PortfoliosLab logoPortfoliosLab logo
VUSA.MI vs. EUNL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSA.MI vs. EUNL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard S&P 500 UCITS ETF (VUSA.MI) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both stocks are quite close, with VUSA.MI having a 11.76% return and EUNL.DE slightly lower at 11.72%.


VUSA.MI

1D
-1.20%
1M
0.82%
6M
9.53%
YTD
11.76%
1Y
21.62%
3Y*
18.66%
5Y*
13.49%
10Y*

EUNL.DE

1D
-1.09%
1M
0.54%
6M
8.96%
YTD
11.72%
1Y
21.76%
3Y*
17.57%
5Y*
12.07%
10Y*
12.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSA.MI vs. EUNL.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VUSA.MI
Vanguard S&P 500 UCITS ETF
11.76%4.38%33.56%22.33%-14.75%40.98%7.47%25.81%
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
11.72%7.91%25.93%20.12%-13.59%32.72%5.48%24.53%

Correlation

The correlation between VUSA.MI and EUNL.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

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

0.94

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

0.94

Correlation (All Time)
Calculated using the full available price history since Jan 18, 2019

0.95

The correlation between VUSA.MI and EUNL.DE has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

VUSA.MI vs. EUNL.DE — Risk / Return Rank

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

VUSA.MI
VUSA.MI Risk / Return Rank: 7474
Overall Rank
VUSA.MI Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VUSA.MI Sortino Ratio Rank: 7272
Sortino Ratio Rank
VUSA.MI Omega Ratio Rank: 7373
Omega Ratio Rank
VUSA.MI Calmar Ratio Rank: 7676
Calmar Ratio Rank
VUSA.MI Martin Ratio Rank: 7474
Martin Ratio Rank

EUNL.DE
EUNL.DE Risk / Return Rank: 7979
Overall Rank
EUNL.DE Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
EUNL.DE Sortino Ratio Rank: 7575
Sortino Ratio Rank
EUNL.DE Omega Ratio Rank: 7676
Omega Ratio Rank
EUNL.DE Calmar Ratio Rank: 8282
Calmar Ratio Rank
EUNL.DE Martin Ratio Rank: 8686
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.

VUSA.MI vs. EUNL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF (VUSA.MI) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.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.


VUSA.MIEUNL.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

-0.14

Omega ratioGain probability vs. loss probability

1.34

1.36

-0.02

Calmar ratioReturn relative to maximum drawdown

3.03

3.48

-0.46

Martin ratioReturn relative to average drawdown

10.57

14.04

-3.47

VUSA.MI vs. EUNL.DE - Sharpe Ratio Comparison

The current VUSA.MI Sharpe Ratio is 1.87, which is comparable to the EUNL.DE Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of VUSA.MI and EUNL.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

VUSA.MI vs. EUNL.DE - Drawdown Comparison

The maximum VUSA.MI drawdown since its inception was -33.67%, roughly equal to the maximum EUNL.DE drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for VUSA.MI and EUNL.DE.


Loading charts...

Drawdown Indicators


VUSA.MIEUNL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.67%

-33.63%

-0.04%

Max Drawdown (1Y)

Largest decline over 1 year

-7.15%

-6.22%

-0.93%

Max Drawdown (3Y)

Largest decline over 3 years

-23.11%

-21.73%

-1.38%

Max Drawdown (5Y)

Largest decline over 5 years

-23.11%

-21.73%

-1.38%

Max Drawdown (10Y)

Largest decline over 10 years

-33.63%

Current Drawdown

Current decline from peak

-1.35%

-1.16%

-0.19%

Average Drawdown

Average peak-to-trough decline

-4.45%

-4.20%

-0.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

1.55%

+0.50%

Volatility

VUSA.MI vs. EUNL.DE - Volatility Comparison

Vanguard S&P 500 UCITS ETF (VUSA.MI) has a higher volatility of 3.06% compared to iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE) at 2.70%. This indicates that VUSA.MI's price experiences larger fluctuations and is considered to be riskier than EUNL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


VUSA.MIEUNL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.06%

2.70%

+0.36%

Volatility (6M)

Calculated over the trailing 6-month period

7.85%

7.96%

-0.11%

Volatility (1Y)

Calculated over the trailing 1-year period

11.71%

11.28%

+0.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.24%

14.18%

+1.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.86%

15.11%

+1.75%

VUSA.MI vs. EUNL.DE - Expense Ratio Comparison

VUSA.MI has a 0.07% expense ratio, which is lower than EUNL.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%.


Dividends

VUSA.MI vs. EUNL.DE - Dividend Comparison

VUSA.MI's dividend yield for the trailing twelve months is around 0.87%, while EUNL.DE has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VUSA.MI
Vanguard S&P 500 UCITS ETF
0.87%0.97%0.99%1.26%1.45%1.02%1.43%1.46%

Frequently Asked Questions


With a correlation of 0.93, VUSA.MI and EUNL.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, VUSA.MI is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VUSA.MI is cheaper with a 0.07% expense ratio, compared with 0.20% for EUNL.DE.

VUSA.MI is categorized as S&P 500, while EUNL.DE is Global Equities. VUSA.MI tracks S&P 500 Index, while EUNL.DE tracks MSCI World Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.07% for VUSA.MI and 0.20% for EUNL.DE.

Portfolio Optimizer

Find the right allocation for VUSA.MI and EUNL.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer