EUNW.DE vs. VGEA.DE
Compare and contrast key facts about iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (EUNW.DE) and Vanguard EUR Eurozone Government Bond UCITS ETF Accumulating (VGEA.DE).
EUNW.DE and VGEA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUNW.DE is a passively managed fund by iShares that tracks the performance of the iBoxx® EUR Liquid High Yield. It was launched on Sep 3, 2010. VGEA.DE is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Euro Aggregate Treasury. It was launched on Feb 19, 2019. Both EUNW.DE and VGEA.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: EUNW.DE or VGEA.DE.
Key characteristics
| EUNW.DE | VGEA.DE | |
|---|---|---|
| YTD Return | -1.29% | 1.10% |
| 1Y Return | 3.33% | 7.10% |
| 3Y Return (Ann) | -1.82% | -4.29% |
| 5Y Return (Ann) | -0.02% | -2.29% |
| Sharpe Ratio | 0.54 | 1.12 |
| Sortino Ratio | 0.64 | 1.70 |
| Omega Ratio | 1.16 | 1.19 |
| Calmar Ratio | 0.33 | 0.30 |
| Martin Ratio | 1.23 | 3.14 |
| Ulcer Index | 2.32% | 1.89% |
| Daily Std Dev | 5.25% | 5.39% |
| Max Drawdown | -25.47% | -22.34% |
| Current Drawdown | -6.24% | -14.94% |
Correlation
The correlation between EUNW.DE and VGEA.DE is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EUNW.DE vs. VGEA.DE - Performance Comparison
In the year-to-date period, EUNW.DE achieves a -1.29% return, which is significantly lower than VGEA.DE's 1.10% 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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EUNW.DE vs. VGEA.DE - Expense Ratio Comparison
EUNW.DE has a 0.50% expense ratio, which is higher than VGEA.DE's 0.07% expense ratio.
Risk-Adjusted Performance
EUNW.DE vs. VGEA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (EUNW.DE) and Vanguard EUR Eurozone Government Bond UCITS ETF Accumulating (VGEA.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
EUNW.DE vs. VGEA.DE - Dividend Comparison
Neither EUNW.DE nor VGEA.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUNW.DE iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) | 0.00% | 0.00% | 3.70% | 3.07% | 3.67% | 3.75% | 3.68% | 3.78% | 4.03% | 4.59% |
VGEA.DE Vanguard EUR Eurozone Government Bond UCITS ETF Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EUNW.DE vs. VGEA.DE - Drawdown Comparison
The maximum EUNW.DE drawdown since its inception was -25.47%, which is greater than VGEA.DE's maximum drawdown of -22.34%. Use the drawdown chart below to compare losses from any high point for EUNW.DE and VGEA.DE. For additional features, visit the drawdowns tool.
Volatility
EUNW.DE vs. VGEA.DE - Volatility Comparison
iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (EUNW.DE) and Vanguard EUR Eurozone Government Bond UCITS ETF Accumulating (VGEA.DE) have volatilities of 2.74% and 2.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.