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TPSA.AS vs. EUEA.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TPSA.AS vs. EUEA.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares $ TIPS UCITS ETF USD (Acc) (TPSA.AS) and iShares EURO STOXX 50 UCITS ETF (EUEA.AS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TPSA.AS achieves a 2.53% return, which is significantly lower than EUEA.AS's 7.45% return. Over the past 10 years, TPSA.AS has underperformed EUEA.AS with an annualized return of 2.38%, while EUEA.AS has yielded a comparatively higher 10.53% annualized return.


TPSA.AS

1D
-0.13%
1M
0.70%
YTD
2.53%
6M
1.56%
1Y
3.01%
3Y*
1.06%
5Y*
1.90%
10Y*
2.38%

EUEA.AS

1D
0.82%
1M
4.69%
YTD
7.45%
6M
8.63%
1Y
15.80%
3Y*
15.60%
5Y*
11.52%
10Y*
10.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TPSA.AS vs. EUEA.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TPSA.AS
iShares $ TIPS UCITS ETF USD (Acc)
2.53%-5.59%8.47%0.33%-7.67%15.08%1.51%11.11%3.08%-9.23%
EUEA.AS
iShares EURO STOXX 50 UCITS ETF
7.45%21.70%11.49%23.09%-9.29%24.04%-2.55%27.75%-11.10%9.82%

Correlation

The correlation between TPSA.AS and EUEA.AS is -0.09, 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

-0.09

Correlation (3Y)
Calculated over the trailing 3-year period

-0.14

Correlation (5Y)
Calculated over the trailing 5-year period

-0.18

Correlation (10Y)
Calculated over the trailing 10-year period

-0.10

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2009

-0.12

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Return for Risk

TPSA.AS vs. EUEA.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TPSA.AS
TPSA.AS Risk / Return Rank: 1818
Overall Rank
TPSA.AS Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
TPSA.AS Sortino Ratio Rank: 1717
Sortino Ratio Rank
TPSA.AS Omega Ratio Rank: 1616
Omega Ratio Rank
TPSA.AS Calmar Ratio Rank: 1919
Calmar Ratio Rank
TPSA.AS Martin Ratio Rank: 1919
Martin Ratio Rank

EUEA.AS
EUEA.AS Risk / Return Rank: 3030
Overall Rank
EUEA.AS Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
EUEA.AS Sortino Ratio Rank: 2929
Sortino Ratio Rank
EUEA.AS Omega Ratio Rank: 2828
Omega Ratio Rank
EUEA.AS Calmar Ratio Rank: 3030
Calmar Ratio Rank
EUEA.AS Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TPSA.AS vs. EUEA.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ TIPS UCITS ETF USD (Acc) (TPSA.AS) and iShares EURO STOXX 50 UCITS ETF (EUEA.AS). 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.


TPSA.ASEUEA.ASDifference
Sharpe ratioReturn per unit of total volatility

-0.47

Sortino ratioReturn per unit of downside risk

-0.74

Omega ratioGain probability vs. loss probability

1.09

1.18

-0.09

Calmar ratioReturn relative to maximum drawdown

0.77

1.43

-0.66

Martin ratioReturn relative to average drawdown

1.95

4.86

-2.91

TPSA.AS vs. EUEA.AS - Sharpe Ratio Comparison

The current TPSA.AS Sharpe Ratio is 0.52, which is lower than the EUEA.AS Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of TPSA.AS and EUEA.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TPSA.ASEUEA.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.52

0.99

-0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.65

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.57

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.12

+0.34

Drawdowns

TPSA.AS vs. EUEA.AS - Drawdown Comparison

The maximum TPSA.AS drawdown since its inception was -19.92%, smaller than the maximum EUEA.AS drawdown of -62.53%. Use the drawdown chart below to compare losses from any high point for TPSA.AS and EUEA.AS.


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Drawdown Indicators


TPSA.ASEUEA.ASDifference

Max Drawdown

Largest peak-to-trough decline

-19.92%

-62.53%

+42.61%

Max Drawdown (1Y)

Largest decline over 1 year

-3.97%

-10.91%

+6.94%

Max Drawdown (3Y)

Largest decline over 3 years

-10.93%

-16.32%

+5.39%

Max Drawdown (5Y)

Largest decline over 5 years

-15.19%

-23.35%

+8.16%

Max Drawdown (10Y)

Largest decline over 10 years

-15.80%

-38.22%

+22.42%

Current Drawdown

Current decline from peak

-8.08%

-0.49%

-7.59%

Average Drawdown

Average peak-to-trough decline

-6.59%

-24.30%

+17.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.58%

3.22%

-1.64%

Volatility

TPSA.AS vs. EUEA.AS - Volatility Comparison

The current volatility for iShares $ TIPS UCITS ETF USD (Acc) (TPSA.AS) is 0.89%, while iShares EURO STOXX 50 UCITS ETF (EUEA.AS) has a volatility of 4.91%. This indicates that TPSA.AS experiences smaller price fluctuations and is considered to be less risky than EUEA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TPSA.ASEUEA.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.89%

4.91%

-4.02%

Volatility (6M)

Calculated over the trailing 6-month period

3.83%

12.92%

-9.09%

Volatility (1Y)

Calculated over the trailing 1-year period

5.86%

15.80%

-9.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.38%

17.37%

-8.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.15%

18.11%

-9.96%

TPSA.AS vs. EUEA.AS - Expense Ratio Comparison

TPSA.AS has a 0.12% expense ratio, which is higher than EUEA.AS'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

TPSA.AS vs. EUEA.AS - Dividend Comparison

TPSA.AS has not paid dividends to shareholders, while EUEA.AS's dividend yield for the trailing twelve months is around 2.55%.


PositionTTM20252024202320222021202020192018201720162015
EUEA.AS
iShares EURO STOXX 50 UCITS ETF
2.55%2.52%3.01%3.02%2.94%2.05%2.16%3.05%3.67%2.85%3.38%2.96%
TPSA.AS
iShares $ TIPS UCITS ETF USD (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%

Frequently Asked Questions


TPSA.AS and EUEA.AS have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EUEA.AS is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EUEA.AS is cheaper with a 0.10% expense ratio, compared with 0.12% for TPSA.AS.

TPSA.AS is categorized as Inflation-Protected Bonds, while EUEA.AS is Europe Equities. TPSA.AS tracks Bloomberg Gbl Infl Linked US TIPS TR USD, while EUEA.AS tracks MSCI EMU NR EUR. Their fees differ too: 0.12% for TPSA.AS and 0.10% for EUEA.AS.

Portfolio Optimizer

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