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EXH7.DE vs. EUNA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXH7.DE vs. EUNA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.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, EXH7.DE achieves a -10.91% return, which is significantly lower than EUNA.DE's -0.46% return.


EXH7.DE

1D
0.11%
1M
2.40%
YTD
-10.91%
6M
-10.58%
1Y
-4.87%
3Y*
-1.79%
5Y*
-0.05%
10Y*
4.39%

EUNA.DE

1D
0.22%
1M
0.18%
YTD
-0.46%
6M
-0.29%
1Y
1.18%
3Y*
2.28%
5Y*
-1.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXH7.DE vs. EUNA.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXH7.DE
iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE)
-10.91%6.41%3.93%7.55%-10.43%20.02%5.33%34.36%-15.76%0.28%
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 EXH7.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

0.24

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

0.17

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2017

0.10

Over the past year, EXH7.DE and EUNA.DE have become more correlated (0.36) than their long-term average of 0.10, meaning their price movements have been converging.

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Return for Risk

EXH7.DE vs. EUNA.DE — Risk / Return Rank

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

EXH7.DE
EXH7.DE Risk / Return Rank: 66
Overall Rank
EXH7.DE Sharpe Ratio Rank: 66
Sharpe Ratio Rank
EXH7.DE Sortino Ratio Rank: 66
Sortino Ratio Rank
EXH7.DE Omega Ratio Rank: 66
Omega Ratio Rank
EXH7.DE Calmar Ratio Rank: 66
Calmar Ratio Rank
EXH7.DE Martin Ratio Rank: 66
Martin Ratio Rank

EUNA.DE
EUNA.DE Risk / Return Rank: 1414
Overall Rank
EUNA.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
EUNA.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
EUNA.DE Omega Ratio Rank: 1313
Omega Ratio Rank
EUNA.DE Calmar Ratio Rank: 1414
Calmar Ratio Rank
EUNA.DE Martin Ratio Rank: 1515
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.

EXH7.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.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.


EXH7.DEEUNA.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.63

Sortino ratioReturn per unit of downside risk

-0.82

Omega ratioGain probability vs. loss probability

0.96

1.06

-0.10

Calmar ratioReturn relative to maximum drawdown

-0.31

0.43

-0.73

Martin ratioReturn relative to average drawdown

-0.72

1.18

-1.90

EXH7.DE vs. EUNA.DE - Sharpe Ratio Comparison

The current EXH7.DE Sharpe Ratio is -0.29, which is lower than the EUNA.DE Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of EXH7.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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Sharpe Ratios by Period


EXH7.DEEUNA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.29

0.34

-0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.00

-0.28

+0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

-0.05

+0.59

Drawdowns

EXH7.DE vs. EUNA.DE - Drawdown Comparison

The maximum EXH7.DE drawdown since its inception was -47.09%, 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 EXH7.DE and EUNA.DE.


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Drawdown Indicators


EXH7.DEEUNA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-47.09%

-17.79%

-29.30%

Max Drawdown (1Y)

Largest decline over 1 year

-15.83%

-2.75%

-13.08%

Max Drawdown (3Y)

Largest decline over 3 years

-17.88%

-4.02%

-13.86%

Max Drawdown (5Y)

Largest decline over 5 years

-22.00%

-17.03%

-4.97%

Max Drawdown (10Y)

Largest decline over 10 years

-29.18%

Current Drawdown

Current decline from peak

-14.01%

-8.66%

-5.35%

Average Drawdown

Average peak-to-trough decline

-6.91%

-6.76%

-0.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.74%

0.99%

+5.75%

Volatility

EXH7.DE vs. EUNA.DE - Volatility Comparison

iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.DE) has a higher volatility of 5.11% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXH7.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


EXH7.DEEUNA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.11%

1.35%

+3.76%

Volatility (6M)

Calculated over the trailing 6-month period

13.48%

2.82%

+10.66%

Volatility (1Y)

Calculated over the trailing 1-year period

16.63%

3.46%

+13.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.40%

4.64%

+12.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.95%

4.27%

+12.68%

EXH7.DE vs. EUNA.DE - Expense Ratio Comparison

EXH7.DE has a 0.46% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.


Dividends

EXH7.DE vs. EUNA.DE - Dividend Comparison

EXH7.DE's dividend yield for the trailing twelve months is around 2.78%, 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%
EXH7.DE
iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE)
2.78%2.31%2.35%2.27%2.39%1.77%1.82%2.36%2.00%5.68%2.74%2.79%

Frequently Asked Questions


EXH7.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 EXH7.DE.

EXH7.DE is categorized as Consumer Staples Equities, while EUNA.DE is Global Bonds. EXH7.DE tracks STOXX® Europe 600 Personal & Household Goods, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.46% for EXH7.DE and 0.10% for EUNA.DE.

Portfolio Optimizer

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