ESIC.DE vs. EUNA.DE
ESIC.DE (iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - ESIC.DE is a Consumer Discretionary Equities fund tracking the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, 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, ESIC.DE returned -1.66%/yr vs -1.29%/yr for EUNA.DE. At a 0.15 correlation, their price movements are largely independent. ESIC.DE charges 0.18%/yr vs 0.10%/yr for EUNA.DE.
Performance
ESIC.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIC.DE achieves a -10.78% return, which is significantly lower than EUNA.DE's -0.46% return.
ESIC.DE
- 1D
- 0.68%
- 1M
- 2.63%
- YTD
- -10.78%
- 6M
- -10.78%
- 1Y
- -5.07%
- 3Y*
- -2.86%
- 5Y*
- -1.66%
- 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*
- —
ESIC.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ESIC.DE iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc) | -10.78% | 2.15% | 3.33% | 15.39% | -16.17% | 22.22% | 6.48% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.36% | -13.52% | -2.37% | 0.31% |
Correlation
The correlation between ESIC.DE and EUNA.DE is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2020 | 0.15 |
Over the past year, ESIC.DE and EUNA.DE have become more correlated (0.41) than their long-term average of 0.15, meaning their price movements have been converging.
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Return for Risk
ESIC.DE vs. EUNA.DE — Risk / Return Rank
ESIC.DE
EUNA.DE
ESIC.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc) (ESIC.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.
| ESIC.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.06 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 0.43 | -0.70 |
| Martin ratioReturn relative to average drawdown | -0.64 | 1.18 | -1.83 |
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
| ESIC.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | 0.34 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | -0.28 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | -0.05 | +0.20 |
Drawdowns
ESIC.DE vs. EUNA.DE - Drawdown Comparison
The maximum ESIC.DE drawdown since its inception was -29.95%, 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 ESIC.DE and EUNA.DE.
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Drawdown Indicators
| ESIC.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.95% | -17.79% | -12.16% |
Max Drawdown (1Y)Largest decline over 1 year | -20.53% | -2.75% | -17.78% |
Max Drawdown (3Y)Largest decline over 3 years | -26.54% | -4.02% | -22.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.95% | -17.03% | -12.92% |
Current DrawdownCurrent decline from peak | -18.75% | -8.66% | -10.09% |
Average DrawdownAverage peak-to-trough decline | -10.27% | -6.76% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.77% | 0.99% | +7.78% |
Volatility
ESIC.DE vs. EUNA.DE - Volatility Comparison
iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc) (ESIC.DE) has a higher volatility of 5.70% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that ESIC.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
| ESIC.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 1.35% | +4.35% |
Volatility (6M)Calculated over the trailing 6-month period | 15.38% | 2.82% | +12.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.25% | 3.46% | +15.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.99% | 4.64% | +16.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.54% | 4.27% | +16.27% |
ESIC.DE vs. EUNA.DE - Expense Ratio Comparison
ESIC.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
ESIC.DE vs. EUNA.DE - Dividend Comparison
Neither ESIC.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
ESIC.DE and EUNA.DE have a correlation of 0.41, 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 ESIC.DE.
ESIC.DE is categorized as Consumer Discretionary Equities, while EUNA.DE is Global Bonds. ESIC.DE tracks Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.18% for ESIC.DE and 0.10% for EUNA.DE.
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