iShares $ Corp Bond UCITS ETF

iShares $ Corp Bond UCITS ETF

About

iShares $ Corp Bond UCITS ETF (IE00BK7Y2Q41) is a UCITS-compliant bond ETF tracking the Markit iBoxx USD Liquid Investment Grade Index. With a TER of 0.25%, it is moderately priced, reinvesting dividends. The fund holds 3,117 positions across 18 regions with 197M in assets, with heavy concentration — 86% in United States, 94% in corporate bonds.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jul 2, 2026
Component Score Details
Overall 6.6 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 8.4 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio (TER): 4.6
Diversification (45%) 5.7 Holding Count: 9.7 · Country Concentration: 6.0 · Sector Concentration: 1.4
Liquidity (25%) 6.2 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

ISIN
Fund Size CHF 197.2M
Issuer iShares
Distribution Re-Invests Dividends
Replication Physical
Inception Jun 2019
Base Currency CHF
Index Markit iBoxx USD Liquid Investment Grade Index
Asset Class Bonds

Costs

8.4
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What TER, tracking difference, and TD consistency measure

TER (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures TER plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

TER0.00%
 
Metric Value
TER 0.25%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month +0.00%
3 Months +0.00%
6 Months -2.08%
1 Year +1.60%
3 Years +1.30%
5 Years -17.51%
10 Years -0.11%
YTD -1.10%
Since Inception -10.51%

Holdings

9.7
This fund spreads its investments across 3,117 individual holdings, providing broad diversification.
#1
C
CHF CASH
34.95%
#2
B
BLK ICS USD LEAF AGENCY DIST
0.94%
#3
A
Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc
0.20%
#4
C
CVS Health Corp
0.16%
#5
A
Amazon.com Inc
0.16%
#6
T
T-Mobile USA Inc
0.15%
#7
M
Meta Platforms Inc
0.15%
#8
M
META PLATFORMS INC
0.15%
#9
S
SPACE EXPLORATION TECHNOLOGIES COR 144A
0.15%
#10
M
Meta Platforms Inc
0.15%

Sectors

1.4
This fund is concentrated in just a few of its 11 sectors, reducing diversification.
 
Sector Weight
Corporate Bonds 9358.00%
Unknown 308.00%
Financials 200.00%
Technology 89.00%
Health Care 32.00%
Utilities 21.00%
Consumer Staples 17.00%
Materials 14.00%
Energy 10.00%
Consumer Discretionary 8.00%
Industrials 7.00%

Regions

6.0
This fund invests across 19 countries, though its geographic allocation deviates somewhat from the global market.
 
Country Weight
United States 8604.00%
United Kingdom 339.00%
Canada 248.00%
Japan 188.00%
UNKNOWN 178.00%
Netherlands 86.00%
Australia 71.00%
Spain 64.00%
Singapore 58.00%
Ireland 46.00%
France 41.00%
Germany 22.00%
MULT 15.00%
Luxembourg 14.00%
Switzerland 11.00%
Norway 9.00%
Belgium 2.00%
Bermuda 2.00%
Jersey 2.00%

Nerd Stuff

Advanced risk and return metrics (2023-07-02 — 2026-07-01).
5.1%
Volatility
-9.3%
Max Drawdown
-0.41
Sharpe Ratio
-0.57
Sortino Ratio
-0.23
Calmar Ratio
0.04
Beta
-0.69%
Alpha (Jensen's)
0.007
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).

Documents

Regulatory and fund documents.

Broker Availability

Where you can buy this ETF.
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