EUNA.AS vs. VOOG
Compare and contrast key facts about iShares STOXX Europe 50 UCITS ETF (EUNA.AS) and Vanguard S&P 500 Growth ETF (VOOG).
EUNA.AS and VOOG 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. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010. Both EUNA.AS and VOOG 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 VOOG.
Key characteristics
| EUNA.AS | VOOG | |
|---|---|---|
| YTD Return | 9.87% | 26.71% |
| 1Y Return | 14.07% | 39.03% |
| 3Y Return (Ann) | 10.03% | 8.46% |
| 5Y Return (Ann) | 9.07% | 17.08% |
| 10Y Return (Ann) | 6.66% | 14.81% |
| Sharpe Ratio | 1.48 | 2.16 |
| Daily Std Dev | 10.49% | 16.93% |
| Max Drawdown | -57.67% | -32.73% |
| Current Drawdown | -3.79% | -2.30% |
Correlation
The correlation between EUNA.AS and VOOG is 0.51, 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. VOOG - Performance Comparison
In the year-to-date period, EUNA.AS achieves a 9.87% return, which is significantly lower than VOOG's 26.71% return. Over the past 10 years, EUNA.AS has underperformed VOOG with an annualized return of 6.66%, while VOOG has yielded a comparatively higher 14.81% 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. VOOG - Expense Ratio Comparison
EUNA.AS has a 0.35% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
EUNA.AS vs. VOOG - 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 S&P 500 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
EUNA.AS's dividend yield for the trailing twelve months is around 2.66%, more than VOOG's 0.70% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.70% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
EUNA.AS vs. VOOG - Drawdown Comparison
The maximum EUNA.AS drawdown since its inception was -57.67%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for EUNA.AS and VOOG. For additional features, visit the drawdowns tool.
Volatility
EUNA.AS vs. VOOG - Volatility Comparison
The current volatility for iShares STOXX Europe 50 UCITS ETF (EUNA.AS) is 3.97%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.78%. This indicates that EUNA.AS experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.