DXSE.DE vs. EXV4.DE
DXSE.DE (Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C) and EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) are both Health & Biotech Equities funds - DXSE.DE tracks the MSCI Europe Health Care ESG Screened 20-35 while EXV4.DE tracks the STOXX® Europe 600 Health Care. Both are passively managed. Over the past 10 years, DXSE.DE returned 6.10%/yr vs 5.78%/yr for EXV4.DE. Their correlation of 0.92 suggests significant overlap in exposure. DXSE.DE charges 0.17%/yr vs 0.46%/yr for EXV4.DE.
Performance
DXSE.DE vs. EXV4.DE - Performance Comparison
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Returns By Period
In the year-to-date period, DXSE.DE achieves a -1.95% return, which is significantly higher than EXV4.DE's -2.60% return. Over the past 10 years, DXSE.DE has outperformed EXV4.DE with an annualized return of 6.10%, while EXV4.DE has yielded a comparatively lower 5.78% annualized return.
DXSE.DE
- 1D
- 2.90%
- 1M
- 1.98%
- YTD
- -1.95%
- 6M
- -0.40%
- 1Y
- 4.80%
- 3Y*
- 2.51%
- 5Y*
- 5.38%
- 10Y*
- 6.10%
EXV4.DE
- 1D
- 2.82%
- 1M
- 0.11%
- YTD
- -2.60%
- 6M
- -1.19%
- 1Y
- 4.38%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
DXSE.DE vs. EXV4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXSE.DE Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C | -1.95% | 4.97% | 4.52% | 9.56% | -5.75% | 25.75% | -1.94% | 32.90% | -1.01% | 4.42% |
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 7.52% | -6.10% | 25.12% | -2.48% | 32.64% | -1.01% | 4.34% |
Correlation
The correlation between DXSE.DE and EXV4.DE is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2007 | 0.92 |
The correlation between DXSE.DE and EXV4.DE has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.
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Return for Risk
DXSE.DE vs. EXV4.DE — Risk / Return Rank
DXSE.DE
EXV4.DE
DXSE.DE vs. EXV4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.DE) and iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.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.
| DXSE.DE | EXV4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.38 | -0.01 |
| Martin ratioReturn relative to average drawdown | 0.82 | 0.84 | -0.02 |
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
| DXSE.DE | EXV4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.29 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.32 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.37 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.32 | +0.13 |
Drawdowns
DXSE.DE vs. EXV4.DE - Drawdown Comparison
The maximum DXSE.DE drawdown since its inception was -34.30%, smaller than the maximum EXV4.DE drawdown of -44.54%. Use the drawdown chart below to compare losses from any high point for DXSE.DE and EXV4.DE.
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Drawdown Indicators
| DXSE.DE | EXV4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.30% | -44.54% | +10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -12.57% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -28.10% | -26.55% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -28.10% | -26.55% | -1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -28.10% | -26.55% | -1.55% |
Current DrawdownCurrent decline from peak | -13.88% | -11.65% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -11.17% | +2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 5.72% | +0.09% |
Volatility
DXSE.DE vs. EXV4.DE - Volatility Comparison
Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.DE) and iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) have volatilities of 5.82% and 5.58%, 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
| DXSE.DE | EXV4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 5.58% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.95% | 11.86% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.63% | 16.68% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 15.55% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.04% | 15.74% | +0.30% |
DXSE.DE vs. EXV4.DE - Expense Ratio Comparison
DXSE.DE has a 0.17% expense ratio, which is lower than EXV4.DE's 0.46% expense ratio.
Dividends
DXSE.DE vs. EXV4.DE - Dividend Comparison
DXSE.DE has not paid dividends to shareholders, while EXV4.DE's dividend yield for the trailing twelve months is around 1.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXSE.DE Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
Frequently Asked Questions
With a correlation of 0.93, DXSE.DE and EXV4.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, DXSE.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DXSE.DE is cheaper with a 0.17% expense ratio, compared with 0.46% for EXV4.DE.
DXSE.DE tracks MSCI Europe Health Care ESG Screened 20-35, while EXV4.DE tracks STOXX® Europe 600 Health Care. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.17% for DXSE.DE and 0.46% for EXV4.DE.
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