG.L
- 1D
- -0.65%
- 1M
- -0.92%
- 6M
- -0.59%
- YTD
- -0.45%
- 1Y
- 3.47%
- 3Y*
- 2.64%
- 5Y*
- 0.09%
- 10Y*
- 1.02%
SGSU.L
- 1D
- 0.20%
- 1M
- 0.41%
- 6M
- 1.46%
- YTD
- 1.67%
- 1Y
- 3.86%
- 3Y*
- 4.96%
- 5Y*
- 2.57%
- 10Y*
- —
SUAG.L vs. SGSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SUAG.L iShares US Aggregate Bond UCITS ETF USD (Dist) | -0.45% | -0.25% | 3.02% | -0.86% | -2.42% | -0.61% | 3.42% | -1.26% |
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% | 2.44% | 0.80% |
Correlation
The correlation between SUAG.L and SGSU.L is -0.08, 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 | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | 0.10 |
The correlation between SUAG.L and SGSU.L shifts across timeframes, from -0.08 (1 year) to 0.13 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SUAG.L vs. SGSU.L — Risk / Return Rank
SUAG.L
SGSU.L
SUAG.L vs. SGSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Aggregate Bond UCITS ETF USD (Dist) (SUAG.L) and iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.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.
| SUAG.L | SGSU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.71 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.71 | -0.61 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 9.24 | -8.53 |
| Martin ratioReturn relative to average drawdown | 1.66 | 28.95 | -27.29 |
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Drawdowns
SUAG.L vs. SGSU.L - Drawdown Comparison
The maximum SUAG.L drawdown since its inception was -18.68%, which is greater than SGSU.L's maximum drawdown of -8.45%. Use the drawdown chart below to compare losses from any high point for SUAG.L and SGSU.L.
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Drawdown Indicators
| SUAG.L | SGSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.68% | -8.45% | -10.23% |
Max Drawdown (1Y)Largest decline over 1 year | -4.85% | -0.42% | -4.43% |
Max Drawdown (3Y)Largest decline over 3 years | -8.44% | -0.62% | -7.82% |
Max Drawdown (5Y)Largest decline over 5 years | -14.94% | -4.83% | -10.11% |
Max Drawdown (10Y)Largest decline over 10 years | -18.68% | — | — |
Current DrawdownCurrent decline from peak | -12.07% | -0.01% | -12.06% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -0.84% | -7.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 0.13% | +1.95% |
Volatility
SUAG.L vs. SGSU.L - Volatility Comparison
iShares US Aggregate Bond UCITS ETF USD (Dist) (SUAG.L) has a higher volatility of 2.10% compared to iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.L) at 0.48%. This indicates that SUAG.L's price experiences larger fluctuations and is considered to be riskier than SGSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUAG.L | SGSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.10% | 0.48% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 4.49% | 1.20% | +3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.01% | 1.72% | +4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.44% | 2.14% | +6.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.94% | 3.02% | +5.92% |
SUAG.L vs. SGSU.L - Expense Ratio Comparison
SUAG.L has a 0.25% expense ratio, which is higher than SGSU.L's 0.17% 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
SUAG.L vs. SGSU.L - Dividend Comparison
SUAG.L's dividend yield for the trailing twelve months is around 3.96%, less than SGSU.L's 4.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUAG.L iShares US Aggregate Bond UCITS ETF USD (Dist) | 3.96% | 3.78% | 3.57% | 3.10% | 2.13% | 1.69% | 2.22% | 2.72% | 2.38% | 2.11% | 1.57% | 1.56% |
Frequently Asked Questions
SUAG.L and SGSU.L have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SGSU.L is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SGSU.L is cheaper with a 0.17% expense ratio, compared with 0.25% for SUAG.L.
SUAG.L tracks iShares US Aggregate Bond UCITS ETF USD (Dist), while SGSU.L tracks iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist). Their fees differ too: 0.25% for SUAG.L and 0.17% for SGSU.L.
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