CHDVD.SW vs. EUN1.DE
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and EUN1.DE (iShares STOXX Europe 50 UCITS ETF) are both Europe Equities funds from iShares - CHDVD.SW tracks the SPI® Select Dividend 20 Index while EUN1.DE tracks the STOXX® Europe 50. Both are passively managed. Over the past 10 years, CHDVD.SW returned 9.56%/yr vs 7.18%/yr for EUN1.DE. A 0.77 correlation means they provide meaningful diversification when combined. CHDVD.SW charges 0.15%/yr vs 0.35%/yr for EUN1.DE.
Performance
CHDVD.SW vs. EUN1.DE - Performance Comparison
Loading charts...
Different Trading Currencies
CHDVD.SW is traded in CHF, while EUN1.DE is traded in EUR. To make them comparable, the EUN1.DE values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHDVD.SW achieves a 1.10% return, which is significantly lower than EUN1.DE's 5.77% return. Over the past 10 years, CHDVD.SW has outperformed EUN1.DE with an annualized return of 9.56%, while EUN1.DE has yielded a comparatively lower 7.18% annualized return.
CHDVD.SW
- 1D
- 0.86%
- 1M
- 0.63%
- YTD
- 1.10%
- 6M
- 4.21%
- 1Y
- 7.23%
- 3Y*
- 9.63%
- 5Y*
- 6.89%
- 10Y*
- 9.56%
EUN1.DE
- 1D
- 0.57%
- 1M
- 2.92%
- YTD
- 5.77%
- 6M
- 7.13%
- 1Y
- 13.47%
- 3Y*
- 9.91%
- 5Y*
- 7.23%
- 10Y*
- 7.18%
CHDVD.SW vs. EUN1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 1.10% | 18.82% | 8.79% | 9.62% | -10.54% | 23.80% | 4.19% | 34.20% | -4.51% | 16.19% |
EUN1.DE iShares STOXX Europe 50 UCITS ETF | 5.77% | 16.56% | 8.62% | 7.86% | -6.18% | 20.29% | -6.84% | 23.92% | -13.86% | 19.28% |
Correlation
The correlation between CHDVD.SW and EUN1.DE is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2014 | 0.77 |
The correlation between CHDVD.SW and EUN1.DE shifts across timeframes, from 0.62 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CHDVD.SW vs. EUN1.DE — Risk / Return Rank
CHDVD.SW
EUN1.DE
CHDVD.SW vs. EUN1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and iShares STOXX Europe 50 UCITS ETF (EUN1.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.
| CHDVD.SW | EUN1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.45 | -0.63 |
| Martin ratioReturn relative to average drawdown | 2.56 | 5.05 | -2.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| CHDVD.SW | EUN1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.05 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.47 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.43 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.08 | +0.48 |
Drawdowns
CHDVD.SW vs. EUN1.DE - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum EUN1.DE drawdown of -62.62%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and EUN1.DE.
Loading charts...
Drawdown Indicators
| CHDVD.SW | EUN1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -62.62% | +32.53% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -9.69% | +0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | -18.14% | +3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -19.39% | +2.31% |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | -32.96% | +2.87% |
Current DrawdownCurrent decline from peak | -4.02% | -1.09% | -2.93% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -25.84% | +21.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.79% | +0.23% |
Volatility
CHDVD.SW vs. EUN1.DE - Volatility Comparison
iShares Swiss Dividend ETF (CH) (CHDVD.SW) and iShares STOXX Europe 50 UCITS ETF (EUN1.DE) have volatilities of 3.95% and 4.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CHDVD.SW | EUN1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 4.04% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 10.74% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 13.44% | -1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 15.30% | -2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 16.48% | -1.86% |
CHDVD.SW vs. EUN1.DE - Expense Ratio Comparison
CHDVD.SW has a 0.15% expense ratio, which is lower than EUN1.DE's 0.35% expense ratio.
Dividends
CHDVD.SW vs. EUN1.DE - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, more than EUN1.DE's 2.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.23% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
EUN1.DE iShares STOXX Europe 50 UCITS ETF | 2.41% | 2.41% | 2.62% | 2.55% | 2.61% | 2.22% | 2.41% | 2.94% | 3.53% | 3.22% | 3.28% | 3.05% |
Frequently Asked Questions
CHDVD.SW and EUN1.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHDVD.SW is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHDVD.SW is cheaper with a 0.15% expense ratio, compared with 0.35% for EUN1.DE.
CHDVD.SW tracks SPI® Select Dividend 20 Index, while EUN1.DE tracks STOXX® Europe 50. Their fees differ too: 0.15% for CHDVD.SW and 0.35% for EUN1.DE.
Find the right allocation for CHDVD.SW and EUN1.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer