EXH1.DE vs. ISPA.DE
EXH1.DE (iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - EXH1.DE is a Energy Equities fund tracking the STOXX® Europe 600 Oil & Gas, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, EXH1.DE returned 11.26%/yr vs 8.98%/yr for ISPA.DE. A 0.64 correlation means they provide meaningful diversification when combined. EXH1.DE charges 0.47%/yr vs 0.46%/yr for ISPA.DE.
Performance
EXH1.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH1.DE achieves a 32.64% return, which is significantly higher than ISPA.DE's 13.48% return. Over the past 10 years, EXH1.DE has outperformed ISPA.DE with an annualized return of 11.26%, while ISPA.DE has yielded a comparatively lower 8.98% annualized 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%
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%
EXH1.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 11.26% | -1.32% | 2.22% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between EXH1.DE and ISPA.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.64 |
Over the past year, the correlation between EXH1.DE and ISPA.DE has dropped to 0.28 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
EXH1.DE vs. ISPA.DE — Risk / Return Rank
EXH1.DE
ISPA.DE
EXH1.DE vs. ISPA.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 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.
| EXH1.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.62 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 8.05 | 8.10 | -0.04 |
| Martin ratioReturn relative to average drawdown | 26.11 | 28.73 | -2.62 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.05 | 3.35 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.91 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.60 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.68 | -0.43 |
Drawdowns
EXH1.DE vs. ISPA.DE - Drawdown Comparison
The maximum EXH1.DE drawdown since its inception was -55.76%, which is greater than ISPA.DE's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for EXH1.DE and ISPA.DE.
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Drawdown Indicators
| EXH1.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -38.91% | -16.85% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -3.63% | -3.24% |
Max Drawdown (3Y)Largest decline over 3 years | -20.96% | -15.10% | -5.86% |
Max Drawdown (5Y)Largest decline over 5 years | -20.96% | -15.10% | -5.86% |
Max Drawdown (10Y)Largest decline over 10 years | -55.76% | -38.91% | -16.85% |
Current DrawdownCurrent decline from peak | -4.62% | -1.09% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -13.64% | -4.46% | -9.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.03% | +1.09% |
Volatility
EXH1.DE vs. ISPA.DE - Volatility Comparison
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) has a higher volatility of 5.94% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that EXH1.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
| EXH1.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 2.62% | +3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 14.85% | 6.51% | +8.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 8.77% | +9.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 12.00% | +9.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 14.79% | +9.29% |
EXH1.DE vs. ISPA.DE - Expense Ratio Comparison
EXH1.DE has a 0.47% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
EXH1.DE vs. ISPA.DE - Dividend Comparison
EXH1.DE's dividend yield for the trailing twelve months is around 2.98%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
EXH1.DE and ISPA.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.47% for EXH1.DE.
EXH1.DE is categorized as Energy Equities, while ISPA.DE is Global Equities. EXH1.DE tracks STOXX® Europe 600 Oil & Gas, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.47% for EXH1.DE and 0.46% for ISPA.DE.
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