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

Performance

EUNX.DE vs. EUNA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares US Aggregate Bond UCITS ETF USD (Dist) (EUNX.DE) and iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.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, EUNX.DE achieves a 3.24% return, which is significantly higher than EUNA.DE's -0.40% return.


EUNX.DE

1D
-0.09%
1M
1.95%
6M
3.26%
YTD
3.24%
1Y
6.84%
3Y*
2.22%
5Y*
0.53%
10Y*
0.88%

EUNA.DE

1D
-0.20%
1M
0.41%
6M
0.20%
YTD
-0.40%
1Y
0.82%
3Y*
2.34%
5Y*
-1.36%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUNX.DE vs. EUNA.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EUNX.DE
iShares US Aggregate Bond UCITS ETF USD (Dist)
3.24%-4.75%6.89%1.32%-7.48%6.28%-2.24%11.26%4.22%-1.99%
EUNA.DE
iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc
-0.40%2.91%1.48%4.41%-13.52%-2.42%3.86%5.07%-1.20%-0.20%

Correlation

The correlation between EUNX.DE and EUNA.DE is 0.09, 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

0.09

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

0.33

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

0.38

Correlation (All Time)
Calculated using the full available price history since Nov 21, 2017

0.36

Over the past year, the correlation between EUNX.DE and EUNA.DE has dropped to 0.09 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.

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Return for Risk

EUNX.DE vs. EUNA.DE — Risk / Return Rank

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

EUNX.DE
EUNX.DE Risk / Return Rank: 4141
Overall Rank
EUNX.DE Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
EUNX.DE Sortino Ratio Rank: 4242
Sortino Ratio Rank
EUNX.DE Omega Ratio Rank: 3939
Omega Ratio Rank
EUNX.DE Calmar Ratio Rank: 4646
Calmar Ratio Rank
EUNX.DE Martin Ratio Rank: 3939
Martin Ratio Rank

EUNA.DE
EUNA.DE Risk / Return Rank: 1111
Overall Rank
EUNA.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
EUNA.DE Sortino Ratio Rank: 1010
Sortino Ratio Rank
EUNA.DE Omega Ratio Rank: 1010
Omega Ratio Rank
EUNA.DE Calmar Ratio Rank: 1212
Calmar Ratio Rank
EUNA.DE Martin Ratio Rank: 1212
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.

EUNX.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares US Aggregate Bond UCITS ETF USD (Dist) (EUNX.DE) and iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.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.

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.


EUNX.DEEUNA.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+1.51

Omega ratioGain probability vs. loss probability

1.22

1.04

+0.18

Calmar ratioReturn relative to maximum drawdown

1.97

0.29

+1.68

Martin ratioReturn relative to average drawdown

5.22

0.78

+4.44

EUNX.DE vs. EUNA.DE - Sharpe Ratio Comparison

The current EUNX.DE Sharpe Ratio is 1.21, which is higher than the EUNA.DE Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of EUNX.DE and EUNA.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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Drawdowns

EUNX.DE vs. EUNA.DE - Drawdown Comparison

The maximum EUNX.DE drawdown since its inception was -15.72%, smaller than the maximum EUNA.DE drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for EUNX.DE and EUNA.DE.


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Drawdown Indicators


EUNX.DEEUNA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-15.72%

-17.81%

+2.09%

Max Drawdown (1Y)

Largest decline over 1 year

-3.46%

-2.80%

-0.66%

Max Drawdown (3Y)

Largest decline over 3 years

-10.97%

-4.11%

-6.86%

Max Drawdown (5Y)

Largest decline over 5 years

-12.69%

-17.04%

+4.35%

Max Drawdown (10Y)

Largest decline over 10 years

-15.72%

Current Drawdown

Current decline from peak

-6.14%

-8.53%

+2.39%

Average Drawdown

Average peak-to-trough decline

-6.91%

-6.71%

-0.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.31%

1.05%

+0.26%

Volatility

EUNX.DE vs. EUNA.DE - Volatility Comparison

iShares US Aggregate Bond UCITS ETF USD (Dist) (EUNX.DE) has a higher volatility of 1.59% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 0.86%. This indicates that EUNX.DE's price experiences larger fluctuations and is considered to be riskier than EUNA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EUNX.DEEUNA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.59%

0.86%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

3.97%

2.83%

+1.14%

Volatility (1Y)

Calculated over the trailing 1-year period

5.62%

3.73%

+1.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.86%

4.84%

+3.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.44%

4.44%

+3.00%

EUNX.DE vs. EUNA.DE - Expense Ratio Comparison

EUNX.DE has a 0.25% expense ratio, which is higher than EUNA.DE's 0.10% 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%.


Dividends

EUNX.DE vs. EUNA.DE - Dividend Comparison

EUNX.DE's dividend yield for the trailing twelve months is around 3.83%, while EUNA.DE has not paid dividends to shareholders.


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%
EUNX.DE
iShares US Aggregate Bond UCITS ETF USD (Dist)
3.83%3.84%3.54%3.08%2.18%1.65%2.24%2.67%2.43%2.16%1.63%1.60%

Frequently Asked Questions


EUNX.DE and EUNA.DE have a correlation of 0.09, 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 0.25% for EUNX.DE.

EUNX.DE is categorized as Total Bond Market, while EUNA.DE is Global Bonds. EUNX.DE tracks Bloomberg US Aggregate Bond Index, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.25% for EUNX.DE and 0.10% for EUNA.DE.

Portfolio Optimizer

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