EXX7.DE vs. EUNA.DE
EXX7.DE (iShares Nikkei 225 UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXX7.DE is a Japan Equities fund tracking the Nikkei 225®, 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, EXX7.DE returned 11.91%/yr vs -1.29%/yr for EUNA.DE. At a 0.09 correlation, their price movements are largely independent. EXX7.DE charges 0.51%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXX7.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXX7.DE achieves a 31.92% return, which is significantly higher than EUNA.DE's -0.46% return.
EXX7.DE
- 1D
- -1.45%
- 1M
- 10.44%
- YTD
- 31.92%
- 6M
- 29.93%
- 1Y
- 58.94%
- 3Y*
- 20.28%
- 5Y*
- 11.91%
- 10Y*
- 11.53%
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
EXX7.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXX7.DE iShares Nikkei 225 UCITS ETF (DE) | 31.92% | 15.64% | 13.98% | 17.46% | -15.88% | 3.04% | 13.62% | 24.16% | -5.34% | -1.12% |
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 EXX7.DE and EUNA.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.09 |
Over the past year, EXX7.DE and EUNA.DE have become more correlated (0.31) than their long-term average of 0.09, meaning their price movements have been converging.
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Return for Risk
EXX7.DE vs. EUNA.DE — Risk / Return Rank
EXX7.DE
EUNA.DE
EXX7.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Nikkei 225 UCITS ETF (DE) (EXX7.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.
| EXX7.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.16 | ||
| Sortino ratioReturn per unit of downside risk | +3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.06 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 4.52 | 0.43 | +4.10 |
| Martin ratioReturn relative to average drawdown | 13.72 | 1.18 | +12.53 |
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
| EXX7.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.50 | 0.34 | +2.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | -0.28 | +0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | -0.05 | +0.44 |
Drawdowns
EXX7.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXX7.DE drawdown since its inception was -50.57%, 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 EXX7.DE and EUNA.DE.
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Drawdown Indicators
| EXX7.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.57% | -17.79% | -32.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.97% | -2.75% | -10.22% |
Max Drawdown (3Y)Largest decline over 3 years | -20.63% | -4.02% | -16.61% |
Max Drawdown (5Y)Largest decline over 5 years | -21.40% | -17.03% | -4.37% |
Max Drawdown (10Y)Largest decline over 10 years | -29.83% | — | — |
Current DrawdownCurrent decline from peak | -1.45% | -8.66% | +7.21% |
Average DrawdownAverage peak-to-trough decline | -12.03% | -6.76% | -5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 0.99% | +3.29% |
Volatility
EXX7.DE vs. EUNA.DE - Volatility Comparison
iShares Nikkei 225 UCITS ETF (DE) (EXX7.DE) has a higher volatility of 6.61% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that EXX7.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
| EXX7.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 1.35% | +5.26% |
Volatility (6M)Calculated over the trailing 6-month period | 18.46% | 2.82% | +15.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.46% | 3.46% | +20.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 4.64% | +13.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 4.27% | +13.45% |
EXX7.DE vs. EUNA.DE - Expense Ratio Comparison
EXX7.DE has a 0.51% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
EXX7.DE vs. EUNA.DE - Dividend Comparison
EXX7.DE's dividend yield for the trailing twelve months is around 0.77%, 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% |
EXX7.DE iShares Nikkei 225 UCITS ETF (DE) | 0.77% | 0.92% | 0.94% | 1.17% | 1.31% | 0.81% | 1.00% | 1.21% | 0.74% | 1.19% | 1.35% | 1.29% |
Frequently Asked Questions
EXX7.DE and EUNA.DE have a correlation of 0.31, 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 0.51% for EXX7.DE.
EXX7.DE is categorized as Japan Equities, while EUNA.DE is Global Bonds. EXX7.DE tracks Nikkei 225®, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.51% for EXX7.DE and 0.10% for EUNA.DE.
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