EDMW.DE vs. EXH9.DE
EDMW.DE (iShares MSCI World ESG Enhanced UCITS ETF USD (Acc)) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both exchange-traded funds - EDMW.DE is a Global Equities fund tracking the MSCI World ESG Enhanced Focus, while EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 5 years, EDMW.DE returned 11.55%/yr vs 11.76%/yr for EXH9.DE. At a 0.42 correlation, their price movements are largely independent. EDMW.DE charges 0.20%/yr vs 0.47%/yr for EXH9.DE.
Performance
EDMW.DE vs. EXH9.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EDMW.DE achieves a 10.19% return, which is significantly lower than EXH9.DE's 12.41% return.
EDMW.DE
- 1D
- 0.06%
- 1M
- 3.69%
- YTD
- 10.19%
- 6M
- 10.25%
- 1Y
- 21.91%
- 3Y*
- 16.27%
- 5Y*
- 11.55%
- 10Y*
- —
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.27%
- YTD
- 12.41%
- 6M
- 14.24%
- 1Y
- 26.10%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
EDMW.DE vs. EXH9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EDMW.DE iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) | 10.19% | 6.42% | 25.12% | 18.98% | -15.82% | 33.40% | 6.84% | 12.25% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 19.48% |
Correlation
The correlation between EDMW.DE and EXH9.DE is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 2019 | 0.42 |
Over the past year, the correlation between EDMW.DE and EXH9.DE has dropped to 0.21 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EDMW.DE vs. EXH9.DE — Risk / Return Rank
EDMW.DE
EXH9.DE
EDMW.DE vs. EXH9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) (EDMW.DE) and iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.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.
| EDMW.DE | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.32 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 3.44 | -0.38 |
| Martin ratioReturn relative to average drawdown | 12.11 | 9.54 | +2.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EDMW.DE | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 1.74 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.73 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.42 | +0.36 |
Drawdowns
EDMW.DE vs. EXH9.DE - Drawdown Comparison
The maximum EDMW.DE drawdown since its inception was -33.12%, smaller than the maximum EXH9.DE drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for EDMW.DE and EXH9.DE.
Loading charts...
Drawdown Indicators
| EDMW.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.12% | -51.33% | +18.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.18% | -7.45% | +0.27% |
Max Drawdown (3Y)Largest decline over 3 years | -21.20% | -13.67% | -7.53% |
Max Drawdown (5Y)Largest decline over 5 years | -21.20% | -22.71% | +1.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.21% | — |
Current DrawdownCurrent decline from peak | -0.32% | -5.32% | +5.00% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -16.67% | +11.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.69% | -0.87% |
Volatility
EDMW.DE vs. EXH9.DE - Volatility Comparison
The current volatility for iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) (EDMW.DE) is 2.75%, while iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a volatility of 5.89%. This indicates that EDMW.DE experiences smaller price fluctuations and is considered to be less risky than EXH9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EDMW.DE | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 5.89% | -3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 7.83% | 12.89% | -5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.41% | 14.75% | -3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.23% | 16.00% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.27% | 17.03% | -0.76% |
EDMW.DE vs. EXH9.DE - Expense Ratio Comparison
EDMW.DE has a 0.20% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
EDMW.DE vs. EXH9.DE - Dividend Comparison
EDMW.DE has not paid dividends to shareholders, while EXH9.DE's dividend yield for the trailing twelve months is around 2.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDMW.DE iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
Frequently Asked Questions
EDMW.DE and EXH9.DE have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EDMW.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EDMW.DE is cheaper with a 0.20% expense ratio, compared with 0.47% for EXH9.DE.
EDMW.DE is categorized as Global Equities, while EXH9.DE is Utilities Equities. EDMW.DE tracks MSCI World ESG Enhanced Focus, while EXH9.DE tracks STOXX® Europe 600 Utilities. Their fees differ too: 0.20% for EDMW.DE and 0.47% for EXH9.DE.
Find the right allocation for EDMW.DE and EXH9.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer