ESIC.DE vs. ISPA.DE
ESIC.DE (iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - ESIC.DE is a Consumer Discretionary Equities fund tracking the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, ESIC.DE returned -1.66%/yr vs 11.00%/yr for ISPA.DE. A 0.62 correlation means they provide meaningful diversification when combined. ESIC.DE charges 0.18%/yr vs 0.46%/yr for ISPA.DE.
Performance
ESIC.DE vs. ISPA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ESIC.DE achieves a -10.78% return, which is significantly lower than ISPA.DE's 13.48% return.
ESIC.DE
- 1D
- 0.68%
- 1M
- 2.63%
- YTD
- -10.78%
- 6M
- -10.78%
- 1Y
- -5.07%
- 3Y*
- -2.86%
- 5Y*
- -1.66%
- 10Y*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
ESIC.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ESIC.DE iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc) | -10.78% | 2.15% | 3.33% | 15.39% | -16.17% | 22.22% | 6.48% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | 3.48% |
Correlation
The correlation between ESIC.DE and ISPA.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2020 | 0.62 |
The correlation between ESIC.DE and ISPA.DE has been stable across timeframes, ranging from 0.55 to 0.62 - a consistent structural relationship.
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
ESIC.DE vs. ISPA.DE — Risk / Return Rank
ESIC.DE
ISPA.DE
ESIC.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc) (ESIC.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| ESIC.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.65 | ||
| Sortino ratioReturn per unit of downside risk | -4.97 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.62 | -0.65 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 8.10 | -8.37 |
| Martin ratioReturn relative to average drawdown | -0.64 | 28.73 | -29.37 |
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
| ESIC.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | 3.35 | -3.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.91 | -0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.68 | -0.52 |
Drawdowns
ESIC.DE vs. ISPA.DE - Drawdown Comparison
The maximum ESIC.DE drawdown since its inception was -29.95%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for ESIC.DE and ISPA.DE.
Loading charts...
Drawdown Indicators
| ESIC.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.95% | -38.91% | +8.96% |
Max Drawdown (1Y)Largest decline over 1 year | -20.53% | -3.63% | -16.90% |
Max Drawdown (3Y)Largest decline over 3 years | -26.54% | -15.10% | -11.44% |
Max Drawdown (5Y)Largest decline over 5 years | -29.95% | -15.10% | -14.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -18.75% | -1.09% | -17.66% |
Average DrawdownAverage peak-to-trough decline | -10.27% | -4.46% | -5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.77% | 1.03% | +7.74% |
Volatility
ESIC.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc) (ESIC.DE) has a higher volatility of 5.70% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that ESIC.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ESIC.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 2.62% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 15.38% | 6.51% | +8.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.25% | 8.77% | +10.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.99% | 12.00% | +8.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.54% | 14.79% | +5.75% |
ESIC.DE vs. ISPA.DE - Expense Ratio Comparison
ESIC.DE has a 0.18% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
ESIC.DE vs. ISPA.DE - Dividend Comparison
ESIC.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESIC.DE iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
ESIC.DE and ISPA.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESIC.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESIC.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for ISPA.DE.
ESIC.DE is categorized as Consumer Discretionary Equities, while ISPA.DE is Global Equities. ESIC.DE tracks Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.18% for ESIC.DE and 0.46% for ISPA.DE.
Find the right allocation for ESIC.DE and ISPA.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