EXH8.DE vs. EUNA.DE
EXH8.DE (iShares STOXX Europe 600 Retail UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXH8.DE is a Consumer Staples Equities fund tracking the STOXX® Europe 600 Retail, 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, EXH8.DE returned 1.95%/yr vs -1.29%/yr for EUNA.DE. At a 0.08 correlation, their price movements are largely independent. EXH8.DE charges 0.46%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXH8.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH8.DE achieves a -1.84% return, which is significantly lower than EUNA.DE's -0.46% return.
EXH8.DE
- 1D
- 0.97%
- 1M
- 7.60%
- YTD
- -1.84%
- 6M
- 0.30%
- 1Y
- 6.21%
- 3Y*
- 12.48%
- 5Y*
- 1.95%
- 10Y*
- 6.32%
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXH8.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | -1.84% | 13.47% | 10.93% | 36.87% | -30.57% | 13.16% | 9.68% | 38.72% | -9.61% | -1.27% |
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 EXH8.DE and EUNA.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
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 | 0.08 |
Over the past year, EXH8.DE and EUNA.DE have become more correlated (0.39) than their long-term average of 0.08, meaning their price movements have been converging.
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Return for Risk
EXH8.DE vs. EUNA.DE — Risk / Return Rank
EXH8.DE
EUNA.DE
EXH8.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.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.
| EXH8.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.06 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | 0.43 | +0.05 |
| Martin ratioReturn relative to average drawdown | 1.09 | 1.18 | -0.09 |
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
| EXH8.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.34 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | -0.28 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | -0.05 | +0.35 |
Drawdowns
EXH8.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXH8.DE drawdown since its inception was -54.89%, 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 EXH8.DE and EUNA.DE.
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Drawdown Indicators
| EXH8.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.89% | -17.79% | -37.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.96% | -2.75% | -10.21% |
Max Drawdown (3Y)Largest decline over 3 years | -19.54% | -4.02% | -15.52% |
Max Drawdown (5Y)Largest decline over 5 years | -48.60% | -17.03% | -31.57% |
Max Drawdown (10Y)Largest decline over 10 years | -48.60% | — | — |
Current DrawdownCurrent decline from peak | -3.99% | -8.66% | +4.67% |
Average DrawdownAverage peak-to-trough decline | -16.64% | -6.76% | -9.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 0.99% | +4.68% |
Volatility
EXH8.DE vs. EUNA.DE - Volatility Comparison
iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) has a higher volatility of 6.03% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXH8.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
| EXH8.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 1.35% | +4.68% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 2.82% | +12.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 3.46% | +15.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 4.64% | +16.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 4.27% | +15.46% |
EXH8.DE vs. EUNA.DE - Expense Ratio Comparison
EXH8.DE has a 0.46% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
EXH8.DE vs. EUNA.DE - Dividend Comparison
EXH8.DE's dividend yield for the trailing twelve months is around 2.13%, 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% |
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | 2.13% | 2.30% | 2.40% | 2.34% | 3.25% | 1.04% | 1.26% | 2.10% | 3.20% | 2.91% | 2.88% | 3.27% |
Frequently Asked Questions
EXH8.DE and EUNA.DE have a correlation of 0.39, 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 EXH8.DE.
EXH8.DE is categorized as Consumer Staples Equities, while EUNA.DE is Global Bonds. EXH8.DE tracks STOXX® Europe 600 Retail, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.46% for EXH8.DE and 0.10% for EUNA.DE.
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