EUNT.DE vs. UEF7.DE
Compare and contrast key facts about iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (EUNT.DE) and UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE).
EUNT.DE and UEF7.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUNT.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg Euro Corporate 1-5 Year Bond. It was launched on Sep 25, 2009. UEF7.DE is a passively managed fund by UBS that tracks the performance of the Bloomberg US Liquid Corporates 1-5. It was launched on Dec 1, 2014. Both EUNT.DE and UEF7.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EUNT.DE or UEF7.DE.
Key characteristics
| EUNT.DE | UEF7.DE | |
|---|---|---|
| YTD Return | 1.31% | 3.91% |
| 1Y Return | 3.95% | 5.16% |
| 3Y Return (Ann) | -0.77% | 1.61% |
| 5Y Return (Ann) | -0.27% | 1.12% |
| Sharpe Ratio | 1.40 | 0.82 |
| Sortino Ratio | 1.86 | 1.11 |
| Omega Ratio | 1.28 | 1.18 |
| Calmar Ratio | 0.59 | 0.56 |
| Martin Ratio | 4.10 | 2.36 |
| Ulcer Index | 0.96% | 2.19% |
| Daily Std Dev | 2.83% | 6.30% |
| Max Drawdown | -10.16% | -15.39% |
| Current Drawdown | -2.91% | -3.91% |
Correlation
The correlation between EUNT.DE and UEF7.DE is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EUNT.DE vs. UEF7.DE - Performance Comparison
In the year-to-date period, EUNT.DE achieves a 1.31% return, which is significantly lower than UEF7.DE's 3.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EUNT.DE vs. UEF7.DE - Expense Ratio Comparison
EUNT.DE has a 0.20% expense ratio, which is higher than UEF7.DE's 0.16% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EUNT.DE vs. UEF7.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (EUNT.DE) and UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.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.
Dividends
EUNT.DE vs. UEF7.DE - Dividend Comparison
Neither EUNT.DE nor UEF7.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUNT.DE iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) | 0.00% | 0.50% | 0.51% | 0.57% | 0.59% | 0.62% | 0.62% | 0.68% | 0.90% | 0.56% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 0.00% | 1.37% | 1.45% | 1.52% | 2.84% | 2.76% | 2.24% | 2.19% | 1.99% | 0.87% |
Drawdowns
EUNT.DE vs. UEF7.DE - Drawdown Comparison
The maximum EUNT.DE drawdown since its inception was -10.16%, smaller than the maximum UEF7.DE drawdown of -15.39%. Use the drawdown chart below to compare losses from any high point for EUNT.DE and UEF7.DE. For additional features, visit the drawdowns tool.
Volatility
EUNT.DE vs. UEF7.DE - Volatility Comparison
iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (EUNT.DE) has a higher volatility of 2.56% compared to UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) at 1.13%. This indicates that EUNT.DE's price experiences larger fluctuations and is considered to be riskier than UEF7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.