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EUNL.DE vs. IS3Q.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUNL.DE vs. IS3Q.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE) and iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EUNL.DE achieves a 10.86% return, which is significantly higher than IS3Q.DE's 9.47% return. Over the past 10 years, EUNL.DE has outperformed IS3Q.DE with an annualized return of 12.82%, while IS3Q.DE has yielded a comparatively lower 12.05% annualized return.


EUNL.DE

1D
0.02%
1M
4.80%
YTD
10.86%
6M
11.29%
1Y
23.80%
3Y*
17.55%
5Y*
12.89%
10Y*
12.82%

IS3Q.DE

1D
0.75%
1M
3.07%
YTD
9.47%
6M
9.57%
1Y
18.81%
3Y*
15.09%
5Y*
11.35%
10Y*
12.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUNL.DE vs. IS3Q.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
10.86%7.90%25.93%20.13%-13.59%32.71%5.48%31.34%-5.13%7.71%
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%8.34%

Correlation

The correlation between EUNL.DE and IS3Q.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.93

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

0.95

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

0.97

Correlation (10Y)
Calculated over the trailing 10-year period

0.97

Correlation (All Time)
Calculated using the full available price history since Oct 8, 2014

0.97

The correlation between EUNL.DE and IS3Q.DE has been stable across timeframes, ranging from 0.93 to 0.97 - a consistent structural relationship.

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Return for Risk

EUNL.DE vs. IS3Q.DE — Risk / Return Rank

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

EUNL.DE
EUNL.DE Risk / Return Rank: 7070
Overall Rank
EUNL.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
EUNL.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
EUNL.DE Omega Ratio Rank: 6868
Omega Ratio Rank
EUNL.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
EUNL.DE Martin Ratio Rank: 7777
Martin Ratio Rank

IS3Q.DE
IS3Q.DE Risk / Return Rank: 5757
Overall Rank
IS3Q.DE Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
IS3Q.DE Sortino Ratio Rank: 5353
Sortino Ratio Rank
IS3Q.DE Omega Ratio Rank: 5555
Omega Ratio Rank
IS3Q.DE Calmar Ratio Rank: 6161
Calmar Ratio Rank
IS3Q.DE Martin Ratio Rank: 6666
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.

EUNL.DE vs. IS3Q.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.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.


EUNL.DEIS3Q.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.36

Sortino ratioReturn per unit of downside risk

+0.44

Omega ratioGain probability vs. loss probability

1.40

1.33

+0.07

Calmar ratioReturn relative to maximum drawdown

3.64

2.97

+0.68

Martin ratioReturn relative to average drawdown

14.52

11.80

+2.72

EUNL.DE vs. IS3Q.DE - Sharpe Ratio Comparison

The current EUNL.DE Sharpe Ratio is 2.12, which is comparable to the IS3Q.DE Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of EUNL.DE and IS3Q.DE, 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


EUNL.DEIS3Q.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

1.76

+0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

0.79

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.80

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.76

+0.05

Drawdowns

EUNL.DE vs. IS3Q.DE - Drawdown Comparison

The maximum EUNL.DE drawdown since its inception was -33.63%, roughly equal to the maximum IS3Q.DE drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for EUNL.DE and IS3Q.DE.


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Drawdown Indicators


EUNL.DEIS3Q.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.63%

-32.31%

-1.32%

Max Drawdown (1Y)

Largest decline over 1 year

-6.50%

-6.33%

-0.17%

Max Drawdown (3Y)

Largest decline over 3 years

-21.73%

-20.63%

-1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-21.73%

-20.63%

-1.10%

Max Drawdown (10Y)

Largest decline over 10 years

-33.63%

-32.31%

-1.32%

Current Drawdown

Current decline from peak

-0.31%

-0.12%

-0.19%

Average Drawdown

Average peak-to-trough decline

-4.25%

-4.61%

+0.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.64%

1.60%

+0.04%

Volatility

EUNL.DE vs. IS3Q.DE - Volatility Comparison

iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE) has a higher volatility of 2.62% compared to iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) at 2.37%. This indicates that EUNL.DE's price experiences larger fluctuations and is considered to be riskier 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


EUNL.DEIS3Q.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.62%

2.37%

+0.25%

Volatility (6M)

Calculated over the trailing 6-month period

7.72%

7.31%

+0.41%

Volatility (1Y)

Calculated over the trailing 1-year period

11.16%

10.66%

+0.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.17%

14.15%

+0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.17%

14.89%

+0.28%

EUNL.DE vs. IS3Q.DE - Expense Ratio Comparison

EUNL.DE has a 0.20% expense ratio, which is lower than IS3Q.DE's 0.30% expense ratio.


Dividends

EUNL.DE vs. IS3Q.DE - Dividend Comparison

Neither EUNL.DE nor IS3Q.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.93, EUNL.DE and IS3Q.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, EUNL.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EUNL.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for IS3Q.DE.

EUNL.DE tracks MSCI World Index, while IS3Q.DE tracks MSCI World Sector Neutral Quality. Their fees differ too: 0.20% for EUNL.DE and 0.30% for IS3Q.DE.

Portfolio Optimizer

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