5MVW.DE vs. ISPA.DE
5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - 5MVW.DE is a Energy Equities fund tracking the MSCI World Energy, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, 5MVW.DE returned 20.31%/yr vs 11.00%/yr for ISPA.DE. A 0.55 correlation means they provide meaningful diversification when combined. 5MVW.DE charges 0.18%/yr vs 0.46%/yr for ISPA.DE.
Performance
5MVW.DE vs. ISPA.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 higher than ISPA.DE's 13.48% 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*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
5MVW.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 3.53% |
Correlation
The correlation between 5MVW.DE and ISPA.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.55 |
Over the past year, the correlation between 5MVW.DE and ISPA.DE has dropped to 0.16 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
5MVW.DE vs. ISPA.DE — Risk / Return Rank
5MVW.DE
ISPA.DE
5MVW.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.25 | ||
| Sortino ratioReturn per unit of downside risk | -2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.62 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 8.10 | -5.13 |
| Martin ratioReturn relative to average drawdown | 9.81 | 28.73 | -18.92 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 3.35 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.91 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.68 | -0.23 |
Drawdowns
5MVW.DE vs. ISPA.DE - Drawdown Comparison
The maximum 5MVW.DE drawdown since its inception was -56.87%, which is greater than ISPA.DE's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for 5MVW.DE and ISPA.DE.
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Drawdown Indicators
| 5MVW.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.87% | -38.91% | -17.96% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -3.63% | -11.42% |
Max Drawdown (3Y)Largest decline over 3 years | -23.76% | -15.10% | -8.66% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | -15.10% | -8.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -7.49% | -1.09% | -6.40% |
Average DrawdownAverage peak-to-trough decline | -13.53% | -4.46% | -9.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 1.03% | +3.53% |
Volatility
5MVW.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) has a higher volatility of 6.76% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that 5MVW.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 5MVW.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 2.62% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | 6.51% | +11.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.33% | 8.77% | +12.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 12.00% | +11.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.20% | 14.79% | +14.41% |
5MVW.DE vs. ISPA.DE - Expense Ratio Comparison
5MVW.DE has a 0.18% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
5MVW.DE vs. ISPA.DE - Dividend Comparison
5MVW.DE's dividend yield for the trailing twelve months is around 2.48%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
5MVW.DE and ISPA.DE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for ISPA.DE.
5MVW.DE is categorized as Energy Equities, while ISPA.DE is Global Equities. 5MVW.DE tracks MSCI World Energy, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.18% for 5MVW.DE and 0.46% for ISPA.DE.
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