EXSA.DE vs. EUNA.DE
EXSA.DE (iShares STOXX Europe 600 UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXSA.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 5 years, EXSA.DE returned 9.65%/yr vs -1.29%/yr for EUNA.DE. At a 0.06 correlation, their price movements are largely independent. EXSA.DE charges 0.20%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXSA.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSA.DE achieves a 7.58% return, which is significantly higher than EUNA.DE's -0.46% return.
EXSA.DE
- 1D
- 0.61%
- 1M
- 0.91%
- YTD
- 7.58%
- 6M
- 10.05%
- 1Y
- 16.11%
- 3Y*
- 13.94%
- 5Y*
- 9.65%
- 10Y*
- 9.18%
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXSA.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSA.DE iShares STOXX Europe 600 UCITS ETF (DE) | 7.58% | 20.49% | 8.50% | 15.46% | -10.09% | 24.22% | -1.80% | 28.41% | -10.99% | -0.00% |
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 EXSA.DE and EUNA.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
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 | 0.06 |
Over the past year, EXSA.DE and EUNA.DE have become more correlated (0.40) than their long-term average of 0.06, meaning their price movements have been converging.
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Return for Risk
EXSA.DE vs. EUNA.DE — Risk / Return Rank
EXSA.DE
EUNA.DE
EXSA.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) (EXSA.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.
| EXSA.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.06 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 0.43 | +1.26 |
| Martin ratioReturn relative to average drawdown | 6.32 | 1.18 | +5.14 |
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
| EXSA.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 | 0.66 | -0.28 | +0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | -0.05 | +0.44 |
Drawdowns
EXSA.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXSA.DE drawdown since its inception was -58.34%, 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 EXSA.DE and EUNA.DE.
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Drawdown Indicators
| EXSA.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.34% | -17.79% | -40.55% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -2.75% | -6.89% |
Max Drawdown (3Y)Largest decline over 3 years | -16.33% | -4.02% | -12.31% |
Max Drawdown (5Y)Largest decline over 5 years | -20.68% | -17.03% | -3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -35.69% | — | — |
Current DrawdownCurrent decline from peak | -1.64% | -8.66% | +7.02% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -6.76% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 0.99% | +1.58% |
Volatility
EXSA.DE vs. EUNA.DE - Volatility Comparison
iShares STOXX Europe 600 UCITS ETF (DE) (EXSA.DE) has a higher volatility of 4.33% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXSA.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
| EXSA.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 1.35% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 2.82% | +7.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.96% | 3.46% | +9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 4.64% | +9.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 4.27% | +11.51% |
EXSA.DE vs. EUNA.DE - Expense Ratio Comparison
EXSA.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
EXSA.DE vs. EUNA.DE - Dividend Comparison
EXSA.DE's dividend yield for the trailing twelve months is around 2.36%, 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% |
EXSA.DE iShares STOXX Europe 600 UCITS ETF (DE) | 2.36% | 2.54% | 2.79% | 2.68% | 2.76% | 2.23% | 1.85% | 2.87% | 3.03% | 4.42% | 3.42% | 2.97% |
Frequently Asked Questions
EXSA.DE and EUNA.DE have a correlation of 0.40, 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 EXSA.DE.
EXSA.DE is categorized as Europe Equities, while EUNA.DE is Global Bonds. EXSA.DE tracks STOXX® Europe 600, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.20% for EXSA.DE and 0.10% for EUNA.DE.
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