VAGY.DE vs. 5UOA.DE
VAGY.DE (Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating) and 5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) are both Corporate Bonds funds - VAGY.DE tracks the Bloomberg Global Aggregate Corporate USD 1-3 while 5UOA.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI. Both are passively managed. Over the past 3 years, VAGY.DE returned 2.52%/yr vs 2.19%/yr for 5UOA.DE. A 0.69 correlation means they provide meaningful diversification when combined. VAGY.DE charges 0.09%/yr vs 0.15%/yr for 5UOA.DE.
Performance
VAGY.DE vs. 5UOA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, VAGY.DE achieves a 2.12% return, which is significantly higher than 5UOA.DE's 1.02% return.
VAGY.DE
- 1D
- -0.00%
- 1M
- 1.29%
- YTD
- 2.12%
- 6M
- 1.51%
- 1Y
- 2.75%
- 3Y*
- 2.52%
- 5Y*
- —
- 10Y*
- —
5UOA.DE
- 1D
- 0.04%
- 1M
- 1.01%
- YTD
- 1.02%
- 6M
- 0.66%
- 1Y
- 3.48%
- 3Y*
- 2.19%
- 5Y*
- 1.37%
- 10Y*
- —
VAGY.DE vs. 5UOA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VAGY.DE Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating | 2.12% | -5.79% | 11.38% | 0.78% |
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 1.02% | -4.01% | 7.93% | 3.12% |
Correlation
The correlation between VAGY.DE and 5UOA.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Mar 10, 2023 | 0.69 |
The correlation between VAGY.DE and 5UOA.DE has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.
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Return for Risk
VAGY.DE vs. 5UOA.DE — Risk / Return Rank
VAGY.DE
5UOA.DE
VAGY.DE vs. 5UOA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating (VAGY.DE) and iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.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.
| VAGY.DE | 5UOA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.10 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.95 | -0.16 |
| Martin ratioReturn relative to average drawdown | 1.82 | 2.46 | -0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VAGY.DE | 5UOA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.55 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.17 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.14 | +0.23 |
Drawdowns
VAGY.DE vs. 5UOA.DE - Drawdown Comparison
The maximum VAGY.DE drawdown since its inception was -10.58%, smaller than the maximum 5UOA.DE drawdown of -12.65%. Use the drawdown chart below to compare losses from any high point for VAGY.DE and 5UOA.DE.
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Drawdown Indicators
| VAGY.DE | 5UOA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.58% | -12.65% | +2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -3.20% | -3.32% | +0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -10.58% | -11.22% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | — | -12.65% | — |
Current DrawdownCurrent decline from peak | -5.93% | -5.64% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -5.96% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 1.29% | +0.10% |
Volatility
VAGY.DE vs. 5UOA.DE - Volatility Comparison
Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating (VAGY.DE) and iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) have volatilities of 1.09% and 1.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VAGY.DE | 5UOA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 1.10% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 3.74% | 3.94% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.56% | 5.70% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.46% | 8.13% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.46% | 8.18% | -1.72% |
VAGY.DE vs. 5UOA.DE - Expense Ratio Comparison
VAGY.DE has a 0.09% expense ratio, which is lower than 5UOA.DE's 0.15% 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
VAGY.DE vs. 5UOA.DE - Dividend Comparison
Neither VAGY.DE nor 5UOA.DE has paid dividends to shareholders.
Frequently Asked Questions
VAGY.DE and 5UOA.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VAGY.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VAGY.DE is cheaper with a 0.09% expense ratio, compared with 0.15% for 5UOA.DE.
VAGY.DE tracks Bloomberg Global Aggregate Corporate USD 1-3, while 5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.09% for VAGY.DE and 0.15% for 5UOA.DE.
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