PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
EUN0.DE vs. CEMS.DE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EUN0.DE and CEMS.DE is 0.84, 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.


-0.50.00.51.00.8

Performance

EUN0.DE vs. CEMS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Edge MSCI Europe Minimum Volatility UCITS ETF (EUN0.DE) and iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE). The values are adjusted to include any dividend payments, if applicable.

-8.00%-6.00%-4.00%-2.00%0.00%2.00%4.00%SeptemberOctoberNovemberDecember2025February
-0.80%
4.02%
EUN0.DE
CEMS.DE

Key characteristics

Sharpe Ratio

EUN0.DE:

2.28

CEMS.DE:

2.07

Sortino Ratio

EUN0.DE:

3.15

CEMS.DE:

2.75

Omega Ratio

EUN0.DE:

1.41

CEMS.DE:

1.37

Calmar Ratio

EUN0.DE:

4.01

CEMS.DE:

2.74

Martin Ratio

EUN0.DE:

11.41

CEMS.DE:

9.54

Ulcer Index

EUN0.DE:

1.60%

CEMS.DE:

2.45%

Daily Std Dev

EUN0.DE:

7.98%

CEMS.DE:

11.33%

Max Drawdown

EUN0.DE:

-30.68%

CEMS.DE:

-40.20%

Current Drawdown

EUN0.DE:

0.00%

CEMS.DE:

0.00%

Returns By Period

In the year-to-date period, EUN0.DE achieves a 6.77% return, which is significantly lower than CEMS.DE's 10.21% return. Both investments have delivered pretty close results over the past 10 years, with EUN0.DE having a 5.68% annualized return and CEMS.DE not far behind at 5.52%.


EUN0.DE

YTD

6.77%

1M

3.58%

6M

6.39%

1Y

16.29%

5Y*

4.87%

10Y*

5.68%

CEMS.DE

YTD

10.21%

1M

5.60%

6M

11.56%

1Y

21.51%

5Y*

8.71%

10Y*

5.52%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


EUN0.DE vs. CEMS.DE - Expense Ratio Comparison

Both EUN0.DE and CEMS.DE have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


EUN0.DE
iShares Edge MSCI Europe Minimum Volatility UCITS ETF
Expense ratio chart for EUN0.DE: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%
Expense ratio chart for CEMS.DE: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%

Risk-Adjusted Performance

EUN0.DE vs. CEMS.DE — Risk-Adjusted Performance Rank

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

EUN0.DE
The Risk-Adjusted Performance Rank of EUN0.DE is 8787
Overall Rank
The Sharpe Ratio Rank of EUN0.DE is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of EUN0.DE is 8888
Sortino Ratio Rank
The Omega Ratio Rank of EUN0.DE is 8686
Omega Ratio Rank
The Calmar Ratio Rank of EUN0.DE is 9191
Calmar Ratio Rank
The Martin Ratio Rank of EUN0.DE is 8080
Martin Ratio Rank

CEMS.DE
The Risk-Adjusted Performance Rank of CEMS.DE is 7979
Overall Rank
The Sharpe Ratio Rank of CEMS.DE is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of CEMS.DE is 8181
Sortino Ratio Rank
The Omega Ratio Rank of CEMS.DE is 8282
Omega Ratio Rank
The Calmar Ratio Rank of CEMS.DE is 7777
Calmar Ratio Rank
The Martin Ratio Rank of CEMS.DE is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EUN0.DE vs. CEMS.DE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Europe Minimum Volatility UCITS ETF (EUN0.DE) and iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.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.


Sharpe ratio
The chart of Sharpe ratio for EUN0.DE, currently valued at 1.44, compared to the broader market0.002.004.001.441.42
The chart of Sortino ratio for EUN0.DE, currently valued at 1.99, compared to the broader market-2.000.002.004.006.008.0010.0012.001.991.96
The chart of Omega ratio for EUN0.DE, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.001.241.24
The chart of Calmar ratio for EUN0.DE, currently valued at 1.41, compared to the broader market0.005.0010.0015.001.411.90
The chart of Martin ratio for EUN0.DE, currently valued at 3.56, compared to the broader market0.0020.0040.0060.0080.00100.003.564.19
EUN0.DE
CEMS.DE

The current EUN0.DE Sharpe Ratio is 2.28, which is comparable to the CEMS.DE Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of EUN0.DE and CEMS.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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.44
1.42
EUN0.DE
CEMS.DE

Dividends

EUN0.DE vs. CEMS.DE - Dividend Comparison

Neither EUN0.DE nor CEMS.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

EUN0.DE vs. CEMS.DE - Drawdown Comparison

The maximum EUN0.DE drawdown since its inception was -30.68%, smaller than the maximum CEMS.DE drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for EUN0.DE and CEMS.DE. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.74%
-0.39%
EUN0.DE
CEMS.DE

Volatility

EUN0.DE vs. CEMS.DE - Volatility Comparison

The current volatility for iShares Edge MSCI Europe Minimum Volatility UCITS ETF (EUN0.DE) is 2.37%, while iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) has a volatility of 3.43%. This indicates that EUN0.DE experiences smaller price fluctuations and is considered to be less risky than CEMS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%SeptemberOctoberNovemberDecember2025February
2.37%
3.43%
EUN0.DE
CEMS.DE
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab