EUNA.DE vs. IS3Q.DE
EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) and IS3Q.DE (iShares Edge MSCI World Quality Factor UCITS ETF (Acc)) are both exchange-traded funds - EUNA.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond (EUR Hedged), while IS3Q.DE is a Global Equities fund tracking the MSCI World Sector Neutral Quality. Both are passively managed. Over the past 5 years, EUNA.DE returned -1.29%/yr vs 11.35%/yr for IS3Q.DE. At a 0.03 correlation, their price movements are largely independent. EUNA.DE charges 0.10%/yr vs 0.30%/yr for IS3Q.DE.
Performance
EUNA.DE vs. IS3Q.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 IS3Q.DE's 9.47% 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*
- —
IS3Q.DE
- 1D
- 0.75%
- 1M
- 4.24%
- YTD
- 9.47%
- 6M
- 10.10%
- 1Y
- 18.87%
- 3Y*
- 15.09%
- 5Y*
- 11.35%
- 10Y*
- 12.05%
EUNA.DE vs. IS3Q.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 5.06% | -1.17% | -0.54% |
IS3Q.DE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) | 9.47% | 2.80% | 23.78% | 21.70% | -14.84% | 34.28% | 4.44% | 33.90% | -3.45% | -0.31% |
Correlation
The correlation between EUNA.DE and IS3Q.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.03 |
Over the past year, EUNA.DE and IS3Q.DE have become more correlated (0.28) than their long-term average of 0.03, meaning their price movements have been converging.
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Return for Risk
EUNA.DE vs. IS3Q.DE — Risk / Return Rank
EUNA.DE
IS3Q.DE
EUNA.DE vs. IS3Q.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 Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.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 | IS3Q.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.33 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 2.97 | -2.54 |
| Martin ratioReturn relative to average drawdown | 1.18 | 11.80 | -10.62 |
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 | IS3Q.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.76 | -1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.28 | 0.79 | -1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.76 | -0.82 |
Drawdowns
EUNA.DE vs. IS3Q.DE - Drawdown Comparison
The maximum EUNA.DE drawdown since its inception was -17.79%, smaller than the maximum IS3Q.DE drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for EUNA.DE and IS3Q.DE.
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Drawdown Indicators
| EUNA.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.79% | -32.31% | +14.52% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -6.33% | +3.58% |
Max Drawdown (3Y)Largest decline over 3 years | -4.02% | -20.63% | +16.61% |
Max Drawdown (5Y)Largest decline over 5 years | -17.03% | -20.63% | +3.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.31% | — |
Current DrawdownCurrent decline from peak | -8.66% | -0.12% | -8.54% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -4.61% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 1.60% | -0.61% |
Volatility
EUNA.DE vs. IS3Q.DE - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) is 1.35%, while iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) has a volatility of 2.37%. This indicates that EUNA.DE experiences smaller price fluctuations and is considered to be less risky than IS3Q.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 | IS3Q.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.35% | 2.37% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 7.31% | -4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.46% | 10.66% | -7.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.64% | 14.15% | -9.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.27% | 14.89% | -10.62% |
EUNA.DE vs. IS3Q.DE - Expense Ratio Comparison
EUNA.DE has a 0.10% expense ratio, which is lower than IS3Q.DE's 0.30% expense ratio.
Dividends
EUNA.DE vs. IS3Q.DE - Dividend Comparison
Neither EUNA.DE nor IS3Q.DE has paid dividends to shareholders.
Frequently Asked Questions
EUNA.DE and IS3Q.DE have a correlation of 0.28, 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 0.30% for IS3Q.DE.
EUNA.DE is categorized as Global Bonds, while IS3Q.DE is Global Equities. EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged), while IS3Q.DE tracks MSCI World Sector Neutral Quality. Their fees differ too: 0.10% for EUNA.DE and 0.30% for IS3Q.DE.
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