IS3U.DE vs. EUNA.DE
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - IS3U.DE is a Europe Equities fund tracking the MSCI France 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, IS3U.DE returned 7.56%/yr vs -1.29%/yr for EUNA.DE. At a 0.04 correlation, their price movements are largely independent. IS3U.DE charges 0.25%/yr vs 0.10%/yr for EUNA.DE.
Performance
IS3U.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3U.DE achieves a 3.55% return, which is significantly higher than EUNA.DE's -0.46% return.
IS3U.DE
- 1D
- 1.13%
- 1M
- 0.06%
- YTD
- 3.55%
- 6M
- 4.27%
- 1Y
- 8.44%
- 3Y*
- 7.55%
- 5Y*
- 7.56%
- 10Y*
- 9.25%
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
IS3U.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3U.DE iShares MSCI France UCITS ETF EUR (Acc) | 3.55% | 14.48% | 0.41% | 17.60% | -6.82% | 28.35% | -4.13% | 31.67% | -9.06% | -0.40% |
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 IS3U.DE and EUNA.DE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.04 |
Over the past year, IS3U.DE and EUNA.DE have become more correlated (0.42) than their long-term average of 0.04, meaning their price movements have been converging.
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Return for Risk
IS3U.DE vs. EUNA.DE — Risk / Return Rank
IS3U.DE
EUNA.DE
IS3U.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI France UCITS ETF EUR (Acc) (IS3U.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.
| IS3U.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.06 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.43 | +0.33 |
| Martin ratioReturn relative to average drawdown | 2.37 | 1.18 | +1.19 |
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
| IS3U.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.34 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | -0.28 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | -0.05 | +0.53 |
Drawdowns
IS3U.DE vs. EUNA.DE - Drawdown Comparison
The maximum IS3U.DE drawdown since its inception was -38.98%, 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 IS3U.DE and EUNA.DE.
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Drawdown Indicators
| IS3U.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.98% | -17.79% | -21.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -2.75% | -8.11% |
Max Drawdown (3Y)Largest decline over 3 years | -15.91% | -4.02% | -11.89% |
Max Drawdown (5Y)Largest decline over 5 years | -20.82% | -17.03% | -3.79% |
Max Drawdown (10Y)Largest decline over 10 years | -38.98% | — | — |
Current DrawdownCurrent decline from peak | -2.54% | -8.66% | +6.12% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -6.76% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 0.99% | +2.47% |
Volatility
IS3U.DE vs. EUNA.DE - Volatility Comparison
iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE) has a higher volatility of 4.25% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that IS3U.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
| IS3U.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 1.35% | +2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 2.82% | +8.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.26% | 3.46% | +10.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 4.64% | +11.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 4.27% | +13.15% |
IS3U.DE vs. EUNA.DE - Expense Ratio Comparison
IS3U.DE has a 0.25% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IS3U.DE vs. EUNA.DE - Dividend Comparison
Neither IS3U.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3U.DE and EUNA.DE have a correlation of 0.42, 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 0.25% for IS3U.DE.
IS3U.DE is categorized as Europe Equities, while EUNA.DE is Global Bonds. IS3U.DE tracks MSCI France Index, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.25% for IS3U.DE and 0.10% for EUNA.DE.
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