IUSW.DE vs. EUNA.DE
IUSW.DE (iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - IUSW.DE is a Emerging Markets Equities fund tracking the MSCI Saudi Arabia 20/35 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, IUSW.DE returned 2.61%/yr vs -1.36%/yr for EUNA.DE. At a correlation of -0.07, they often move in opposite directions. IUSW.DE charges 0.60%/yr vs 0.10%/yr for EUNA.DE.
Performance
IUSW.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSW.DE achieves a 8.49% return, which is significantly higher than EUNA.DE's -0.40% return.
IUSW.DE
- 1D
- 0.44%
- 1M
- 0.44%
- 6M
- 7.23%
- YTD
- 8.49%
- 1Y
- 4.49%
- 3Y*
- -1.13%
- 5Y*
- 2.61%
- 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*
- —
IUSW.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUSW.DE iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) | 8.49% | -15.93% | 5.30% | 5.93% | 0.43% | 46.72% | -7.49% | -22.80% |
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% | 2.98% |
Correlation
The correlation between IUSW.DE and EUNA.DE is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.07 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2019 | -0.07 |
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Return for Risk
IUSW.DE vs. EUNA.DE — Risk / Return Rank
IUSW.DE
EUNA.DE
IUSW.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IUSW.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.
| IUSW.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.04 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.29 | +0.08 |
| Martin ratioReturn relative to average drawdown | 0.96 | 0.78 | +0.18 |
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Drawdowns
IUSW.DE vs. EUNA.DE - Drawdown Comparison
The maximum IUSW.DE drawdown since its inception was -47.12%, 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 IUSW.DE and EUNA.DE.
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Drawdown Indicators
| IUSW.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -17.81% | -29.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -2.80% | -9.12% |
Max Drawdown (3Y)Largest decline over 3 years | -21.61% | -4.11% | -17.50% |
Max Drawdown (5Y)Largest decline over 5 years | -31.40% | -17.04% | -14.36% |
Current DrawdownCurrent decline from peak | -24.34% | -8.53% | -15.81% |
Average DrawdownAverage peak-to-trough decline | -20.34% | -6.71% | -13.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 1.05% | +3.60% |
Volatility
IUSW.DE vs. EUNA.DE - Volatility Comparison
iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IUSW.DE) has a higher volatility of 3.32% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 0.86%. This indicates that IUSW.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
| IUSW.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 0.86% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 2.83% | +7.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 3.73% | +11.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 4.84% | +11.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 4.44% | +15.25% |
IUSW.DE vs. EUNA.DE - Expense Ratio Comparison
IUSW.DE has a 0.60% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Dividends
IUSW.DE vs. EUNA.DE - Dividend Comparison
IUSW.DE's dividend yield for the trailing twelve months is around 3.21%, while EUNA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
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% |
IUSW.DE iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) | 3.21% | 3.79% | 2.60% | 2.13% | 1.81% | 1.21% | 3.52% |
Frequently Asked Questions
IUSW.DE and EUNA.DE have a correlation of -0.06, 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 0.60% for IUSW.DE.
IUSW.DE is categorized as Emerging Markets Equities, while EUNA.DE is Global Bonds. IUSW.DE tracks MSCI Saudi Arabia 20/35 Index, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.60% for IUSW.DE and 0.10% for EUNA.DE.
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