DJSC.AS vs. VERX.AS
DJSC.AS (iShares EURO STOXX Small UCITS ETF) and VERX.AS (Vanguard FTSE Developed Europe ex-UK UCITS ETF) are both Europe Equities funds - DJSC.AS tracks the MSCI EMU SMID NR EUR while VERX.AS tracks the MSCI Europe Ex UK NR EUR. Both are passively managed. Over the past 10 years, DJSC.AS returned 8.71%/yr vs 9.66%/yr for VERX.AS. Their correlation of 0.86 suggests significant overlap in exposure. DJSC.AS charges 0.40%/yr vs 0.10%/yr for VERX.AS.
Performance
DJSC.AS vs. VERX.AS - Performance Comparison
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Returns By Period
In the year-to-date period, DJSC.AS achieves a 9.46% return, which is significantly higher than VERX.AS's 7.03% return. Over the past 10 years, DJSC.AS has underperformed VERX.AS with an annualized return of 8.71%, while VERX.AS has yielded a comparatively higher 9.66% annualized return.
DJSC.AS
- 1D
- -0.48%
- 1M
- 4.65%
- YTD
- 9.46%
- 6M
- 12.92%
- 1Y
- 19.20%
- 3Y*
- 10.86%
- 5Y*
- 5.18%
- 10Y*
- 8.71%
VERX.AS
- 1D
- -0.77%
- 1M
- 4.70%
- YTD
- 7.03%
- 6M
- 10.04%
- 1Y
- 15.83%
- 3Y*
- 13.28%
- 5Y*
- 9.16%
- 10Y*
- 9.66%
DJSC.AS vs. VERX.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DJSC.AS iShares EURO STOXX Small UCITS ETF | 9.46% | 21.43% | -2.89% | 12.25% | -14.19% | 21.56% | 8.54% | 25.52% | -12.83% | 22.19% |
VERX.AS Vanguard FTSE Developed Europe ex-UK UCITS ETF | 7.03% | 20.65% | 7.05% | 18.49% | -12.99% | 24.93% | 2.62% | 26.48% | -10.05% | 12.01% |
Correlation
The correlation between DJSC.AS and VERX.AS is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2014 | 0.86 |
The correlation between DJSC.AS and VERX.AS has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.
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Return for Risk
DJSC.AS vs. VERX.AS — Risk / Return Rank
DJSC.AS
VERX.AS
DJSC.AS vs. VERX.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Small UCITS ETF (DJSC.AS) and Vanguard FTSE Developed Europe ex-UK UCITS ETF (VERX.AS). 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.
| DJSC.AS | VERX.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.53 | +0.11 |
| Martin ratioReturn relative to average drawdown | 6.32 | 5.62 | +0.69 |
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
| DJSC.AS | VERX.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.16 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.61 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.61 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.59 | -0.22 |
Drawdowns
DJSC.AS vs. VERX.AS - Drawdown Comparison
The maximum DJSC.AS drawdown since its inception was -63.04%, which is greater than VERX.AS's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for DJSC.AS and VERX.AS.
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Drawdown Indicators
| DJSC.AS | VERX.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.04% | -34.59% | -28.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.56% | -10.21% | -1.35% |
Max Drawdown (3Y)Largest decline over 3 years | -16.05% | -16.22% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -28.17% | -22.89% | -5.28% |
Max Drawdown (10Y)Largest decline over 10 years | -35.90% | -34.59% | -1.31% |
Current DrawdownCurrent decline from peak | -1.09% | -2.03% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -13.33% | -5.73% | -7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.79% | +0.22% |
Volatility
DJSC.AS vs. VERX.AS - Volatility Comparison
The current volatility for iShares EURO STOXX Small UCITS ETF (DJSC.AS) is 4.38%, while Vanguard FTSE Developed Europe ex-UK UCITS ETF (VERX.AS) has a volatility of 4.92%. This indicates that DJSC.AS experiences smaller price fluctuations and is considered to be less risky than VERX.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DJSC.AS | VERX.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 4.92% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 11.04% | +0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 13.48% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 14.86% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.35% | 15.73% | +0.62% |
DJSC.AS vs. VERX.AS - Expense Ratio Comparison
DJSC.AS has a 0.40% expense ratio, which is higher than VERX.AS's 0.10% expense ratio.
Dividends
DJSC.AS vs. VERX.AS - Dividend Comparison
DJSC.AS's dividend yield for the trailing twelve months is around 2.40%, less than VERX.AS's 2.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJSC.AS iShares EURO STOXX Small UCITS ETF | 2.40% | 3.00% | 2.66% | 2.24% | 2.22% | 1.48% | 1.20% | 2.01% | 2.48% | 1.81% | 2.10% | 2.12% |
VERX.AS Vanguard FTSE Developed Europe ex-UK UCITS ETF | 2.50% | 2.67% | 2.91% | 2.75% | 3.05% | 2.29% | 1.96% | 2.83% | 3.20% | 2.71% | 2.81% | 2.61% |
Frequently Asked Questions
DJSC.AS and VERX.AS have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VERX.AS is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VERX.AS is cheaper with a 0.10% expense ratio, compared with 0.40% for DJSC.AS.
DJSC.AS tracks MSCI EMU SMID NR EUR, while VERX.AS tracks MSCI Europe Ex UK NR EUR. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.40% for DJSC.AS and 0.10% for VERX.AS.
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