iShares USD Treasury Bond 20+yr UCITS ETF vs iShares JP Morgan Advanced USD EM Bond UCITS ETF
FairSheets side-by-side comparison.
| iShares USD Treasury Bond 20+yr UCITS ETF G1 · FairHorizon Green | iShares JP Morgan Advanced USD EM Bond UCITS ETF G6 · FairHorizon Green | |
|---|---|---|
| ISIN | IE00BSKRJZ44 | IE00BF553838 |
| Asset class | US Government Bonds | EM Government Bonds Hard Currency |
| Strategy | Index-Based | Index-Based |
| Provider | iShares (BlackRock) | iShares (BlackRock) |
| Sustainability (SFDR) | — | Article 8 |
| Share class | USD DIST | USD ACC |
| Currency | USD | USD |
| TER (p.a.) | 0.07% | 0.45% |
| Inception | 2015-01-21 | 2018-09-26 |
| Return — 1 year | 0.29% | 11.16% |
| Return — 3 years p.a. | -2.86% | 8.46% |
| Return — 5 years p.a. | -5.99% | 1.45% |
| Return — 10 years p.a. | -1.23% | — |
| Volatility — 5y stddev p.a. | 13.94% | 9.60% |
| Max. recommended portfolio share | 20% | 20% |
How they differ
iShares USD Treasury Bond 20+yr UCITS ETF is classified by Das Family Office as FairHorizon Green (US Government Bonds, index-based). US long maturity government bonds. Passive tracker on ICE US Treasury 20+ Year Bond Index. Highly concentrated due to nature of market segment.
iShares JP Morgan Advanced USD EM Bond UCITS ETF is classified as FairHorizon Green (EM Government Bonds Hard Currency, index-based). EM USD broad government bonds with ESG filter. Passive tracker on JPMorgan ESG-EMBI Global Diversified Index.
Both funds sit in the same FairHorizon bucket, suggesting comparable investment time-horizons. Differences are likely to come from underlying strategy, manager skill, or sub-asset-class tilt.