EUFN vs. SC0U.DE

Last updated Apr 1, 2026

Compare and contrast key facts about iShares MSCI Europe Financials ETF (EUFN) and Invesco European Banks Sector UCITS ETF (SC0U.DE).

EUFN and SC0U.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SC0U.DE is a passively managed fund by Invesco that tracks the performance of the STOXX® Europe 600 Optimised Banks. It was launched on Jul 7, 2009. Both EUFN and SC0U.DE 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

EUFN vs. SC0U.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Europe Financials ETF (EUFN) and Invesco European Banks Sector UCITS ETF (SC0U.DE). The values are adjusted to include any dividend payments, if applicable.

EUFN vs. SC0U.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EUFN iShares MSCI Europe Financials ETF	-6.04%	65.73%	17.20%	26.15%	-8.78%	19.13%	-8.55%	20.73%	-23.14%	26.94%
SC0U.DE Invesco European Banks Sector UCITS ETF	-9.20%	103.17%	24.91%	29.91%	-5.58%	26.85%	-15.06%	13.05%	-30.22%	26.60%

Different Trading Currencies

EUFN is traded in USD, while SC0U.DE is traded in EUR. To make them comparable, the SC0U.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, EUFN achieves a -6.04% return, which is significantly higher than SC0U.DE's -9.20% return. Over the past 10 years, EUFN has underperformed SC0U.DE with an annualized return of 11.63%, while SC0U.DE has yielded a comparatively higher 12.99% annualized return.

EUFN

• 1D: 4.25%
• 1M: -7.58%
• YTD: -6.04%
• 6M: 2.94%
• 1Y: 27.35%
• 3Y*: 29.23%
• 5Y*: 17.62%
• 10Y*: 11.63%

SC0U.DE

• 1D: 1.92%
• 1M: -12.29%
• YTD: -9.20%
• 6M: 4.75%
• 1Y: 41.96%
• 3Y*: 41.24%
• 5Y*: 25.74%
• 10Y*: 12.99%

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

EUFN vs. SC0U.DE - Expense Ratio Comparison

EUFN has a 0.48% expense ratio, which is higher than SC0U.DE's 0.20% expense ratio.

EUFN

iShares MSCI Europe Financials ETF

SC0U.DE

Invesco European Banks Sector UCITS ETF

Return for Risk

EUFN vs. SC0U.DE — Risk / Return Rank

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

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

SC0U.DE

SC0U.DE Risk / Return Rank: 68
SC0U.DE Sharpe Ratio Rank: 73
SC0U.DE Sortino Ratio Rank: 68
SC0U.DE Omega Ratio Rank: 65
SC0U.DE Calmar Ratio Rank: 71
SC0U.DE Martin Ratio Rank: 60

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.

EUFN vs. SC0U.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials ETF (EUFN) and Invesco European Banks Sector UCITS ETF (SC0U.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.

	EUFN	SC0U.DE	Difference
Sharpe ratio Return per unit of total volatility	1.24	1.59	-0.35
Sortino ratio Return per unit of downside risk	1.76	2.04	-0.28
Omega ratio Gain probability vs. loss probability	1.24	1.28	-0.04
Calmar ratio Return relative to maximum drawdown	1.74	2.17	-0.43
Martin ratio Return relative to average drawdown	6.10	7.36	-1.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EUFN vs. SC0U.DE - Sharpe Ratio Comparison

The current EUFN Sharpe Ratio is 1.24, which is comparable to the SC0U.DE Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of EUFN and SC0U.DE, 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

	EUFN	SC0U.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.24	1.59	-0.35
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.82	0.97	-0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	0.47	+0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	0.17	+0.08

Correlation

The correlation between EUFN and SC0U.DE is 0.82, 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

EUFN vs. SC0U.DE - Dividend Comparison

EUFN's dividend yield for the trailing twelve months is around 3.80%, while SC0U.DE has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SC0U.DE Invesco European Banks Sector UCITS ETF	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

EUFN vs. SC0U.DE - Drawdown Comparison

The maximum EUFN drawdown since its inception was -53.25%, smaller than the maximum SC0U.DE drawdown of -67.49%. Use the drawdown chart below to compare losses from any high point for EUFN and SC0U.DE.

Drawdown Indicators

	EUFN	SC0U.DE	Difference
Max Drawdown Largest peak-to-trough decline	-53.25%	-60.69%	+7.44%
Max Drawdown (1Y) Largest decline over 1 year	-14.77%	-16.75%	+1.98%
Max Drawdown (5Y) Largest decline over 5 years	-35.15%	-29.85%	-5.30%
Max Drawdown (10Y) Largest decline over 10 years	-53.25%	-56.61%	+3.36%
Current Drawdown Current decline from peak	-10.30%	-14.61%	+4.31%
Average Drawdown Average peak-to-trough decline	-14.68%	-20.56%	+5.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.22%	5.13%	-0.91%

Volatility

EUFN vs. SC0U.DE - Volatility Comparison

iShares MSCI Europe Financials ETF (EUFN) and Invesco European Banks Sector UCITS ETF (SC0U.DE) have volatilities of 9.84% and 10.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EUFN	SC0U.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.84%	10.23%	-0.39%
Volatility (6M) Calculated over the trailing 6-month period	14.70%	17.57%	-2.87%
Volatility (1Y) Calculated over the trailing 1-year period	22.21%	26.31%	-4.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.57%	26.11%	-4.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.53%	27.51%	-2.98%