IUSM.DE vs. EUNA.DE
IUSM.DE (iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - IUSM.DE is a Government Bonds fund tracking the ICE US Treasury 7-10 Year, 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, IUSM.DE returned -0.31%/yr vs -1.29%/yr for EUNA.DE. A 0.51 correlation means they provide meaningful diversification when combined. IUSM.DE charges 0.07%/yr vs 0.10%/yr for EUNA.DE.
Performance
IUSM.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSM.DE achieves a 0.22% return, which is significantly higher than EUNA.DE's -0.46% return.
IUSM.DE
- 1D
- 0.13%
- 1M
- 0.34%
- YTD
- 0.22%
- 6M
- -0.62%
- 1Y
- 1.33%
- 3Y*
- -0.48%
- 5Y*
- -0.31%
- 10Y*
- 0.29%
EUNA.DE
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- -0.46%
- 6M
- -0.29%
- 1Y
- 1.18%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
IUSM.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 0.22% | -4.06% | 5.00% | -0.24% | -9.67% | 4.92% | -0.18% | 11.27% | 4.84% | -2.30% |
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 IUSM.DE and EUNA.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.51 |
Over the past year, the correlation between IUSM.DE and EUNA.DE has dropped to 0.26 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
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Return for Risk
IUSM.DE vs. EUNA.DE — Risk / Return Rank
IUSM.DE
EUNA.DE
IUSM.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.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.
| IUSM.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.06 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 0.43 | -0.13 |
| Martin ratioReturn relative to average drawdown | 0.74 | 1.18 | -0.44 |
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
| IUSM.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.34 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.28 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | -0.05 | +0.32 |
Drawdowns
IUSM.DE vs. EUNA.DE - Drawdown Comparison
The maximum IUSM.DE drawdown since its inception was -21.40%, 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 IUSM.DE and EUNA.DE.
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Drawdown Indicators
| IUSM.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.40% | -17.79% | -3.61% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -2.75% | -1.70% |
Max Drawdown (3Y)Largest decline over 3 years | -10.86% | -4.02% | -6.84% |
Max Drawdown (5Y)Largest decline over 5 years | -15.69% | -17.03% | +1.34% |
Max Drawdown (10Y)Largest decline over 10 years | -21.40% | — | — |
Current DrawdownCurrent decline from peak | -17.38% | -8.66% | -8.72% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -6.76% | -3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 0.99% | +0.80% |
Volatility
IUSM.DE vs. EUNA.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) is 1.14%, while iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) has a volatility of 1.35%. This indicates that IUSM.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
| IUSM.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.14% | 1.35% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 4.00% | 2.82% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.78% | 3.46% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.96% | 4.64% | +4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.33% | 4.27% | +4.06% |
IUSM.DE vs. EUNA.DE - Expense Ratio Comparison
IUSM.DE has a 0.07% expense ratio, which is lower than EUNA.DE's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUSM.DE vs. EUNA.DE - Dividend Comparison
IUSM.DE's dividend yield for the trailing twelve months is around 3.72%, 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% |
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 3.72% | 3.73% | 3.65% | 2.91% | 1.93% | 0.96% | 1.53% | 2.24% | 2.07% | 1.83% | 1.66% | 1.84% |
Frequently Asked Questions
IUSM.DE and EUNA.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSM.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSM.DE is cheaper with a 0.07% expense ratio, compared with 0.10% for EUNA.DE.
IUSM.DE is categorized as Government Bonds, while EUNA.DE is Global Bonds. IUSM.DE tracks ICE US Treasury 7-10 Year, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.07% for IUSM.DE and 0.10% for EUNA.DE.
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