IUS3.DE vs. EUNA.DE
IUS3.DE (iShares S&P SmallCap 600 UCITS ETF USD (Dist)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - IUS3.DE is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 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, IUS3.DE returned 7.32%/yr vs -1.36%/yr for EUNA.DE. At a 0.02 correlation, their price movements are largely independent. IUS3.DE charges 0.40%/yr vs 0.10%/yr for EUNA.DE.
Performance
IUS3.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS3.DE achieves a 23.27% return, which is significantly higher than EUNA.DE's -0.40% return.
IUS3.DE
- 1D
- 0.08%
- 1M
- 7.69%
- 6M
- 24.81%
- YTD
- 23.27%
- 1Y
- 34.65%
- 3Y*
- 13.04%
- 5Y*
- 7.32%
- 10Y*
- 10.59%
EUNA.DE
- 1D
- -0.20%
- 1M
- 0.41%
- 6M
- 0.20%
- YTD
- -0.40%
- 1Y
- 0.82%
- 3Y*
- 2.34%
- 5Y*
- -1.36%
- 10Y*
- —
IUS3.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 23.27% | -4.35% | 12.84% | 13.50% | -12.46% | 38.71% | 0.11% | 25.84% | -6.51% | 1.84% |
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% | 5.07% | -1.20% | -0.20% |
Correlation
The correlation between IUS3.DE and EUNA.DE is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2017 | 0.02 |
Over the past year, IUS3.DE and EUNA.DE have become more correlated (0.27) than their long-term average of 0.02, meaning their price movements have been converging.
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Return for Risk
IUS3.DE vs. EUNA.DE — Risk / Return Rank
IUS3.DE
EUNA.DE
IUS3.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.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.
| IUS3.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.85 | ||
| Sortino ratioReturn per unit of downside risk | +2.55 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.04 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 5.49 | 0.29 | +5.20 |
| Martin ratioReturn relative to average drawdown | 16.51 | 0.78 | +15.73 |
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Drawdowns
IUS3.DE vs. EUNA.DE - Drawdown Comparison
The maximum IUS3.DE drawdown since its inception was -57.43%, which is greater than EUNA.DE's maximum drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for IUS3.DE and EUNA.DE.
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Drawdown Indicators
| IUS3.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.43% | -17.81% | -39.62% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -2.80% | -3.48% |
Max Drawdown (3Y)Largest decline over 3 years | -32.89% | -4.11% | -28.78% |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | -17.04% | -15.85% |
Max Drawdown (10Y)Largest decline over 10 years | -41.55% | — | — |
Current DrawdownCurrent decline from peak | -2.22% | -8.53% | +6.31% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -6.71% | -5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 1.05% | +1.04% |
Volatility
IUS3.DE vs. EUNA.DE - Volatility Comparison
iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) has a higher volatility of 4.30% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 0.86%. This indicates that IUS3.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
| IUS3.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 0.86% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 2.83% | +8.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 3.73% | +12.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.10% | 4.84% | +15.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.40% | 4.44% | +16.96% |
IUS3.DE vs. EUNA.DE - Expense Ratio Comparison
IUS3.DE has a 0.40% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
IUS3.DE vs. EUNA.DE - Dividend Comparison
IUS3.DE's dividend yield for the trailing twelve months is around 0.96%, while EUNA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 0.96% | 1.24% | 1.13% | 1.08% | 1.05% | 0.62% | 0.96% | 0.92% | 0.98% | 0.79% | 0.84% | 0.54% |
Frequently Asked Questions
IUS3.DE and EUNA.DE have a correlation of 0.27, 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 0.40% for IUS3.DE.
IUS3.DE is categorized as Small Cap Blend Equities, while EUNA.DE is Global Bonds. IUS3.DE tracks S&P SmallCap 600 Index, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.40% for IUS3.DE and 0.10% for EUNA.DE.
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