IS0D.DE vs. EUNA.DE
IS0D.DE (iShares Oil & Gas Exploration & Production UCITS ETF) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - IS0D.DE is a Energy Equities fund tracking the S&P Commodity Producers Oil & Gas Exploration & Production, 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, IS0D.DE returned 17.33%/yr vs -1.29%/yr for EUNA.DE. At a correlation of -0.18, they often move in opposite directions. IS0D.DE charges 0.55%/yr vs 0.10%/yr for EUNA.DE.
Performance
IS0D.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS0D.DE achieves a 30.64% return, which is significantly higher than EUNA.DE's -0.46% return.
IS0D.DE
- 1D
- 0.10%
- 1M
- -3.31%
- YTD
- 30.64%
- 6M
- 23.16%
- 1Y
- 36.10%
- 3Y*
- 11.88%
- 5Y*
- 17.33%
- 10Y*
- 6.95%
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
IS0D.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 30.64% | -4.44% | 3.13% | -0.98% | 44.39% | 86.31% | -39.08% | 13.51% | -18.94% | 6.24% |
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 IS0D.DE and EUNA.DE is -0.37, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.17 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | -0.18 |
The correlation between IS0D.DE and EUNA.DE shifts across timeframes, from -0.37 (1 year) to -0.17 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IS0D.DE vs. EUNA.DE — Risk / Return Rank
IS0D.DE
EUNA.DE
IS0D.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.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.
| IS0D.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.06 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 0.43 | +1.60 |
| Martin ratioReturn relative to average drawdown | 5.02 | 1.18 | +3.83 |
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
| IS0D.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.34 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | -0.28 | +0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | -0.05 | +0.14 |
Drawdowns
IS0D.DE vs. EUNA.DE - Drawdown Comparison
The maximum IS0D.DE drawdown since its inception was -79.47%, 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 IS0D.DE and EUNA.DE.
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Drawdown Indicators
| IS0D.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.47% | -17.79% | -61.68% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -2.75% | -15.00% |
Max Drawdown (3Y)Largest decline over 3 years | -30.80% | -4.02% | -26.78% |
Max Drawdown (5Y)Largest decline over 5 years | -32.34% | -17.03% | -15.31% |
Max Drawdown (10Y)Largest decline over 10 years | -73.73% | — | — |
Current DrawdownCurrent decline from peak | -9.82% | -8.66% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -27.09% | -6.76% | -20.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.18% | 0.99% | +6.19% |
Volatility
IS0D.DE vs. EUNA.DE - Volatility Comparison
iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) has a higher volatility of 7.78% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that IS0D.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
| IS0D.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 1.35% | +6.43% |
Volatility (6M)Calculated over the trailing 6-month period | 22.48% | 2.82% | +19.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.99% | 3.46% | +23.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.37% | 4.64% | +25.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.12% | 4.27% | +28.85% |
IS0D.DE vs. EUNA.DE - Expense Ratio Comparison
IS0D.DE has a 0.55% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
IS0D.DE vs. EUNA.DE - Dividend Comparison
Neither IS0D.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
IS0D.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.
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 0.55% for IS0D.DE.
IS0D.DE is categorized as Energy Equities, while EUNA.DE is Global Bonds. IS0D.DE tracks S&P Commodity Producers Oil & Gas Exploration & Production, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.55% for IS0D.DE and 0.10% for EUNA.DE.
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