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

Performance

EXHF.DE vs. EUNA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Euro Government Bond Capped 1.5-10.5yr UCITS ETF (DE) (EXHF.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, EXHF.DE achieves a -0.61% return, which is significantly lower than EUNA.DE's -0.46% return.


EXHF.DE

1D
0.03%
1M
-0.63%
YTD
-0.61%
6M
-0.60%
1Y
0.03%
3Y*
2.53%
5Y*
-1.98%
10Y*
-0.22%

EUNA.DE

1D
0.22%
1M
-0.12%
YTD
-0.46%
6M
-0.07%
1Y
1.32%
3Y*
2.28%
5Y*
-1.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
EXHF.DE
iShares Euro Government Bond Capped 1.5-10.5yr UCITS ETF (DE)
-0.61%1.93%1.59%7.50%-17.55%-2.72%3.54%5.31%0.83%-0.87%
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 EXHF.DE and EUNA.DE is 0.78, 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

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.77

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

0.80

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

0.75

The correlation between EXHF.DE and EUNA.DE has been stable across timeframes, ranging from 0.75 to 0.80 - a consistent structural relationship.

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Return for Risk

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

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

EXHF.DE
EXHF.DE Risk / Return Rank: 88
Overall Rank
EXHF.DE Sharpe Ratio Rank: 88
Sharpe Ratio Rank
EXHF.DE Sortino Ratio Rank: 77
Sortino Ratio Rank
EXHF.DE Omega Ratio Rank: 77
Omega Ratio Rank
EXHF.DE Calmar Ratio Rank: 88
Calmar Ratio Rank
EXHF.DE Martin Ratio Rank: 88
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares Euro Government Bond Capped 1.5-10.5yr UCITS ETF (DE) (EXHF.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.


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

-0.43

Sortino ratioReturn per unit of downside risk

-0.60

Omega ratioGain probability vs. loss probability

0.99

1.06

-0.07

Calmar ratioReturn relative to maximum drawdown

-0.11

0.43

-0.53

Martin ratioReturn relative to average drawdown

-0.29

1.18

-1.47

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

The current EXHF.DE Sharpe Ratio is -0.09, which is lower than the EUNA.DE Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of EXHF.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


EXHF.DEEUNA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.09

0.34

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.31

-0.28

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

-0.05

+0.54

Drawdowns

EXHF.DE vs. EUNA.DE - Drawdown Comparison

The maximum EXHF.DE drawdown since its inception was -20.75%, 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 EXHF.DE and EUNA.DE.


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Drawdown Indicators


EXHF.DEEUNA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-20.75%

-17.79%

-2.96%

Max Drawdown (1Y)

Largest decline over 1 year

-3.59%

-2.75%

-0.84%

Max Drawdown (3Y)

Largest decline over 3 years

-3.59%

-4.02%

+0.43%

Max Drawdown (5Y)

Largest decline over 5 years

-20.48%

-17.03%

-3.45%

Max Drawdown (10Y)

Largest decline over 10 years

-20.75%

Current Drawdown

Current decline from peak

-11.58%

-8.66%

-2.92%

Average Drawdown

Average peak-to-trough decline

-4.35%

-6.76%

+2.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.30%

0.99%

+0.31%

Volatility

EXHF.DE vs. EUNA.DE - Volatility Comparison

iShares Euro Government Bond Capped 1.5-10.5yr UCITS ETF (DE) (EXHF.DE) has a higher volatility of 1.96% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXHF.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


EXHF.DEEUNA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.96%

1.35%

+0.61%

Volatility (6M)

Calculated over the trailing 6-month period

3.59%

2.82%

+0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

4.14%

3.46%

+0.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.35%

4.64%

+1.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.04%

4.27%

+0.77%

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

EXHF.DE has a 0.15% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

EXHF.DE vs. EUNA.DE - Dividend Comparison

EXHF.DE's dividend yield for the trailing twelve months is around 1.61%, 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%
EXHF.DE
iShares Euro Government Bond Capped 1.5-10.5yr UCITS ETF (DE)
1.61%1.74%1.03%0.51%0.63%0.62%0.66%0.75%0.75%1.51%1.87%2.45%

Frequently Asked Questions


EXHF.DE and EUNA.DE have a correlation of 0.78, 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 0.15% for EXHF.DE.

EXHF.DE is categorized as European Government Bonds, while EUNA.DE is Global Bonds. EXHF.DE tracks iBoxx® EUR Liquid Sovereigns Capped 1.5-10.5, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.15% for EXHF.DE and 0.10% for EUNA.DE.

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