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IEUR vs. PBEU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEUR vs. PBEU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core MSCI Europe ETF (IEUR) and Portfolio Building Block European Banks Index ETF (PBEU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IEUR achieves a 6.23% return, which is significantly lower than PBEU's 13.63% return.


IEUR

1D
-1.07%
1M
-0.12%
YTD
6.23%
6M
6.35%
1Y
18.45%
3Y*
16.54%
5Y*
8.37%
10Y*
10.23%

PBEU

1D
-1.42%
1M
7.22%
YTD
13.63%
6M
14.09%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEUR vs. PBEU - Yearly Performance Comparison


Correlation

The correlation between IEUR and PBEU is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 25, 2025

0.85

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Return for Risk

IEUR vs. PBEU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IEUR
IEUR Risk / Return Rank: 3434
Overall Rank
IEUR Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
IEUR Sortino Ratio Rank: 3434
Sortino Ratio Rank
IEUR Omega Ratio Rank: 3333
Omega Ratio Rank
IEUR Calmar Ratio Rank: 3232
Calmar Ratio Rank
IEUR Martin Ratio Rank: 3838
Martin Ratio Rank

PBEU

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IEUR vs. PBEU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Europe ETF (IEUR) and Portfolio Building Block European Banks Index ETF (PBEU). 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.


IEURPBEUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.21

Calmar ratioReturn relative to maximum drawdown

1.54

Martin ratioReturn relative to average drawdown

5.77

IEUR vs. PBEU - Sharpe Ratio Comparison


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Drawdowns

IEUR vs. PBEU - Drawdown Comparison

The maximum IEUR drawdown since its inception was -36.96%, which is greater than PBEU's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for IEUR and PBEU.


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Drawdown Indicators


IEURPBEUDifference

Max Drawdown

Largest peak-to-trough decline

-36.96%

-17.26%

-19.70%

Max Drawdown (1Y)

Largest decline over 1 year

-12.04%

Max Drawdown (3Y)

Largest decline over 3 years

-14.25%

Max Drawdown (5Y)

Largest decline over 5 years

-32.75%

Max Drawdown (10Y)

Largest decline over 10 years

-36.96%

Current Drawdown

Current decline from peak

-1.77%

-1.42%

-0.35%

Average Drawdown

Average peak-to-trough decline

-8.19%

-3.94%

-4.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.21%

Volatility

IEUR vs. PBEU - Volatility Comparison


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Volatility by Period


IEURPBEUDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.86%

Volatility (6M)

Calculated over the trailing 6-month period

13.31%

Volatility (1Y)

Calculated over the trailing 1-year period

15.72%

27.63%

-11.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.79%

27.63%

-9.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.30%

27.63%

-9.33%

IEUR vs. PBEU - Expense Ratio Comparison

IEUR has a 0.09% expense ratio, which is lower than PBEU's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IEUR vs. PBEU - Dividend Comparison

IEUR's dividend yield for the trailing twelve months is around 3.24%, more than PBEU's 0.01% yield.


PositionTTM20252024202320222021202020192018201720162015
IEUR
iShares Core MSCI Europe ETF
3.24%2.97%3.54%3.17%3.05%2.88%2.13%3.26%3.76%2.64%3.19%2.79%
PBEU
Portfolio Building Block European Banks Index ETF
0.01%0.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IEUR and PBEU have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IEUR is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IEUR is cheaper with a 0.09% expense ratio, compared with 0.13% for PBEU.

IEUR has the higher dividend yield at 3.24%, compared with 0.01% for PBEU.

IEUR is categorized as Europe Equities, while PBEU is Financials Equities. IEUR tracks MSCI Europe Investable Market Index, while PBEU tracks BITA European Banks Index. They also come from different issuers: iShares and Portfolio Building Block. Their fees differ too: 0.09% for IEUR and 0.13% for PBEU.

Portfolio Optimizer

Find the right allocation for IEUR and PBEU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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