2B77.DE vs. EUNA.DE
2B77.DE (iShares Ageing Population UCITS ETF) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - 2B77.DE is a Health & Biotech Equities fund tracking the iSTOXX® FactSet Ageing Population, while EUNA.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond (EUR Hedged). Both are passively managed. Over the past 5 years, 2B77.DE returned 5.15%/yr vs -1.29%/yr for EUNA.DE. At a 0.03 correlation, their price movements are largely independent. 2B77.DE charges 0.40%/yr vs 0.10%/yr for EUNA.DE.
Performance
2B77.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B77.DE achieves a 2.83% return, which is significantly higher than EUNA.DE's -0.46% return.
2B77.DE
- 1D
- 1.81%
- 1M
- 0.31%
- YTD
- 2.83%
- 6M
- 4.39%
- 1Y
- 16.72%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
2B77.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 5.16% | -8.98% | 13.25% | 2.39% | 23.81% | -9.53% | 0.30% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.36% | -13.52% | -2.37% | 3.70% | 5.06% | -1.17% | -0.54% |
Correlation
The correlation between 2B77.DE and EUNA.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.03 |
Over the past year, 2B77.DE and EUNA.DE have become more correlated (0.33) than their long-term average of 0.03, meaning their price movements have been converging.
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Return for Risk
2B77.DE vs. EUNA.DE — Risk / Return Rank
2B77.DE
EUNA.DE
2B77.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.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.
| 2B77.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.06 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 0.43 | +2.02 |
| Martin ratioReturn relative to average drawdown | 8.32 | 1.18 | +7.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 2B77.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.34 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | -0.28 | +0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | -0.05 | +0.48 |
Drawdowns
2B77.DE vs. EUNA.DE - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.47%, which is greater than EUNA.DE's maximum drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and EUNA.DE.
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Drawdown Indicators
| 2B77.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.47% | -17.79% | -20.68% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -2.75% | -4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -20.07% | -4.02% | -16.05% |
Max Drawdown (5Y)Largest decline over 5 years | -20.07% | -17.03% | -3.04% |
Current DrawdownCurrent decline from peak | -1.60% | -8.66% | +7.06% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -6.76% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 0.99% | +1.02% |
Volatility
2B77.DE vs. EUNA.DE - Volatility Comparison
iShares Ageing Population UCITS ETF (2B77.DE) has a higher volatility of 3.36% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that 2B77.DE's price experiences larger fluctuations and is considered to be riskier than EUNA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B77.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 1.35% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 2.82% | +6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 3.46% | +8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 4.64% | +10.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 4.27% | +12.25% |
2B77.DE vs. EUNA.DE - Expense Ratio Comparison
2B77.DE has a 0.40% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
2B77.DE vs. EUNA.DE - Dividend Comparison
Neither 2B77.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
2B77.DE and EUNA.DE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EUNA.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EUNA.DE is cheaper with a 0.10% expense ratio, compared with 0.40% for 2B77.DE.
2B77.DE is categorized as Health & Biotech Equities, while EUNA.DE is Global Bonds. 2B77.DE tracks iSTOXX® FactSet Ageing Population, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.40% for 2B77.DE and 0.10% for EUNA.DE.
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