EXSG.DE vs. EUNA.DE
EXSG.DE (iShares EURO STOXX Select Dividend 30 UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXSG.DE is a Europe Equities fund tracking the EURO STOXX® Select Dividend 30, 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, EXSG.DE returned 9.16%/yr vs -1.29%/yr for EUNA.DE. At a correlation of -0.02, they often move in opposite directions. EXSG.DE charges 0.32%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXSG.DE vs. EUNA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXSG.DE achieves a 7.97% return, which is significantly higher than EUNA.DE's -0.46% return.
EXSG.DE
- 1D
- 0.33%
- 1M
- 1.17%
- YTD
- 7.97%
- 6M
- 10.98%
- 1Y
- 20.85%
- 3Y*
- 20.16%
- 5Y*
- 9.16%
- 10Y*
- 7.41%
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXSG.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 7.97% | 43.07% | 7.93% | 4.12% | -13.46% | 23.87% | -18.07% | 22.83% | -11.04% | -0.99% |
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 EXSG.DE and EUNA.DE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | -0.02 |
The correlation between EXSG.DE and EUNA.DE shifts across timeframes, from -0.02 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXSG.DE vs. EUNA.DE — Risk / Return Rank
EXSG.DE
EUNA.DE
EXSG.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.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.
| EXSG.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.46 | ||
| Sortino ratioReturn per unit of downside risk | +2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.06 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 0.43 | +2.28 |
| Martin ratioReturn relative to average drawdown | 8.47 | 1.18 | +7.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EXSG.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.34 | +1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | -0.28 | +0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | -0.05 | +0.32 |
Drawdowns
EXSG.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXSG.DE drawdown since its inception was -70.80%, 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 EXSG.DE and EUNA.DE.
Loading charts...
Drawdown Indicators
| EXSG.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.80% | -17.79% | -53.01% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -2.75% | -5.09% |
Max Drawdown (3Y)Largest decline over 3 years | -12.86% | -4.02% | -8.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.70% | -17.03% | -7.67% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | — | — |
Current DrawdownCurrent decline from peak | -1.33% | -8.66% | +7.33% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -6.76% | -14.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 0.99% | +1.52% |
Volatility
EXSG.DE vs. EUNA.DE - Volatility Comparison
iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) has a higher volatility of 3.34% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXSG.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.
Loading charts...
Volatility by Period
| EXSG.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 1.35% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 2.82% | +6.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 3.46% | +8.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 4.64% | +10.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 4.27% | +13.45% |
EXSG.DE vs. EUNA.DE - Expense Ratio Comparison
EXSG.DE has a 0.32% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
EXSG.DE vs. EUNA.DE - Dividend Comparison
EXSG.DE's dividend yield for the trailing twelve months is around 4.10%, 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% |
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 4.10% | 4.47% | 5.94% | 5.72% | 5.29% | 3.91% | 3.22% | 4.60% | 5.06% | 7.36% | 4.78% | 4.24% |
Frequently Asked Questions
EXSG.DE and EUNA.DE have a correlation of 0.29, 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 0.32% for EXSG.DE.
EXSG.DE is categorized as Europe Equities, while EUNA.DE is Global Bonds. EXSG.DE tracks EURO STOXX® Select Dividend 30, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.32% for EXSG.DE and 0.10% for EUNA.DE.
Find the right allocation for EXSG.DE and EUNA.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer