ESIF.DE vs. EUNA.DE
ESIF.DE (iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - ESIF.DE is a Financials Equities fund tracking the MSCI World/Financials NR USD, 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, ESIF.DE returned 19.48%/yr vs -1.29%/yr for EUNA.DE. At a 0.03 correlation, their price movements are largely independent. ESIF.DE charges 0.18%/yr vs 0.10%/yr for EUNA.DE.
Performance
ESIF.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIF.DE achieves a 3.87% return, which is significantly higher than EUNA.DE's -0.46% return.
ESIF.DE
- 1D
- 0.61%
- 1M
- 3.50%
- YTD
- 3.87%
- 6M
- 10.14%
- 1Y
- 22.51%
- 3Y*
- 28.94%
- 5Y*
- 19.48%
- 10Y*
- —
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
ESIF.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ESIF.DE iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) | 3.87% | 47.69% | 25.31% | 21.61% | -2.88% | 29.09% | 3.24% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.36% | -13.52% | -2.37% | 0.16% |
Correlation
The correlation between ESIF.DE and EUNA.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2020 | 0.03 |
Over the past year, ESIF.DE and EUNA.DE have become more correlated (0.36) than their long-term average of 0.03, meaning their price movements have been converging.
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Return for Risk
ESIF.DE vs. EUNA.DE — Risk / Return Rank
ESIF.DE
EUNA.DE
ESIF.DE vs. EUNA.DE - 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 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.
| ESIF.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.06 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 0.43 | +1.39 |
| Martin ratioReturn relative to average drawdown | 6.04 | 1.18 | +4.86 |
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
| ESIF.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.34 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | -0.28 | +1.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | -0.05 | +1.22 |
Drawdowns
ESIF.DE vs. EUNA.DE - Drawdown Comparison
The maximum ESIF.DE drawdown since its inception was -22.93%, 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 ESIF.DE and EUNA.DE.
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Drawdown Indicators
| ESIF.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.93% | -17.79% | -5.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -2.75% | -9.63% |
Max Drawdown (3Y)Largest decline over 3 years | -17.10% | -4.02% | -13.08% |
Max Drawdown (5Y)Largest decline over 5 years | -22.93% | -17.03% | -5.90% |
Current DrawdownCurrent decline from peak | -2.65% | -8.66% | +6.01% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -6.76% | +2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 0.99% | +2.73% |
Volatility
ESIF.DE vs. EUNA.DE - Volatility Comparison
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) has a higher volatility of 5.37% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that ESIF.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
| ESIF.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 1.35% | +4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | 2.82% | +11.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 3.46% | +14.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 4.64% | +14.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 4.27% | +14.57% |
ESIF.DE vs. EUNA.DE - Expense Ratio Comparison
ESIF.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
ESIF.DE vs. EUNA.DE - Dividend Comparison
Neither ESIF.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
ESIF.DE and EUNA.DE have a correlation of 0.36, 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 ESIF.DE.
ESIF.DE is categorized as Financials Equities, while EUNA.DE is Global Bonds. ESIF.DE tracks MSCI World/Financials NR USD, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.18% for ESIF.DE and 0.10% for EUNA.DE.
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