EUPA.DE vs. EXSH.DE
EUPA.DE (Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD)) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds - EUPA.DE tracks the Shiller Barclays CAPE® Global Sector while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 3 years, EUPA.DE returned 17.95%/yr vs 23.40%/yr for EXSH.DE. A 0.64 correlation means they provide meaningful diversification when combined. EUPA.DE charges 0.65%/yr vs 0.32%/yr for EXSH.DE.
Performance
EUPA.DE vs. EXSH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EUPA.DE achieves a 8.36% return, which is significantly lower than EXSH.DE's 13.96% return.
EUPA.DE
- 1D
- 0.63%
- 1M
- 0.54%
- YTD
- 8.36%
- 6M
- 9.94%
- 1Y
- 17.10%
- 3Y*
- 17.95%
- 5Y*
- —
- 10Y*
- —
EXSH.DE
- 1D
- 0.47%
- 1M
- 4.04%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.41%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
EUPA.DE vs. EXSH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) | 8.36% | 18.38% | 13.54% | 11.13% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 3.09% |
Correlation
The correlation between EUPA.DE and EXSH.DE is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2023 | 0.64 |
The correlation between EUPA.DE and EXSH.DE has been stable across timeframes, ranging from 0.59 to 0.64 - a consistent structural relationship.
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Return for Risk
EUPA.DE vs. EXSH.DE — Risk / Return Rank
EUPA.DE
EXSH.DE
EUPA.DE vs. EXSH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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.
| EUPA.DE | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.48 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 4.85 | -2.84 |
| Martin ratioReturn relative to average drawdown | 7.49 | 16.10 | -8.61 |
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
| EUPA.DE | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 2.69 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.86 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 0.32 | +0.98 |
Drawdowns
EUPA.DE vs. EXSH.DE - Drawdown Comparison
The maximum EUPA.DE drawdown since its inception was -10.28%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for EUPA.DE and EXSH.DE.
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Drawdown Indicators
| EUPA.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.28% | -70.20% | +59.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.44% | -6.65% | -1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -10.28% | -14.43% | +4.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.98% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.34% | — |
Current DrawdownCurrent decline from peak | -2.77% | -1.87% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -22.15% | +20.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.01% | +0.27% |
Volatility
EUPA.DE vs. EXSH.DE - Volatility Comparison
The current volatility for Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) is 3.63%, while iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a volatility of 3.90%. This indicates that EUPA.DE experiences smaller price fluctuations and is considered to be less risky than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUPA.DE | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 3.90% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 9.77% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.84% | 11.99% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.40% | 14.61% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.40% | 17.15% | -4.75% |
EUPA.DE vs. EXSH.DE - Expense Ratio Comparison
EUPA.DE has a 0.65% expense ratio, which is higher than EXSH.DE's 0.32% expense ratio.
Dividends
EUPA.DE vs. EXSH.DE - Dividend Comparison
EUPA.DE has not paid dividends to shareholders, while EXSH.DE's dividend yield for the trailing twelve months is around 4.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
Frequently Asked Questions
EUPA.DE and EXSH.DE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSH.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSH.DE is cheaper with a 0.32% expense ratio, compared with 0.65% for EUPA.DE.
EUPA.DE tracks Shiller Barclays CAPE® Global Sector, while EXSH.DE tracks STOXX® Europe Select Dividend 30. They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.65% for EUPA.DE and 0.32% for EXSH.DE.
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