EUFN vs IBDS

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF).

5-Year PerformanceEUFN has outperformed IBDS, delivering a return of +21.6% compared to +1.4%

EUFN vs IBDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	IBDS(ETF)
Net Assets	$3.70B	$3.80B
Expense Ratio	0.49%	0.10%
Max Drawdown	59.14%	18.21%
Sharpe Ratio	1.43	0.16
5Y Beta	0.83	0.02
5Y Dividends CAGR	30.11%	8.53%

Net Assets

EUFN

$3.70B

Winner

IBDS

$3.80B

Expense Ratio

EUFN

0.49%

Winner

IBDS

0.10%

Max Drawdown

EUFN

59.14%

Winner

IBDS

18.21%

Sharpe Ratio

Winner

EUFN

1.43

IBDS

0.16

5Y Beta

EUFN

0.83

Winner

IBDS

0.02

5Y Dividends CAGR

Winner

EUFN

30.11%

IBDS

8.53%

EUFN vs IBDS - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	IBDS
1 month	+4.20%	+0.35%
3 months	+12.93%	+0.94%
6 months	+13.73%	+1.42%
1 year	+33.57%	+3.98%
5 years(CAGR)	+21.62%	+1.43%
10 years(CAGR)	+14.72%	+3.16%
Max(CAGR)	+7.85%	+3.16%

Winner

EUFN

+4.20%

IBDS

+0.35%

Winner

EUFN

+12.93%

IBDS

+0.94%

Winner

EUFN

+13.73%

IBDS

+1.42%

Winner

EUFN

+33.57%

IBDS

+3.98%

5Y(CAGR)

Winner

EUFN

+21.62%

IBDS

+1.43%

10Y(CAGR)

Winner

EUFN

+14.72%

IBDS

+3.16%

Max(CAGR)

Winner

EUFN

+7.85%

IBDS

+3.16%

EUFN vs IBDS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EUFN	IBDS
2026	+15.79%	+1.86%
2025	+67.60%	+5.81%
2024	+18.14%	+4.92%
2023	+24.26%	+6.19%
2022	-9.61%	-9.09%
2021	+19.77%	-1.38%
2020	-9.99%	+9.00%
2019	+21.29%	+15.05%
2018	-23.77%	-2.48%
2017	+24.49%	+1.14%
2016	-0.66%	N/A
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 IBDS Drawdown Comparison

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

The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.

The current EUFN drawdown is -0.14%.

Rank	EUFN	IBDS
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-16.75% Mar 5, 2020 - Jun 8, 2020
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-14.98% Aug 2, 2021 - Feb 28, 2025
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-5.54% Dec 6, 2017 - Feb 19, 2019
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-3.12% Feb 10, 2021 - Aug 2, 2021
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-2.35% Aug 28, 2019 - Oct 4, 2019
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-1.43% Aug 6, 2020 - Nov 17, 2020
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-1.22% Oct 4, 2019 - Nov 26, 2019
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-1.20% Jul 3, 2019 - Aug 1, 2019
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-1.16% Nov 6, 2017 - Dec 5, 2017
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-0.91% Apr 3, 2025 - Apr 28, 2025
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-0.70% Apr 11, 2019 - Apr 24, 2019
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-0.66% Sep 18, 2017 - Oct 13, 2017
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-0.64% Oct 17, 2017 - Nov 2, 2017
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-0.63% Jun 16, 2020 - Jul 2, 2020
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-0.59% Jun 24, 2019 - Jun 27, 2019

Correlation

Correlation between EUFN and IBDS is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2010 - 2026)

EUFN vs IBDS dividend yield comparison.

Year	EUFN	IBDS
2026	2.69%	2.47%
2025	3.57%	4.36%
2024	5.36%	4.37%
2023	5.00%	3.81%
2022	4.24%	2.87%
2021	4.15%	2.19%
2020	1.38%	2.66%
2019	4.55%	3.31%
2018	6.48%	3.66%
2017	3.04%	0.97%
2016	4.03%	0.00%
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%