EUNA.DE vs. ESIE.DE
EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF Hedged Euro (Accumulating)) and ESIE.DE (iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)) are both exchange-traded funds - EUNA.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond Index, while ESIE.DE is a Energy Equities fund tracking the MSCI World/Energy NR USD. Both are passively managed. Over the past 5 years, EUNA.DE returned -1.55%/yr vs 20.08%/yr for ESIE.DE. At a correlation of -0.15, they often move in opposite directions. EUNA.DE charges 0.10%/yr vs 0.18%/yr for ESIE.DE.
Performance
EUNA.DE vs. ESIE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EUNA.DE achieves a -0.81% return, which is significantly lower than ESIE.DE's 30.99% return.
EUNA.DE
- 1D
- 0.00%
- 1M
- -0.61%
- 6M
- -0.61%
- YTD
- -0.81%
- 1Y
- 1.24%
- 3Y*
- 2.20%
- 5Y*
- -1.55%
- 10Y*
- —
ESIE.DE
- 1D
- -0.93%
- 1M
- 2.20%
- 6M
- 26.32%
- YTD
- 30.99%
- 1Y
- 41.44%
- 3Y*
- 16.50%
- 5Y*
- 20.08%
- 10Y*
- —
EUNA.DE vs. ESIE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF Hedged Euro (Accumulating) | -0.81% | 2.91% | 1.48% | 4.41% | -13.52% | -2.42% | 0.37% |
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 30.99% | 15.21% | -6.63% | 8.64% | 35.56% | 35.28% | 5.16% |
Correlation
The correlation between EUNA.DE and ESIE.DE is -0.30, 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 | -0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.14 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2020 | -0.15 |
The correlation between EUNA.DE and ESIE.DE shifts across timeframes, from -0.30 (1 year) to -0.13 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
EUNA.DE vs. ESIE.DE — Risk / Return Rank
EUNA.DE
ESIE.DE
EUNA.DE vs. ESIE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF Hedged Euro (Accumulating) (EUNA.DE) and iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EUNA.DE | ESIE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.31 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 2.32 | -1.88 |
| Martin ratioReturn relative to average drawdown | 1.13 | 7.14 | -6.01 |
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Drawdowns
EUNA.DE vs. ESIE.DE - Drawdown Comparison
The maximum EUNA.DE drawdown since its inception was -17.81%, smaller than the maximum ESIE.DE drawdown of -26.16%. Use the drawdown chart below to compare losses from any high point for EUNA.DE and ESIE.DE.
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Drawdown Indicators
| EUNA.DE | ESIE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.81% | -26.16% | +8.35% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -17.79% | +14.99% |
Max Drawdown (3Y)Largest decline over 3 years | -4.11% | -26.16% | +22.05% |
Max Drawdown (5Y)Largest decline over 5 years | -17.04% | -26.16% | +9.12% |
Current DrawdownCurrent decline from peak | -8.91% | -9.98% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -6.78% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 5.79% | -4.70% |
Volatility
EUNA.DE vs. ESIE.DE - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF Hedged Euro (Accumulating) (EUNA.DE) is 0.94%, while iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) has a volatility of 7.58%. This indicates that EUNA.DE experiences smaller price fluctuations and is considered to be less risky than ESIE.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 | ESIE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 7.58% | -6.64% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 21.01% | -18.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.76% | 23.92% | -20.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.84% | 23.93% | -19.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.44% | 24.24% | -19.80% |
EUNA.DE vs. ESIE.DE - Expense Ratio Comparison
EUNA.DE has a 0.10% expense ratio, which is lower than ESIE.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. ESIE.DE - Dividend Comparison
Neither EUNA.DE nor ESIE.DE has paid dividends to shareholders.
Frequently Asked Questions
EUNA.DE and ESIE.DE have a correlation of -0.30, 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 ESIE.DE.
EUNA.DE is categorized as Global Bonds, while ESIE.DE is Energy Equities. EUNA.DE tracks Bloomberg Global Aggregate Bond Index, while ESIE.DE tracks MSCI World/Energy NR USD. Their fees differ too: 0.10% for EUNA.DE and 0.18% for ESIE.DE.
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