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EUN5.DE vs. XD5E.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUN5.DE vs. XD5E.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Core EUR Corporate Bond UCITS ETF (Dist) (EUN5.DE) and Xtrackers MSCI EMU UCITS ETF 1D (XD5E.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EUN5.DE achieves a 0.53% return, which is significantly lower than XD5E.DE's 8.92% return. Over the past 10 years, EUN5.DE has underperformed XD5E.DE with an annualized return of 1.02%, while XD5E.DE has yielded a comparatively higher 10.03% annualized return.


EUN5.DE

1D
0.05%
1M
0.36%
YTD
0.53%
6M
0.49%
1Y
2.22%
3Y*
4.59%
5Y*
0.06%
10Y*
1.02%

XD5E.DE

1D
0.52%
1M
1.86%
YTD
8.92%
6M
10.72%
1Y
17.76%
3Y*
16.06%
5Y*
10.59%
10Y*
10.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUN5.DE vs. XD5E.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EUN5.DE
iShares Core EUR Corporate Bond UCITS ETF (Dist)
0.53%3.02%4.38%7.49%-13.40%-1.05%2.58%6.31%-1.47%2.15%
XD5E.DE
Xtrackers MSCI EMU UCITS ETF 1D
8.92%24.71%9.50%18.86%-11.92%22.17%-0.74%27.44%-12.93%13.47%

Correlation

The correlation between EUN5.DE and XD5E.DE is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.50

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

0.35

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

0.32

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

0.27

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2012

0.20

Over the past year, EUN5.DE and XD5E.DE have become more correlated (0.50) than their long-term average of 0.20, meaning their price movements have been converging.

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Return for Risk

EUN5.DE vs. XD5E.DE — Risk / Return Rank

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

EUN5.DE
EUN5.DE Risk / Return Rank: 1919
Overall Rank
EUN5.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
EUN5.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
EUN5.DE Omega Ratio Rank: 1818
Omega Ratio Rank
EUN5.DE Calmar Ratio Rank: 1818
Calmar Ratio Rank
EUN5.DE Martin Ratio Rank: 2121
Martin Ratio Rank

XD5E.DE
XD5E.DE Risk / Return Rank: 3737
Overall Rank
XD5E.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
XD5E.DE Sortino Ratio Rank: 3737
Sortino Ratio Rank
XD5E.DE Omega Ratio Rank: 3636
Omega Ratio Rank
XD5E.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
XD5E.DE Martin Ratio Rank: 4141
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.

EUN5.DE vs. XD5E.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core EUR Corporate Bond UCITS ETF (Dist) (EUN5.DE) and Xtrackers MSCI EMU UCITS ETF 1D (XD5E.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.


EUN5.DEXD5E.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.67

Sortino ratioReturn per unit of downside risk

-1.02

Omega ratioGain probability vs. loss probability

1.11

1.23

-0.12

Calmar ratioReturn relative to maximum drawdown

0.69

1.75

-1.06

Martin ratioReturn relative to average drawdown

2.40

6.40

-4.00

EUN5.DE vs. XD5E.DE - Sharpe Ratio Comparison

The current EUN5.DE Sharpe Ratio is 0.57, which is lower than the XD5E.DE Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of EUN5.DE and XD5E.DE, 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


EUN5.DEXD5E.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

1.24

-0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.65

-0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.59

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.55

-0.08

Drawdowns

EUN5.DE vs. XD5E.DE - Drawdown Comparison

The maximum EUN5.DE drawdown since its inception was -17.31%, smaller than the maximum XD5E.DE drawdown of -38.04%. Use the drawdown chart below to compare losses from any high point for EUN5.DE and XD5E.DE.


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Drawdown Indicators


EUN5.DEXD5E.DEDifference

Max Drawdown

Largest peak-to-trough decline

-17.31%

-38.04%

+20.73%

Max Drawdown (1Y)

Largest decline over 1 year

-2.71%

-10.26%

+7.55%

Max Drawdown (3Y)

Largest decline over 3 years

-2.71%

-15.30%

+12.59%

Max Drawdown (5Y)

Largest decline over 5 years

-17.31%

-24.56%

+7.25%

Max Drawdown (10Y)

Largest decline over 10 years

-17.31%

-38.04%

+20.73%

Current Drawdown

Current decline from peak

-1.08%

-0.44%

-0.64%

Average Drawdown

Average peak-to-trough decline

-3.15%

-5.74%

+2.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.78%

2.82%

-2.04%

Volatility

EUN5.DE vs. XD5E.DE - Volatility Comparison

The current volatility for iShares Core EUR Corporate Bond UCITS ETF (Dist) (EUN5.DE) is 1.08%, while Xtrackers MSCI EMU UCITS ETF 1D (XD5E.DE) has a volatility of 4.54%. This indicates that EUN5.DE experiences smaller price fluctuations and is considered to be less risky than XD5E.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EUN5.DEXD5E.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.08%

4.54%

-3.46%

Volatility (6M)

Calculated over the trailing 6-month period

2.86%

11.91%

-9.05%

Volatility (1Y)

Calculated over the trailing 1-year period

3.27%

14.52%

-11.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.49%

16.13%

-11.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.55%

17.03%

-12.48%

EUN5.DE vs. XD5E.DE - Expense Ratio Comparison

EUN5.DE has a 0.20% expense ratio, which is higher than XD5E.DE's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

EUN5.DE vs. XD5E.DE - Dividend Comparison

EUN5.DE's dividend yield for the trailing twelve months is around 3.33%, more than XD5E.DE's 2.42% yield.


PositionTTM20252024202320222021202020192018201720162015
EUN5.DE
iShares Core EUR Corporate Bond UCITS ETF (Dist)
3.33%3.29%3.39%2.51%0.84%0.81%0.84%1.10%0.98%1.52%1.66%0.90%
XD5E.DE
Xtrackers MSCI EMU UCITS ETF 1D
2.42%2.54%2.86%2.74%4.66%1.41%2.94%2.59%1.89%2.51%0.73%0.36%

Frequently Asked Questions


EUN5.DE and XD5E.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XD5E.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XD5E.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for EUN5.DE.

EUN5.DE is categorized as European Corporate Bonds, while XD5E.DE is Europe Equities. EUN5.DE tracks Bloomberg Euro Corporate Bond, while XD5E.DE tracks MSCI EMU NR EUR. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.20% for EUN5.DE and 0.12% for XD5E.DE.

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