AEGE.DE vs. EUNU.DE
Compare and contrast key facts about iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc (AEGE.DE) and iShares Core Global Aggregate Bond UCITS ETF USD (Dist) (EUNU.DE).
AEGE.DE and EUNU.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AEGE.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI (EUR Hedged). It was launched on Aug 25, 2021. EUNU.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg Global Aggregate Bond. It was launched on Nov 21, 2017. Both AEGE.DE and EUNU.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEGE.DE or EUNU.DE.
Correlation
The correlation between AEGE.DE and EUNU.DE is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AEGE.DE vs. EUNU.DE - Performance Comparison
Key characteristics
AEGE.DE:
0.37
EUNU.DE:
0.60
AEGE.DE:
0.55
EUNU.DE:
0.96
AEGE.DE:
1.07
EUNU.DE:
1.12
AEGE.DE:
0.11
EUNU.DE:
0.18
AEGE.DE:
1.26
EUNU.DE:
2.74
AEGE.DE:
1.24%
EUNU.DE:
1.16%
AEGE.DE:
4.22%
EUNU.DE:
5.26%
AEGE.DE:
-17.22%
EUNU.DE:
-20.05%
AEGE.DE:
-10.12%
EUNU.DE:
-13.19%
Returns By Period
In the year-to-date period, AEGE.DE achieves a 1.63% return, which is significantly lower than EUNU.DE's 3.38% return.
AEGE.DE
1.63%
0.46%
1.98%
1.56%
N/A
N/A
EUNU.DE
3.38%
0.47%
2.46%
3.04%
-2.13%
N/A
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AEGE.DE vs. EUNU.DE - Expense Ratio Comparison
Both AEGE.DE and EUNU.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
AEGE.DE vs. EUNU.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc (AEGE.DE) and iShares Core Global Aggregate Bond UCITS ETF USD (Dist) (EUNU.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.
Dividends
AEGE.DE vs. EUNU.DE - Dividend Comparison
AEGE.DE has not paid dividends to shareholders, while EUNU.DE's dividend yield for the trailing twelve months is around 1.46%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|
iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
iShares Core Global Aggregate Bond UCITS ETF USD (Dist) | 1.46% | 2.23% | 1.48% | 1.52% | 1.77% | 1.73% | 1.16% |
Drawdowns
AEGE.DE vs. EUNU.DE - Drawdown Comparison
The maximum AEGE.DE drawdown since its inception was -17.22%, smaller than the maximum EUNU.DE drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for AEGE.DE and EUNU.DE. For additional features, visit the drawdowns tool.
Volatility
AEGE.DE vs. EUNU.DE - Volatility Comparison
iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc (AEGE.DE) has a higher volatility of 2.64% compared to iShares Core Global Aggregate Bond UCITS ETF USD (Dist) (EUNU.DE) at 1.92%. This indicates that AEGE.DE's price experiences larger fluctuations and is considered to be riskier than EUNU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.