SXRR.DE vs. 5UOA.DE
SXRR.DE (iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)) and 5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) are both Corporate Bonds funds from iShares - SXRR.DE tracks the Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged) while 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI. Both are passively managed. Over the past 5 years, SXRR.DE returned 2.44%/yr vs 0.67%/yr for 5UOA.DE. At a correlation of -0.01, they often move in opposite directions. SXRR.DE charges 0.12%/yr vs 0.15%/yr for 5UOA.DE.
Performance
SXRR.DE vs. 5UOA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRR.DE achieves a 1.42% return, which is significantly lower than 5UOA.DE's 2.22% return.
SXRR.DE
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 1.19%
- YTD
- 1.42%
- 1Y
- 2.61%
- 3Y*
- 3.68%
- 5Y*
- 2.44%
- 10Y*
- —
5UOA.DE
- 1D
- 0.00%
- 1M
- 0.66%
- 6M
- 1.10%
- YTD
- 2.22%
- 1Y
- 5.26%
- 3Y*
- 3.91%
- 5Y*
- 0.67%
- 10Y*
- —
SXRR.DE vs. 5UOA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SXRR.DE iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) | 1.42% | 2.69% | 4.90% | 4.43% | -0.72% | -0.50% | 5.73% |
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 2.22% | -4.05% | 8.06% | 4.33% | -9.57% | 6.48% | 2.61% |
Correlation
The correlation between SXRR.DE and 5UOA.DE is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2020 | -0.01 |
The correlation between SXRR.DE and 5UOA.DE shifts across timeframes, from -0.10 (1 year) to 0.01 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SXRR.DE vs. 5UOA.DE — Risk / Return Rank
SXRR.DE
5UOA.DE
SXRR.DE vs. 5UOA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) and iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.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.
| SXRR.DE | 5UOA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.94 | ||
| Sortino ratioReturn per unit of downside risk | +1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.85 | 1.17 | +0.68 |
| Calmar ratioReturn relative to maximum drawdown | 11.00 | 1.59 | +9.41 |
| Martin ratioReturn relative to average drawdown | 34.86 | 4.21 | +30.65 |
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Drawdowns
SXRR.DE vs. 5UOA.DE - Drawdown Comparison
The maximum SXRR.DE drawdown since its inception was -14.20%, which is greater than 5UOA.DE's maximum drawdown of -12.63%. Use the drawdown chart below to compare losses from any high point for SXRR.DE and 5UOA.DE.
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Drawdown Indicators
| SXRR.DE | 5UOA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.20% | -12.63% | -1.57% |
Max Drawdown (1Y)Largest decline over 1 year | -0.24% | -3.29% | +3.05% |
Max Drawdown (3Y)Largest decline over 3 years | -1.36% | -11.20% | +9.84% |
Max Drawdown (5Y)Largest decline over 5 years | -2.72% | -12.63% | +9.91% |
Current DrawdownCurrent decline from peak | 0.00% | -4.56% | +4.56% |
Average DrawdownAverage peak-to-trough decline | -1.22% | -5.95% | +4.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.07% | 1.25% | -1.18% |
Volatility
SXRR.DE vs. 5UOA.DE - Volatility Comparison
The current volatility for iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) is 0.24%, while iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) has a volatility of 1.49%. This indicates that SXRR.DE experiences smaller price fluctuations and is considered to be less risky than 5UOA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRR.DE | 5UOA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.24% | 1.49% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 0.96% | 3.98% | -3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.40% | 5.94% | -4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.94% | 8.15% | -6.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.80% | 8.24% | -4.44% |
SXRR.DE vs. 5UOA.DE - Expense Ratio Comparison
SXRR.DE has a 0.12% expense ratio, which is lower than 5UOA.DE's 0.15% 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
SXRR.DE vs. 5UOA.DE - Dividend Comparison
SXRR.DE's dividend yield for the trailing twelve months is around 4.72%, while 5UOA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SXRR.DE iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) | 4.72% | 5.04% | 6.01% | 5.52% | 1.49% | 0.58% | 1.60% | 3.00% | 2.06% | 0.36% |
Frequently Asked Questions
SXRR.DE and 5UOA.DE have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRR.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRR.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for 5UOA.DE.
SXRR.DE tracks Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged), while 5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI. Their fees differ too: 0.12% for SXRR.DE and 0.15% for 5UOA.DE.
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