EUFN vs IBDR

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF).

5-Year PerformanceEUFN has outperformed IBDR, delivering a return of +18.5% compared to +1.5%

EUFN vs IBDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	IBDR(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.49%	0.10%
Max Drawdown	59.14%	16.31%
Sharpe Ratio	1.11	0.99
5Y Beta	0.82	0.01
5Y Dividends CAGR	33.53%	9.31%

Net Assets

EUFN

$3.60B

IBDR

$3.60B

Expense Ratio

EUFN

0.49%

Winner

IBDR

0.10%

Max Drawdown

EUFN

59.14%

Winner

IBDR

16.31%

Sharpe Ratio

Winner

EUFN

1.11

IBDR

0.99

5Y Beta

EUFN

0.82

Winner

IBDR

0.01

5Y Dividends CAGR

Winner

EUFN

33.53%

IBDR

9.31%

EUFN vs IBDR - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	IBDR
1 month	+3.46%	+0.37%
3 months	+13.60%	+1.09%
6 months	+9.09%	+1.88%
1 year	+26.23%	+4.43%
5 years(CAGR)	+18.46%	+1.46%
10 years(CAGR)	+13.28%	+2.98%
Max(CAGR)	+7.19%	+2.98%

Winner

EUFN

+3.46%

IBDR

+0.37%

Winner

EUFN

+13.60%

IBDR

+1.09%

Winner

EUFN

+9.09%

IBDR

+1.88%

Winner

EUFN

+26.23%

IBDR

+4.43%

5Y(CAGR)

Winner

EUFN

+18.46%

IBDR

+1.46%

10Y(CAGR)

Winner

EUFN

+13.28%

IBDR

+2.98%

Max(CAGR)

Winner

EUFN

+7.19%

IBDR

+2.98%

EUFN vs IBDR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EUFN	IBDR
2026	+3.52%	+1.61%
2025	+67.60%	+5.03%
2024	+18.14%	+5.25%
2023	+24.26%	+5.78%
2022	-9.61%	-7.96%
2021	+19.77%	-1.68%
2020	-9.99%	+9.14%
2019	+21.29%	+14.17%
2018	-23.77%	-2.45%
2017	+24.49%	+5.53%
2016	-0.66%	-3.34%
2015	-4.80%	N/A
2014	-7.21%	N/A
2013	+26.80%	N/A
2012	+31.10%	N/A
2011	-27.56%	N/A
2010	-3.91%	N/A

EUFN vs IBDR Drawdown Comparison

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The current EUFN drawdown is -0.10%.

Rank	EUFN	IBDR
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-16.06% Mar 4, 2020 - Jun 2, 2020
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-13.13% Dec 31, 2020 - Dec 6, 2024
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-6.23% Sep 26, 2016 - Aug 3, 2017
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-5.01% Sep 7, 2017 - Jan 31, 2019
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-2.03% Aug 28, 2019 - Oct 3, 2019
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-1.19% Oct 31, 2019 - Nov 26, 2019
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-1.19% Jul 3, 2019 - Aug 1, 2019
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-0.95% Aug 6, 2020 - Nov 4, 2020
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-0.86% Oct 3, 2019 - Oct 31, 2019
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-0.70% Feb 26, 2019 - Mar 7, 2019
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-0.67% Jun 16, 2020 - Jul 2, 2020
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-0.64% Jun 10, 2020 - Jun 15, 2020
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-0.62% Apr 10, 2019 - Apr 24, 2019
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-0.61% Aug 3, 2017 - Aug 23, 2017
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-0.57% Apr 26, 2019 - May 7, 2019

Correlation

Correlation between EUFN and IBDR is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2010 - 2026)

EUFN vs IBDR dividend yield comparison.

Year	EUFN	IBDR
2026	0.00%	1.68%
2025	3.57%	4.20%
2024	5.36%	4.13%
2023	5.00%	3.41%
2022	4.24%	2.44%
2021	4.15%	2.11%
2020	1.38%	2.61%
2019	4.55%	3.25%
2018	6.48%	3.56%
2017	3.04%	3.22%
2016	4.03%	0.86%
2015	3.65%	0.00%
2014	3.35%	0.00%
2013	1.59%	0.00%
2012	2.91%	0.00%
2011	3.88%	0.00%
2010	1.80%	0.00%