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BX vs. EXV1.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BX vs. EXV1.DE

Last updated Jun 30, 2026
See Documentation

BX (Blackstone Inc.) is a stock, while EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) is Financials Equities fund tracking the STOXX® Europe 600 Banks. Over the past 10 years, BX returned 22.04%/yr vs 17.00%/yr for EXV1.DE. At a 0.39 correlation, their price movements are largely independent.

Performance

BX vs. EXV1.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blackstone Inc. (BX) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BX is traded in USD, while EXV1.DE is traded in EUR. To make them comparable, the EXV1.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BX achieves a -23.91% return, which is significantly lower than EXV1.DE's 11.15% return. Over the past 10 years, BX has outperformed EXV1.DE with an annualized return of 22.04%, while EXV1.DE has yielded a comparatively lower 17.00% annualized return.

BX

1D
-0.45%
1M
-1.79%
YTD
-23.91%
6M
-24.39%
1Y
-21.21%
3Y*
10.68%
5Y*
7.00%
10Y*
22.04%

EXV1.DE

1D
0.13%
1M
3.27%
YTD
11.15%
6M
12.06%
1Y
45.77%
3Y*
45.71%
5Y*
29.85%
10Y*
17.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BX vs. EXV1.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BX
Blackstone Inc.		-23.91%-7.84%35.07%82.75%-40.01%107.11%19.78%96.33%0.10%27.34%
EXV1.DE
iShares STOXX Europe 600 Banks UCITS ETF (DE)		11.15%99.82%25.39%30.30%-3.93%27.32%-17.18%12.73%-29.33%27.43%

Correlation

The correlation between BX and EXV1.DE is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Jun 22, 2007

0.39

The correlation between BX and EXV1.DE shifts across timeframes, from 0.29 (3 years) to 0.39 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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Blackstone Inc.

iShares STOXX Europe 600 Banks UCITS ETF (DE)

Often compared with BX:
BX vs. KKRBX vs. BLKBX vs. APOBX vs. VOOBX vs. BAMBX vs. ARESBX vs. CG
Often compared with EXV1.DE:
EXV1.DE vs. BNKE.LEXV1.DE vs. LYBK.DEEXV1.DE vs. BNKS.LEXV1.DE vs. XSX6.DEEXV1.DE vs. IU5C.DEEXV1.DE vs. LYMS.DEEXV1.DE vs. IUS2.DE

Return for Risk

BX vs. EXV1.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BX
BX Risk / Return Rank: 2222
Overall Rank
BX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
BX Sortino Ratio Rank: 1818
Sortino Ratio Rank
BX Omega Ratio Rank: 1919
Omega Ratio Rank
BX Calmar Ratio Rank: 2727
Calmar Ratio Rank
BX Martin Ratio Rank: 2727
Martin Ratio Rank
EXV1.DE
EXV1.DE Risk / Return Rank: 7575
Overall Rank
EXV1.DE Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
EXV1.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
EXV1.DE Omega Ratio Rank: 7474
Omega Ratio Rank
EXV1.DE Calmar Ratio Rank: 7272
Calmar Ratio Rank
EXV1.DE Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BX vs. EXV1.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blackstone Inc. (BX) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

BXEXV1.DEDifference
Sharpe ratioReturn per unit of total volatility
-0.61
1.93

-2.54

Sortino ratioReturn per unit of downside risk
-0.69
2.65

-3.34

Omega ratioGain probability vs. loss probability

0.92

1.33

-0.41

Calmar ratioReturn relative to maximum drawdown

-0.48

2.56

-3.04

Martin ratioReturn relative to average drawdown

-0.84

8.46

-9.31

BX vs. EXV1.DE - Sharpe Ratio Comparison

The current BX Sharpe Ratio is -0.61, which is lower than the EXV1.DE Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of BX and EXV1.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

BX vs. EXV1.DE - Drawdown Comparison

The maximum BX drawdown since its inception was -88.09%, roughly equal to the maximum EXV1.DE drawdown of -83.96%. Use the drawdown chart below to compare losses from any high point for BX and EXV1.DE.

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Drawdown Indicators

BXEXV1.DEDifference

Max Drawdown

Largest peak-to-trough decline

-88.09%

-83.96%

-4.13%

Max Drawdown (1Y)

Largest decline over 1 year

-44.76%

-17.78%

-26.98%

Max Drawdown (3Y)

Largest decline over 3 years

-46.50%

-19.60%

-26.90%

Max Drawdown (5Y)

Largest decline over 5 years

-49.29%

-37.51%

-11.78%

Max Drawdown (10Y)

Largest decline over 10 years

-49.29%

-61.46%

+12.17%

Current Drawdown

Current decline from peak

-39.25%

-2.54%

-36.71%

Average Drawdown

Average peak-to-trough decline

-26.41%

-58.33%

+31.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.16%

5.39%

+19.77%

Volatility

BX vs. EXV1.DE - Volatility Comparison

Blackstone Inc. (BX) has a higher volatility of 13.69% compared to iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) at 6.51%. This indicates that BX's price experiences larger fluctuations and is considered to be riskier than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BXEXV1.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.69%

6.51%

+7.18%

Volatility (6M)

Calculated over the trailing 6-month period

29.22%

20.07%

+9.15%

Volatility (1Y)

Calculated over the trailing 1-year period

35.19%

23.66%

+11.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.55%

25.58%

+13.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.76%

26.07%

+9.69%

Dividends

BX vs. EXV1.DE - Dividend Comparison

BX's dividend yield for the trailing twelve months is around 4.33%, more than EXV1.DE's 3.37% yield.

PositionTTM20252024202320222021202020192018201720162015
BX
Blackstone Inc.		4.33%3.04%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%6.14%11.76%
EXV1.DE
iShares STOXX Europe 600 Banks UCITS ETF (DE)		3.37%3.63%5.51%4.53%6.37%1.06%1.52%4.31%4.03%6.01%3.49%3.41%

Frequently Asked Questions

BX and EXV1.DE have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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