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EUNA.DE vs. SHYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUNA.DE vs. SHYG - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) and iShares 0-5 Year High Yield Corporate Bond ETF (SHYG). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

EUNA.DE is traded in EUR, while SHYG is traded in USD. To make them comparable, the SHYG values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EUNA.DE achieves a -0.46% return, which is significantly lower than SHYG's 2.74% 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*

SHYG

1D
0.00%
1M
0.99%
YTD
2.74%
6M
2.37%
1Y
4.73%
3Y*
5.28%
5Y*
5.84%
10Y*
4.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUNA.DE vs. SHYG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
2.74%-4.87%15.31%7.07%1.20%12.43%-5.35%12.41%4.72%-1.37%

Correlation

The correlation between EUNA.DE and SHYG is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.00

Correlation (5Y)
Calculated over the trailing 5-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2017

0.04

The correlation between EUNA.DE and SHYG shifts across timeframes, from -0.08 (1 year) to 0.06 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

EUNA.DE vs. SHYG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EUNA.DE
EUNA.DE Risk / Return Rank: 1414
Overall Rank
EUNA.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
EUNA.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
EUNA.DE Omega Ratio Rank: 1313
Omega Ratio Rank
EUNA.DE Calmar Ratio Rank: 1414
Calmar Ratio Rank
EUNA.DE Martin Ratio Rank: 1515
Martin Ratio Rank

SHYG
SHYG Risk / Return Rank: 7373
Overall Rank
SHYG Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
SHYG Sortino Ratio Rank: 7171
Sortino Ratio Rank
SHYG Omega Ratio Rank: 7171
Omega Ratio Rank
SHYG Calmar Ratio Rank: 7575
Calmar Ratio Rank
SHYG Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EUNA.DE vs. SHYG - 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 0-5 Year High Yield Corporate Bond ETF (SHYG). 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.DESHYGDifference
Sharpe ratioReturn per unit of total volatility

-0.47

Sortino ratioReturn per unit of downside risk

-0.64

Omega ratioGain probability vs. loss probability

1.06

1.15

-0.09

Calmar ratioReturn relative to maximum drawdown

0.43

1.35

-0.92

Martin ratioReturn relative to average drawdown

1.18

4.32

-3.14

EUNA.DE vs. SHYG - Sharpe Ratio Comparison

The current EUNA.DE Sharpe Ratio is 0.34, which is lower than the SHYG Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of EUNA.DE and SHYG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EUNA.DESHYGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

0.81

-0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.28

0.74

-1.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.05

0.63

-0.68

Drawdowns

EUNA.DE vs. SHYG - Drawdown Comparison

The maximum EUNA.DE drawdown since its inception was -17.79%, smaller than the maximum SHYG drawdown of -18.78%. Use the drawdown chart below to compare losses from any high point for EUNA.DE and SHYG.


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Drawdown Indicators


EUNA.DESHYGDifference

Max Drawdown

Largest peak-to-trough decline

-17.79%

-18.78%

+0.99%

Max Drawdown (1Y)

Largest decline over 1 year

-2.75%

-3.52%

+0.77%

Max Drawdown (3Y)

Largest decline over 3 years

-4.02%

-12.32%

+8.30%

Max Drawdown (5Y)

Largest decline over 5 years

-17.03%

-12.32%

-4.71%

Max Drawdown (10Y)

Largest decline over 10 years

-18.78%

Current Drawdown

Current decline from peak

-8.66%

-4.20%

-4.46%

Average Drawdown

Average peak-to-trough decline

-6.76%

-4.28%

-2.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.99%

1.10%

-0.11%

Volatility

EUNA.DE vs. SHYG - Volatility Comparison

iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) has a higher volatility of 1.35% compared to iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) at 0.88%. This indicates that EUNA.DE's price experiences larger fluctuations and is considered to be riskier than SHYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EUNA.DESHYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.35%

0.88%

+0.47%

Volatility (6M)

Calculated over the trailing 6-month period

2.82%

4.07%

-1.25%

Volatility (1Y)

Calculated over the trailing 1-year period

3.46%

5.90%

-2.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.64%

7.93%

-3.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.27%

8.75%

-4.48%

EUNA.DE vs. SHYG - Expense Ratio Comparison

EUNA.DE has a 0.10% expense ratio, which is lower than SHYG's 0.30% expense ratio.


Dividends

EUNA.DE vs. SHYG - Dividend Comparison

EUNA.DE has not paid dividends to shareholders, while SHYG's dividend yield for the trailing twelve months is around 7.01%.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%0.00%0.00%
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
7.01%7.03%6.93%6.54%5.57%4.83%5.07%5.33%5.90%5.49%5.53%5.17%

Frequently Asked Questions


EUNA.DE and SHYG have a correlation of -0.08, 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 SHYG.

EUNA.DE is categorized as Global Bonds, while SHYG is High Yield Bonds. EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged), while SHYG tracks Markit iBoxx USD Liquid High Yield 0-5 Index. Their fees differ too: 0.10% for EUNA.DE and 0.30% for SHYG.

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