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EUN1.DE vs. VPU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUN1.DE vs. VPU - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 50 UCITS ETF (EUN1.DE) and Vanguard Utilities ETF (VPU). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

EUN1.DE is traded in EUR, while VPU is traded in USD. To make them comparable, the VPU values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EUN1.DE achieves a 7.28% return, which is significantly higher than VPU's 4.57% return. Over the past 10 years, EUN1.DE has outperformed VPU with an annualized return of 9.16%, while VPU has yielded a comparatively lower 8.58% annualized return.


EUN1.DE

1D
0.78%
1M
2.62%
YTD
7.28%
6M
9.74%
1Y
15.85%
3Y*
12.02%
5Y*
11.08%
10Y*
9.16%

VPU

1D
-1.99%
1M
-0.53%
YTD
4.57%
6M
4.03%
1Y
9.33%
3Y*
10.13%
5Y*
10.10%
10Y*
8.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUN1.DE vs. VPU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EUN1.DE
iShares STOXX Europe 50 UCITS ETF
7.28%17.86%7.29%14.83%-1.88%26.01%-6.66%28.44%-10.45%9.14%
VPU
Vanguard Utilities ETF
4.57%2.64%31.16%-10.22%7.33%26.18%-8.92%27.72%9.28%-1.38%

Correlation

The correlation between EUN1.DE and VPU is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.17

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Aug 31, 2007

0.25

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Return for Risk

EUN1.DE vs. VPU — Risk / Return Rank

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

EUN1.DE
EUN1.DE Risk / Return Rank: 3535
Overall Rank
EUN1.DE Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
EUN1.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
EUN1.DE Omega Ratio Rank: 3535
Omega Ratio Rank
EUN1.DE Calmar Ratio Rank: 3535
Calmar Ratio Rank
EUN1.DE Martin Ratio Rank: 3838
Martin Ratio Rank

VPU
VPU Risk / Return Rank: 2323
Overall Rank
VPU Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
VPU Sortino Ratio Rank: 2222
Sortino Ratio Rank
VPU Omega Ratio Rank: 2222
Omega Ratio Rank
VPU Calmar Ratio Rank: 2727
Calmar Ratio Rank
VPU Martin Ratio Rank: 2222
Martin Ratio Rank
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.

EUN1.DE vs. VPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 50 UCITS ETF (EUN1.DE) and Vanguard Utilities ETF (VPU). 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.


EUN1.DEVPUDifference
Sharpe ratioReturn per unit of total volatility

+0.59

Sortino ratioReturn per unit of downside risk

+0.88

Omega ratioGain probability vs. loss probability

1.23

1.12

+0.11

Calmar ratioReturn relative to maximum drawdown

1.69

1.03

+0.66

Martin ratioReturn relative to average drawdown

5.92

2.13

+3.79

EUN1.DE vs. VPU - Sharpe Ratio Comparison

The current EUN1.DE Sharpe Ratio is 1.21, which is higher than the VPU Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of EUN1.DE and VPU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EUN1.DEVPUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

0.62

+0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.58

+0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.43

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.48

-0.32

Drawdowns

EUN1.DE vs. VPU - Drawdown Comparison

The maximum EUN1.DE drawdown since its inception was -62.27%, which is greater than VPU's maximum drawdown of -37.69%. Use the drawdown chart below to compare losses from any high point for EUN1.DE and VPU.


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Drawdown Indicators


EUN1.DEVPUDifference

Max Drawdown

Largest peak-to-trough decline

-62.27%

-37.69%

-24.58%

Max Drawdown (1Y)

Largest decline over 1 year

-9.61%

-9.12%

-0.49%

Max Drawdown (3Y)

Largest decline over 3 years

-17.40%

-14.81%

-2.59%

Max Drawdown (5Y)

Largest decline over 5 years

-17.40%

-28.10%

+10.70%

Max Drawdown (10Y)

Largest decline over 10 years

-32.50%

-36.04%

+3.54%

Current Drawdown

Current decline from peak

-1.72%

-7.00%

+5.28%

Average Drawdown

Average peak-to-trough decline

-20.89%

-9.44%

-11.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.75%

4.39%

-1.64%

Volatility

EUN1.DE vs. VPU - Volatility Comparison

The current volatility for iShares STOXX Europe 50 UCITS ETF (EUN1.DE) is 4.21%, while Vanguard Utilities ETF (VPU) has a volatility of 5.85%. This indicates that EUN1.DE experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EUN1.DEVPUDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.21%

5.85%

-1.64%

Volatility (6M)

Calculated over the trailing 6-month period

11.00%

11.83%

-0.83%

Volatility (1Y)

Calculated over the trailing 1-year period

13.43%

15.11%

-1.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.00%

17.37%

-3.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.26%

19.83%

-4.57%

EUN1.DE vs. VPU - Expense Ratio Comparison

EUN1.DE has a 0.35% expense ratio, which is higher than VPU's 0.09% expense ratio.


Dividends

EUN1.DE vs. VPU - Dividend Comparison

EUN1.DE's dividend yield for the trailing twelve months is around 2.41%, less than VPU's 2.70% yield.


PositionTTM20252024202320222021202020192018201720162015
EUN1.DE
iShares STOXX Europe 50 UCITS ETF
2.41%2.41%2.62%2.55%2.61%2.22%2.41%2.94%3.53%3.22%3.28%3.05%
VPU
Vanguard Utilities ETF
2.70%2.73%3.02%3.49%2.98%2.70%3.17%2.83%3.23%3.18%3.19%3.63%

Frequently Asked Questions


EUN1.DE and VPU have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VPU is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VPU is cheaper with a 0.09% expense ratio, compared with 0.35% for EUN1.DE.

EUN1.DE is categorized as Europe Equities, while VPU is Utilities Equities. EUN1.DE tracks STOXX® Europe 50, while VPU tracks MSCI US Investable Market Utilities 25/50 Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.35% for EUN1.DE and 0.09% for VPU.

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