EUNY.DE vs. EXUS.DE
EUNY.DE (iShares Emerging Markets Dividend UCITS ETF) and EXUS.DE (Xtrackers MSCI World ex USA UCITS ETF 1C USD) are both exchange-traded funds - EUNY.DE is a Emerging Markets Equities fund tracking the Dow Jones Emerging Markets Select Dividend, while EXUS.DE is a Global Equities fund tracking the MSCI World ex USA index. Both are passively managed. Over the past year, EUNY.DE returned 25.16% vs 20.32% for EXUS.DE. A 0.57 correlation means they provide meaningful diversification when combined. EUNY.DE charges 0.65%/yr vs 0.15%/yr for EXUS.DE.
Performance
EUNY.DE vs. EXUS.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EUNY.DE achieves a 11.46% return, which is significantly higher than EXUS.DE's 9.64% return.
EUNY.DE
- 1D
- -0.55%
- 1M
- -2.33%
- YTD
- 11.46%
- 6M
- 12.72%
- 1Y
- 25.16%
- 3Y*
- 17.26%
- 5Y*
- 5.28%
- 10Y*
- 7.14%
EXUS.DE
- 1D
- 0.19%
- 1M
- 2.59%
- YTD
- 9.64%
- 6M
- 11.77%
- 1Y
- 20.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EUNY.DE vs. EXUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EUNY.DE iShares Emerging Markets Dividend UCITS ETF | 11.46% | 13.97% | 10.08% |
EXUS.DE Xtrackers MSCI World ex USA UCITS ETF 1C USD | 9.64% | 17.80% | 5.15% |
Correlation
The correlation between EUNY.DE and EXUS.DE is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 2024 | 0.57 |
The correlation between EUNY.DE and EXUS.DE has been stable across timeframes, ranging from 0.57 to 0.61 - a consistent structural relationship.
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Return for Risk
EUNY.DE vs. EXUS.DE — Risk / Return Rank
EUNY.DE
EXUS.DE
EUNY.DE vs. EXUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Emerging Markets Dividend UCITS ETF (EUNY.DE) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.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.
| EUNY.DE | EXUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.31 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 6.17 | 2.30 | +3.87 |
| Martin ratioReturn relative to average drawdown | 16.86 | 9.01 | +7.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EUNY.DE | EXUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 1.62 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 1.10 | -0.88 |
Drawdowns
EUNY.DE vs. EXUS.DE - Drawdown Comparison
The maximum EUNY.DE drawdown since its inception was -40.65%, which is greater than EXUS.DE's maximum drawdown of -16.21%. Use the drawdown chart below to compare losses from any high point for EUNY.DE and EXUS.DE.
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Drawdown Indicators
| EUNY.DE | EXUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.65% | -16.21% | -24.44% |
Max Drawdown (1Y)Largest decline over 1 year | -4.11% | -8.68% | +4.57% |
Max Drawdown (3Y)Largest decline over 3 years | -15.70% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -31.43% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.29% | — | — |
Current DrawdownCurrent decline from peak | -2.82% | -0.76% | -2.06% |
Average DrawdownAverage peak-to-trough decline | -12.34% | -1.78% | -10.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 2.23% | -0.72% |
Volatility
EUNY.DE vs. EXUS.DE - Volatility Comparison
iShares Emerging Markets Dividend UCITS ETF (EUNY.DE) has a higher volatility of 4.52% compared to Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) at 3.28%. This indicates that EUNY.DE's price experiences larger fluctuations and is considered to be riskier than EXUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUNY.DE | EXUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 3.28% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 10.06% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.90% | 12.37% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.58% | 13.39% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.73% | 13.39% | +3.34% |
EUNY.DE vs. EXUS.DE - Expense Ratio Comparison
EUNY.DE has a 0.65% expense ratio, which is higher than EXUS.DE's 0.15% expense ratio.
Dividends
EUNY.DE vs. EXUS.DE - Dividend Comparison
EUNY.DE's dividend yield for the trailing twelve months is around 5.32%, while EXUS.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNY.DE iShares Emerging Markets Dividend UCITS ETF | 5.32% | 5.82% | 7.72% | 8.04% | 9.56% | 6.35% | 5.09% | 5.57% | 5.65% | 4.09% | 4.35% | 6.37% |
EXUS.DE Xtrackers MSCI World ex USA UCITS ETF 1C USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EUNY.DE and EXUS.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXUS.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXUS.DE is cheaper with a 0.15% expense ratio, compared with 0.65% for EUNY.DE.
EUNY.DE is categorized as Emerging Markets Equities, while EXUS.DE is Global Equities. EUNY.DE tracks Dow Jones Emerging Markets Select Dividend, while EXUS.DE tracks MSCI World ex USA index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.65% for EUNY.DE and 0.15% for EXUS.DE.
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