EXH3.DE vs. 36BB.DE
EXH3.DE (iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)) and 36BB.DE (iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist) are both Consumer Staples Equities funds from iShares - EXH3.DE tracks the STOXX® Europe 600 Food & Beverage while 36BB.DE tracks the MSCI World Consumer Discretionary. Both are passively managed. Over the past 5 years, EXH3.DE returned -1.74%/yr vs 3.68%/yr for 36BB.DE. At a 0.40 correlation, their price movements are largely independent. EXH3.DE charges 0.46%/yr vs 0.18%/yr for 36BB.DE.
Performance
EXH3.DE vs. 36BB.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXH3.DE achieves a 10.86% return, which is significantly higher than 36BB.DE's -0.67% return.
EXH3.DE
- 1D
- 0.31%
- 1M
- 6.61%
- 6M
- 11.07%
- YTD
- 10.86%
- 1Y
- 8.24%
- 3Y*
- -1.83%
- 5Y*
- -1.74%
- 10Y*
- 2.22%
36BB.DE
- 1D
- -1.80%
- 1M
- 1.84%
- 6M
- -2.56%
- YTD
- -0.67%
- 1Y
- 6.40%
- 3Y*
- 6.49%
- 5Y*
- 3.68%
- 10Y*
- —
EXH3.DE vs. 36BB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 10.86% | 0.44% | -10.82% | -2.05% | -13.20% | 22.57% | -6.15% | 2.03% |
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | -0.67% | -5.32% | 22.34% | 32.31% | -29.60% | 27.40% | 24.32% | 4.02% |
Correlation
The correlation between EXH3.DE and 36BB.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2019 | 0.40 |
Over the past year, the correlation between EXH3.DE and 36BB.DE has dropped to 0.12 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXH3.DE vs. 36BB.DE — Risk / Return Rank
EXH3.DE
36BB.DE
EXH3.DE vs. 36BB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXH3.DE | 36BB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 0.43 | +0.22 |
| Martin ratioReturn relative to average drawdown | 1.44 | 1.09 | +0.35 |
Loading charts...
Drawdowns
EXH3.DE vs. 36BB.DE - Drawdown Comparison
The maximum EXH3.DE drawdown since its inception was -39.85%, which is greater than 36BB.DE's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for EXH3.DE and 36BB.DE.
Loading charts...
Drawdown Indicators
| EXH3.DE | 36BB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.85% | -34.96% | -4.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -14.98% | +2.21% |
Max Drawdown (3Y)Largest decline over 3 years | -21.11% | -27.41% | +6.30% |
Max Drawdown (5Y)Largest decline over 5 years | -28.68% | -33.29% | +4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -30.20% | — | — |
Current DrawdownCurrent decline from peak | -16.95% | -9.99% | -6.96% |
Average DrawdownAverage peak-to-trough decline | -8.99% | -11.14% | +2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.69% | 5.86% | -0.17% |
Volatility
EXH3.DE vs. 36BB.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) is 5.50%, while iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) has a volatility of 5.81%. This indicates that EXH3.DE experiences smaller price fluctuations and is considered to be less risky than 36BB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXH3.DE | 36BB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.50% | 5.81% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 13.33% | -0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 17.24% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.28% | 19.57% | -5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.40% | 20.79% | -6.39% |
EXH3.DE vs. 36BB.DE - Expense Ratio Comparison
EXH3.DE has a 0.46% expense ratio, which is higher than 36BB.DE's 0.18% expense ratio.
Dividends
EXH3.DE vs. 36BB.DE - Dividend Comparison
EXH3.DE's dividend yield for the trailing twelve months is around 2.25%, more than 36BB.DE's 0.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | 0.82% | 0.89% | 1.01% | 0.99% | 1.07% | 0.53% | 0.60% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 2.25% | 2.10% | 2.16% | 1.70% | 1.56% | 0.88% | 1.45% | 1.46% | 1.70% | 2.08% | 2.45% | 2.52% |
Frequently Asked Questions
EXH3.DE and 36BB.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 36BB.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36BB.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXH3.DE.
EXH3.DE tracks STOXX® Europe 600 Food & Beverage, while 36BB.DE tracks MSCI World Consumer Discretionary. Their fees differ too: 0.46% for EXH3.DE and 0.18% for 36BB.DE.
Find the right allocation for EXH3.DE and 36BB.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer