SUOE.L vs. EFRN.L
SUOE.L (iShares EUR Corporate Bond ESG UCITS ETF (Dist)) and EFRN.L (iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)) are both European Corporate Bonds funds from iShares - SUOE.L tracks the Bloomberg Euro Corp TR EUR while EFRN.L tracks the Bloomberg Euro Agg Corp 1-3 Yr TR EUR. Both are passively managed. At a 0.06 correlation, their price movements are largely independent. SUOE.L charges 0.15%/yr vs 0.10%/yr for EFRN.L.
Performance
SUOE.L vs. EFRN.L - Performance Comparison
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Returns By Period
SUOE.L
- 1D
- 0.15%
- 1M
- 0.35%
- YTD
- 0.57%
- 6M
- 0.57%
- 1Y
- 2.19%
- 3Y*
- 4.51%
- 5Y*
- 0.03%
- 10Y*
- —
EFRN.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SUOE.L vs. EFRN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SUOE.L iShares EUR Corporate Bond ESG UCITS ETF (Dist) | 0.57% | 2.96% | 4.25% | 7.30% | -13.15% | -1.22% | 2.57% | 6.04% | -0.65% |
EFRN.L iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) | 0.00% | 2.41% | 4.35% | 3.98% | -0.12% | -0.18% | 0.03% | 1.08% | -0.78% |
Correlation
The correlation between SUOE.L and EFRN.L is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2018 | 0.06 |
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Return for Risk
SUOE.L vs. EFRN.L — Risk / Return Rank
SUOE.L
EFRN.L
SUOE.L vs. EFRN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond ESG UCITS ETF (Dist) (SUOE.L) and iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.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.
| SUOE.L | EFRN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.11 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | — | — |
| Martin ratioReturn relative to average drawdown | 2.44 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUOE.L | EFRN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | — | — |
Drawdowns
SUOE.L vs. EFRN.L - Drawdown Comparison
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Drawdown Indicators
| SUOE.L | EFRN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.06% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -2.72% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.06% | — | — |
Current DrawdownCurrent decline from peak | -1.09% | — | — |
Average DrawdownAverage peak-to-trough decline | -4.76% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | — | — |
Volatility
SUOE.L vs. EFRN.L - Volatility Comparison
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Volatility by Period
| SUOE.L | EFRN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.10% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.80% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.49% | — | — |
SUOE.L vs. EFRN.L - Expense Ratio Comparison
SUOE.L has a 0.15% expense ratio, which is higher than EFRN.L's 0.10% 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
SUOE.L vs. EFRN.L - Dividend Comparison
SUOE.L's dividend yield for the trailing twelve months is around 3.27%, while EFRN.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
EFRN.L iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) | 0.00% | 1.59% | 4.22% | 2.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUOE.L iShares EUR Corporate Bond ESG UCITS ETF (Dist) | 3.27% | 3.23% | 3.18% | 2.52% | 0.83% | 0.47% | 0.57% | 0.77% | 0.30% |
Frequently Asked Questions
SUOE.L and EFRN.L have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EFRN.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EFRN.L is cheaper with a 0.10% expense ratio, compared with 0.15% for SUOE.L.
SUOE.L tracks Bloomberg Euro Corp TR EUR, while EFRN.L tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR. Their fees differ too: 0.15% for SUOE.L and 0.10% for EFRN.L.
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