SUOG.L vs. AEGG.L
SUOG.L (iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist)) and AEGG.L (iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc)) are both exchange-traded funds - SUOG.L is a European Corporate Bonds fund tracking the Bloomberg MSCI Euro Corporate ESG SRI Index, while AEGG.L is a Global Bonds fund tracking the Bloomberg Global Aggregate TR Hdg GBP. Both are passively managed. Over the past 3 years, SUOG.L returned 5.85%/yr vs 3.69%/yr for AEGG.L. A 0.66 correlation means they provide meaningful diversification when combined. SUOG.L charges 0.16%/yr vs 0.10%/yr for AEGG.L.
Performance
SUOG.L vs. AEGG.L - Performance Comparison
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Returns By Period
In the year-to-date period, SUOG.L achieves a 1.37% return, which is significantly higher than AEGG.L's 0.41% return.
SUOG.L
- 1D
- 0.00%
- 1M
- -0.41%
- 6M
- 0.96%
- YTD
- 1.37%
- 1Y
- 3.25%
- 3Y*
- 5.85%
- 5Y*
- 1.27%
- 10Y*
- —
AEGG.L
- 1D
- 0.00%
- 1M
- -0.60%
- 6M
- 0.41%
- YTD
- 0.41%
- 1Y
- 2.91%
- 3Y*
- 3.69%
- 5Y*
- —
- 10Y*
- —
SUOG.L vs. AEGG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SUOG.L iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) | 1.37% | 5.20% | 5.41% | 8.90% | -12.32% |
AEGG.L iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc) | 0.41% | 4.45% | 3.06% | 5.55% | -12.20% |
Correlation
The correlation between SUOG.L and AEGG.L is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2022 | 0.66 |
The correlation between SUOG.L and AEGG.L shifts across timeframes, from 0.47 (1 year) to 0.66 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SUOG.L vs. AEGG.L — Risk / Return Rank
SUOG.L
AEGG.L
SUOG.L vs. AEGG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) (SUOG.L) and iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc) (AEGG.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.
| SUOG.L | AEGG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.21 | +0.12 |
| Martin ratioReturn relative to average drawdown | 4.95 | 3.29 | +1.67 |
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Drawdowns
SUOG.L vs. AEGG.L - Drawdown Comparison
The maximum SUOG.L drawdown since its inception was -16.15%, which is greater than AEGG.L's maximum drawdown of -14.37%. Use the drawdown chart below to compare losses from any high point for SUOG.L and AEGG.L.
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Drawdown Indicators
| SUOG.L | AEGG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.15% | -14.37% | -1.78% |
Max Drawdown (1Y)Largest decline over 1 year | -2.43% | -2.40% | -0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -2.43% | -3.60% | +1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -16.15% | — | — |
Current DrawdownCurrent decline from peak | -0.82% | -1.20% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -6.10% | +2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.88% | -0.23% |
Volatility
SUOG.L vs. AEGG.L - Volatility Comparison
iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) (SUOG.L) and iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc) (AEGG.L) have volatilities of 0.91% and 0.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUOG.L | AEGG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 0.89% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 2.52% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.48% | 3.27% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 4.67% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.40% | 4.67% | +0.73% |
SUOG.L vs. AEGG.L - Expense Ratio Comparison
SUOG.L has a 0.16% expense ratio, which is higher than AEGG.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
SUOG.L vs. AEGG.L - Dividend Comparison
SUOG.L's dividend yield for the trailing twelve months is around 3.22%, while AEGG.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AEGG.L iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUOG.L iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) | 3.22% | 3.19% | 3.12% | 2.48% | 0.81% | 0.44% | 0.55% | 0.13% |
Frequently Asked Questions
SUOG.L and AEGG.L have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AEGG.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AEGG.L is cheaper with a 0.10% expense ratio, compared with 0.16% for SUOG.L.
SUOG.L is categorized as European Corporate Bonds, while AEGG.L is Global Bonds. SUOG.L tracks Bloomberg MSCI Euro Corporate ESG SRI Index, while AEGG.L tracks Bloomberg Global Aggregate TR Hdg GBP. Their fees differ too: 0.16% for SUOG.L and 0.10% for AEGG.L.
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