EXIE.DE vs. EUNA.DE
EXIE.DE (iShares STOXX Europe 600 UCITS ETF (DE) EUR Acc) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXIE.DE is a Europe Equities fund tracking the STOXX® Europe 600, while EUNA.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond (EUR Hedged). Both are passively managed. Over the past 3 years, EXIE.DE returned 13.87%/yr vs 2.28%/yr for EUNA.DE. At a 0.20 correlation, their price movements are largely independent. EXIE.DE charges 0.20%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXIE.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXIE.DE achieves a 7.44% return, which is significantly higher than EUNA.DE's -0.46% return.
EXIE.DE
- 1D
- 0.59%
- 1M
- 0.81%
- YTD
- 7.44%
- 6M
- 9.96%
- 1Y
- 16.03%
- 3Y*
- 13.87%
- 5Y*
- —
- 10Y*
- —
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXIE.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EXIE.DE iShares STOXX Europe 600 UCITS ETF (DE) EUR Acc | 7.44% | 20.59% | 8.32% | 6.62% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.33% |
Correlation
The correlation between EXIE.DE and EUNA.DE is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2023 | 0.20 |
Over the past year, EXIE.DE and EUNA.DE have become more correlated (0.41) than their long-term average of 0.20, meaning their price movements have been converging.
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Return for Risk
EXIE.DE vs. EUNA.DE — Risk / Return Rank
EXIE.DE
EUNA.DE
EXIE.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 UCITS ETF (DE) EUR Acc (EXIE.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.
| EXIE.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.06 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.43 | +1.27 |
| Martin ratioReturn relative to average drawdown | 6.42 | 1.18 | +5.24 |
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
| EXIE.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.34 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.01 | -0.05 | +1.06 |
Drawdowns
EXIE.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXIE.DE drawdown since its inception was -16.04%, smaller than the maximum EUNA.DE drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for EXIE.DE and EUNA.DE.
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Drawdown Indicators
| EXIE.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.04% | -17.79% | +1.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.58% | -2.75% | -6.83% |
Max Drawdown (3Y)Largest decline over 3 years | -16.04% | -4.02% | -12.02% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.03% | — |
Current DrawdownCurrent decline from peak | -1.65% | -8.66% | +7.01% |
Average DrawdownAverage peak-to-trough decline | -2.03% | -6.76% | +4.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 0.99% | +1.55% |
Volatility
EXIE.DE vs. EUNA.DE - Volatility Comparison
iShares STOXX Europe 600 UCITS ETF (DE) EUR Acc (EXIE.DE) has a higher volatility of 4.35% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXIE.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
| EXIE.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 1.35% | +3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.75% | 2.82% | +7.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.00% | 3.46% | +9.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.99% | 4.64% | +8.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.99% | 4.27% | +8.72% |
EXIE.DE vs. EUNA.DE - Expense Ratio Comparison
EXIE.DE has a 0.20% 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
EXIE.DE vs. EUNA.DE - Dividend Comparison
Neither EXIE.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
EXIE.DE and EUNA.DE have a correlation of 0.41, 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 0.20% for EXIE.DE.
EXIE.DE is categorized as Europe Equities, while EUNA.DE is Global Bonds. EXIE.DE tracks STOXX® Europe 600, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.20% for EXIE.DE and 0.10% for EUNA.DE.
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