EXUS.DE vs. EUNA.DE
EXUS.DE (Xtrackers MSCI World ex USA UCITS ETF 1C USD) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXUS.DE is a Global Equities fund tracking the MSCI World ex USA index, while EUNA.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond (EUR Hedged). Both are passively managed. Over the past year, EXUS.DE returned 22.41% vs 1.03% for EUNA.DE. At a 0.24 correlation, their price movements are largely independent. EXUS.DE charges 0.15%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXUS.DE vs. EUNA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXUS.DE achieves a 10.45% return, which is significantly higher than EUNA.DE's -0.61% return.
EXUS.DE
- 1D
- 1.99%
- 1M
- 3.82%
- YTD
- 10.45%
- 6M
- 12.24%
- 1Y
- 22.41%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EUNA.DE
- 1D
- 0.00%
- 1M
- 0.82%
- YTD
- -0.61%
- 6M
- -0.00%
- 1Y
- 1.03%
- 3Y*
- 2.34%
- 5Y*
- -1.37%
- 10Y*
- —
EXUS.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EXUS.DE Xtrackers MSCI World ex USA UCITS ETF 1C USD | 10.45% | 17.80% | 4.15% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.61% | 2.91% | 2.12% |
Correlation
The correlation between EXUS.DE and EUNA.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Mar 14, 2024 | 0.24 |
The correlation between EXUS.DE and EUNA.DE shifts across timeframes, from 0.24 (all time) to 0.38 (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
EXUS.DE vs. EUNA.DE — Risk / Return Rank
EXUS.DE
EUNA.DE
EXUS.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXUS.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.50 | ||
| Sortino ratioReturn per unit of downside risk | +2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.04 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 0.29 | +2.22 |
| Martin ratioReturn relative to average drawdown | 9.96 | 0.81 | +9.15 |
Loading charts...
Drawdowns
EXUS.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXUS.DE drawdown since its inception was -16.21%, smaller than the maximum EUNA.DE drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for EXUS.DE and EUNA.DE.
Loading charts...
Drawdown Indicators
| EXUS.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.21% | -17.81% | +1.60% |
Max Drawdown (1Y)Largest decline over 1 year | -8.67% | -2.80% | -5.87% |
Max Drawdown (3Y)Largest decline over 3 years | — | -4.11% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.04% | — |
Current DrawdownCurrent decline from peak | -0.03% | -8.72% | +8.69% |
Average DrawdownAverage peak-to-trough decline | -1.78% | -6.70% | +4.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 1.01% | +1.18% |
Volatility
EXUS.DE vs. EUNA.DE - Volatility Comparison
Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) has a higher volatility of 3.68% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.34%. This indicates that EXUS.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
| EXUS.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 1.34% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.41% | 2.93% | +7.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 3.72% | +8.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.46% | 4.84% | +8.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.46% | 4.45% | +9.01% |
EXUS.DE vs. EUNA.DE - Expense Ratio Comparison
EXUS.DE has a 0.15% 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
EXUS.DE vs. EUNA.DE - Dividend Comparison
Neither EXUS.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
EXUS.DE and EUNA.DE have a correlation of 0.38, 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 0.15% for EXUS.DE.
EXUS.DE is categorized as Global Equities, while EUNA.DE is Global Bonds. EXUS.DE tracks MSCI World ex USA index, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.15% for EXUS.DE and 0.10% for EUNA.DE.
Find the right allocation for EXUS.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