XGBE.DE vs. IS0Y.DE
XGBE.DE (Xtrackers EUR Corporate Green Bond UCITS ETF (Acc)) and IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) are both Corporate Bonds funds - XGBE.DE tracks the Bloomberg MSCI EUR Corporate and Agency Green Bond Index while IS0Y.DE tracks the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Both are passively managed. Over the past 5 years, XGBE.DE returned -0.79%/yr vs 2.72%/yr for IS0Y.DE. At a 0.19 correlation, their price movements are largely independent. Both charge a 0.25% expense ratio.
Performance
XGBE.DE vs. IS0Y.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XGBE.DE achieves a 1.11% return, which is significantly lower than IS0Y.DE's 1.38% return.
XGBE.DE
- 1D
- -0.04%
- 1M
- 0.68%
- 6M
- 1.41%
- YTD
- 1.11%
- 1Y
- 1.81%
- 3Y*
- 4.36%
- 5Y*
- -0.79%
- 10Y*
- —
IS0Y.DE
- 1D
- -0.08%
- 1M
- 0.27%
- 6M
- 1.51%
- YTD
- 1.38%
- 1Y
- 3.06%
- 3Y*
- 5.28%
- 5Y*
- 2.72%
- 10Y*
- 1.68%
XGBE.DE vs. IS0Y.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XGBE.DE Xtrackers EUR Corporate Green Bond UCITS ETF (Acc) | 1.11% | 2.73% | 3.40% | 7.52% | -16.38% | -0.21% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.38% | 4.15% | 6.61% | 5.08% | -2.70% | -0.58% |
Correlation
The correlation between XGBE.DE and IS0Y.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jun 24, 2021 | 0.19 |
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Return for Risk
XGBE.DE vs. IS0Y.DE — Risk / Return Rank
XGBE.DE
IS0Y.DE
XGBE.DE vs. IS0Y.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers EUR Corporate Green Bond UCITS ETF (Acc) (XGBE.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.
| XGBE.DE | IS0Y.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.25 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 3.00 | -2.31 |
| Martin ratioReturn relative to average drawdown | 2.16 | 11.41 | -9.25 |
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Drawdowns
XGBE.DE vs. IS0Y.DE - Drawdown Comparison
The maximum XGBE.DE drawdown since its inception was -20.20%, 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 XGBE.DE and IS0Y.DE.
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Drawdown Indicators
| XGBE.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.20% | -13.95% | -6.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.62% | -1.02% | -1.60% |
Max Drawdown (3Y)Largest decline over 3 years | -2.62% | -2.07% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -20.20% | -7.09% | -13.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.95% | — |
Current DrawdownCurrent decline from peak | -5.48% | -0.08% | -5.40% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -1.32% | -8.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.27% | +0.57% |
Volatility
XGBE.DE vs. IS0Y.DE - Volatility Comparison
Xtrackers EUR Corporate Green Bond UCITS ETF (Acc) (XGBE.DE) has a higher volatility of 0.62% compared to iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) at 0.59%. This indicates that XGBE.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
| XGBE.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 0.59% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 1.75% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 2.19% | +1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.04% | 2.85% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.03% | 3.69% | +1.34% |
XGBE.DE vs. IS0Y.DE - Expense Ratio Comparison
Both XGBE.DE and IS0Y.DE have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
XGBE.DE vs. IS0Y.DE - Dividend Comparison
XGBE.DE has not paid dividends to shareholders, while IS0Y.DE's dividend yield for the trailing twelve months is around 2.58%.
| 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% |
XGBE.DE Xtrackers EUR Corporate Green Bond UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XGBE.DE and IS0Y.DE have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
XGBE.DE and IS0Y.DE have the same expense ratio: 0.25% per year.
XGBE.DE tracks Bloomberg MSCI EUR Corporate and Agency Green Bond Index, while IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. They also come from different issuers: Xtrackers and iShares.
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