IUS5.DE vs. EUNA.DE
IUS5.DE (iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - IUS5.DE is a Inflation-Protected Bonds fund tracking the Bloomberg World Government Inflation-Linked Bond, 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, IUS5.DE returned -1.37%/yr vs -1.29%/yr for EUNA.DE. A 0.55 correlation means they provide meaningful diversification when combined. IUS5.DE charges 0.20%/yr vs 0.10%/yr for EUNA.DE.
Performance
IUS5.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS5.DE achieves a 2.13% return, which is significantly higher than EUNA.DE's -0.46% return.
IUS5.DE
- 1D
- -0.13%
- 1M
- 0.48%
- YTD
- 2.13%
- 6M
- 1.40%
- 1Y
- 2.24%
- 3Y*
- 0.57%
- 5Y*
- -1.37%
- 10Y*
- 0.80%
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
IUS5.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUS5.DE iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) | 2.13% | -3.37% | 2.59% | 1.53% | -17.29% | 12.12% | 2.24% | 10.07% | 0.53% | -1.23% |
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 IUS5.DE and EUNA.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.55 |
The correlation between IUS5.DE and EUNA.DE shifts across timeframes, from 0.39 (1 year) to 0.57 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IUS5.DE vs. EUNA.DE — Risk / Return Rank
IUS5.DE
EUNA.DE
IUS5.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) (IUS5.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.
| IUS5.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.06 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.43 | +0.45 |
| Martin ratioReturn relative to average drawdown | 1.67 | 1.18 | +0.49 |
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
| IUS5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.34 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | -0.28 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | -0.05 | +0.48 |
Drawdowns
IUS5.DE vs. EUNA.DE - Drawdown Comparison
The maximum IUS5.DE drawdown since its inception was -22.31%, 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 IUS5.DE and EUNA.DE.
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Drawdown Indicators
| IUS5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.31% | -17.79% | -4.52% |
Max Drawdown (1Y)Largest decline over 1 year | -2.31% | -2.75% | +0.44% |
Max Drawdown (3Y)Largest decline over 3 years | -8.42% | -4.02% | -4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -22.31% | -17.03% | -5.28% |
Max Drawdown (10Y)Largest decline over 10 years | -22.31% | — | — |
Current DrawdownCurrent decline from peak | -17.45% | -8.66% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -7.45% | -6.76% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.21% | 0.99% | +0.22% |
Volatility
IUS5.DE vs. EUNA.DE - Volatility Comparison
iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) (IUS5.DE) has a higher volatility of 1.90% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that IUS5.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
| IUS5.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.90% | 1.35% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 3.77% | 2.82% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.02% | 3.46% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.56% | 4.64% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.94% | 4.27% | +3.67% |
IUS5.DE vs. EUNA.DE - Expense Ratio Comparison
IUS5.DE has a 0.20% 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
IUS5.DE vs. EUNA.DE - Dividend Comparison
Neither IUS5.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
IUS5.DE and EUNA.DE have a correlation of 0.39, 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 0.20% for IUS5.DE.
IUS5.DE is categorized as Inflation-Protected Bonds, while EUNA.DE is Global Bonds. IUS5.DE tracks Bloomberg World Government Inflation-Linked Bond, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.20% for IUS5.DE and 0.10% for EUNA.DE.
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