IU5C.DE vs. EUNA.DE
IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - IU5C.DE is a Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services, 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, IU5C.DE returned 12.43%/yr vs -1.29%/yr for EUNA.DE. At a 0.00 correlation, their price movements are largely independent. IU5C.DE charges 0.15%/yr vs 0.10%/yr for EUNA.DE.
Performance
IU5C.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IU5C.DE achieves a 3.08% return, which is significantly higher than EUNA.DE's -0.46% return.
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.99%
- YTD
- 3.08%
- 6M
- 0.70%
- 1Y
- 17.66%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
IU5C.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -37.12% | 31.78% | 11.48% | 35.88% | -11.68% |
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% | 0.86% |
Correlation
The correlation between IU5C.DE and EUNA.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2018 | 0.00 |
The correlation between IU5C.DE and EUNA.DE shifts across timeframes, from 0.00 (all time) to 0.13 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IU5C.DE vs. EUNA.DE — Risk / Return Rank
IU5C.DE
EUNA.DE
IU5C.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.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.
| IU5C.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.06 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 0.43 | +1.89 |
| Martin ratioReturn relative to average drawdown | 7.89 | 1.18 | +6.70 |
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
| IU5C.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.34 | +1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | -0.28 | +0.91 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | -0.05 | +0.78 |
Drawdowns
IU5C.DE vs. EUNA.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, 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 IU5C.DE and EUNA.DE.
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Drawdown Indicators
| IU5C.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.23% | -17.79% | -21.44% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -2.75% | -5.31% |
Max Drawdown (3Y)Largest decline over 3 years | -23.61% | -4.02% | -19.59% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -17.03% | -22.20% |
Current DrawdownCurrent decline from peak | -4.21% | -8.66% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -6.76% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 0.99% | +1.38% |
Volatility
IU5C.DE vs. EUNA.DE - Volatility Comparison
iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) has a higher volatility of 4.12% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that IU5C.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
| IU5C.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 1.35% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 2.82% | +6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 3.46% | +10.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 4.64% | +14.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 4.27% | +15.64% |
IU5C.DE vs. EUNA.DE - Expense Ratio Comparison
IU5C.DE has a 0.15% 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
IU5C.DE vs. EUNA.DE - Dividend Comparison
Neither IU5C.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
IU5C.DE and EUNA.DE have a correlation of 0.13, 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 0.15% for IU5C.DE.
IU5C.DE is categorized as Communications Equities, while EUNA.DE is Global Bonds. IU5C.DE tracks S&P 500 Capped 35/20 Communication Services, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.15% for IU5C.DE and 0.10% for EUNA.DE.
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