SUOG.L vs. SGSU.L
SUOG.L (iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc) and SGSU.L (iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist)) are both Global Bonds funds from iShares - SUOG.L tracks the iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc 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, SUOG.L returned 1.28%/yr vs 2.57%/yr for SGSU.L. At a 0.36 correlation, their price movements are largely independent. Both charge a 0.17% expense ratio.
Performance
SUOG.L vs. SGSU.L - Performance Comparison
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Returns By Period
In the year-to-date period, SUOG.L achieves a 1.47% return, which is significantly lower than SGSU.L's 1.67% return.
SUOG.L
- 1D
- 0.09%
- 1M
- -0.32%
- 6M
- 1.05%
- YTD
- 1.47%
- 1Y
- 3.35%
- 3Y*
- 6.12%
- 5Y*
- 1.28%
- 10Y*
- —
SGSU.L
- 1D
- 0.20%
- 1M
- 0.41%
- 6M
- 1.46%
- YTD
- 1.67%
- 1Y
- 3.86%
- 3Y*
- 4.96%
- 5Y*
- 2.57%
- 10Y*
- —
SUOG.L vs. SGSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SUOG.L iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc | 1.47% | 5.20% | 5.41% | 8.90% | -12.32% | -0.54% | 2.78% | -0.07% |
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 SUOG.L and SGSU.L is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2019 | 0.36 |
The correlation between SUOG.L and SGSU.L shifts across timeframes, from 0.29 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SUOG.L vs. SGSU.L — Risk / Return Rank
SUOG.L
SGSU.L
SUOG.L vs. SGSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc (SUOG.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.
| SUOG.L | SGSU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -2.14 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.71 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 9.24 | -7.87 |
| Martin ratioReturn relative to average drawdown | 5.12 | 28.95 | -23.83 |
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Drawdowns
SUOG.L vs. SGSU.L - Drawdown Comparison
The maximum SUOG.L drawdown since its inception was -16.15%, 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 SUOG.L and SGSU.L.
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Drawdown Indicators
| SUOG.L | SGSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.15% | -8.45% | -7.70% |
Max Drawdown (1Y)Largest decline over 1 year | -2.43% | -0.42% | -2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -2.43% | -0.62% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -16.15% | -4.83% | -11.32% |
Current DrawdownCurrent decline from peak | -0.72% | -0.01% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -0.84% | -3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.13% | +0.52% |
Volatility
SUOG.L vs. SGSU.L - Volatility Comparison
iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc (SUOG.L) has a higher volatility of 0.94% compared to iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.L) at 0.48%. This indicates that SUOG.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
| SUOG.L | SGSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 0.48% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 1.20% | +1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.48% | 1.72% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 2.14% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.40% | 3.02% | +2.38% |
SUOG.L vs. SGSU.L - Expense Ratio Comparison
Both SUOG.L and SGSU.L have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
SUOG.L vs. SGSU.L - Dividend Comparison
SUOG.L's dividend yield for the trailing twelve months is around 3.21%, less than SGSU.L's 4.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
SUOG.L iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc | 3.21% | 3.19% | 3.12% | 2.48% | 0.81% | 0.44% | 0.55% | 0.13% |
Frequently Asked Questions
SUOG.L and SGSU.L have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.17% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
SUOG.L and SGSU.L have the same expense ratio: 0.17% per year.
SUOG.L tracks iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc, while SGSU.L tracks iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist).
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