EUNA.AS vs. EUNL.DE
Compare and contrast key facts about iShares STOXX Europe 50 UCITS ETF (EUNA.AS) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE).
EUNA.AS and EUNL.DE 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. EUNL.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Sep 25, 2009. Both EUNA.AS and EUNL.DE 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 EUNL.DE.
Key characteristics
EUNA.AS | EUNL.DE | |
---|---|---|
YTD Return | 9.87% | 15.92% |
1Y Return | 14.07% | 23.06% |
3Y Return (Ann) | 10.03% | 9.50% |
5Y Return (Ann) | 9.07% | 12.23% |
10Y Return (Ann) | 6.66% | 11.32% |
Sharpe Ratio | 1.48 | 2.23 |
Daily Std Dev | 10.49% | 10.93% |
Max Drawdown | -57.67% | -33.63% |
Current Drawdown | -3.79% | -1.17% |
Correlation
The correlation between EUNA.AS and EUNL.DE is 0.85, 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.
Performance
EUNA.AS vs. EUNL.DE - Performance Comparison
In the year-to-date period, EUNA.AS achieves a 9.87% return, which is significantly lower than EUNL.DE's 15.92% return. Over the past 10 years, EUNA.AS has underperformed EUNL.DE with an annualized return of 6.66%, while EUNL.DE has yielded a comparatively higher 11.32% annualized 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. EUNL.DE - Expense Ratio Comparison
EUNA.AS has a 0.35% expense ratio, which is higher than EUNL.DE's 0.20% expense ratio.
Risk-Adjusted Performance
EUNA.AS vs. EUNL.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 50 UCITS ETF (EUNA.AS) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.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.
Dividends
EUNA.AS vs. EUNL.DE - Dividend Comparison
EUNA.AS's dividend yield for the trailing twelve months is around 2.66%, while EUNL.DE has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EUNA.AS vs. EUNL.DE - Drawdown Comparison
The maximum EUNA.AS drawdown since its inception was -57.67%, which is greater than EUNL.DE's maximum drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for EUNA.AS and EUNL.DE. For additional features, visit the drawdowns tool.
Volatility
EUNA.AS vs. EUNL.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 50 UCITS ETF (EUNA.AS) is 3.97%, while iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE) has a volatility of 4.43%. This indicates that EUNA.AS experiences smaller price fluctuations and is considered to be less risky than EUNL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.