XLU vs. EUNW.DE
XLU (State Street Utilities Select Sector SPDR ETF) and EUNW.DE (iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist)) are both exchange-traded funds - XLU is a Utilities Equities fund tracking the Utilities Select Sector Index, while EUNW.DE is a European High Yield Bonds fund tracking the iBoxx® EUR Liquid High Yield. Both are passively managed. Over the past 10 years, XLU returned 9.20%/yr vs 3.57%/yr for EUNW.DE. At a 0.19 correlation, their price movements are largely independent. XLU charges 0.08%/yr vs 0.50%/yr for EUNW.DE.
Performance
XLU vs. EUNW.DE - Performance Comparison
Loading charts...
Different Trading Currencies
XLU is traded in USD, while EUNW.DE is traded in EUR. To make them comparable, the EUNW.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XLU achieves a 5.04% return, which is significantly higher than EUNW.DE's -0.48% return. Over the past 10 years, XLU has outperformed EUNW.DE with an annualized return of 9.20%, while EUNW.DE has yielded a comparatively lower 3.57% annualized return.
XLU
- 1D
- 1.09%
- 1M
- -0.31%
- YTD
- 5.04%
- 6M
- 5.48%
- 1Y
- 11.85%
- 3Y*
- 13.79%
- 5Y*
- 9.41%
- 10Y*
- 9.20%
EUNW.DE
- 1D
- 0.23%
- 1M
- -0.55%
- YTD
- -0.48%
- 6M
- 0.24%
- 1Y
- 3.28%
- 3Y*
- 8.68%
- 5Y*
- 1.71%
- 10Y*
- 3.57%
XLU vs. EUNW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XLU State Street Utilities Select Sector SPDR ETF | 5.04% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
EUNW.DE iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) | -0.48% | 18.53% | -0.16% | 14.78% | -14.36% | -5.19% | 10.94% | 7.54% | -8.06% | 19.38% |
Correlation
The correlation between XLU and EUNW.DE is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2010 | 0.19 |
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
XLU vs. EUNW.DE — Risk / Return Rank
XLU
EUNW.DE
XLU vs. EUNW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Utilities Select Sector SPDR ETF (XLU) and iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (EUNW.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.
| XLU | EUNW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.08 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.44 | +0.86 |
| Martin ratioReturn relative to average drawdown | 2.80 | 1.27 | +1.53 |
Loading charts...
Drawdowns
XLU vs. EUNW.DE - Drawdown Comparison
The maximum XLU drawdown since its inception was -51.98%, which is greater than EUNW.DE's maximum drawdown of -31.66%. Use the drawdown chart below to compare losses from any high point for XLU and EUNW.DE.
Loading charts...
Drawdown Indicators
| XLU | EUNW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.98% | -31.66% | -20.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.18% | -7.43% | -1.75% |
Max Drawdown (3Y)Largest decline over 3 years | -17.26% | -7.56% | -9.70% |
Max Drawdown (5Y)Largest decline over 5 years | -25.26% | -31.46% | +6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -36.07% | -31.66% | -4.41% |
Current DrawdownCurrent decline from peak | -6.05% | -3.28% | -2.77% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -9.03% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.25% | 2.58% | +1.67% |
Volatility
XLU vs. EUNW.DE - Volatility Comparison
State Street Utilities Select Sector SPDR ETF (XLU) has a higher volatility of 5.59% compared to iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (EUNW.DE) at 1.82%. This indicates that XLU's price experiences larger fluctuations and is considered to be riskier than EUNW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XLU | EUNW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 1.82% | +3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 5.85% | +5.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 7.63% | +7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 10.45% | +6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.27% | 10.64% | +8.63% |
XLU vs. EUNW.DE - Expense Ratio Comparison
XLU has a 0.08% expense ratio, which is lower than EUNW.DE's 0.50% expense ratio.
Dividends
XLU vs. EUNW.DE - Dividend Comparison
XLU's dividend yield for the trailing twelve months is around 2.67%, less than EUNW.DE's 5.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNW.DE iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) | 5.16% | 5.45% | 6.09% | 5.41% | 3.70% | 3.07% | 3.67% | 3.75% | 3.68% | 3.78% | 4.03% | 4.59% |
XLU State Street Utilities Select Sector SPDR ETF | 2.67% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Frequently Asked Questions
XLU and EUNW.DE have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLU is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLU is cheaper with a 0.08% expense ratio, compared with 0.50% for EUNW.DE.
XLU is categorized as Utilities Equities, while EUNW.DE is European High Yield Bonds. XLU tracks Utilities Select Sector Index, while EUNW.DE tracks iBoxx® EUR Liquid High Yield. They also come from different issuers: State Street and iShares. Their fees differ too: 0.08% for XLU and 0.50% for EUNW.DE.
Find the right allocation for XLU and EUNW.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