ISPA.DE vs. EUNY.DE
ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) and EUNY.DE (iShares Emerging Markets Dividend UCITS ETF) are both exchange-traded funds - ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index, while EUNY.DE is a Emerging Markets Equities fund tracking the Dow Jones Emerging Markets Select Dividend. Both are passively managed. Over the past 10 years, ISPA.DE returned 8.98%/yr vs 7.14%/yr for EUNY.DE. A 0.69 correlation means they provide meaningful diversification when combined. ISPA.DE charges 0.46%/yr vs 0.65%/yr for EUNY.DE.
Performance
ISPA.DE vs. EUNY.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ISPA.DE achieves a 13.48% return, which is significantly higher than EUNY.DE's 11.46% return. Over the past 10 years, ISPA.DE has outperformed EUNY.DE with an annualized return of 8.98%, while EUNY.DE has yielded a comparatively lower 7.14% annualized return.
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
EUNY.DE
- 1D
- -0.55%
- 1M
- -1.57%
- YTD
- 11.46%
- 6M
- 10.81%
- 1Y
- 25.49%
- 3Y*
- 17.26%
- 5Y*
- 5.28%
- 10Y*
- 7.14%
ISPA.DE vs. EUNY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
EUNY.DE iShares Emerging Markets Dividend UCITS ETF | 11.46% | 13.97% | 12.39% | 15.37% | -26.13% | 19.99% | -11.70% | 18.31% | -1.55% | 10.49% |
Correlation
The correlation between ISPA.DE and EUNY.DE is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2012 | 0.69 |
The correlation between ISPA.DE and EUNY.DE has been stable across timeframes, ranging from 0.63 to 0.69 - a consistent structural relationship.
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Return for Risk
ISPA.DE vs. EUNY.DE — Risk / Return Rank
ISPA.DE
EUNY.DE
ISPA.DE vs. EUNY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) and iShares Emerging Markets Dividend UCITS ETF (EUNY.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.
| ISPA.DE | EUNY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.62 | 1.38 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 8.10 | 6.17 | +1.93 |
| Martin ratioReturn relative to average drawdown | 28.73 | 16.86 | +11.87 |
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
| ISPA.DE | EUNY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.35 | 2.13 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.34 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.42 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.22 | +0.45 |
Drawdowns
ISPA.DE vs. EUNY.DE - Drawdown Comparison
The maximum ISPA.DE drawdown since its inception was -38.91%, roughly equal to the maximum EUNY.DE drawdown of -40.65%. Use the drawdown chart below to compare losses from any high point for ISPA.DE and EUNY.DE.
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Drawdown Indicators
| ISPA.DE | EUNY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -40.65% | +1.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.63% | -4.11% | +0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -15.10% | -15.70% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -15.10% | -31.43% | +16.33% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -36.29% | -2.62% |
Current DrawdownCurrent decline from peak | -1.09% | -2.82% | +1.73% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -12.34% | +7.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 1.51% | -0.48% |
Volatility
ISPA.DE vs. EUNY.DE - Volatility Comparison
The current volatility for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) is 2.62%, while iShares Emerging Markets Dividend UCITS ETF (EUNY.DE) has a volatility of 4.52%. This indicates that ISPA.DE experiences smaller price fluctuations and is considered to be less risky than EUNY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISPA.DE | EUNY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 4.52% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 6.51% | 9.70% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.77% | 11.90% | -3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.00% | 15.58% | -3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.79% | 16.73% | -1.94% |
ISPA.DE vs. EUNY.DE - Expense Ratio Comparison
ISPA.DE has a 0.46% expense ratio, which is lower than EUNY.DE's 0.65% expense ratio.
Dividends
ISPA.DE vs. EUNY.DE - Dividend Comparison
ISPA.DE's dividend yield for the trailing twelve months is around 3.75%, less than EUNY.DE's 5.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNY.DE iShares Emerging Markets Dividend UCITS ETF | 5.32% | 5.82% | 7.72% | 8.04% | 9.56% | 6.35% | 5.09% | 5.57% | 5.65% | 4.09% | 4.35% | 6.37% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
ISPA.DE and EUNY.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.65% for EUNY.DE.
ISPA.DE is categorized as Global Equities, while EUNY.DE is Emerging Markets Equities. ISPA.DE tracks STOXX® Global Select Dividend 100 index, while EUNY.DE tracks Dow Jones Emerging Markets Select Dividend. Their fees differ too: 0.46% for ISPA.DE and 0.65% for EUNY.DE.
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