EXE.PA vs. IYW
Compare and contrast key facts about EXEL Industries SA (EXE.PA) and iShares U.S. Technology ETF (IYW).
IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXE.PA or IYW.
Correlation
The correlation between EXE.PA and IYW is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EXE.PA vs. IYW - Performance Comparison
Key characteristics
EXE.PA:
-0.86
IYW:
1.03
EXE.PA:
-1.12
IYW:
1.46
EXE.PA:
0.85
IYW:
1.19
EXE.PA:
-0.29
IYW:
1.43
EXE.PA:
-1.17
IYW:
4.81
EXE.PA:
15.57%
IYW:
4.80%
EXE.PA:
21.13%
IYW:
22.31%
EXE.PA:
-73.39%
IYW:
-81.89%
EXE.PA:
-58.43%
IYW:
-2.16%
Returns By Period
In the year-to-date period, EXE.PA achieves a 8.80% return, which is significantly higher than IYW's 1.95% return. Over the past 10 years, EXE.PA has underperformed IYW with an annualized return of 0.99%, while IYW has yielded a comparatively higher 20.63% annualized return.
EXE.PA
8.80%
1.71%
-3.54%
-19.61%
4.58%
0.99%
IYW
1.95%
3.03%
13.39%
22.19%
20.95%
20.63%
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Risk-Adjusted Performance
EXE.PA vs. IYW — Risk-Adjusted Performance Rank
EXE.PA
IYW
EXE.PA vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EXEL Industries SA (EXE.PA) and iShares U.S. Technology ETF (IYW). 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.
Dividends
EXE.PA vs. IYW - Dividend Comparison
EXE.PA's dividend yield for the trailing twelve months is around 2.52%, more than IYW's 0.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXE.PA EXEL Industries SA | 2.52% | 3.65% | 1.94% | 2.94% | 0.00% | 0.00% | 2.45% | 2.32% | 0.92% | 1.40% | 1.88% | 2.20% |
IYW iShares U.S. Technology ETF | 0.20% | 0.21% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% |
Drawdowns
EXE.PA vs. IYW - Drawdown Comparison
The maximum EXE.PA drawdown since its inception was -73.39%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for EXE.PA and IYW. For additional features, visit the drawdowns tool.
Volatility
EXE.PA vs. IYW - Volatility Comparison
EXEL Industries SA (EXE.PA) has a higher volatility of 8.12% compared to iShares U.S. Technology ETF (IYW) at 7.47%. This indicates that EXE.PA's price experiences larger fluctuations and is considered to be riskier than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.