EXW1.DE vs. EUNA.DE
EXW1.DE (iShares EURO STOXX 50 UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXW1.DE is a Europe Equities fund tracking the EURO STOXX® 50, 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, EXW1.DE returned 11.50%/yr vs -1.29%/yr for EUNA.DE. At a 0.04 correlation, their price movements are largely independent. Both charge a 0.10% expense ratio.
Performance
EXW1.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXW1.DE achieves a 7.31% return, which is significantly higher than EUNA.DE's -0.46% return.
EXW1.DE
- 1D
- 0.74%
- 1M
- 4.59%
- YTD
- 7.31%
- 6M
- 8.68%
- 1Y
- 15.82%
- 3Y*
- 15.60%
- 5Y*
- 11.50%
- 10Y*
- 10.49%
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXW1.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXW1.DE iShares EURO STOXX 50 UCITS ETF (DE) | 7.31% | 22.07% | 11.03% | 22.41% | -8.72% | 23.47% | -3.08% | 30.12% | -12.05% | -1.20% |
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 EXW1.DE and EUNA.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.04 |
Over the past year, EXW1.DE and EUNA.DE have become more correlated (0.37) than their long-term average of 0.04, meaning their price movements have been converging.
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Return for Risk
EXW1.DE vs. EUNA.DE — Risk / Return Rank
EXW1.DE
EUNA.DE
EXW1.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.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.
| EXW1.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.06 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 0.43 | +1.04 |
| Martin ratioReturn relative to average drawdown | 4.97 | 1.18 | +3.78 |
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
| EXW1.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.34 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | -0.28 | +0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | -0.05 | +0.26 |
Drawdowns
EXW1.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXW1.DE drawdown since its inception was -57.82%, 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 EXW1.DE and EUNA.DE.
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Drawdown Indicators
| EXW1.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -17.79% | -40.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -2.75% | -8.01% |
Max Drawdown (3Y)Largest decline over 3 years | -16.59% | -4.02% | -12.57% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -17.03% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.49% | — | — |
Current DrawdownCurrent decline from peak | -0.54% | -8.66% | +8.12% |
Average DrawdownAverage peak-to-trough decline | -15.74% | -6.76% | -8.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 0.99% | +2.19% |
Volatility
EXW1.DE vs. EUNA.DE - Volatility Comparison
iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.DE) has a higher volatility of 4.90% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXW1.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
| EXW1.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 1.35% | +3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 2.82% | +9.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 3.46% | +12.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 4.64% | +12.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 4.27% | +13.93% |
EXW1.DE vs. EUNA.DE - Expense Ratio Comparison
Both EXW1.DE and EUNA.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
EXW1.DE vs. EUNA.DE - Dividend Comparison
EXW1.DE's dividend yield for the trailing twelve months is around 2.30%, 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% |
EXW1.DE iShares EURO STOXX 50 UCITS ETF (DE) | 2.30% | 2.42% | 2.85% | 2.83% | 2.73% | 2.50% | 1.97% | 2.82% | 3.18% | 3.92% | 3.29% | 3.48% |
Frequently Asked Questions
EXW1.DE and EUNA.DE have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EXW1.DE and EUNA.DE have the same expense ratio: 0.10% per year.
EXW1.DE is categorized as Europe Equities, while EUNA.DE is Global Bonds. EXW1.DE tracks EURO STOXX® 50, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged).
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