XDGE.DE vs. IS3F.DE
XDGE.DE (Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist)) and IS3F.DE (iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)) are both Corporate Bonds funds - XDGE.DE tracks the Bloomberg USD Liquid Investment Grade Corporate Index (EUR Hedged) while IS3F.DE tracks the Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. Both are passively managed. Over the past 10 years, XDGE.DE returned 0.13%/yr vs 4.24%/yr for IS3F.DE. At a correlation of -0.09, they often move in opposite directions. XDGE.DE charges 0.21%/yr vs 0.25%/yr for IS3F.DE.
Performance
XDGE.DE vs. IS3F.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDGE.DE achieves a -0.24% return, which is significantly lower than IS3F.DE's 5.49% return. Over the past 10 years, XDGE.DE has underperformed IS3F.DE with an annualized return of 0.13%, while IS3F.DE has yielded a comparatively higher 4.24% annualized return.
XDGE.DE
- 1D
- 0.10%
- 1M
- 0.29%
- 6M
- 0.05%
- YTD
- -0.24%
- 1Y
- 2.22%
- 3Y*
- 2.89%
- 5Y*
- -2.37%
- 10Y*
- 0.13%
IS3F.DE
- 1D
- 0.34%
- 1M
- 1.62%
- 6M
- 5.29%
- YTD
- 5.49%
- 1Y
- 8.12%
- 3Y*
- 5.78%
- 5Y*
- 6.07%
- 10Y*
- 4.24%
XDGE.DE vs. IS3F.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDGE.DE Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist) | -0.24% | 5.66% | -0.80% | 6.42% | -19.81% | -2.73% | 8.97% | 14.64% | -7.06% | 5.12% |
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 5.49% | -6.28% | 14.29% | 7.35% | 6.51% | 9.83% | -8.41% | 13.49% | 1.81% | -8.14% |
Correlation
The correlation between XDGE.DE and IS3F.DE is -0.18, 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 | -0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.09 |
Correlation (All Time) Calculated using the full available price history since Feb 29, 2016 | -0.09 |
The correlation between XDGE.DE and IS3F.DE shifts across timeframes, from -0.24 (3 years) to -0.09 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDGE.DE vs. IS3F.DE — Risk / Return Rank
XDGE.DE
IS3F.DE
XDGE.DE vs. IS3F.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist) (XDGE.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.
| XDGE.DE | IS3F.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.22 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.76 | -2.16 |
| Martin ratioReturn relative to average drawdown | 1.47 | 7.08 | -5.61 |
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Drawdowns
XDGE.DE vs. IS3F.DE - Drawdown Comparison
The maximum XDGE.DE drawdown since its inception was -27.36%, roughly equal to the maximum IS3F.DE drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for XDGE.DE and IS3F.DE.
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Drawdown Indicators
| XDGE.DE | IS3F.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.36% | -27.25% | -0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.66% | -2.93% | -0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -8.34% | -11.67% | +3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | -11.67% | -15.31% |
Max Drawdown (10Y)Largest decline over 10 years | -27.36% | -20.78% | -6.58% |
Current DrawdownCurrent decline from peak | -13.43% | -3.40% | -10.03% |
Average DrawdownAverage peak-to-trough decline | -9.14% | -8.18% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 1.14% | +0.36% |
Volatility
XDGE.DE vs. IS3F.DE - Volatility Comparison
The current volatility for Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist) (XDGE.DE) is 1.16%, while iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) has a volatility of 1.90%. This indicates that XDGE.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
| XDGE.DE | IS3F.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.16% | 1.90% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 4.05% | 4.53% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.46% | 6.38% | -0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.40% | 7.66% | +0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.03% | 8.21% | -0.18% |
XDGE.DE vs. IS3F.DE - Expense Ratio Comparison
XDGE.DE has a 0.21% 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
XDGE.DE vs. IS3F.DE - Dividend Comparison
XDGE.DE's dividend yield for the trailing twelve months is around 4.58%, more than IS3F.DE's 4.25% 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) | 4.25% | 4.77% | 5.36% | 4.95% | 2.10% | 1.50% | 2.62% | 3.52% | 2.81% | 2.25% | 2.36% | 3.21% |
XDGE.DE Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist) | 4.58% | 4.71% | 5.47% | 3.79% | 7.81% | 3.10% | 4.79% | 2.91% | 2.56% | 1.70% | 0.00% | 0.00% |
Frequently Asked Questions
XDGE.DE and IS3F.DE have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDGE.DE is cheaper at 0.21% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDGE.DE is cheaper with a 0.21% expense ratio, compared with 0.25% for IS3F.DE.
XDGE.DE tracks Bloomberg USD Liquid Investment Grade Corporate Index (EUR Hedged), while IS3F.DE tracks Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.21% for XDGE.DE and 0.25% for IS3F.DE.
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