EUNW.DE vs. XLU
EUNW.DE (iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist)) and XLU (State Street Utilities Select Sector SPDR ETF) are both exchange-traded funds - EUNW.DE is a European High Yield Bonds fund tracking the iBoxx® EUR Liquid High Yield, while XLU is a Utilities Equities fund tracking the Utilities Select Sector Index. Both are passively managed. Over the past 10 years, EUNW.DE returned 3.24%/yr vs 8.85%/yr for XLU. At a 0.11 correlation, their price movements are largely independent. EUNW.DE charges 0.50%/yr vs 0.08%/yr for XLU.
Performance
EUNW.DE vs. XLU - Performance Comparison
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Different Trading Currencies
EUNW.DE is traded in EUR, while XLU is traded in USD. To make them comparable, the XLU values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EUNW.DE achieves a 1.08% return, which is significantly lower than XLU's 6.66% return. Over the past 10 years, EUNW.DE has underperformed XLU with an annualized return of 3.24%, while XLU has yielded a comparatively higher 8.85% annualized return.
EUNW.DE
- 1D
- 0.34%
- 1M
- 0.71%
- YTD
- 1.08%
- 6M
- 1.74%
- 1Y
- 3.40%
- 3Y*
- 6.20%
- 5Y*
- 2.64%
- 10Y*
- 3.24%
XLU
- 1D
- 1.17%
- 1M
- 0.95%
- YTD
- 6.66%
- 6M
- 7.04%
- 1Y
- 12.05%
- 3Y*
- 11.18%
- 5Y*
- 10.42%
- 10Y*
- 8.85%
EUNW.DE vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUNW.DE iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) | 1.08% | 4.99% | 5.90% | 11.26% | -9.37% | 2.92% | 1.07% | 9.86% | -3.52% | 4.59% |
XLU State Street Utilities Select Sector SPDR ETF | 6.66% | 2.26% | 31.45% | -9.96% | 7.73% | 26.51% | -7.78% | 28.78% | 8.81% | -1.72% |
Correlation
The correlation between EUNW.DE and XLU is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2010 | 0.11 |
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Return for Risk
EUNW.DE vs. XLU — Risk / Return Rank
EUNW.DE
XLU
EUNW.DE vs. XLU - Risk-Adjusted Trends 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 State Street Utilities Select Sector SPDR ETF (XLU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EUNW.DE | XLU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.29 | -0.10 |
| Martin ratioReturn relative to average drawdown | 4.94 | 2.63 | +2.32 |
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Drawdowns
EUNW.DE vs. XLU - Drawdown Comparison
The maximum EUNW.DE drawdown since its inception was -25.47%, smaller than the maximum XLU drawdown of -38.13%. Use the drawdown chart below to compare losses from any high point for EUNW.DE and XLU.
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Drawdown Indicators
| EUNW.DE | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.47% | -38.13% | +12.66% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -9.41% | +6.55% |
Max Drawdown (3Y)Largest decline over 3 years | -3.80% | -15.27% | +11.47% |
Max Drawdown (5Y)Largest decline over 5 years | -14.79% | -28.16% | +13.37% |
Max Drawdown (10Y)Largest decline over 10 years | -25.47% | -35.68% | +10.21% |
Current DrawdownCurrent decline from peak | 0.00% | -5.63% | +5.63% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -9.85% | +7.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 4.60% | -3.91% |
Volatility
EUNW.DE vs. XLU - Volatility Comparison
The current volatility for iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (EUNW.DE) is 0.82%, while State Street Utilities Select Sector SPDR ETF (XLU) has a volatility of 5.82%. This indicates that EUNW.DE experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUNW.DE | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.82% | 5.82% | -5.00% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 11.96% | -9.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.40% | 15.35% | -11.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.27% | 17.67% | -12.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.57% | 19.96% | -13.39% |
EUNW.DE vs. XLU - Expense Ratio Comparison
EUNW.DE has a 0.50% expense ratio, which is higher than XLU's 0.08% expense ratio.
Dividends
EUNW.DE vs. XLU - Dividend Comparison
EUNW.DE's dividend yield for the trailing twelve months is around 5.16%, more than XLU's 2.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNW.DE iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) | 5.16% | 5.45% | 6.09% | 5.41% | 3.70% | 3.07% | 3.67% | 3.75% | 3.68% | 3.78% | 4.03% | 4.59% |
XLU State Street Utilities Select Sector SPDR ETF | 2.67% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Frequently Asked Questions
EUNW.DE and XLU have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLU is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLU is cheaper with a 0.08% expense ratio, compared with 0.50% for EUNW.DE.
EUNW.DE is categorized as European High Yield Bonds, while XLU is Utilities Equities. EUNW.DE tracks iBoxx® EUR Liquid High Yield, while XLU tracks Utilities Select Sector Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.50% for EUNW.DE and 0.08% for XLU.
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