EXH1.DE vs. 5MVW.DE
EXH1.DE (iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both Energy Equities funds from iShares - EXH1.DE tracks the STOXX® Europe 600 Oil & Gas while 5MVW.DE tracks the MSCI World Energy. Both are passively managed. Over the past 5 years, EXH1.DE returned 19.54%/yr vs 20.31%/yr for 5MVW.DE. Their correlation of 0.85 suggests significant overlap in exposure. EXH1.DE charges 0.47%/yr vs 0.18%/yr for 5MVW.DE.
Performance
EXH1.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EXH1.DE having a 32.64% return and 5MVW.DE slightly higher at 32.79%.
EXH1.DE
- 1D
- -0.74%
- 1M
- -1.97%
- YTD
- 32.64%
- 6M
- 31.85%
- 1Y
- 55.75%
- 3Y*
- 21.27%
- 5Y*
- 19.54%
- 10Y*
- 11.26%
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
EXH1.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 32.64% | 27.13% | -3.22% | 7.61% | 29.31% | 20.65% | -21.80% | 2.61% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
Correlation
The correlation between EXH1.DE and 5MVW.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.85 |
The correlation between EXH1.DE and 5MVW.DE shifts across timeframes, from 0.73 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXH1.DE vs. 5MVW.DE — Risk / Return Rank
EXH1.DE
5MVW.DE
EXH1.DE vs. 5MVW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| EXH1.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.37 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 8.05 | 2.97 | +5.09 |
| Martin ratioReturn relative to average drawdown | 26.11 | 9.81 | +16.30 |
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
| EXH1.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.05 | 2.10 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.84 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.45 | -0.20 |
Drawdowns
EXH1.DE vs. 5MVW.DE - Drawdown Comparison
The maximum EXH1.DE drawdown since its inception was -55.76%, roughly equal to the maximum 5MVW.DE drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for EXH1.DE and 5MVW.DE.
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Drawdown Indicators
| EXH1.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -56.87% | +1.11% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -15.05% | +8.18% |
Max Drawdown (3Y)Largest decline over 3 years | -20.96% | -23.76% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -20.96% | -23.76% | +2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -55.76% | — | — |
Current DrawdownCurrent decline from peak | -4.62% | -7.49% | +2.87% |
Average DrawdownAverage peak-to-trough decline | -13.64% | -13.53% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 4.56% | -2.44% |
Volatility
EXH1.DE vs. 5MVW.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) is 5.94%, while iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) has a volatility of 6.76%. This indicates that EXH1.DE experiences smaller price fluctuations and is considered to be less risky than 5MVW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH1.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 6.76% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 14.85% | 18.33% | -3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 21.33% | -3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 23.99% | -2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 29.20% | -5.12% |
EXH1.DE vs. 5MVW.DE - Expense Ratio Comparison
EXH1.DE has a 0.47% expense ratio, which is higher than 5MVW.DE's 0.18% expense ratio.
Dividends
EXH1.DE vs. 5MVW.DE - Dividend Comparison
EXH1.DE's dividend yield for the trailing twelve months is around 2.98%, more than 5MVW.DE's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 2.98% | 4.05% | 4.54% | 4.44% | 3.38% | 3.26% | 5.05% | 4.00% | 2.85% | 5.39% | 4.20% | 5.08% |
Frequently Asked Questions
EXH1.DE and 5MVW.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.47% for EXH1.DE.
EXH1.DE tracks STOXX® Europe 600 Oil & Gas, while 5MVW.DE tracks MSCI World Energy. Their fees differ too: 0.47% for EXH1.DE and 0.18% for 5MVW.DE.
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