EXIA.DE vs. EUNA.DE
EXIA.DE (iShares DAX ESG UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXIA.DE is a Europe Equities fund tracking the DAX® ESG Target, 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, EXIA.DE returned 8.95%/yr vs -1.29%/yr for EUNA.DE. At a 0.14 correlation, their price movements are largely independent. EXIA.DE charges 0.12%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXIA.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXIA.DE achieves a 4.30% return, which is significantly higher than EUNA.DE's -0.46% return.
EXIA.DE
- 1D
- 0.37%
- 1M
- 3.23%
- YTD
- 4.30%
- 6M
- 7.19%
- 1Y
- 3.51%
- 3Y*
- 15.53%
- 5Y*
- 8.95%
- 10Y*
- —
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXIA.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
EXIA.DE iShares DAX ESG UCITS ETF (DE) | 4.30% | 17.20% | 18.59% | 21.57% | -14.54% | 4.16% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.36% | -13.52% | 0.35% |
Correlation
The correlation between EXIA.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 | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since May 21, 2021 | 0.14 |
Over the past year, EXIA.DE and EUNA.DE have become more correlated (0.36) than their long-term average of 0.14, meaning their price movements have been converging.
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Return for Risk
EXIA.DE vs. EUNA.DE — Risk / Return Rank
EXIA.DE
EUNA.DE
EXIA.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares DAX ESG UCITS ETF (DE) (EXIA.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.
| EXIA.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.06 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 0.43 | -0.12 |
| Martin ratioReturn relative to average drawdown | 0.86 | 1.18 | -0.33 |
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
| EXIA.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.34 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | -0.28 | +0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | -0.05 | +0.60 |
Drawdowns
EXIA.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXIA.DE drawdown since its inception was -28.15%, 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 EXIA.DE and EUNA.DE.
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Drawdown Indicators
| EXIA.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -17.79% | -10.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -2.75% | -8.79% |
Max Drawdown (3Y)Largest decline over 3 years | -15.97% | -4.02% | -11.95% |
Max Drawdown (5Y)Largest decline over 5 years | -28.15% | -17.03% | -11.12% |
Current DrawdownCurrent decline from peak | -1.70% | -8.66% | +6.96% |
Average DrawdownAverage peak-to-trough decline | -6.05% | -6.76% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 0.99% | +3.09% |
Volatility
EXIA.DE vs. EUNA.DE - Volatility Comparison
iShares DAX ESG UCITS ETF (DE) (EXIA.DE) has a higher volatility of 4.76% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXIA.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
| EXIA.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 1.35% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 2.82% | +9.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 3.46% | +12.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 4.64% | +12.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 4.27% | +12.65% |
EXIA.DE vs. EUNA.DE - Expense Ratio Comparison
EXIA.DE has a 0.12% 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
EXIA.DE vs. EUNA.DE - Dividend Comparison
Neither EXIA.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
EXIA.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 0.12% for EXIA.DE.
EXIA.DE is categorized as Europe Equities, while EUNA.DE is Global Bonds. EXIA.DE tracks DAX® ESG Target, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.12% for EXIA.DE and 0.10% for EUNA.DE.
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