ESIF.DE vs. ISPA.DE
ESIF.DE (iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - ESIF.DE is a Financials Equities fund tracking the MSCI World/Financials NR USD, 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, ESIF.DE returned 19.48%/yr vs 11.00%/yr for ISPA.DE. A 0.75 correlation means they provide meaningful diversification when combined. ESIF.DE charges 0.18%/yr vs 0.46%/yr for ISPA.DE.
Performance
ESIF.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIF.DE achieves a 3.87% return, which is significantly lower than ISPA.DE's 13.48% return.
ESIF.DE
- 1D
- 0.61%
- 1M
- 3.50%
- YTD
- 3.87%
- 6M
- 10.14%
- 1Y
- 22.51%
- 3Y*
- 28.94%
- 5Y*
- 19.48%
- 10Y*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
ESIF.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ESIF.DE iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) | 3.87% | 47.69% | 25.31% | 21.61% | -2.88% | 29.09% | 3.24% |
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 ESIF.DE and ISPA.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2020 | 0.75 |
The correlation between ESIF.DE and ISPA.DE has been stable across timeframes, ranging from 0.70 to 0.75 - a consistent structural relationship.
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Return for Risk
ESIF.DE vs. ISPA.DE — Risk / Return Rank
ESIF.DE
ISPA.DE
ESIF.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.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.
| ESIF.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -2.83 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.62 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 8.10 | -6.29 |
| Martin ratioReturn relative to average drawdown | 6.04 | 28.73 | -22.69 |
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
| ESIF.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 3.35 | -2.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 0.91 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | 0.68 | +0.49 |
Drawdowns
ESIF.DE vs. ISPA.DE - Drawdown Comparison
The maximum ESIF.DE drawdown since its inception was -22.93%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for ESIF.DE and ISPA.DE.
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Drawdown Indicators
| ESIF.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.93% | -38.91% | +15.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -3.63% | -8.75% |
Max Drawdown (3Y)Largest decline over 3 years | -17.10% | -15.10% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -22.93% | -15.10% | -7.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -2.65% | -1.09% | -1.56% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -4.46% | +0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 1.03% | +2.69% |
Volatility
ESIF.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) has a higher volatility of 5.37% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that ESIF.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.
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Volatility by Period
| ESIF.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 2.62% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | 6.51% | +8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 8.77% | +9.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 12.00% | +6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 14.79% | +4.05% |
ESIF.DE vs. ISPA.DE - Expense Ratio Comparison
ESIF.DE has a 0.18% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
ESIF.DE vs. ISPA.DE - Dividend Comparison
ESIF.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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESIF.DE iShares MSCI Europe Financials 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
ESIF.DE and ISPA.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESIF.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESIF.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for ISPA.DE.
ESIF.DE is categorized as Financials Equities, while ISPA.DE is Global Equities. ESIF.DE tracks MSCI World/Financials NR USD, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.18% for ESIF.DE and 0.46% for ISPA.DE.
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