UEF7.DE vs. SXRR.DE
UEF7.DE (UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis) and SXRR.DE (iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)) are both Corporate Bonds funds - UEF7.DE tracks the Bloomberg US Liquid Corporates 1-5 while SXRR.DE tracks the Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged). Both are passively managed. Over the past 5 years, UEF7.DE returned 2.83%/yr vs 2.44%/yr for SXRR.DE. At a correlation of -0.01, they often move in opposite directions. UEF7.DE charges 0.16%/yr vs 0.12%/yr for SXRR.DE.
Performance
UEF7.DE vs. SXRR.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 SXRR.DE's 1.42% 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%
SXRR.DE
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 1.19%
- YTD
- 1.42%
- 1Y
- 2.61%
- 3Y*
- 3.68%
- 5Y*
- 2.44%
- 10Y*
- —
UEF7.DE vs. SXRR.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% | -1.72% |
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% | -1.64% | 0.16% |
Correlation
The correlation between UEF7.DE and SXRR.DE is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Aug 8, 2017 | -0.01 |
The correlation between UEF7.DE and SXRR.DE shifts across timeframes, from -0.12 (1 year) to 0.01 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
UEF7.DE vs. SXRR.DE — Risk / Return Rank
UEF7.DE
SXRR.DE
UEF7.DE vs. SXRR.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 $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.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 | SXRR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.85 | -0.68 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 11.00 | -9.34 |
| Martin ratioReturn relative to average drawdown | 4.56 | 34.86 | -30.30 |
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Drawdowns
UEF7.DE vs. SXRR.DE - Drawdown Comparison
The maximum UEF7.DE drawdown since its inception was -19.46%, which is greater than SXRR.DE's maximum drawdown of -14.20%. Use the drawdown chart below to compare losses from any high point for UEF7.DE and SXRR.DE.
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Drawdown Indicators
| UEF7.DE | SXRR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.46% | -14.20% | -5.26% |
Max Drawdown (1Y)Largest decline over 1 year | -3.12% | -0.24% | -2.88% |
Max Drawdown (3Y)Largest decline over 3 years | -9.64% | -1.36% | -8.28% |
Max Drawdown (5Y)Largest decline over 5 years | -10.71% | -2.72% | -7.99% |
Max Drawdown (10Y)Largest decline over 10 years | -15.40% | — | — |
Current DrawdownCurrent decline from peak | -3.49% | 0.00% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -1.22% | -4.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 0.07% | +1.07% |
Volatility
UEF7.DE vs. SXRR.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 $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) at 0.24%. This indicates that UEF7.DE's price experiences larger fluctuations and is considered to be riskier than SXRR.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 | SXRR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | 0.24% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.92% | 0.96% | +2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.43% | 1.40% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.97% | 1.94% | +5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.89% | 3.80% | +3.09% |
UEF7.DE vs. SXRR.DE - Expense Ratio Comparison
UEF7.DE has a 0.16% expense ratio, which is higher than SXRR.DE'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
UEF7.DE vs. SXRR.DE - Dividend Comparison
UEF7.DE's dividend yield for the trailing twelve months is around 4.56%, less than SXRR.DE's 4.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
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 SXRR.DE have a correlation of -0.12, 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 0.16% for UEF7.DE.
UEF7.DE tracks Bloomberg US Liquid Corporates 1-5, while SXRR.DE tracks Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged). They also come from different issuers: UBS and iShares. Their fees differ too: 0.16% for UEF7.DE and 0.12% for SXRR.DE.
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