EXXX.DE vs. EUNA.DE
EXXX.DE (iShares ATX UCITS ETF (DE)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - EXXX.DE is a Europe Equities fund tracking the ATX Index, 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, EXXX.DE returned 17.65%/yr vs -1.36%/yr for EUNA.DE. At a correlation of -0.03, they often move in opposite directions. EXXX.DE charges 0.32%/yr vs 0.10%/yr for EUNA.DE.
Performance
EXXX.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXXX.DE achieves a 26.40% return, which is significantly higher than EUNA.DE's -0.40% return.
EXXX.DE
- 1D
- 0.98%
- 1M
- 8.32%
- 6M
- 25.26%
- YTD
- 26.40%
- 1Y
- 51.78%
- 3Y*
- 31.33%
- 5Y*
- 17.65%
- 10Y*
- 15.61%
EUNA.DE
- 1D
- -0.20%
- 1M
- 0.41%
- 6M
- 0.20%
- YTD
- -0.40%
- 1Y
- 0.82%
- 3Y*
- 2.34%
- 5Y*
- -1.36%
- 10Y*
- —
EXXX.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 26.40% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | -11.27% | 19.95% | -18.96% | 3.06% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.40% | 2.91% | 1.48% | 4.41% | -13.52% | -2.42% | 3.86% | 5.07% | -1.20% | -0.20% |
Correlation
The correlation between EXXX.DE and EUNA.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2017 | -0.03 |
The correlation between EXXX.DE and EUNA.DE shifts across timeframes, from -0.03 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EXXX.DE vs. EUNA.DE — Risk / Return Rank
EXXX.DE
EUNA.DE
EXXX.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ATX UCITS ETF (DE) (EXXX.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.
| EXXX.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.74 | ||
| Sortino ratioReturn per unit of downside risk | +3.80 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.04 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 4.81 | 0.29 | +4.52 |
| Martin ratioReturn relative to average drawdown | 16.27 | 0.78 | +15.49 |
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Drawdowns
EXXX.DE vs. EUNA.DE - Drawdown Comparison
The maximum EXXX.DE drawdown since its inception was -71.43%, which is greater than EUNA.DE's maximum drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for EXXX.DE and EUNA.DE.
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Drawdown Indicators
| EXXX.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.43% | -17.81% | -53.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.71% | -2.80% | -7.91% |
Max Drawdown (3Y)Largest decline over 3 years | -16.11% | -4.11% | -12.00% |
Max Drawdown (5Y)Largest decline over 5 years | -32.69% | -17.04% | -15.65% |
Max Drawdown (10Y)Largest decline over 10 years | -52.90% | — | — |
Current DrawdownCurrent decline from peak | -0.44% | -8.53% | +8.09% |
Average DrawdownAverage peak-to-trough decline | -28.46% | -6.71% | -21.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 1.05% | +2.12% |
Volatility
EXXX.DE vs. EUNA.DE - Volatility Comparison
iShares ATX UCITS ETF (DE) (EXXX.DE) has a higher volatility of 5.95% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 0.86%. This indicates that EXXX.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
| EXXX.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 0.86% | +5.09% |
Volatility (6M)Calculated over the trailing 6-month period | 14.44% | 2.83% | +11.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 3.73% | +13.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.15% | 4.84% | +14.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 4.44% | +15.56% |
EXXX.DE vs. EUNA.DE - Expense Ratio Comparison
EXXX.DE has a 0.32% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
EXXX.DE vs. EUNA.DE - Dividend Comparison
EXXX.DE's dividend yield for the trailing twelve months is around 2.92%, 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% |
EXXX.DE iShares ATX UCITS ETF (DE) | 2.92% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
Frequently Asked Questions
EXXX.DE and EUNA.DE have a correlation of 0.23, 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 EXXX.DE.
EXXX.DE is categorized as Europe Equities, while EUNA.DE is Global Bonds. EXXX.DE tracks ATX Index, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.32% for EXXX.DE and 0.10% for EUNA.DE.
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