UEF7.DE vs. IS0Y.DE
UEF7.DE (UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis) and IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) are both Corporate Bonds funds - UEF7.DE tracks the Bloomberg US Liquid Corporates 1-5 while IS0Y.DE tracks the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Both are passively managed. Over the past 10 years, UEF7.DE returned 2.08%/yr vs 1.57%/yr for IS0Y.DE. At a correlation of -0.10, they often move in opposite directions. UEF7.DE charges 0.16%/yr vs 0.25%/yr for IS0Y.DE.
Performance
UEF7.DE vs. IS0Y.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEF7.DE achieves a 3.58% return, which is significantly higher than IS0Y.DE's 1.40% return. Over the past 10 years, UEF7.DE has outperformed IS0Y.DE with an annualized return of 2.08%, while IS0Y.DE has yielded a comparatively lower 1.57% annualized return.
UEF7.DE
- 1D
- 0.41%
- 1M
- 1.51%
- 6M
- 2.21%
- YTD
- 3.58%
- 1Y
- 5.22%
- 3Y*
- 4.68%
- 5Y*
- 2.83%
- 10Y*
- 2.08%
IS0Y.DE
- 1D
- -0.01%
- 1M
- -0.02%
- 6M
- 1.29%
- YTD
- 1.40%
- 1Y
- 3.02%
- 3Y*
- 5.12%
- 5Y*
- 2.73%
- 10Y*
- 1.57%
UEF7.DE vs. IS0Y.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 3.58% | -4.77% | 10.52% | 2.48% | -0.56% | 7.39% | -4.30% | 10.25% | 4.93% | -9.80% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.40% | 4.15% | 6.61% | 5.08% | -2.70% | -0.25% | 0.80% | 4.09% | -3.73% | 1.51% |
Correlation
The correlation between UEF7.DE and IS0Y.DE is -0.08, 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 | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.12 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2014 | -0.10 |
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Return for Risk
UEF7.DE vs. IS0Y.DE — Risk / Return Rank
UEF7.DE
IS0Y.DE
UEF7.DE vs. IS0Y.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) and iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.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.
| UEF7.DE | IS0Y.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.96 | -1.29 |
| Martin ratioReturn relative to average drawdown | 4.56 | 11.26 | -6.70 |
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Drawdowns
UEF7.DE vs. IS0Y.DE - Drawdown Comparison
The maximum UEF7.DE drawdown since its inception was -19.46%, which is greater than IS0Y.DE's maximum drawdown of -13.95%. Use the drawdown chart below to compare losses from any high point for UEF7.DE and IS0Y.DE.
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Drawdown Indicators
| UEF7.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.46% | -13.95% | -5.51% |
Max Drawdown (1Y)Largest decline over 1 year | -3.12% | -1.02% | -2.10% |
Max Drawdown (3Y)Largest decline over 3 years | -9.64% | -2.07% | -7.57% |
Max Drawdown (5Y)Largest decline over 5 years | -10.71% | -6.97% | -3.74% |
Max Drawdown (10Y)Largest decline over 10 years | -15.40% | -13.95% | -1.45% |
Current DrawdownCurrent decline from peak | -3.49% | -0.13% | -3.36% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -1.32% | -4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 0.27% | +0.87% |
Volatility
UEF7.DE vs. IS0Y.DE - Volatility Comparison
UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) has a higher volatility of 1.33% compared to iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) at 0.37%. This indicates that UEF7.DE's price experiences larger fluctuations and is considered to be riskier than IS0Y.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEF7.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | 0.37% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 3.92% | 1.73% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.43% | 2.20% | +3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.97% | 2.85% | +4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.89% | 3.69% | +3.20% |
UEF7.DE vs. IS0Y.DE - Expense Ratio Comparison
UEF7.DE has a 0.16% expense ratio, which is lower than IS0Y.DE's 0.25% 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
UEF7.DE vs. IS0Y.DE - Dividend Comparison
UEF7.DE's dividend yield for the trailing twelve months is around 4.56%, more than IS0Y.DE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 2.58% | 2.91% | 3.70% | 2.52% | 0.43% | 0.70% | 0.82% | 0.92% | 0.58% | 0.71% | 1.35% | 1.47% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 4.56% | 5.78% | 4.66% | 3.27% | 1.45% | 1.52% | 2.84% | 2.76% | 2.24% | 2.19% | 1.99% | 0.87% |
Frequently Asked Questions
UEF7.DE and IS0Y.DE have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEF7.DE is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEF7.DE is cheaper with a 0.16% expense ratio, compared with 0.25% for IS0Y.DE.
UEF7.DE tracks Bloomberg US Liquid Corporates 1-5, while IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.16% for UEF7.DE and 0.25% for IS0Y.DE.
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