EXH5.DE vs. EUNA.DE
EXH5.DE (iShares STOXX Europe 600 Insurance UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXH5.DE is a Financials Equities fund tracking the STOXX® Europe 600 Insurance, 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, EXH5.DE returned 13.96%/yr vs -1.29%/yr for EUNA.DE. At a correlation of -0.03, they often move in opposite directions. EXH5.DE charges 0.46%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXH5.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH5.DE achieves a -2.53% return, which is significantly lower than EUNA.DE's -0.46% return.
EXH5.DE
- 1D
- 0.28%
- 1M
- -1.38%
- YTD
- -2.53%
- 6M
- 2.36%
- 1Y
- 2.81%
- 3Y*
- 18.16%
- 5Y*
- 13.96%
- 10Y*
- 11.04%
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXH5.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | -2.53% | 29.72% | 22.68% | 12.56% | 3.63% | 19.44% | -10.66% | 30.48% | -7.15% | -0.05% |
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 EXH5.DE and EUNA.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | -0.03 |
The correlation between EXH5.DE and EUNA.DE shifts across timeframes, from -0.03 (all time) to 0.28 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EXH5.DE vs. EUNA.DE — Risk / Return Rank
EXH5.DE
EUNA.DE
EXH5.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.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.
| EXH5.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.06 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.43 | -0.05 |
| Martin ratioReturn relative to average drawdown | 0.78 | 1.18 | -0.40 |
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
| EXH5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.34 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | -0.28 | +1.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | -0.05 | +0.36 |
Drawdowns
EXH5.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXH5.DE drawdown since its inception was -73.44%, 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 EXH5.DE and EUNA.DE.
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Drawdown Indicators
| EXH5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.44% | -17.79% | -55.65% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -2.75% | -4.65% |
Max Drawdown (3Y)Largest decline over 3 years | -12.31% | -4.02% | -8.29% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -17.03% | -1.60% |
Max Drawdown (10Y)Largest decline over 10 years | -46.55% | — | — |
Current DrawdownCurrent decline from peak | -5.47% | -8.66% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -15.47% | -6.76% | -8.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 0.99% | +2.58% |
Volatility
EXH5.DE vs. EUNA.DE - Volatility Comparison
iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) has a higher volatility of 4.83% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXH5.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
| EXH5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 1.35% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 2.82% | +8.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 3.46% | +11.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 4.64% | +11.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 4.27% | +15.66% |
EXH5.DE vs. EUNA.DE - Expense Ratio Comparison
EXH5.DE has a 0.46% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
EXH5.DE vs. EUNA.DE - Dividend Comparison
EXH5.DE's dividend yield for the trailing twelve months is around 3.48%, 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% |
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | 3.48% | 3.39% | 3.59% | 3.79% | 4.51% | 3.56% | 2.52% | 3.84% | 4.03% | 4.87% | 4.34% | 3.67% |
Frequently Asked Questions
EXH5.DE and EUNA.DE have a correlation of 0.28, 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 EXH5.DE.
EXH5.DE is categorized as Financials Equities, while EUNA.DE is Global Bonds. EXH5.DE tracks STOXX® Europe 600 Insurance, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.46% for EXH5.DE and 0.10% for EUNA.DE.
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