SXRH.DE vs. EUNA.DE
SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - SXRH.DE is a Inflation-Protected Bonds fund tracking the ICE US Treasury Inflation-Linked Bond 0-5 Years, 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, SXRH.DE returned 5.69%/yr vs -1.29%/yr for EUNA.DE. At a correlation of -0.01, they often move in opposite directions. Both charge a 0.10% expense ratio.
Performance
SXRH.DE vs. EUNA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRH.DE achieves a 2.67% return, which is significantly higher than EUNA.DE's -0.46% return.
SXRH.DE
- 1D
- -0.22%
- 1M
- 0.62%
- YTD
- 2.67%
- 6M
- 1.53%
- 1Y
- 2.26%
- 3Y*
- 4.59%
- 5Y*
- 5.69%
- 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*
- —
SXRH.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 2.67% | -5.76% | 14.60% | 4.61% | 3.48% | 14.75% | -3.13% | 10.57% | 4.53% | -1.71% |
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 SXRH.DE and EUNA.DE is -0.29, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.08 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | -0.02 |
Over the past year, the inverse relationship between SXRH.DE and EUNA.DE has strengthened: their correlation has moved from -0.01 to -0.29, meaning they now move in opposite directions more often than their long-term average.
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Return for Risk
SXRH.DE vs. EUNA.DE — Risk / Return Rank
SXRH.DE
EUNA.DE
SXRH.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.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.
| SXRH.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.43 | +0.12 |
| Martin ratioReturn relative to average drawdown | 1.37 | 1.18 | +0.19 |
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
| SXRH.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.34 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | -0.28 | +0.96 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | -0.05 | +0.56 |
Drawdowns
SXRH.DE vs. EUNA.DE - Drawdown Comparison
The maximum SXRH.DE drawdown since its inception was -13.17%, smaller than the maximum EUNA.DE drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for SXRH.DE and EUNA.DE.
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Drawdown Indicators
| SXRH.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.17% | -17.79% | +4.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.74% | -2.75% | -0.99% |
Max Drawdown (3Y)Largest decline over 3 years | -10.08% | -4.02% | -6.06% |
Max Drawdown (5Y)Largest decline over 5 years | -12.14% | -17.03% | +4.89% |
Current DrawdownCurrent decline from peak | -5.64% | -8.66% | +3.02% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -6.76% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 0.99% | +0.50% |
Volatility
SXRH.DE vs. EUNA.DE - Volatility Comparison
iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) has a higher volatility of 3.06% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that SXRH.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
| SXRH.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 1.35% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 4.92% | 2.82% | +2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.56% | 3.46% | +3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 4.64% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.46% | 4.27% | +3.19% |
SXRH.DE vs. EUNA.DE - Expense Ratio Comparison
Both SXRH.DE and EUNA.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
SXRH.DE vs. EUNA.DE - Dividend Comparison
SXRH.DE's dividend yield for the trailing twelve months is around 5.13%, while EUNA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 5.13% | 6.14% | 9.84% | 8.76% | 0.72% | 0.78% | 4.65% | 6.24% | 2.28% | 0.77% |
Frequently Asked Questions
SXRH.DE and EUNA.DE have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
SXRH.DE and EUNA.DE have the same expense ratio: 0.10% per year.
SXRH.DE is categorized as Inflation-Protected Bonds, while EUNA.DE is Global Bonds. SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged).
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