IU0E.DE vs. EUNA.DE
IU0E.DE (iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - IU0E.DE is a Short-Term Bond fund tracking the Bloomberg MSCI US Corporate 0-3 Sustainable SRI Index (EUR Hedged), 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, IU0E.DE returned 1.03%/yr vs -1.36%/yr for EUNA.DE. At a 0.33 correlation, their price movements are largely independent. IU0E.DE charges 0.17%/yr vs 0.10%/yr for EUNA.DE.
Performance
IU0E.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IU0E.DE achieves a 0.56% return, which is significantly higher than EUNA.DE's -0.40% return.
IU0E.DE
- 1D
- 0.00%
- 1M
- 0.18%
- 6M
- 0.56%
- YTD
- 0.56%
- 1Y
- 1.88%
- 3Y*
- 3.34%
- 5Y*
- 1.03%
- 10Y*
- —
EUNA.DE
- 1D
- -0.20%
- 1M
- 0.41%
- 6M
- 0.20%
- YTD
- -0.40%
- 1Y
- 0.82%
- 3Y*
- 2.34%
- 5Y*
- -1.36%
- 10Y*
- —
IU0E.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IU0E.DE iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc) | 0.56% | 3.05% | 3.56% | 3.27% | -4.30% | -0.97% | 1.77% | 1.60% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.40% | 2.91% | 1.48% | 4.41% | -13.52% | -2.42% | 3.86% | 4.86% |
Correlation
The correlation between IU0E.DE and EUNA.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.33 |
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Return for Risk
IU0E.DE vs. EUNA.DE — Risk / Return Rank
IU0E.DE
EUNA.DE
IU0E.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc) (IU0E.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.
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.
| IU0E.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.72 | ||
| Sortino ratioReturn per unit of downside risk | +1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.04 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 0.29 | +2.25 |
| Martin ratioReturn relative to average drawdown | 7.73 | 0.78 | +6.95 |
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Drawdowns
IU0E.DE vs. EUNA.DE - Drawdown Comparison
The maximum IU0E.DE drawdown since its inception was -8.40%, smaller than the maximum EUNA.DE drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for IU0E.DE and EUNA.DE.
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Drawdown Indicators
| IU0E.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.40% | -17.81% | +9.41% |
Max Drawdown (1Y)Largest decline over 1 year | -0.74% | -2.80% | +2.06% |
Max Drawdown (3Y)Largest decline over 3 years | -0.75% | -4.11% | +3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -6.01% | -17.04% | +11.03% |
Current DrawdownCurrent decline from peak | -0.00% | -8.53% | +8.53% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -6.71% | +5.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 1.05% | -0.81% |
Volatility
IU0E.DE vs. EUNA.DE - Volatility Comparison
The current volatility for iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc) (IU0E.DE) is 0.50%, while iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) has a volatility of 0.86%. This indicates that IU0E.DE experiences smaller price fluctuations and is considered to be less risky 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
| IU0E.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.50% | 0.86% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 2.83% | -1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.99% | 3.73% | -1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.23% | 4.84% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.10% | 4.44% | -1.34% |
IU0E.DE vs. EUNA.DE - Expense Ratio Comparison
IU0E.DE has a 0.17% 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
IU0E.DE vs. EUNA.DE - Dividend Comparison
Neither IU0E.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
IU0E.DE and EUNA.DE have a correlation of 0.31, 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 0.17% for IU0E.DE.
IU0E.DE is categorized as Short-Term Bond, while EUNA.DE is Global Bonds. IU0E.DE tracks Bloomberg MSCI US Corporate 0-3 Sustainable SRI Index (EUR Hedged), while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.17% for IU0E.DE and 0.10% for EUNA.DE.
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