ESIF.DE vs. EUFN

Last updated Apr 1, 2026

Compare and contrast key facts about iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) and iShares MSCI Europe Financials ETF (EUFN).

ESIF.DE and EUFN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESIF.DE is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 18, 2020. EUFN is a passively managed fund by iShares that tracks the performance of the MSCI Europe Financials Index. It was launched on Jan 20, 2010. Both ESIF.DE and EUFN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

ESIF.DE vs. EUFN - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) and iShares MSCI Europe Financials ETF (EUFN). The values are adjusted to include any dividend payments, if applicable.

ESIF.DE vs. EUFN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ESIF.DE iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	-6.56%	47.69%	25.31%	21.61%	-2.88%	29.09%	3.24%
EUFN iShares MSCI Europe Financials ETF	-4.55%	46.06%	24.94%	22.36%	-3.13%	28.04%	2.38%

Different Trading Currencies

ESIF.DE is traded in EUR, while EUFN is traded in USD. To make them comparable, the EUFN values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ESIF.DE achieves a -6.56% return, which is significantly lower than EUFN's -4.55% return.

ESIF.DE

• 1D: 0.83%
• 1M: -7.96%
• YTD: -6.56%
• 6M: 3.04%
• 1Y: 18.23%
• 3Y*: 26.26%
• 5Y*: 18.20%
• 10Y*: —

EUFN

• 1D: 3.34%
• 1M: -5.51%
• YTD: -4.55%
• 6M: 4.46%
• 1Y: 19.15%
• 3Y*: 26.49%
• 5Y*: 18.06%
• 10Y*: 11.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ESIF.DE vs. EUFN - Expense Ratio Comparison

ESIF.DE has a 0.18% expense ratio, which is lower than EUFN's 0.48% expense ratio.

EUFN

iShares MSCI Europe Financials ETF

ESIF.DE

iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)

Return for Risk

ESIF.DE vs. EUFN — Risk / Return Rank

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

ESIF.DE

ESIF.DE Risk / Return Rank: 47
ESIF.DE Sharpe Ratio Rank: 51
ESIF.DE Sortino Ratio Rank: 48
ESIF.DE Omega Ratio Rank: 48
ESIF.DE Calmar Ratio Rank: 44
ESIF.DE Martin Ratio Rank: 43

EUFN

EUFN Risk / Return Rank: 70
EUFN Sharpe Ratio Rank: 73
EUFN Sortino Ratio Rank: 72
EUFN Omega Ratio Rank: 69
EUFN Calmar Ratio Rank: 71
EUFN Martin Ratio Rank: 65

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.

ESIF.DE vs. EUFN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) and iShares MSCI Europe Financials ETF (EUFN). 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.

	ESIF.DE	EUFN	Difference
Sharpe ratio Return per unit of total volatility	0.89	0.89	0.00
Sortino ratio Return per unit of downside risk	1.26	1.33	-0.07
Omega ratio Gain probability vs. loss probability	1.18	1.18	0.00
Calmar ratio Return relative to maximum drawdown	1.10	1.19	-0.09
Martin ratio Return relative to average drawdown	4.01	4.43	-0.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ESIF.DE vs. EUFN - Sharpe Ratio Comparison

The current ESIF.DE Sharpe Ratio is 0.89, which is comparable to the EUFN Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of ESIF.DE and EUFN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ESIF.DE	EUFN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.89	0.89	0.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.96	0.96	0.00
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.50	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.09	0.32	+0.77

Correlation

The correlation between ESIF.DE and EUFN is 0.80, 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.

Dividends

ESIF.DE vs. EUFN - Dividend Comparison

ESIF.DE has not paid dividends to shareholders, while EUFN's dividend yield for the trailing twelve months is around 3.80%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ESIF.DE iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
EUFN iShares MSCI Europe Financials ETF	3.80%	3.57%	5.36%	5.00%	4.24%	4.15%	1.38%	4.55%	6.48%	3.04%	4.03%	3.65%

Drawdowns

ESIF.DE vs. EUFN - Drawdown Comparison

The maximum ESIF.DE drawdown since its inception was -22.93%, smaller than the maximum EUFN drawdown of -46.82%. Use the drawdown chart below to compare losses from any high point for ESIF.DE and EUFN.

Drawdown Indicators

	ESIF.DE	EUFN	Difference
Max Drawdown Largest peak-to-trough decline	-22.93%	-53.25%	+30.32%
Max Drawdown (1Y) Largest decline over 1 year	-15.05%	-14.77%	-0.28%
Max Drawdown (5Y) Largest decline over 5 years	-22.93%	-35.15%	+12.22%
Max Drawdown (10Y) Largest decline over 10 years	—	-53.25%	—
Current Drawdown Current decline from peak	-10.04%	-10.30%	+0.26%
Average Drawdown Average peak-to-trough decline	-4.18%	-14.68%	+10.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.06%	4.22%	-0.16%

Volatility

ESIF.DE vs. EUFN - Volatility Comparison

The current volatility for iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) is 7.75%, while iShares MSCI Europe Financials ETF (EUFN) has a volatility of 8.59%. This indicates that ESIF.DE experiences smaller price fluctuations and is considered to be less risky than EUFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ESIF.DE	EUFN	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.75%	8.59%	-0.84%
Volatility (6M) Calculated over the trailing 6-month period	12.59%	13.32%	-0.73%
Volatility (1Y) Calculated over the trailing 1-year period	20.41%	21.65%	-1.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.67%	18.89%	-0.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.69%	23.05%	-4.36%