EUNA.DE vs. 5MVW.DE
EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both exchange-traded funds - EUNA.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond (EUR Hedged), while 5MVW.DE is a Energy Equities fund tracking the MSCI World Energy. Both are passively managed. Over the past 5 years, EUNA.DE returned -1.29%/yr vs 20.31%/yr for 5MVW.DE. At a correlation of -0.19, they often move in opposite directions. EUNA.DE charges 0.10%/yr vs 0.18%/yr for 5MVW.DE.
Performance
EUNA.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EUNA.DE achieves a -0.46% return, which is significantly lower than 5MVW.DE's 32.79% return.
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
5MVW.DE
- 1D
- -0.61%
- 1M
- -0.86%
- YTD
- 32.79%
- 6M
- 29.07%
- 1Y
- 44.87%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
EUNA.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.36% | -13.52% | -2.37% | 3.70% | -0.38% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
Correlation
The correlation between EUNA.DE and 5MVW.DE is -0.34, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.19 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | -0.19 |
The correlation between EUNA.DE and 5MVW.DE shifts across timeframes, from -0.34 (1 year) to -0.18 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
EUNA.DE vs. 5MVW.DE — Risk / Return Rank
EUNA.DE
5MVW.DE
EUNA.DE vs. 5MVW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| EUNA.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.76 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.37 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 2.97 | -2.54 |
| Martin ratioReturn relative to average drawdown | 1.18 | 9.81 | -8.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EUNA.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 2.10 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.28 | 0.84 | -1.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.45 | -0.50 |
Drawdowns
EUNA.DE vs. 5MVW.DE - Drawdown Comparison
The maximum EUNA.DE drawdown since its inception was -17.79%, smaller than the maximum 5MVW.DE drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for EUNA.DE and 5MVW.DE.
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Drawdown Indicators
| EUNA.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.79% | -56.87% | +39.08% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -15.05% | +12.30% |
Max Drawdown (3Y)Largest decline over 3 years | -4.02% | -23.76% | +19.74% |
Max Drawdown (5Y)Largest decline over 5 years | -17.03% | -23.76% | +6.73% |
Current DrawdownCurrent decline from peak | -8.66% | -7.49% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -13.53% | +6.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 4.56% | -3.57% |
Volatility
EUNA.DE vs. 5MVW.DE - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) is 1.35%, while iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) has a volatility of 6.76%. This indicates that EUNA.DE experiences smaller price fluctuations and is considered to be less risky than 5MVW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUNA.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.35% | 6.76% | -5.41% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 18.33% | -15.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.46% | 21.33% | -17.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.64% | 23.99% | -19.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.27% | 29.20% | -24.93% |
EUNA.DE vs. 5MVW.DE - Expense Ratio Comparison
EUNA.DE has a 0.10% expense ratio, which is lower than 5MVW.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EUNA.DE vs. 5MVW.DE - Dividend Comparison
EUNA.DE has not paid dividends to shareholders, while 5MVW.DE's dividend yield for the trailing twelve months is around 2.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EUNA.DE and 5MVW.DE have a correlation of -0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EUNA.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EUNA.DE is cheaper with a 0.10% expense ratio, compared with 0.18% for 5MVW.DE.
EUNA.DE is categorized as Global Bonds, while 5MVW.DE is Energy Equities. EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged), while 5MVW.DE tracks MSCI World Energy. Their fees differ too: 0.10% for EUNA.DE and 0.18% for 5MVW.DE.
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