EXI5.DE vs. EUNA.DE
EXI5.DE (iShares STOXX Europe 600 Real Estate UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXI5.DE is a REIT fund tracking the STOXX® Europe 600 Real Estate, 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, EXI5.DE returned -4.96%/yr vs -1.29%/yr for EUNA.DE. At a 0.27 correlation, their price movements are largely independent. EXI5.DE charges 0.46%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXI5.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI5.DE achieves a -0.40% return, which is significantly higher than EUNA.DE's -0.46% return.
EXI5.DE
- 1D
- 0.83%
- 1M
- -2.70%
- YTD
- -0.40%
- 6M
- 0.52%
- 1Y
- -4.69%
- 3Y*
- 6.81%
- 5Y*
- -4.96%
- 10Y*
- -1.04%
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXI5.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | -0.40% | 3.76% | -4.15% | 17.26% | -37.90% | 16.10% | -8.71% | 27.58% | -10.93% | 2.18% |
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 EXI5.DE and EUNA.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.27 |
Over the past year, EXI5.DE and EUNA.DE have become more correlated (0.55) than their long-term average of 0.27, meaning their price movements have been converging.
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Return for Risk
EXI5.DE vs. EUNA.DE — Risk / Return Rank
EXI5.DE
EUNA.DE
EXI5.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.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.
| EXI5.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.06 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 0.43 | -0.74 |
| Martin ratioReturn relative to average drawdown | -0.75 | 1.18 | -1.93 |
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
| EXI5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 0.34 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | -0.28 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | -0.05 | +0.03 |
Drawdowns
EXI5.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXI5.DE drawdown since its inception was -77.04%, 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 EXI5.DE and EUNA.DE.
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Drawdown Indicators
| EXI5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.04% | -17.79% | -59.25% |
Max Drawdown (1Y)Largest decline over 1 year | -15.30% | -2.75% | -12.55% |
Max Drawdown (3Y)Largest decline over 3 years | -21.03% | -4.02% | -17.01% |
Max Drawdown (5Y)Largest decline over 5 years | -48.08% | -17.03% | -31.05% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | — | — |
Current DrawdownCurrent decline from peak | -29.97% | -8.66% | -21.31% |
Average DrawdownAverage peak-to-trough decline | -30.50% | -6.76% | -23.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 0.99% | +5.51% |
Volatility
EXI5.DE vs. EUNA.DE - Volatility Comparison
iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) has a higher volatility of 4.75% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXI5.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
| EXI5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 1.35% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 2.82% | +10.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.90% | 3.46% | +12.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.21% | 4.64% | +17.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.28% | 4.27% | +16.01% |
EXI5.DE vs. EUNA.DE - Expense Ratio Comparison
EXI5.DE has a 0.46% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
EXI5.DE vs. EUNA.DE - Dividend Comparison
EXI5.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% |
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | 2.13% | 2.02% | 1.82% | 2.05% | 2.19% | 0.93% | 1.30% | 2.10% | 2.15% | 3.10% | 2.80% | 2.65% |
Frequently Asked Questions
EXI5.DE and EUNA.DE have a correlation of 0.55, 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 EXI5.DE.
EXI5.DE is categorized as REIT, while EUNA.DE is Global Bonds. EXI5.DE tracks STOXX® Europe 600 Real Estate, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.46% for EXI5.DE and 0.10% for EUNA.DE.
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