SXRH.DE vs. IUST.DE
SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) and IUST.DE (iShares USD TIPS UCITS ETF USD (Acc)) are both Inflation-Protected Bonds funds from iShares - SXRH.DE tracks the ICE US Treasury Inflation-Linked Bond 0-5 Years while IUST.DE tracks the Bloomberg US Government Inflation-Linked Bond. Both are passively managed. Over the past 5 years, SXRH.DE returned 5.69%/yr vs 1.90%/yr for IUST.DE. Their correlation of 0.84 suggests significant overlap in exposure. Both charge a 0.10% expense ratio.
Performance
SXRH.DE vs. IUST.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRH.DE achieves a 2.67% return, which is significantly higher than IUST.DE's 2.52% return.
SXRH.DE
- 1D
- -0.22%
- 1M
- 0.62%
- YTD
- 2.67%
- 6M
- 1.53%
- 1Y
- 2.26%
- 3Y*
- 4.59%
- 5Y*
- 5.69%
- 10Y*
- —
IUST.DE
- 1D
- -0.11%
- 1M
- 1.13%
- YTD
- 2.52%
- 6M
- 1.46%
- 1Y
- 3.26%
- 3Y*
- 1.05%
- 5Y*
- 1.90%
- 10Y*
- 2.38%
SXRH.DE vs. IUST.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 2.67% | -5.76% | 14.60% | 4.61% | 3.48% | 14.75% | -3.13% | 10.57% | 4.53% | -8.74% |
IUST.DE iShares USD TIPS UCITS ETF USD (Acc) | 2.52% | -4.87% | 7.83% | -0.00% | -7.02% | 14.87% | 0.99% | 11.24% | 3.24% | -6.92% |
Correlation
The correlation between SXRH.DE and IUST.DE is 0.84, 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 | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since May 9, 2017 | 0.84 |
The correlation between SXRH.DE and IUST.DE has been stable across timeframes, ranging from 0.81 to 0.84 - a consistent structural relationship.
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Return for Risk
SXRH.DE vs. IUST.DE — Risk / Return Rank
SXRH.DE
IUST.DE
SXRH.DE vs. IUST.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) and iShares USD TIPS UCITS ETF USD (Acc) (IUST.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.
| SXRH.DE | IUST.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.09 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.74 | -0.19 |
| Martin ratioReturn relative to average drawdown | 1.37 | 1.93 | -0.56 |
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
| SXRH.DE | IUST.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.50 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.23 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.43 | +0.08 |
Drawdowns
SXRH.DE vs. IUST.DE - Drawdown Comparison
The maximum SXRH.DE drawdown since its inception was -13.17%, smaller than the maximum IUST.DE drawdown of -19.93%. Use the drawdown chart below to compare losses from any high point for SXRH.DE and IUST.DE.
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Drawdown Indicators
| SXRH.DE | IUST.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.17% | -19.93% | +6.76% |
Max Drawdown (1Y)Largest decline over 1 year | -3.74% | -4.00% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -10.08% | -10.75% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -12.14% | -15.19% | +3.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.81% | — |
Current DrawdownCurrent decline from peak | -5.64% | -8.09% | +2.45% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -6.85% | +2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 1.54% | -0.05% |
Volatility
SXRH.DE vs. IUST.DE - Volatility Comparison
iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) has a higher volatility of 3.06% compared to iShares USD TIPS UCITS ETF USD (Acc) (IUST.DE) at 0.74%. This indicates that SXRH.DE's price experiences larger fluctuations and is considered to be riskier than IUST.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRH.DE | IUST.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 0.74% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 4.92% | 4.05% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.56% | 5.92% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 8.29% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.46% | 8.00% | -0.54% |
SXRH.DE vs. IUST.DE - Expense Ratio Comparison
Both SXRH.DE and IUST.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
SXRH.DE vs. IUST.DE - Dividend Comparison
SXRH.DE's dividend yield for the trailing twelve months is around 5.13%, while IUST.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IUST.DE iShares USD TIPS UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 5.13% | 6.14% | 9.84% | 8.76% | 0.72% | 0.78% | 4.65% | 6.24% | 2.28% | 0.77% |
Frequently Asked Questions
SXRH.DE and IUST.DE have a correlation of 0.84, 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 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
SXRH.DE and IUST.DE have the same expense ratio: 0.10% per year.
SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years, while IUST.DE tracks Bloomberg US Government Inflation-Linked Bond.
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