EXH3.DE vs. VUSA.AS
Compare and contrast key facts about iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) and Vanguard S&P 500 UCITS ETF (VUSA.AS).
EXH3.DE and VUSA.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXH3.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Food & Beverage. It was launched on Jul 8, 2002. VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012. Both EXH3.DE and VUSA.AS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXH3.DE or VUSA.AS.
Key characteristics
| EXH3.DE | VUSA.AS | |
|---|---|---|
| YTD Return | 1.61% | 12.66% |
| 1Y Return | -9.90% | 28.79% |
| 3Y Return (Ann) | -0.76% | 13.25% |
| 5Y Return (Ann) | 0.70% | 14.61% |
| 10Y Return (Ann) | 4.89% | 14.95% |
| Sharpe Ratio | -0.79 | 2.53 |
| Daily Std Dev | 11.19% | 10.36% |
| Max Drawdown | -39.85% | -33.64% |
| Current Drawdown | -15.02% | -0.51% |
Correlation
The correlation between EXH3.DE and VUSA.AS is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXH3.DE vs. VUSA.AS - Performance Comparison
In the year-to-date period, EXH3.DE achieves a 1.61% return, which is significantly lower than VUSA.AS's 12.66% return. Over the past 10 years, EXH3.DE has underperformed VUSA.AS with an annualized return of 4.89%, while VUSA.AS has yielded a comparatively higher 14.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EXH3.DE vs. VUSA.AS - Expense Ratio Comparison
EXH3.DE has a 0.46% expense ratio, which is higher than VUSA.AS's 0.07% expense ratio.
Risk-Adjusted Performance
EXH3.DE vs. VUSA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) and Vanguard S&P 500 UCITS ETF (VUSA.AS). 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
EXH3.DE vs. VUSA.AS - Dividend Comparison
EXH3.DE's dividend yield for the trailing twelve months is around 1.82%, more than VUSA.AS's 1.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 1.82% | 1.70% | 1.56% | 0.88% | 1.45% | 1.46% | 1.70% | 2.08% | 2.45% | 2.52% | 1.97% | 2.08% |
VUSA.AS Vanguard S&P 500 UCITS ETF | 1.13% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% | 1.19% |
Drawdowns
EXH3.DE vs. VUSA.AS - Drawdown Comparison
The maximum EXH3.DE drawdown since its inception was -39.85%, which is greater than VUSA.AS's maximum drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for EXH3.DE and VUSA.AS. For additional features, visit the drawdowns tool.
Volatility
EXH3.DE vs. VUSA.AS - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) is 3.20%, while Vanguard S&P 500 UCITS ETF (VUSA.AS) has a volatility of 3.79%. This indicates that EXH3.DE experiences smaller price fluctuations and is considered to be less risky than VUSA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.