EXH4.DE vs. EUNA.DE
EXH4.DE (iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXH4.DE is a Industrials Equities fund tracking the STOXX® Europe 600 Industrial Goods & Services, while EUNA.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond (EUR Hedged). Both are passively managed. Over the past 5 years, EXH4.DE returned 11.25%/yr vs -1.29%/yr for EUNA.DE. At a 0.05 correlation, their price movements are largely independent. EXH4.DE charges 0.46%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXH4.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH4.DE achieves a 8.61% return, which is significantly higher than EUNA.DE's -0.46% return.
EXH4.DE
- 1D
- 0.57%
- 1M
- 1.72%
- YTD
- 8.61%
- 6M
- 10.71%
- 1Y
- 14.50%
- 3Y*
- 17.96%
- 5Y*
- 11.25%
- 10Y*
- 12.08%
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXH4.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH4.DE iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 8.61% | 23.72% | 14.66% | 23.26% | -18.58% | 27.14% | 5.60% | 36.93% | -13.73% | 0.63% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.36% | -13.52% | -2.37% | 3.70% | 5.06% | -1.17% | -0.54% |
Correlation
The correlation between EXH4.DE and EUNA.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.05 |
Over the past year, EXH4.DE and EUNA.DE have become more correlated (0.36) than their long-term average of 0.05, meaning their price movements have been converging.
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Return for Risk
EXH4.DE vs. EUNA.DE — Risk / Return Rank
EXH4.DE
EUNA.DE
EXH4.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.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.
| EXH4.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.06 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | 0.43 | +0.66 |
| Martin ratioReturn relative to average drawdown | 3.91 | 1.18 | +2.73 |
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
| EXH4.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.34 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | -0.28 | +0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | -0.05 | +0.53 |
Drawdowns
EXH4.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXH4.DE drawdown since its inception was -60.02%, which is greater than EUNA.DE's maximum drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for EXH4.DE and EUNA.DE.
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Drawdown Indicators
| EXH4.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.02% | -17.79% | -42.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.28% | -2.75% | -10.53% |
Max Drawdown (3Y)Largest decline over 3 years | -19.33% | -4.02% | -15.31% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -17.03% | -14.04% |
Max Drawdown (10Y)Largest decline over 10 years | -41.94% | — | — |
Current DrawdownCurrent decline from peak | -1.40% | -8.66% | +7.26% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -6.76% | -3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 0.99% | +2.70% |
Volatility
EXH4.DE vs. EUNA.DE - Volatility Comparison
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.DE) has a higher volatility of 6.36% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXH4.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
| EXH4.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 1.35% | +5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 16.56% | 2.82% | +13.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.71% | 3.46% | +16.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 4.64% | +15.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 4.27% | +15.66% |
EXH4.DE vs. EUNA.DE - Expense Ratio Comparison
EXH4.DE has a 0.46% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
EXH4.DE vs. EUNA.DE - Dividend Comparison
EXH4.DE's dividend yield for the trailing twelve months is around 1.18%, while EUNA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EXH4.DE iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 1.18% | 1.31% | 1.51% | 1.72% | 1.68% | 1.08% | 0.85% | 1.69% | 1.67% | 2.38% | 2.10% | 2.79% |
Frequently Asked Questions
EXH4.DE and EUNA.DE have a correlation of 0.36, 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 0.46% for EXH4.DE.
EXH4.DE is categorized as Industrials Equities, while EUNA.DE is Global Bonds. EXH4.DE tracks STOXX® Europe 600 Industrial Goods & Services, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.46% for EXH4.DE and 0.10% for EUNA.DE.
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