UEF7.DE vs. EUNT.DE
Compare and contrast key facts about UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) and iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (EUNT.DE).
UEF7.DE and EUNT.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UEF7.DE is a passively managed fund by UBS that tracks the performance of the Bloomberg US Liquid Corporates 1-5. It was launched on Dec 1, 2014. EUNT.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg Euro Corporate 1-5 Year Bond. It was launched on Sep 25, 2009. Both UEF7.DE and EUNT.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UEF7.DE or EUNT.DE.
Key characteristics
| UEF7.DE | EUNT.DE | |
|---|---|---|
| YTD Return | 2.70% | 1.20% |
| 1Y Return | 3.02% | 4.14% |
| 3Y Return (Ann) | 1.45% | -0.85% |
| 5Y Return (Ann) | 0.92% | -0.27% |
| Sharpe Ratio | 0.63 | 1.37 |
| Sortino Ratio | 0.85 | 1.82 |
| Omega Ratio | 1.13 | 1.27 |
| Calmar Ratio | 0.42 | 0.57 |
| Martin Ratio | 1.79 | 4.00 |
| Ulcer Index | 2.19% | 0.96% |
| Daily Std Dev | 6.28% | 2.83% |
| Max Drawdown | -15.39% | -10.16% |
| Current Drawdown | -5.04% | -3.01% |
Correlation
The correlation between UEF7.DE and EUNT.DE is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UEF7.DE vs. EUNT.DE - Performance Comparison
In the year-to-date period, UEF7.DE achieves a 2.70% return, which is significantly higher than EUNT.DE's 1.20% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UEF7.DE vs. EUNT.DE - Expense Ratio Comparison
UEF7.DE has a 0.16% expense ratio, which is lower than EUNT.DE's 0.20% 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%.
Risk-Adjusted Performance
UEF7.DE vs. EUNT.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) and iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (EUNT.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.
Dividends
UEF7.DE vs. EUNT.DE - Dividend Comparison
Neither UEF7.DE nor EUNT.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 0.00% | 1.37% | 1.45% | 1.52% | 2.84% | 2.76% | 2.24% | 2.19% | 1.99% | 0.87% |
EUNT.DE iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) | 0.00% | 0.50% | 0.51% | 0.57% | 0.59% | 0.62% | 0.62% | 0.68% | 0.90% | 0.56% |
Drawdowns
UEF7.DE vs. EUNT.DE - Drawdown Comparison
The maximum UEF7.DE drawdown since its inception was -15.39%, which is greater than EUNT.DE's maximum drawdown of -10.16%. Use the drawdown chart below to compare losses from any high point for UEF7.DE and EUNT.DE. For additional features, visit the drawdowns tool.
Volatility
UEF7.DE vs. EUNT.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) is 1.13%, while iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) (EUNT.DE) has a volatility of 2.49%. This indicates that UEF7.DE experiences smaller price fluctuations and is considered to be less risky than EUNT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.