EXH3.DE vs. XUCD.DE
EXH3.DE (iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)) and XUCD.DE (Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D) are both Consumer Staples Equities funds - EXH3.DE tracks the STOXX® Europe 600 Food & Beverage while XUCD.DE tracks the MSCI USA Consumer Discretionary 20/35 Custom. Both are passively managed. Over the past 5 years, EXH3.DE returned -3.23%/yr vs 8.69%/yr for XUCD.DE. At a 0.36 correlation, their price movements are largely independent. EXH3.DE charges 0.46%/yr vs 0.12%/yr for XUCD.DE.
Performance
EXH3.DE vs. XUCD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH3.DE achieves a 0.79% return, which is significantly higher than XUCD.DE's 0.22% return.
EXH3.DE
- 1D
- -0.56%
- 1M
- -0.74%
- YTD
- 0.79%
- 6M
- 0.79%
- 1Y
- -9.06%
- 3Y*
- -5.22%
- 5Y*
- -3.23%
- 10Y*
- 1.45%
XUCD.DE
- 1D
- 0.28%
- 1M
- -0.68%
- YTD
- 0.22%
- 6M
- 1.32%
- 1Y
- 10.19%
- 3Y*
- 14.31%
- 5Y*
- 8.69%
- 10Y*
- —
EXH3.DE vs. XUCD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 0.79% | 0.44% | -10.82% | -2.05% | -13.20% | 22.57% | -6.15% | 29.56% | -7.32% | 2.67% |
XUCD.DE Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | 0.22% | -5.02% | 38.90% | 39.32% | -34.77% | 32.20% | 37.39% | 32.43% | 4.13% | 10.10% |
Correlation
The correlation between EXH3.DE and XUCD.DE is 0.13, 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 | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2017 | 0.36 |
Over the past year, the correlation between EXH3.DE and XUCD.DE has dropped to 0.13 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.
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Return for Risk
EXH3.DE vs. XUCD.DE — Risk / Return Rank
EXH3.DE
XUCD.DE
EXH3.DE vs. XUCD.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 Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.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.
| EXH3.DE | XUCD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.11 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 0.73 | -1.41 |
| Martin ratioReturn relative to average drawdown | -1.07 | 2.00 | -3.07 |
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
| EXH3.DE | XUCD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.59 | 0.57 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.39 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.67 | -0.27 |
Drawdowns
EXH3.DE vs. XUCD.DE - Drawdown Comparison
The maximum EXH3.DE drawdown since its inception was -39.85%, roughly equal to the maximum XUCD.DE drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for EXH3.DE and XUCD.DE.
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Drawdown Indicators
| EXH3.DE | XUCD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.85% | -38.43% | -1.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -13.88% | +0.53% |
Max Drawdown (3Y)Largest decline over 3 years | -21.11% | -30.82% | +9.71% |
Max Drawdown (5Y)Largest decline over 5 years | -28.68% | -38.43% | +9.75% |
Max Drawdown (10Y)Largest decline over 10 years | -30.20% | — | — |
Current DrawdownCurrent decline from peak | -24.50% | -9.43% | -15.07% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -10.09% | +1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.42% | 5.09% | +3.33% |
Volatility
EXH3.DE vs. XUCD.DE - Volatility Comparison
iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) and Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.DE) have volatilities of 5.17% and 5.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH3.DE | XUCD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 5.29% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 13.18% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 17.94% | -2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 22.03% | -7.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.41% | 21.90% | -7.49% |
EXH3.DE vs. XUCD.DE - Expense Ratio Comparison
EXH3.DE has a 0.46% expense ratio, which is higher than XUCD.DE's 0.12% expense ratio.
Dividends
EXH3.DE vs. XUCD.DE - Dividend Comparison
EXH3.DE's dividend yield for the trailing twelve months is around 2.16%, more than XUCD.DE's 0.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 2.16% | 2.10% | 2.16% | 1.70% | 1.56% | 0.88% | 1.45% | 1.46% | 1.70% | 2.08% | 2.45% | 2.52% |
XUCD.DE Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | 0.45% | 0.46% | 0.40% | 0.90% | 0.91% | 0.35% | 0.59% | 0.81% | 0.58% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXH3.DE and XUCD.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUCD.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUCD.DE is cheaper with a 0.12% expense ratio, compared with 0.46% for EXH3.DE.
EXH3.DE tracks STOXX® Europe 600 Food & Beverage, while XUCD.DE tracks MSCI USA Consumer Discretionary 20/35 Custom. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.46% for EXH3.DE and 0.12% for XUCD.DE.
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