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IS3Q.DE vs. EUNL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IS3Q.DE vs. EUNL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IS3Q.DE achieves a 9.47% return, which is significantly lower than EUNL.DE's 10.86% return. Over the past 10 years, IS3Q.DE has underperformed EUNL.DE with an annualized return of 12.05%, while EUNL.DE has yielded a comparatively higher 12.82% annualized return.


IS3Q.DE

1D
0.75%
1M
3.07%
YTD
9.47%
6M
9.57%
1Y
18.81%
3Y*
15.09%
5Y*
11.35%
10Y*
12.05%

EUNL.DE

1D
0.02%
1M
4.80%
YTD
10.86%
6M
11.29%
1Y
23.80%
3Y*
17.55%
5Y*
12.89%
10Y*
12.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IS3Q.DE vs. EUNL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IS3Q.DE
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)
9.47%2.80%23.78%21.70%-14.84%34.28%4.44%33.90%-3.45%8.34%
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
10.86%7.90%25.93%20.13%-13.59%32.71%5.48%31.34%-5.13%7.71%

Correlation

The correlation between IS3Q.DE and EUNL.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (3Y)
Calculated over the trailing 3-year period

0.95

Correlation (5Y)
Calculated over the trailing 5-year period

0.97

Correlation (10Y)
Calculated over the trailing 10-year period

0.97

Correlation (All Time)
Calculated using the full available price history since Oct 8, 2014

0.97

The correlation between IS3Q.DE and EUNL.DE has been stable across timeframes, ranging from 0.93 to 0.97 - a consistent structural relationship.

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Return for Risk

IS3Q.DE vs. EUNL.DE — Risk / Return Rank

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

IS3Q.DE
IS3Q.DE Risk / Return Rank: 5757
Overall Rank
IS3Q.DE Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
IS3Q.DE Sortino Ratio Rank: 5353
Sortino Ratio Rank
IS3Q.DE Omega Ratio Rank: 5555
Omega Ratio Rank
IS3Q.DE Calmar Ratio Rank: 6161
Calmar Ratio Rank
IS3Q.DE Martin Ratio Rank: 6666
Martin Ratio Rank

EUNL.DE
EUNL.DE Risk / Return Rank: 7070
Overall Rank
EUNL.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
EUNL.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
EUNL.DE Omega Ratio Rank: 6868
Omega Ratio Rank
EUNL.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
EUNL.DE Martin Ratio Rank: 7777
Martin Ratio Rank
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.

IS3Q.DE vs. EUNL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.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.


IS3Q.DEEUNL.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.36

Sortino ratioReturn per unit of downside risk

-0.44

Omega ratioGain probability vs. loss probability

1.33

1.40

-0.07

Calmar ratioReturn relative to maximum drawdown

2.97

3.64

-0.68

Martin ratioReturn relative to average drawdown

11.80

14.52

-2.72

IS3Q.DE vs. EUNL.DE - Sharpe Ratio Comparison

The current IS3Q.DE Sharpe Ratio is 1.76, which is comparable to the EUNL.DE Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of IS3Q.DE and EUNL.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IS3Q.DEEUNL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

2.12

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

0.90

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

0.84

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.82

-0.05

Drawdowns

IS3Q.DE vs. EUNL.DE - Drawdown Comparison

The maximum IS3Q.DE drawdown since its inception was -32.31%, roughly equal to the maximum EUNL.DE drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for IS3Q.DE and EUNL.DE.


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Drawdown Indicators


IS3Q.DEEUNL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.31%

-33.63%

+1.32%

Max Drawdown (1Y)

Largest decline over 1 year

-6.33%

-6.50%

+0.17%

Max Drawdown (3Y)

Largest decline over 3 years

-20.63%

-21.73%

+1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-20.63%

-21.73%

+1.10%

Max Drawdown (10Y)

Largest decline over 10 years

-32.31%

-33.63%

+1.32%

Current Drawdown

Current decline from peak

-0.12%

-0.31%

+0.19%

Average Drawdown

Average peak-to-trough decline

-4.61%

-4.25%

-0.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

1.64%

-0.04%

Volatility

IS3Q.DE vs. EUNL.DE - Volatility Comparison

The current volatility for iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) is 2.37%, while iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE) has a volatility of 2.62%. This indicates that IS3Q.DE experiences smaller price fluctuations and is considered to be less risky than EUNL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IS3Q.DEEUNL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.37%

2.62%

-0.25%

Volatility (6M)

Calculated over the trailing 6-month period

7.31%

7.72%

-0.41%

Volatility (1Y)

Calculated over the trailing 1-year period

10.66%

11.16%

-0.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.15%

14.17%

-0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.89%

15.17%

-0.28%

IS3Q.DE vs. EUNL.DE - Expense Ratio Comparison

IS3Q.DE has a 0.30% expense ratio, which is higher than EUNL.DE's 0.20% expense ratio.


Dividends

IS3Q.DE vs. EUNL.DE - Dividend Comparison

Neither IS3Q.DE nor EUNL.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.93, IS3Q.DE and EUNL.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, EUNL.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EUNL.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for IS3Q.DE.

IS3Q.DE tracks MSCI World Sector Neutral Quality, while EUNL.DE tracks MSCI World Index. Their fees differ too: 0.30% for IS3Q.DE and 0.20% for EUNL.DE.

Portfolio Optimizer

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