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SYSB vs. EUSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SYSB vs. EUSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Systematic Bond ETF (SYSB) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SYSB achieves a 0.24% return, which is significantly lower than EUSB's 0.28% return.


SYSB

1D
0.18%
1M
0.20%
YTD
0.24%
6M
0.32%
1Y
5.37%
3Y*
6.74%
5Y*
1.57%
10Y*
2.31%

EUSB

1D
0.15%
1M
0.22%
YTD
0.28%
6M
0.50%
1Y
4.65%
3Y*
4.36%
5Y*
0.37%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SYSB vs. EUSB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SYSB
iShares Systematic Bond ETF
0.24%8.32%6.04%8.22%-13.57%-1.00%2.29%
EUSB
iShares ESG Advanced Total USD Bond Market ETF
0.28%7.45%1.83%5.80%-12.81%-1.29%1.68%

Correlation

The correlation between SYSB and EUSB is 0.89, 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

0.89

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

0.81

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

0.84

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2020

0.81

The correlation between SYSB and EUSB has been stable across timeframes, ranging from 0.81 to 0.89 - a consistent structural relationship.

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Return for Risk

SYSB vs. EUSB — Risk / Return Rank

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

SYSB
SYSB Risk / Return Rank: 3939
Overall Rank
SYSB Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SYSB Sortino Ratio Rank: 4141
Sortino Ratio Rank
SYSB Omega Ratio Rank: 4040
Omega Ratio Rank
SYSB Calmar Ratio Rank: 3737
Calmar Ratio Rank
SYSB Martin Ratio Rank: 3636
Martin Ratio Rank

EUSB
EUSB Risk / Return Rank: 3838
Overall Rank
EUSB Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
EUSB Sortino Ratio Rank: 3939
Sortino Ratio Rank
EUSB Omega Ratio Rank: 3636
Omega Ratio Rank
EUSB Calmar Ratio Rank: 3939
Calmar Ratio Rank
EUSB Martin Ratio Rank: 3737
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.

SYSB vs. EUSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Systematic Bond ETF (SYSB) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). 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.


SYSBEUSBDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.26

1.23

+0.02

Calmar ratioReturn relative to maximum drawdown

1.80

1.89

-0.08

Martin ratioReturn relative to average drawdown

5.50

5.64

-0.14

SYSB vs. EUSB - Sharpe Ratio Comparison

The current SYSB Sharpe Ratio is 1.42, which is comparable to the EUSB Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of SYSB and EUSB, 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


SYSBEUSBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.42

1.33

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.06

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.05

+0.45

Drawdowns

SYSB vs. EUSB - Drawdown Comparison

The maximum SYSB drawdown since its inception was -18.47%, roughly equal to the maximum EUSB drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for SYSB and EUSB.


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Drawdown Indicators


SYSBEUSBDifference

Max Drawdown

Largest peak-to-trough decline

-18.47%

-17.87%

-0.60%

Max Drawdown (1Y)

Largest decline over 1 year

-2.99%

-2.48%

-0.51%

Max Drawdown (3Y)

Largest decline over 3 years

-3.08%

-5.76%

+2.68%

Max Drawdown (5Y)

Largest decline over 5 years

-18.47%

-17.45%

-1.02%

Max Drawdown (10Y)

Largest decline over 10 years

-18.47%

Current Drawdown

Current decline from peak

-1.61%

-1.22%

-0.39%

Average Drawdown

Average peak-to-trough decline

-3.27%

-6.50%

+3.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.98%

0.83%

+0.15%

Volatility

SYSB vs. EUSB - Volatility Comparison

iShares Systematic Bond ETF (SYSB) has a higher volatility of 1.40% compared to iShares ESG Advanced Total USD Bond Market ETF (EUSB) at 1.16%. This indicates that SYSB's price experiences larger fluctuations and is considered to be riskier than EUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SYSBEUSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.40%

1.16%

+0.24%

Volatility (6M)

Calculated over the trailing 6-month period

3.11%

2.50%

+0.61%

Volatility (1Y)

Calculated over the trailing 1-year period

3.80%

3.56%

+0.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.63%

5.77%

-0.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.95%

5.41%

-0.46%

SYSB vs. EUSB - Expense Ratio Comparison

SYSB has a 0.25% expense ratio, which is higher than EUSB's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SYSB vs. EUSB - Dividend Comparison

SYSB's dividend yield for the trailing twelve months is around 4.61%, more than EUSB's 3.96% yield.


PositionTTM20252024202320222021202020192018201720162015
EUSB
iShares ESG Advanced Total USD Bond Market ETF
3.96%3.84%3.67%3.08%2.21%1.10%0.57%0.00%0.00%0.00%0.00%0.00%
SYSB
iShares Systematic Bond ETF
4.61%4.78%5.04%4.44%3.27%1.92%2.57%3.27%3.61%2.74%2.92%2.26%

Frequently Asked Questions


SYSB and EUSB have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SYSB has higher volatility (1.40%) compared to EUSB (1.16%). In terms of maximum drawdown, SYSB dropped -18.47% vs EUSB's -17.87%.

On 5-year performance, SYSB leads with 1.57% vs 0.37% for EUSB. On fees, EUSB is cheaper at 0.12% per year. On volatility, EUSB has been the lower-risk option at 1.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SYSB has performed better with a 1.57% return vs 0.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EUSB is cheaper with a 0.12% expense ratio, compared with 0.25% for SYSB.

SYSB has the higher dividend yield at 4.61%, compared with 3.96% for EUSB.

SYSB tracks BlackRock Universal Systematic Bond Index, while EUSB tracks Bloomberg MSCI US Universal Choice ESG Screened Index. Their fees differ too: 0.25% for SYSB and 0.12% for EUSB.

SYSB currently has the higher Sharpe Ratio (1.42 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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