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XZE5.DE vs. IG35.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XZE5.DE vs. IG35.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers II EUR Corporate Bond Short Duration SRI PAB UCITS ETF 1C (XZE5.DE) and iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XZE5.DE achieves a 0.85% return, which is significantly lower than IG35.DE's 1.76% return.


XZE5.DE

1D
0.00%
1M
0.38%
YTD
0.85%
6M
0.88%
1Y
1.96%
3Y*
4.07%
5Y*
1.16%
10Y*

IG35.DE

1D
0.00%
1M
0.89%
YTD
1.76%
6M
2.10%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XZE5.DE vs. IG35.DE - Yearly Performance Comparison


Correlation

The correlation between XZE5.DE and IG35.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 (All Time)
Calculated using the full available price history since Dec 8, 2025

0.76

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Return for Risk

XZE5.DE vs. IG35.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XZE5.DE
XZE5.DE Risk / Return Rank: 2929
Overall Rank
XZE5.DE Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
XZE5.DE Sortino Ratio Rank: 3030
Sortino Ratio Rank
XZE5.DE Omega Ratio Rank: 2828
Omega Ratio Rank
XZE5.DE Calmar Ratio Rank: 2626
Calmar Ratio Rank
XZE5.DE Martin Ratio Rank: 3131
Martin Ratio Rank

IG35.DE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XZE5.DE vs. IG35.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers II EUR Corporate Bond Short Duration SRI PAB UCITS ETF 1C (XZE5.DE) and iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.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.


XZE5.DEIG35.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.19

Calmar ratioReturn relative to maximum drawdown

1.19

Martin ratioReturn relative to average drawdown

4.23

XZE5.DE vs. IG35.DE - Sharpe Ratio Comparison


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Drawdowns

XZE5.DE vs. IG35.DE - Drawdown Comparison

The maximum XZE5.DE drawdown since its inception was -8.73%, which is greater than IG35.DE's maximum drawdown of -4.08%. Use the drawdown chart below to compare losses from any high point for XZE5.DE and IG35.DE.


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Drawdown Indicators


XZE5.DEIG35.DEDifference

Max Drawdown

Largest peak-to-trough decline

-8.73%

-4.08%

-4.65%

Max Drawdown (1Y)

Largest decline over 1 year

-1.66%

Max Drawdown (3Y)

Largest decline over 3 years

-1.66%

Max Drawdown (5Y)

Largest decline over 5 years

-8.73%

Current Drawdown

Current decline from peak

-0.01%

-0.23%

+0.22%

Average Drawdown

Average peak-to-trough decline

-2.28%

-1.14%

-1.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.46%

Volatility

XZE5.DE vs. IG35.DE - Volatility Comparison


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Volatility by Period


XZE5.DEIG35.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.50%

Volatility (6M)

Calculated over the trailing 6-month period

1.67%

Volatility (1Y)

Calculated over the trailing 1-year period

1.94%

5.41%

-3.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.55%

5.41%

-2.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.38%

5.41%

-3.03%

XZE5.DE vs. IG35.DE - Expense Ratio Comparison

XZE5.DE has a 0.16% expense ratio, which is higher than IG35.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

XZE5.DE vs. IG35.DE - Dividend Comparison

Neither XZE5.DE nor IG35.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


XZE5.DE and IG35.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, IG35.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IG35.DE is cheaper with a 0.12% expense ratio, compared with 0.16% for XZE5.DE.

XZE5.DE tracks Bloomberg Euro Corp TR EUR, while IG35.DE tracks Bloomberg MSCI December 2035 Maturity EUR Corporate ESG Screened Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.16% for XZE5.DE and 0.12% for IG35.DE.

Portfolio Optimizer

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