5MVW.DE vs. EUNA.DE
5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - 5MVW.DE is a Energy Equities fund tracking the MSCI World Energy, 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, 5MVW.DE returned 20.31%/yr vs -1.29%/yr for EUNA.DE. At a correlation of -0.19, they often move in opposite directions. 5MVW.DE charges 0.18%/yr vs 0.10%/yr for EUNA.DE.
Performance
5MVW.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 5MVW.DE achieves a 32.79% return, which is significantly higher than EUNA.DE's -0.46% return.
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
5MVW.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
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% | -0.38% |
Correlation
The correlation between 5MVW.DE and EUNA.DE is -0.34, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.19 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | -0.19 |
The correlation between 5MVW.DE and EUNA.DE shifts across timeframes, from -0.34 (1 year) to -0.18 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
5MVW.DE vs. EUNA.DE — Risk / Return Rank
5MVW.DE
EUNA.DE
5MVW.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| 5MVW.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.76 | ||
| Sortino ratioReturn per unit of downside risk | +2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.06 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 0.43 | +2.54 |
| Martin ratioReturn relative to average drawdown | 9.81 | 1.18 | +8.63 |
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
| 5MVW.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 0.34 | +1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | -0.28 | +1.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | -0.05 | +0.50 |
Drawdowns
5MVW.DE vs. EUNA.DE - Drawdown Comparison
The maximum 5MVW.DE drawdown since its inception was -56.87%, 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 5MVW.DE and EUNA.DE.
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Drawdown Indicators
| 5MVW.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.87% | -17.79% | -39.08% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -2.75% | -12.30% |
Max Drawdown (3Y)Largest decline over 3 years | -23.76% | -4.02% | -19.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | -17.03% | -6.73% |
Current DrawdownCurrent decline from peak | -7.49% | -8.66% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -13.53% | -6.76% | -6.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 0.99% | +3.57% |
Volatility
5MVW.DE vs. EUNA.DE - Volatility Comparison
iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) has a higher volatility of 6.76% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that 5MVW.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
| 5MVW.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 1.35% | +5.41% |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | 2.82% | +15.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.33% | 3.46% | +17.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 4.64% | +19.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.20% | 4.27% | +24.93% |
5MVW.DE vs. EUNA.DE - Expense Ratio Comparison
5MVW.DE has a 0.18% expense ratio, which is higher than EUNA.DE's 0.10% 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
5MVW.DE vs. EUNA.DE - Dividend Comparison
5MVW.DE's dividend yield for the trailing twelve months is around 2.48%, while EUNA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
5MVW.DE and EUNA.DE have a correlation of -0.34, 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 0.18% for 5MVW.DE.
5MVW.DE is categorized as Energy Equities, while EUNA.DE is Global Bonds. 5MVW.DE tracks MSCI World Energy, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.18% for 5MVW.DE and 0.10% for EUNA.DE.
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