6PSA.DE vs. EXX5.DE
6PSA.DE (Invesco FTSE RAFI US 1000 UCITS ETF) and EXX5.DE (iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR) are both Large Cap Value Equities funds - 6PSA.DE tracks the FTSE RAFI US 1000 while EXX5.DE tracks the Dow Jones U.S. Select Dividend Index. Both are passively managed. Over the past 10 years, 6PSA.DE returned 12.86%/yr vs 9.15%/yr for EXX5.DE. A 0.56 correlation means they provide meaningful diversification when combined. 6PSA.DE charges 0.39%/yr vs 0.31%/yr for EXX5.DE.
Performance
6PSA.DE vs. EXX5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 6PSA.DE achieves a 16.30% return, which is significantly higher than EXX5.DE's 10.28% return. Over the past 10 years, 6PSA.DE has outperformed EXX5.DE with an annualized return of 12.86%, while EXX5.DE has yielded a comparatively lower 9.15% annualized return.
6PSA.DE
- 1D
- 0.32%
- 1M
- 4.24%
- YTD
- 16.30%
- 6M
- 16.15%
- 1Y
- 30.70%
- 3Y*
- 17.58%
- 5Y*
- 13.04%
- 10Y*
- 12.86%
EXX5.DE
- 1D
- -0.15%
- 1M
- 1.36%
- YTD
- 10.28%
- 6M
- 10.23%
- 1Y
- 19.47%
- 3Y*
- 12.24%
- 5Y*
- 9.39%
- 10Y*
- 9.15%
6PSA.DE vs. EXX5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF | 16.30% | 3.95% | 22.90% | 12.04% | -2.95% | 42.89% | -3.49% | 33.30% | -7.23% | 1.48% |
EXX5.DE iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR | 10.28% | -1.07% | 22.05% | -0.09% | 7.04% | 43.02% | -15.23% | 23.88% | -3.48% | -0.27% |
Correlation
The correlation between 6PSA.DE and EXX5.DE is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2007 | 0.56 |
Over the past year, 6PSA.DE and EXX5.DE have become more correlated (0.76) than their long-term average of 0.56, meaning their price movements have been converging.
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Return for Risk
6PSA.DE vs. EXX5.DE — Risk / Return Rank
6PSA.DE
EXX5.DE
6PSA.DE vs. EXX5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.DE) and iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.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.
| 6PSA.DE | EXX5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.36 | ||
| Sortino ratioReturn per unit of downside risk | +1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.27 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 8.20 | 4.15 | +4.05 |
| Martin ratioReturn relative to average drawdown | 24.83 | 11.89 | +12.94 |
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
| 6PSA.DE | EXX5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.99 | 1.63 | +1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.63 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.53 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.43 | +0.41 |
Drawdowns
6PSA.DE vs. EXX5.DE - Drawdown Comparison
The maximum 6PSA.DE drawdown since its inception was -41.53%, smaller than the maximum EXX5.DE drawdown of -58.58%. Use the drawdown chart below to compare losses from any high point for 6PSA.DE and EXX5.DE.
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Drawdown Indicators
| 6PSA.DE | EXX5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -58.58% | +17.05% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -4.46% | +0.78% |
Max Drawdown (3Y)Largest decline over 3 years | -21.10% | -21.96% | +0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -21.10% | -21.96% | +0.86% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -40.47% | +3.15% |
Current DrawdownCurrent decline from peak | 0.00% | -0.86% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -10.92% | +5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 1.56% | -0.34% |
Volatility
6PSA.DE vs. EXX5.DE - Volatility Comparison
The current volatility for Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.DE) is 2.18%, while iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.DE) has a volatility of 2.59%. This indicates that 6PSA.DE experiences smaller price fluctuations and is considered to be less risky than EXX5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 6PSA.DE | EXX5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.18% | 2.59% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 6.42% | 7.82% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.11% | 11.39% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 14.84% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.85% | 17.08% | +0.77% |
6PSA.DE vs. EXX5.DE - Expense Ratio Comparison
6PSA.DE has a 0.39% expense ratio, which is higher than EXX5.DE's 0.31% expense ratio.
Dividends
6PSA.DE vs. EXX5.DE - Dividend Comparison
6PSA.DE's dividend yield for the trailing twelve months is around 1.20%, less than EXX5.DE's 2.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF | 1.20% | 1.39% | 1.45% | 1.60% | 1.75% | 1.27% | 1.77% | 1.62% | 1.83% | 1.62% | 1.54% | 1.65% |
EXX5.DE iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR | 2.38% | 2.62% | 3.01% | 5.31% | 2.47% | 2.07% | 2.98% | 2.29% | 1.57% | 3.04% | 2.46% | 2.55% |
Frequently Asked Questions
6PSA.DE and EXX5.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXX5.DE is cheaper at 0.31% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXX5.DE is cheaper with a 0.31% expense ratio, compared with 0.39% for 6PSA.DE.
6PSA.DE tracks FTSE RAFI US 1000, while EXX5.DE tracks Dow Jones U.S. Select Dividend Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.39% for 6PSA.DE and 0.31% for EXX5.DE.
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