SXRR.DE vs. UCRP.DE
SXRR.DE (iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)) and UCRP.DE (Amundi USD Corporate Bond ESG UCITS ETF DR (Acc)) are both Corporate Bonds funds - SXRR.DE tracks the Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged) while UCRP.DE tracks the Bloomberg MSCI US Corporate SRI Index. Both are passively managed. Over the past 5 years, SXRR.DE returned 2.44%/yr vs 0.65%/yr for UCRP.DE. At a 0.00 correlation, their price movements are largely independent. SXRR.DE charges 0.12%/yr vs 0.14%/yr for UCRP.DE.
Performance
SXRR.DE vs. UCRP.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 UCRP.DE's 2.67% 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*
- —
UCRP.DE
- 1D
- 0.24%
- 1M
- 0.57%
- 6M
- 1.53%
- YTD
- 2.67%
- 1Y
- 5.86%
- 3Y*
- 4.05%
- 5Y*
- 0.65%
- 10Y*
- —
SXRR.DE vs. UCRP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SXRR.DE iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) | 1.42% | 2.69% | 4.90% | 4.43% | -0.72% | -0.50% | -0.32% | 1.07% | -1.45% |
UCRP.DE Amundi USD Corporate Bond ESG UCITS ETF DR (Acc) | 2.67% | -4.44% | 7.79% | 4.77% | -9.83% | 6.55% | -0.62% | 2.88% | 0.88% |
Correlation
The correlation between SXRR.DE and UCRP.DE is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since May 15, 2018 | 0.00 |
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Return for Risk
SXRR.DE vs. UCRP.DE — Risk / Return Rank
SXRR.DE
UCRP.DE
SXRR.DE vs. UCRP.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 Amundi USD Corporate Bond ESG UCITS ETF DR (Acc) (UCRP.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 | UCRP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.85 | 1.18 | +0.67 |
| Calmar ratioReturn relative to maximum drawdown | 11.00 | 1.77 | +9.23 |
| Martin ratioReturn relative to average drawdown | 34.86 | 4.87 | +29.99 |
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Drawdowns
SXRR.DE vs. UCRP.DE - Drawdown Comparison
The maximum SXRR.DE drawdown since its inception was -14.20%, roughly equal to the maximum UCRP.DE drawdown of -14.40%. Use the drawdown chart below to compare losses from any high point for SXRR.DE and UCRP.DE.
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Drawdown Indicators
| SXRR.DE | UCRP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.20% | -14.40% | +0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -0.24% | -3.29% | +3.05% |
Max Drawdown (3Y)Largest decline over 3 years | -1.36% | -11.27% | +9.91% |
Max Drawdown (5Y)Largest decline over 5 years | -2.72% | -12.94% | +10.22% |
Current DrawdownCurrent decline from peak | 0.00% | -4.50% | +4.50% |
Average DrawdownAverage peak-to-trough decline | -1.22% | -5.31% | +4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.07% | 1.20% | -1.13% |
Volatility
SXRR.DE vs. UCRP.DE - Volatility Comparison
The current volatility for iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) is 0.24%, while Amundi USD Corporate Bond ESG UCITS ETF DR (Acc) (UCRP.DE) has a volatility of 1.75%. This indicates that SXRR.DE experiences smaller price fluctuations and is considered to be less risky than UCRP.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 | UCRP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.24% | 1.75% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 0.99% | 3.90% | -2.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.40% | 5.72% | -4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.94% | 8.35% | -6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.80% | 9.06% | -5.26% |
SXRR.DE vs. UCRP.DE - Expense Ratio Comparison
SXRR.DE has a 0.12% expense ratio, which is lower than UCRP.DE's 0.14% 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. UCRP.DE - Dividend Comparison
SXRR.DE's dividend yield for the trailing twelve months is around 4.72%, while UCRP.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UCRP.DE Amundi USD Corporate Bond ESG UCITS ETF DR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SXRR.DE and UCRP.DE have a correlation of -0.03, 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 0.14% for UCRP.DE.
SXRR.DE tracks Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged), while UCRP.DE tracks Bloomberg MSCI US Corporate SRI Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.12% for SXRR.DE and 0.14% for UCRP.DE.
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