Correlation
The correlation between EUEA.AS and IMAE.AS is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
EUEA.AS vs. IMAE.AS
Compare and contrast key facts about iShares EURO STOXX 50 UCITS ETF (EUEA.AS) and iShares Core MSCI Europe UCITS ETF EUR (Acc) (IMAE.AS).
EUEA.AS and IMAE.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUEA.AS is a passively managed fund by iShares that tracks the performance of the MSCI EMU NR EUR. It was launched on Apr 3, 2000. IMAE.AS is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Sep 25, 2009. Both EUEA.AS and IMAE.AS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EUEA.AS or IMAE.AS.
Performance
EUEA.AS vs. IMAE.AS - Performance Comparison
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Key characteristics
EUEA.AS:
0.43
IMAE.AS:
0.60
EUEA.AS:
0.75
IMAE.AS:
0.85
EUEA.AS:
1.10
IMAE.AS:
1.12
EUEA.AS:
0.52
IMAE.AS:
0.54
EUEA.AS:
1.78
IMAE.AS:
2.37
EUEA.AS:
4.77%
IMAE.AS:
3.77%
EUEA.AS:
17.89%
IMAE.AS:
15.15%
EUEA.AS:
-61.19%
IMAE.AS:
-35.60%
EUEA.AS:
-2.10%
IMAE.AS:
-1.19%
Returns By Period
The year-to-date returns for both stocks are quite close, with EUEA.AS having a 10.91% return and IMAE.AS slightly lower at 10.37%. Over the past 10 years, EUEA.AS has outperformed IMAE.AS with an annualized return of 7.09%, while IMAE.AS has yielded a comparatively lower 6.17% annualized return.
EUEA.AS
10.91%
4.45%
12.91%
7.78%
14.67%
14.67%
7.09%
IMAE.AS
10.37%
4.86%
9.85%
9.20%
10.58%
12.72%
6.17%
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EUEA.AS vs. IMAE.AS - Expense Ratio Comparison
EUEA.AS has a 0.10% expense ratio, which is lower than IMAE.AS's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EUEA.AS vs. IMAE.AS — Risk-Adjusted Performance Rank
EUEA.AS
IMAE.AS
EUEA.AS vs. IMAE.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX 50 UCITS ETF (EUEA.AS) and iShares Core MSCI Europe UCITS ETF EUR (Acc) (IMAE.AS). 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.
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Dividends
EUEA.AS vs. IMAE.AS - Dividend Comparison
Neither EUEA.AS nor IMAE.AS has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUEA.AS iShares EURO STOXX 50 UCITS ETF | 0.00% | 1.49% | 3.03% | 2.94% | 2.06% | 2.17% | 3.09% | 3.66% | 2.84% | 3.39% | 2.96% | 2.86% |
IMAE.AS iShares Core MSCI Europe 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% |
Drawdowns
EUEA.AS vs. IMAE.AS - Drawdown Comparison
The maximum EUEA.AS drawdown since its inception was -61.19%, which is greater than IMAE.AS's maximum drawdown of -35.60%. Use the drawdown chart below to compare losses from any high point for EUEA.AS and IMAE.AS.
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Volatility
EUEA.AS vs. IMAE.AS - Volatility Comparison
iShares EURO STOXX 50 UCITS ETF (EUEA.AS) has a higher volatility of 4.48% compared to iShares Core MSCI Europe UCITS ETF EUR (Acc) (IMAE.AS) at 3.14%. This indicates that EUEA.AS's price experiences larger fluctuations and is considered to be riskier than IMAE.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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