SXRF.DE vs. IS3F.DE
SXRF.DE (iShares $ Intermediate Credit Bond UCITS ETF USD (Dist)) and IS3F.DE (iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)) are both Corporate Bonds funds from iShares - SXRF.DE tracks the Bloomberg US Intermediate Credit Index while IS3F.DE tracks the Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. Both are passively managed. Over the past 5 years, SXRF.DE returned 2.42%/yr vs 6.07%/yr for IS3F.DE. A 0.69 correlation means they provide meaningful diversification when combined. SXRF.DE charges 0.15%/yr vs 0.25%/yr for IS3F.DE.
Performance
SXRF.DE vs. IS3F.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRF.DE achieves a 3.61% return, which is significantly lower than IS3F.DE's 5.49% return.
SXRF.DE
- 1D
- 0.00%
- 1M
- 1.91%
- 6M
- 3.13%
- YTD
- 3.61%
- 1Y
- 7.18%
- 3Y*
- 3.97%
- 5Y*
- 2.42%
- 10Y*
- —
IS3F.DE
- 1D
- 0.34%
- 1M
- 1.62%
- 6M
- 5.29%
- YTD
- 5.49%
- 1Y
- 8.12%
- 3Y*
- 5.78%
- 5Y*
- 6.07%
- 10Y*
- 4.24%
SXRF.DE vs. IS3F.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRF.DE iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) | 3.61% | -4.30% | 10.07% | 2.89% | -3.43% | 7.01% | -2.85% | 12.53% | 4.12% | -8.27% |
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 5.49% | -6.28% | 14.29% | 7.35% | 6.51% | 9.83% | -8.41% | 13.49% | 1.81% | -6.06% |
Correlation
The correlation between SXRF.DE and IS3F.DE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since May 10, 2017 | 0.69 |
The correlation between SXRF.DE and IS3F.DE shifts across timeframes, from 0.69 (all time) to 0.80 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SXRF.DE vs. IS3F.DE — Risk / Return Rank
SXRF.DE
IS3F.DE
SXRF.DE vs. IS3F.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.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.
| SXRF.DE | IS3F.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.76 | -0.51 |
| Martin ratioReturn relative to average drawdown | 5.97 | 7.08 | -1.11 |
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Drawdowns
SXRF.DE vs. IS3F.DE - Drawdown Comparison
The maximum SXRF.DE drawdown since its inception was -20.60%, smaller than the maximum IS3F.DE drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for SXRF.DE and IS3F.DE.
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Drawdown Indicators
| SXRF.DE | IS3F.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.60% | -27.25% | +6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -2.93% | -0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -9.48% | -11.67% | +2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -10.49% | -11.67% | +1.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.78% | — |
Current DrawdownCurrent decline from peak | -2.98% | -3.40% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -8.18% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 1.14% | +0.06% |
Volatility
SXRF.DE vs. IS3F.DE - Volatility Comparison
The current volatility for iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.DE) is 1.55%, while iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) has a volatility of 1.90%. This indicates that SXRF.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
| SXRF.DE | IS3F.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 1.90% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 3.72% | 4.53% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.60% | 6.38% | -0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.10% | 7.66% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.05% | 8.21% | +0.84% |
SXRF.DE vs. IS3F.DE - Expense Ratio Comparison
SXRF.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
SXRF.DE vs. IS3F.DE - Dividend Comparison
SXRF.DE's dividend yield for the trailing twelve months is around 5.44%, more than IS3F.DE's 4.25% yield.
| 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) | 4.25% | 4.77% | 5.36% | 4.95% | 2.10% | 1.50% | 2.62% | 3.52% | 2.81% | 2.25% | 2.36% | 3.21% |
SXRF.DE iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) | 5.44% | 4.55% | 3.62% | 2.79% | 1.94% | 1.82% | 3.03% | 2.91% | 2.57% | 0.47% | 0.00% | 0.00% |
Frequently Asked Questions
SXRF.DE and IS3F.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRF.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRF.DE is cheaper with a 0.15% expense ratio, compared with 0.25% for IS3F.DE.
SXRF.DE tracks Bloomberg US Intermediate Credit Index, while IS3F.DE tracks Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. Their fees differ too: 0.15% for SXRF.DE and 0.25% for IS3F.DE.
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