EUN4.DE vs. ISPA.DE
EUN4.DE (iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - EUN4.DE is a Total Bond Market fund tracking the Bloomberg MSCI Euro Aggregate Sustainable and Green Bond SRI Index, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, EUN4.DE returned -0.27%/yr vs 8.88%/yr for ISPA.DE. At a 0.02 correlation, their price movements are largely independent. EUN4.DE charges 0.16%/yr vs 0.46%/yr for ISPA.DE.
Performance
EUN4.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EUN4.DE achieves a 0.84% return, which is significantly lower than ISPA.DE's 14.66% return. Over the past 10 years, EUN4.DE has underperformed ISPA.DE with an annualized return of -0.27%, while ISPA.DE has yielded a comparatively higher 8.88% annualized return.
EUN4.DE
- 1D
- -0.16%
- 1M
- 0.73%
- 6M
- 1.11%
- YTD
- 0.84%
- 1Y
- 1.04%
- 3Y*
- 3.14%
- 5Y*
- -1.71%
- 10Y*
- -0.27%
ISPA.DE
- 1D
- 0.47%
- 1M
- 1.53%
- 6M
- 13.66%
- YTD
- 14.66%
- 1Y
- 28.82%
- 3Y*
- 18.87%
- 5Y*
- 10.92%
- 10Y*
- 8.88%
EUN4.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUN4.DE iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Dist) | 0.84% | 1.17% | 2.19% | 6.63% | -16.91% | -2.91% | 3.84% | 5.77% | 0.29% | 0.21% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.66% | 19.72% | 12.97% | 4.78% | -1.91% | 22.80% | -9.12% | 24.23% | -6.97% | 2.97% |
Correlation
The correlation between EUN4.DE and ISPA.DE is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.02 |
Over the past year, EUN4.DE and ISPA.DE have become more correlated (0.27) than their long-term average of 0.02, meaning their price movements have been converging.
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Return for Risk
EUN4.DE vs. ISPA.DE — Risk / Return Rank
EUN4.DE
ISPA.DE
EUN4.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Dist) (EUN4.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EUN4.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.95 | ||
| Sortino ratioReturn per unit of downside risk | -4.07 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.59 | -0.54 |
| Calmar ratioReturn relative to maximum drawdown | 0.32 | 7.87 | -7.55 |
| Martin ratioReturn relative to average drawdown | 0.85 | 28.42 | -27.57 |
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Drawdowns
EUN4.DE vs. ISPA.DE - Drawdown Comparison
The maximum EUN4.DE drawdown since its inception was -20.44%, smaller than the maximum ISPA.DE drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for EUN4.DE and ISPA.DE.
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Drawdown Indicators
| EUN4.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.44% | -38.90% | +18.46% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -3.64% | +0.42% |
Max Drawdown (3Y)Largest decline over 3 years | -3.33% | -15.09% | +11.76% |
Max Drawdown (5Y)Largest decline over 5 years | -19.80% | -15.09% | -4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -20.44% | -38.90% | +18.46% |
Current DrawdownCurrent decline from peak | -10.50% | -0.29% | -10.21% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -4.53% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.21% | 1.01% | +0.20% |
Volatility
EUN4.DE vs. ISPA.DE - Volatility Comparison
The current volatility for iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Dist) (EUN4.DE) is 0.80%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.36%. This indicates that EUN4.DE experiences smaller price fluctuations and is considered to be less risky than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUN4.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.80% | 2.36% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 3.31% | 6.87% | -3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.89% | 8.95% | -5.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 11.97% | -6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 14.65% | -10.03% |
EUN4.DE vs. ISPA.DE - Expense Ratio Comparison
EUN4.DE has a 0.16% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
EUN4.DE vs. ISPA.DE - Dividend Comparison
EUN4.DE's dividend yield for the trailing twelve months is around 2.46%, less than ISPA.DE's 3.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUN4.DE iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Dist) | 2.46% | 2.34% | 1.93% | 1.15% | 0.62% | 0.47% | 0.62% | 0.89% | 1.04% | 1.15% | 1.32% | 0.74% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.71% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
EUN4.DE and ISPA.DE have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EUN4.DE is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EUN4.DE is cheaper with a 0.16% expense ratio, compared with 0.46% for ISPA.DE.
EUN4.DE is categorized as Total Bond Market, while ISPA.DE is Global Equities. EUN4.DE tracks Bloomberg MSCI Euro Aggregate Sustainable and Green Bond SRI Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.16% for EUN4.DE and 0.46% for ISPA.DE.
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