5UOA.DE vs. EUNA.DE
5UOA.DE (iShares USD Corporate Bond ESG UCITS ETF Acc) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - 5UOA.DE is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate Sustainable SRI, 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, 5UOA.DE returned 1.37%/yr vs -1.29%/yr for EUNA.DE. At a 0.43 correlation, their price movements are largely independent. 5UOA.DE charges 0.15%/yr vs 0.10%/yr for EUNA.DE.
Performance
5UOA.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 5UOA.DE achieves a 1.02% return, which is significantly higher than EUNA.DE's -0.46% return.
5UOA.DE
- 1D
- 0.04%
- 1M
- 1.01%
- YTD
- 1.02%
- 6M
- 0.66%
- 1Y
- 3.48%
- 3Y*
- 2.19%
- 5Y*
- 1.37%
- 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*
- —
5UOA.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
5UOA.DE iShares USD Corporate Bond ESG UCITS ETF Acc | 1.02% | -4.01% | 7.93% | 4.48% | -9.70% | 6.44% | 2.37% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.36% | -13.52% | -2.37% | 3.39% |
Correlation
The correlation between 5UOA.DE and EUNA.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2020 | 0.43 |
Over the past year, the correlation between 5UOA.DE and EUNA.DE has dropped to 0.23 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
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Return for Risk
5UOA.DE vs. EUNA.DE — Risk / Return Rank
5UOA.DE
EUNA.DE
5UOA.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.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.
| 5UOA.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.06 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 0.43 | +0.53 |
| Martin ratioReturn relative to average drawdown | 2.46 | 1.18 | +1.27 |
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
| 5UOA.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.34 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | -0.28 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | -0.05 | +0.20 |
Drawdowns
5UOA.DE vs. EUNA.DE - Drawdown Comparison
The maximum 5UOA.DE drawdown since its inception was -12.65%, smaller than the maximum EUNA.DE drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for 5UOA.DE and EUNA.DE.
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Drawdown Indicators
| 5UOA.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.65% | -17.79% | +5.14% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -2.75% | -0.57% |
Max Drawdown (3Y)Largest decline over 3 years | -11.22% | -4.02% | -7.20% |
Max Drawdown (5Y)Largest decline over 5 years | -12.65% | -17.03% | +4.38% |
Current DrawdownCurrent decline from peak | -5.64% | -8.66% | +3.02% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -6.76% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 0.99% | +0.30% |
Volatility
5UOA.DE vs. EUNA.DE - Volatility Comparison
The current volatility for iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE) is 1.10%, while iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) has a volatility of 1.35%. This indicates that 5UOA.DE experiences smaller price fluctuations and is considered to be less risky 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
| 5UOA.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 1.35% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 3.94% | 2.82% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.70% | 3.46% | +2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 4.64% | +3.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.18% | 4.27% | +3.91% |
5UOA.DE vs. EUNA.DE - Expense Ratio Comparison
5UOA.DE has a 0.15% 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
5UOA.DE vs. EUNA.DE - Dividend Comparison
Neither 5UOA.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
5UOA.DE and EUNA.DE have a correlation of 0.23, 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 0.15% for 5UOA.DE.
5UOA.DE is categorized as Corporate Bonds, while EUNA.DE is Global Bonds. 5UOA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.15% for 5UOA.DE and 0.10% for EUNA.DE.
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