EUNA.AS vs. BNDW
Compare and contrast key facts about iShares STOXX Europe 50 UCITS ETF (EUNA.AS) and Vanguard Total World Bond ETF (BNDW).
EUNA.AS and BNDW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUNA.AS is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Apr 3, 2000. BNDW is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Barclays Global Aggregate Float Adjusted TR Index. It was launched on Sep 4, 2018. Both EUNA.AS and BNDW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EUNA.AS or BNDW.
Key characteristics
| EUNA.AS | BNDW | |
|---|---|---|
| YTD Return | 9.87% | 4.01% |
| 1Y Return | 14.07% | 10.02% |
| 3Y Return (Ann) | 10.03% | -1.37% |
| 5Y Return (Ann) | 9.07% | 0.10% |
| Sharpe Ratio | 1.48 | 1.85 |
| Daily Std Dev | 10.49% | 5.30% |
| Max Drawdown | -57.67% | -17.21% |
| Current Drawdown | -3.79% | -4.91% |
Correlation
The correlation between EUNA.AS and BNDW is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EUNA.AS vs. BNDW - Performance Comparison
In the year-to-date period, EUNA.AS achieves a 9.87% return, which is significantly higher than BNDW's 4.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EUNA.AS vs. BNDW - Expense Ratio Comparison
EUNA.AS has a 0.35% expense ratio, which is higher than BNDW's 0.06% expense ratio.
Risk-Adjusted Performance
EUNA.AS vs. BNDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 50 UCITS ETF (EUNA.AS) and Vanguard Total World Bond ETF (BNDW). 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.
Dividends
EUNA.AS vs. BNDW - Dividend Comparison
EUNA.AS's dividend yield for the trailing twelve months is around 2.66%, less than BNDW's 4.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNA.AS iShares STOXX Europe 50 UCITS ETF | 2.66% | 2.56% | 2.62% | 2.22% | 2.42% | 2.96% | 3.51% | 3.24% | 3.29% | 3.05% | 2.80% | 2.74% |
BNDW Vanguard Total World Bond ETF | 4.01% | 3.73% | 2.02% | 2.58% | 1.56% | 3.05% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EUNA.AS vs. BNDW - Drawdown Comparison
The maximum EUNA.AS drawdown since its inception was -57.67%, which is greater than BNDW's maximum drawdown of -17.21%. Use the drawdown chart below to compare losses from any high point for EUNA.AS and BNDW. For additional features, visit the drawdowns tool.
Volatility
EUNA.AS vs. BNDW - Volatility Comparison
iShares STOXX Europe 50 UCITS ETF (EUNA.AS) has a higher volatility of 3.97% compared to Vanguard Total World Bond ETF (BNDW) at 0.86%. This indicates that EUNA.AS's price experiences larger fluctuations and is considered to be riskier than BNDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.