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SYBJ.DE vs. IUSM.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SYBJ.DE vs. IUSM.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR Bloomberg Euro High Yield Bond UCITS ETF (SYBJ.DE) and iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SYBJ.DE achieves a 1.02% return, which is significantly higher than IUSM.DE's 0.22% return. Over the past 10 years, SYBJ.DE has outperformed IUSM.DE with an annualized return of 3.11%, while IUSM.DE has yielded a comparatively lower 0.29% annualized return.


SYBJ.DE

1D
-0.19%
1M
1.00%
YTD
1.02%
6M
1.61%
1Y
3.38%
3Y*
6.65%
5Y*
2.51%
10Y*
3.11%

IUSM.DE

1D
0.13%
1M
0.34%
YTD
0.22%
6M
-0.62%
1Y
1.33%
3Y*
-0.48%
5Y*
-0.31%
10Y*
0.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SYBJ.DE vs. IUSM.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SYBJ.DE
SPDR Bloomberg Euro High Yield Bond UCITS ETF
1.02%5.26%5.78%11.83%-10.75%2.92%1.94%10.36%-4.24%4.89%
IUSM.DE
iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)
0.22%-4.06%5.00%-0.24%-9.67%4.92%-0.18%11.27%4.84%-10.05%

Correlation

The correlation between SYBJ.DE and IUSM.DE is 0.02, 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

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

-0.07

Correlation (10Y)
Calculated over the trailing 10-year period

-0.13

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2012

-0.08

The correlation between SYBJ.DE and IUSM.DE shifts across timeframes, from -0.13 (10 years) to 0.09 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

SYBJ.DE vs. IUSM.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SYBJ.DE
SYBJ.DE Risk / Return Rank: 2525
Overall Rank
SYBJ.DE Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
SYBJ.DE Sortino Ratio Rank: 2424
Sortino Ratio Rank
SYBJ.DE Omega Ratio Rank: 2424
Omega Ratio Rank
SYBJ.DE Calmar Ratio Rank: 2424
Calmar Ratio Rank
SYBJ.DE Martin Ratio Rank: 3030
Martin Ratio Rank

IUSM.DE
IUSM.DE Risk / Return Rank: 1212
Overall Rank
IUSM.DE Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
IUSM.DE Sortino Ratio Rank: 1111
Sortino Ratio Rank
IUSM.DE Omega Ratio Rank: 1111
Omega Ratio Rank
IUSM.DE Calmar Ratio Rank: 1313
Calmar Ratio Rank
IUSM.DE Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SYBJ.DE vs. IUSM.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Euro High Yield Bond UCITS ETF (SYBJ.DE) and iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.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.


SYBJ.DEIUSM.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.56

Sortino ratioReturn per unit of downside risk

+0.89

Omega ratioGain probability vs. loss probability

1.16

1.04

+0.12

Calmar ratioReturn relative to maximum drawdown

1.06

0.30

+0.76

Martin ratioReturn relative to average drawdown

4.18

0.74

+3.44

SYBJ.DE vs. IUSM.DE - Sharpe Ratio Comparison

The current SYBJ.DE Sharpe Ratio is 0.79, which is higher than the IUSM.DE Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of SYBJ.DE and IUSM.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SYBJ.DEIUSM.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

0.23

+0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

-0.03

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.03

+0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.27

+0.43

Drawdowns

SYBJ.DE vs. IUSM.DE - Drawdown Comparison

The maximum SYBJ.DE drawdown since its inception was -25.59%, which is greater than IUSM.DE's maximum drawdown of -21.40%. Use the drawdown chart below to compare losses from any high point for SYBJ.DE and IUSM.DE.


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Drawdown Indicators


SYBJ.DEIUSM.DEDifference

Max Drawdown

Largest peak-to-trough decline

-25.59%

-21.40%

-4.19%

Max Drawdown (1Y)

Largest decline over 1 year

-3.19%

-4.45%

+1.26%

Max Drawdown (3Y)

Largest decline over 3 years

-4.19%

-10.86%

+6.67%

Max Drawdown (5Y)

Largest decline over 5 years

-16.31%

-15.69%

-0.62%

Max Drawdown (10Y)

Largest decline over 10 years

-25.59%

-21.40%

-4.19%

Current Drawdown

Current decline from peak

-0.35%

-17.38%

+17.03%

Average Drawdown

Average peak-to-trough decline

-2.26%

-10.30%

+8.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.81%

1.79%

-0.98%

Volatility

SYBJ.DE vs. IUSM.DE - Volatility Comparison

SPDR Bloomberg Euro High Yield Bond UCITS ETF (SYBJ.DE) has a higher volatility of 1.34% compared to iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) at 1.14%. This indicates that SYBJ.DE's price experiences larger fluctuations and is considered to be riskier than IUSM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SYBJ.DEIUSM.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.34%

1.14%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

3.82%

4.00%

-0.18%

Volatility (1Y)

Calculated over the trailing 1-year period

4.27%

5.78%

-1.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.98%

8.96%

-2.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.98%

8.33%

-1.35%

SYBJ.DE vs. IUSM.DE - Expense Ratio Comparison

SYBJ.DE has a 0.40% expense ratio, which is higher than IUSM.DE's 0.07% expense ratio.


Dividends

SYBJ.DE vs. IUSM.DE - Dividend Comparison

SYBJ.DE's dividend yield for the trailing twelve months is around 5.34%, more than IUSM.DE's 3.72% yield.


PositionTTM20252024202320222021202020192018201720162015
IUSM.DE
iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)
3.72%3.73%3.65%2.91%1.93%0.96%1.53%2.24%2.07%1.83%1.66%1.84%
SYBJ.DE
SPDR Bloomberg Euro High Yield Bond UCITS ETF
5.34%5.47%5.86%4.96%3.48%2.91%3.14%3.08%2.86%3.57%3.57%3.91%

Frequently Asked Questions


SYBJ.DE and IUSM.DE have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IUSM.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IUSM.DE is cheaper with a 0.07% expense ratio, compared with 0.40% for SYBJ.DE.

SYBJ.DE is categorized as European High Yield Bonds, while IUSM.DE is Government Bonds. SYBJ.DE tracks Bloomberg Liquidity Screened Euro High Yield Bond, while IUSM.DE tracks ICE US Treasury 7-10 Year. They also come from different issuers: State Street and iShares. Their fees differ too: 0.40% for SYBJ.DE and 0.07% for IUSM.DE.

Portfolio Optimizer

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