iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.DE) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EXX5.DE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EXX5.DE
EXX5.DE charges 0.31% annually. There are 7 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.20%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor UCITS ETF | 0.20% | — | Oct 2016 | EXX5.DE vs QDVI.DE | |
| iShares Edge S&P 500 Minimum Volatility UCITS ETF ... | 0.20% | — | Nov 2012 | EXX5.DE vs IBCK.DE | |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 0.20% | — | Apr 2012 | EXX5.DE vs UBU5.DE | |
| SPDR MSCI USA Value Weighted UCITS ETF | 0.20% | — | Feb 2015 | EXX5.DE vs ZPRU.DE | |
| UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF... | 0.25% | — | Aug 2015 | EXX5.DE vs UBUS.DE |
Best Risk-Adjusted Alternatives to EXX5.DE
EXX5.DE has a PortfoliosLab risk / return rank of 57. There are 8 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor UCITS ETF | 98 | — | Oct 2016 | EXX5.DE vs QDVI.DE | |
| SPDR MSCI USA Value Weighted UCITS ETF | 96 | — | Feb 2015 | EXX5.DE vs ZPRU.DE | |
| Invesco FTSE RAFI US 1000 UCITS ETF | 91 | — | Nov 2007 | EXX5.DE vs 6PSA.DE | |
| Fidelity US Quality Income UCITS ETF Acc | 71 | — | Mar 2017 | EXX5.DE vs FUSA.DE | |
| JPMorgan US Value Active UCITS ETF USD (Acc) | 70 | — | Jan 2024 | EXX5.DE vs JPVA.DE |
Top Performing EXX5.DE Alternatives (YTD)
EXX5.DE is at 10.28% YTD. There are 5 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor UCITS ETF | 49.34% | — | Oct 2016 | EXX5.DE vs QDVI.DE | |
| SPDR MSCI USA Value Weighted UCITS ETF | 31.29% | — | Feb 2015 | EXX5.DE vs ZPRU.DE | |
| Invesco S&P 500 QVM UCITS ETF | 17.52% | — | May 2017 | EXX5.DE vs QVMP.DE | |
| Invesco FTSE RAFI US 1000 UCITS ETF | 16.30% | — | Nov 2007 | EXX5.DE vs 6PSA.DE | |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 11.44% | — | Apr 2012 | EXX5.DE vs UBU5.DE |
Lowest Volatility Alternatives to EXX5.DE
EXX5.DE has 11.39% 1-year volatility. There are 7 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge S&P 500 Minimum Volatility UCITS ETF ... | 8.73% | — | Nov 2012 | EXX5.DE vs IBCK.DE | |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 9.72% | — | Apr 2012 | EXX5.DE vs UBU5.DE | |
| Invesco FTSE RAFI US 1000 UCITS ETF | 10.11% | — | Nov 2007 | EXX5.DE vs 6PSA.DE | |
| Fidelity US Quality Income UCITS ETF Acc | 10.16% | — | Mar 2017 | EXX5.DE vs FUSA.DE | |
| Invesco EURO STOXX High Dividend Low Volatility UC... | 10.31% | — | Jan 2016 | EXX5.DE vs EHDV.DE |
Lowest Drawdown Alternatives to EXX5.DE
EXX5.DE has a 1-year max drawdown of -4.46%. There are 2 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.68%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco FTSE RAFI US 1000 UCITS ETF | -3.68% | — | Nov 2007 | EXX5.DE vs 6PSA.DE | |
| Invesco S&P 500 QVM UCITS ETF | -3.81% | — | May 2017 | EXX5.DE vs QVMP.DE | |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | -4.70% | — | Apr 2012 | EXX5.DE vs UBU5.DE | |
| JPMorgan US Value Active UCITS ETF USD (Acc) | -5.03% | — | Jan 2024 | EXX5.DE vs JPVA.DE | |
| iShares Edge S&P 500 Minimum Volatility UCITS ETF ... | -5.08% | — | Nov 2012 | EXX5.DE vs IBCK.DE |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SXR8.DE, QDVE.DE, SXRV.DE and span 8 categories.
Often Compared With EXX5.DE
Investors most often compare EXX5.DE with SCHD, HDV, WTDM.DE. These 8 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 85 | 19.82% | 94.95B | Oct 2011 | EXX5.DE vs SCHD | |
| iShares Core High Dividend ETF | Dividend, Large Cap Value Equities | 73 | 13.48% | 13.41B | Mar 2011 | EXX5.DE vs HDV | |
| WisdomTree US Quality Dividend Growth UCITS ETF - ... | Dividend | 59 | 7.70% | — | Jul 2023 | EXX5.DE vs WTDM.DE | |
| SPDR S&P US Dividend Aristocrats UCITS ETF Dis | Large Cap Blend Equities, Dividend | 36 | 6.99% | 3.62B | Oct 2011 | EXX5.DE vs UDVD.L | |
| State Street SPDR Portfolio S&P 500 High Dividend ... | S&P 500, Dividend | 48 | 11.64% | 7.30B | Oct 2015 | EXX5.DE vs SPYD | |
| Ossiam US Minimum Variance ESG UCITS ETF (EUR) | Large Cap Value Equities | — | — | — | Apr 2020 | EXX5.DE vs OSX2.DE | |
| Fidelity US Quality Income ETF Inc | Large Cap Blend Equities, Dividend | 71 | 7.97% | 1.90B | Jun 2023 | EXX5.DE vs FUSD.L | |
| State Street SPDR S&P 500 ETF | S&P 500 | 74 | 11.33% | 781.00B | Jan 1993 | EXX5.DE vs SPY |
Compare EXX5.DE with Any Fund or Stock
Compare EXX5.DE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EXX5.DE with funds that move differently
iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXX5.DE.
Explore EXX5.DE Diversifiers