PortfoliosLab logoPortfoliosLab logo
EDEN vs. IEI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EDEN vs. IEI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Denmark ETF (EDEN) and iShares 3-7 Year Treasury Bond ETF (IEI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EDEN achieves a -3.05% return, which is significantly lower than IEI's -0.30% return. Over the past 10 years, EDEN has outperformed IEI with an annualized return of 9.22%, while IEI has yielded a comparatively lower 1.24% annualized return.


EDEN

1D
-0.01%
1M
-1.61%
YTD
-3.05%
6M
-2.55%
1Y
-6.97%
3Y*
2.87%
5Y*
2.08%
10Y*
9.22%

IEI

1D
-0.12%
1M
-0.00%
YTD
-0.30%
6M
-0.00%
1Y
2.97%
3Y*
3.77%
5Y*
0.21%
10Y*
1.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EDEN vs. IEI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EDEN
iShares MSCI Denmark ETF
-3.05%10.58%-3.94%17.99%-11.47%14.81%42.56%24.37%-14.43%35.39%
IEI
iShares 3-7 Year Treasury Bond ETF
-0.30%6.96%1.81%4.42%-9.51%-2.54%6.95%5.71%1.36%1.22%

Correlation

The correlation between EDEN and IEI is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.25

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2012

-0.03

The correlation between EDEN and IEI shifts across timeframes, from -0.03 (all time) to 0.25 (1 year), 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

EDEN vs. IEI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EDEN
EDEN Risk / Return Rank: 66
Overall Rank
EDEN Sharpe Ratio Rank: 66
Sharpe Ratio Rank
EDEN Sortino Ratio Rank: 66
Sortino Ratio Rank
EDEN Omega Ratio Rank: 66
Omega Ratio Rank
EDEN Calmar Ratio Rank: 77
Calmar Ratio Rank
EDEN Martin Ratio Rank: 66
Martin Ratio Rank

IEI
IEI Risk / Return Rank: 2929
Overall Rank
IEI Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
IEI Sortino Ratio Rank: 3232
Sortino Ratio Rank
IEI Omega Ratio Rank: 2929
Omega Ratio Rank
IEI Calmar Ratio Rank: 2828
Calmar Ratio Rank
IEI Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EDEN vs. IEI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Denmark ETF (EDEN) and iShares 3-7 Year Treasury Bond ETF (IEI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EDENIEIDifference
Sharpe ratioReturn per unit of total volatility

-1.33

Sortino ratioReturn per unit of downside risk

-1.85

Omega ratioGain probability vs. loss probability

0.96

1.17

-0.22

Calmar ratioReturn relative to maximum drawdown

-0.33

1.19

-1.52

Martin ratioReturn relative to average drawdown

-0.72

3.35

-4.07

EDEN vs. IEI - Sharpe Ratio Comparison

The current EDEN Sharpe Ratio is -0.34, which is lower than the IEI Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of EDEN and IEI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

EDEN vs. IEI - Drawdown Comparison

The maximum EDEN drawdown since its inception was -36.61%, which is greater than IEI's maximum drawdown of -14.60%. Use the drawdown chart below to compare losses from any high point for EDEN and IEI.


Loading charts...

Drawdown Indicators


EDENIEIDifference

Max Drawdown

Largest peak-to-trough decline

-36.61%

-14.60%

-22.01%

Max Drawdown (1Y)

Largest decline over 1 year

-21.17%

-2.50%

-18.67%

Max Drawdown (3Y)

Largest decline over 3 years

-29.31%

-3.66%

-25.65%

Max Drawdown (5Y)

Largest decline over 5 years

-36.61%

-13.88%

-22.73%

Max Drawdown (10Y)

Largest decline over 10 years

-36.61%

-14.60%

-22.01%

Current Drawdown

Current decline from peak

-13.55%

-1.74%

-11.81%

Average Drawdown

Average peak-to-trough decline

-7.37%

-2.67%

-4.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.27%

0.89%

+9.38%

Volatility

EDEN vs. IEI - Volatility Comparison

iShares MSCI Denmark ETF (EDEN) has a higher volatility of 4.93% compared to iShares 3-7 Year Treasury Bond ETF (IEI) at 0.98%. This indicates that EDEN's price experiences larger fluctuations and is considered to be riskier than IEI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


EDENIEIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.93%

0.98%

+3.95%

Volatility (6M)

Calculated over the trailing 6-month period

15.72%

2.18%

+13.54%

Volatility (1Y)

Calculated over the trailing 1-year period

20.90%

3.00%

+17.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.25%

4.78%

+15.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.41%

3.93%

+15.48%

EDEN vs. IEI - Expense Ratio Comparison

EDEN has a 0.53% expense ratio, which is higher than IEI's 0.15% expense ratio.


Dividends

EDEN vs. IEI - Dividend Comparison

EDEN's dividend yield for the trailing twelve months is around 2.87%, less than IEI's 3.64% yield.


PositionTTM20252024202320222021202020192018201720162015
EDEN
iShares MSCI Denmark ETF
2.87%2.79%1.50%1.92%1.47%0.74%0.42%2.36%2.01%2.03%1.28%1.46%
IEI
iShares 3-7 Year Treasury Bond ETF
3.64%3.48%3.18%2.36%1.37%0.73%1.12%2.01%1.95%1.51%1.33%1.39%

Frequently Asked Questions


EDEN and IEI have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EDEN has higher volatility (4.93%) compared to IEI (0.98%). In terms of maximum drawdown, EDEN dropped -36.61% vs IEI's -14.60%.

On 10-year performance, EDEN leads with 9.22% vs 1.24% for IEI. On fees, IEI is cheaper at 0.15% per year. On volatility, IEI has been the lower-risk option at 0.98%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, EDEN has performed better with a 9.22% return vs 1.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IEI is cheaper with a 0.15% expense ratio, compared with 0.53% for EDEN.

IEI has the higher dividend yield at 3.64%, compared with 2.87% for EDEN.

EDEN is categorized as Europe Equities, while IEI is Government Bonds. EDEN tracks MSCI Denmark IMI 25/50 Index, while IEI tracks ICE U.S. Treasury 3-7 Year Bond Index. Their fees differ too: 0.53% for EDEN and 0.15% for IEI.

IEI currently has the higher Sharpe Ratio (1.00 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for EDEN and IEI

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