UEF7.DE vs. IS3F.DE
UEF7.DE (UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis) and IS3F.DE (iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)) are both Corporate Bonds funds - UEF7.DE tracks the Bloomberg US Liquid Corporates 1-5 while IS3F.DE tracks the Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. Both are passively managed. Over the past 10 years, UEF7.DE returned 2.08%/yr vs 4.00%/yr for IS3F.DE. A 0.76 correlation means they provide meaningful diversification when combined. UEF7.DE charges 0.16%/yr vs 0.25%/yr for IS3F.DE.
Performance
UEF7.DE vs. IS3F.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 lower than IS3F.DE's 5.01% return. Over the past 10 years, UEF7.DE has underperformed IS3F.DE with an annualized return of 2.08%, while IS3F.DE has yielded a comparatively higher 4.00% 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%
IS3F.DE
- 1D
- -0.23%
- 1M
- 1.13%
- 6M
- 3.17%
- YTD
- 5.01%
- 1Y
- 5.81%
- 3Y*
- 6.69%
- 5Y*
- 6.02%
- 10Y*
- 4.00%
UEF7.DE vs. IS3F.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% |
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 5.01% | -6.28% | 14.29% | 7.35% | 6.51% | 9.83% | -8.41% | 13.49% | 1.81% | -8.14% |
Correlation
The correlation between UEF7.DE and IS3F.DE is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2014 | 0.76 |
The correlation between UEF7.DE and IS3F.DE shifts across timeframes, from 0.61 (1 year) to 0.76 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UEF7.DE vs. IS3F.DE — Risk / Return Rank
UEF7.DE
IS3F.DE
UEF7.DE vs. IS3F.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 UCITS ETF USD (Dist) (IS3F.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 | IS3F.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.98 | -0.31 |
| Martin ratioReturn relative to average drawdown | 4.56 | 5.08 | -0.52 |
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Drawdowns
UEF7.DE vs. IS3F.DE - Drawdown Comparison
The maximum UEF7.DE drawdown since its inception was -19.46%, smaller than the maximum IS3F.DE drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for UEF7.DE and IS3F.DE.
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Drawdown Indicators
| UEF7.DE | IS3F.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.46% | -27.25% | +7.79% |
Max Drawdown (1Y)Largest decline over 1 year | -3.12% | -2.93% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -9.64% | -11.67% | +2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -10.71% | -11.67% | +0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -15.40% | -20.78% | +5.38% |
Current DrawdownCurrent decline from peak | -3.49% | -3.84% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -8.16% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.14% | 0.00% |
Volatility
UEF7.DE vs. IS3F.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) is 1.33%, while iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) has a volatility of 1.74%. This indicates that UEF7.DE experiences smaller price fluctuations and is considered to be less risky than IS3F.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 | IS3F.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | 1.74% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 3.92% | 4.56% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.43% | 6.33% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.97% | 7.67% | -0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.89% | 8.21% | -1.32% |
UEF7.DE vs. IS3F.DE - Expense Ratio Comparison
UEF7.DE has a 0.16% expense ratio, which is lower than IS3F.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. IS3F.DE - Dividend Comparison
UEF7.DE's dividend yield for the trailing twelve months is around 4.56%, more than IS3F.DE's 4.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 4.27% | 4.77% | 5.36% | 4.95% | 2.10% | 1.50% | 2.62% | 3.52% | 2.81% | 2.25% | 2.36% | 3.21% |
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 IS3F.DE have a correlation of 0.61, 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 IS3F.DE.
UEF7.DE tracks Bloomberg US Liquid Corporates 1-5, while IS3F.DE tracks Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.16% for UEF7.DE and 0.25% for IS3F.DE.
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