EUNA.AS vs. IXJ
Compare and contrast key facts about iShares STOXX Europe 50 UCITS ETF (EUNA.AS) and iShares Global Healthcare ETF (IXJ).
EUNA.AS and IXJ 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. IXJ is a passively managed fund by iShares that tracks the performance of the S&P Global Healthcare Sector Index. It was launched on Nov 13, 2001. Both EUNA.AS and IXJ 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 IXJ.
Key characteristics
| EUNA.AS | IXJ | |
|---|---|---|
| YTD Return | 9.87% | 14.67% |
| 1Y Return | 14.07% | 20.30% |
| 3Y Return (Ann) | 10.03% | 5.92% |
| 5Y Return (Ann) | 9.07% | 11.34% |
| 10Y Return (Ann) | 6.66% | 8.86% |
| Sharpe Ratio | 1.48 | 1.70 |
| Daily Std Dev | 10.49% | 10.88% |
| Max Drawdown | -57.67% | -40.60% |
| Current Drawdown | -3.79% | -2.49% |
Correlation
The correlation between EUNA.AS and IXJ is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EUNA.AS vs. IXJ - Performance Comparison
In the year-to-date period, EUNA.AS achieves a 9.87% return, which is significantly lower than IXJ's 14.67% return. Over the past 10 years, EUNA.AS has underperformed IXJ with an annualized return of 6.66%, while IXJ has yielded a comparatively higher 8.86% 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. IXJ - Expense Ratio Comparison
EUNA.AS has a 0.35% expense ratio, which is lower than IXJ's 0.46% expense ratio.
Risk-Adjusted Performance
EUNA.AS vs. IXJ - 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 Global Healthcare ETF (IXJ). 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. IXJ - Dividend Comparison
EUNA.AS's dividend yield for the trailing twelve months is around 2.66%, more than IXJ's 1.24% 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% |
IXJ iShares Global Healthcare ETF | 1.24% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.84% | 1.37% | 1.50% |
Drawdowns
EUNA.AS vs. IXJ - Drawdown Comparison
The maximum EUNA.AS drawdown since its inception was -57.67%, which is greater than IXJ's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for EUNA.AS and IXJ. For additional features, visit the drawdowns tool.
Volatility
EUNA.AS vs. IXJ - Volatility Comparison
iShares STOXX Europe 50 UCITS ETF (EUNA.AS) has a higher volatility of 3.97% compared to iShares Global Healthcare ETF (IXJ) at 2.72%. This indicates that EUNA.AS's price experiences larger fluctuations and is considered to be riskier than IXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.