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EXH1.DE vs. ESIE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXH1.DE vs. ESIE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) and iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EXH1.DE achieves a 32.64% return, which is significantly lower than ESIE.DE's 35.70% return.


EXH1.DE

1D
-0.74%
1M
-4.62%
YTD
32.64%
6M
30.47%
1Y
55.62%
3Y*
21.27%
5Y*
19.54%
10Y*
11.26%

ESIE.DE

1D
-1.24%
1M
-2.61%
YTD
35.70%
6M
31.40%
1Y
55.16%
3Y*
17.75%
5Y*
19.66%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXH1.DE vs. ESIE.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
EXH1.DE
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)
32.64%27.13%-3.22%7.61%29.31%20.65%7.17%
ESIE.DE
iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)
35.70%15.26%-6.63%8.58%35.56%35.47%6.12%

Correlation

The correlation between EXH1.DE and ESIE.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.87

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Nov 23, 2020

0.95

The correlation between EXH1.DE and ESIE.DE has been stable across timeframes, ranging from 0.87 to 0.95 - a consistent structural relationship.

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Return for Risk

EXH1.DE vs. ESIE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXH1.DE
EXH1.DE Risk / Return Rank: 9090
Overall Rank
EXH1.DE Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
EXH1.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
EXH1.DE Omega Ratio Rank: 8686
Omega Ratio Rank
EXH1.DE Calmar Ratio Rank: 9595
Calmar Ratio Rank
EXH1.DE Martin Ratio Rank: 9494
Martin Ratio Rank

ESIE.DE
ESIE.DE Risk / Return Rank: 7474
Overall Rank
ESIE.DE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
ESIE.DE Sortino Ratio Rank: 6363
Sortino Ratio Rank
ESIE.DE Omega Ratio Rank: 7171
Omega Ratio Rank
ESIE.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
ESIE.DE Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXH1.DE vs. ESIE.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 Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.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.DEESIE.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.65

Sortino ratioReturn per unit of downside risk

+0.80

Omega ratioGain probability vs. loss probability

1.52

1.41

+0.11

Calmar ratioReturn relative to maximum drawdown

8.05

4.45

+3.60

Martin ratioReturn relative to average drawdown

26.11

14.31

+11.80

EXH1.DE vs. ESIE.DE - Sharpe Ratio Comparison

The current EXH1.DE Sharpe Ratio is 3.05, which is comparable to the ESIE.DE Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of EXH1.DE and ESIE.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EXH1.DEESIE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.05

2.40

+0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

0.82

+0.07

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

0.93

-0.68

Drawdowns

EXH1.DE vs. ESIE.DE - Drawdown Comparison

The maximum EXH1.DE drawdown since its inception was -55.76%, which is greater than ESIE.DE's maximum drawdown of -26.20%. Use the drawdown chart below to compare losses from any high point for EXH1.DE and ESIE.DE.


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Drawdown Indicators


EXH1.DEESIE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-55.76%

-26.20%

-29.56%

Max Drawdown (1Y)

Largest decline over 1 year

-6.87%

-12.33%

+5.46%

Max Drawdown (3Y)

Largest decline over 3 years

-20.96%

-26.20%

+5.24%

Max Drawdown (5Y)

Largest decline over 5 years

-20.96%

-26.20%

+5.24%

Max Drawdown (10Y)

Largest decline over 10 years

-55.76%

Current Drawdown

Current decline from peak

-4.62%

-6.72%

+2.10%

Average Drawdown

Average peak-to-trough decline

-13.64%

-6.68%

-6.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.12%

3.84%

-1.72%

Volatility

EXH1.DE vs. ESIE.DE - Volatility Comparison

The current volatility for iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) is 5.94%, while iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) has a volatility of 7.06%. This indicates that EXH1.DE experiences smaller price fluctuations and is considered to be less risky than ESIE.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.DEESIE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.94%

7.06%

-1.12%

Volatility (6M)

Calculated over the trailing 6-month period

14.85%

19.84%

-4.99%

Volatility (1Y)

Calculated over the trailing 1-year period

18.20%

22.89%

-4.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.63%

23.75%

-2.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.08%

24.16%

-0.08%

EXH1.DE vs. ESIE.DE - Expense Ratio Comparison

EXH1.DE has a 0.47% expense ratio, which is higher than ESIE.DE's 0.18% expense ratio.


Dividends

EXH1.DE vs. ESIE.DE - Dividend Comparison

EXH1.DE's dividend yield for the trailing twelve months is around 2.98%, while ESIE.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ESIE.DE
iShares MSCI Europe Energy 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%
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 ESIE.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ESIE.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ESIE.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 ESIE.DE tracks MSCI World/Energy NR USD. Their fees differ too: 0.47% for EXH1.DE and 0.18% for ESIE.DE.

Portfolio Optimizer

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