5MVW.DE vs. ESIE.DE
5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) and ESIE.DE (iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)) are both Energy Equities funds from iShares - 5MVW.DE tracks the MSCI World Energy while ESIE.DE tracks the MSCI World/Energy NR USD. Both are passively managed. Over the past 5 years, 5MVW.DE returned 20.31%/yr vs 19.66%/yr for ESIE.DE. Their correlation of 0.85 suggests significant overlap in exposure. Both charge a 0.18% expense ratio.
Performance
5MVW.DE vs. ESIE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 5MVW.DE achieves a 32.79% return, which is significantly lower than ESIE.DE's 35.70% return.
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
ESIE.DE
- 1D
- -1.24%
- 1M
- 1.63%
- YTD
- 35.70%
- 6M
- 33.07%
- 1Y
- 55.14%
- 3Y*
- 17.75%
- 5Y*
- 19.66%
- 10Y*
- —
5MVW.DE vs. ESIE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | 3.65% |
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 35.70% | 15.26% | -6.63% | 8.58% | 35.56% | 35.47% | 6.12% |
Correlation
The correlation between 5MVW.DE and ESIE.DE is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2020 | 0.85 |
The correlation between 5MVW.DE and ESIE.DE has been stable across timeframes, ranging from 0.82 to 0.85 - a consistent structural relationship.
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Return for Risk
5MVW.DE vs. ESIE.DE — Risk / Return Rank
5MVW.DE
ESIE.DE
5MVW.DE vs. ESIE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) and iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.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.
| 5MVW.DE | ESIE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.41 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 4.45 | -1.49 |
| Martin ratioReturn relative to average drawdown | 9.81 | 14.31 | -4.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 5MVW.DE | ESIE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 2.40 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.82 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.93 | -0.48 |
Drawdowns
5MVW.DE vs. ESIE.DE - Drawdown Comparison
The maximum 5MVW.DE drawdown since its inception was -56.87%, which is greater than ESIE.DE's maximum drawdown of -26.20%. Use the drawdown chart below to compare losses from any high point for 5MVW.DE and ESIE.DE.
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Drawdown Indicators
| 5MVW.DE | ESIE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.87% | -26.20% | -30.67% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -12.33% | -2.72% |
Max Drawdown (3Y)Largest decline over 3 years | -23.76% | -26.20% | +2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | -26.20% | +2.44% |
Current DrawdownCurrent decline from peak | -7.49% | -6.72% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -13.53% | -6.68% | -6.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 3.84% | +0.72% |
Volatility
5MVW.DE vs. ESIE.DE - Volatility Comparison
iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) and iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) have volatilities of 6.76% and 7.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 5MVW.DE | ESIE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 7.06% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | 19.84% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.33% | 22.89% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 23.75% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.20% | 24.16% | +5.04% |
5MVW.DE vs. ESIE.DE - Expense Ratio Comparison
Both 5MVW.DE and ESIE.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
5MVW.DE vs. ESIE.DE - Dividend Comparison
5MVW.DE's dividend yield for the trailing twelve months is around 2.48%, while ESIE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
5MVW.DE and ESIE.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE and ESIE.DE have the same expense ratio: 0.18% per year.
5MVW.DE tracks MSCI World Energy, while ESIE.DE tracks MSCI World/Energy NR USD.
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