EXH5.DE vs. EXH2.DE
EXH5.DE (iShares STOXX Europe 600 Insurance UCITS ETF (DE)) and EXH2.DE (iShares STOXX Europe 600 Financial Services UCITS ETF (DE)) are both Financials Equities funds from iShares - EXH5.DE tracks the STOXX® Europe 600 Insurance while EXH2.DE tracks the STOXX® Europe 600 Financial Services. Both are passively managed. Over the past 10 years, EXH5.DE returned 11.04%/yr vs 10.91%/yr for EXH2.DE. A 0.70 correlation means they provide meaningful diversification when combined. Both charge a 0.46% expense ratio.
Performance
EXH5.DE vs. EXH2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH5.DE achieves a -2.53% return, which is significantly lower than EXH2.DE's 2.24% return. Both investments have delivered pretty close results over the past 10 years, with EXH5.DE having a 11.04% annualized return and EXH2.DE not far behind at 10.91%.
EXH5.DE
- 1D
- 0.28%
- 1M
- -1.38%
- YTD
- -2.53%
- 6M
- 2.36%
- 1Y
- 2.81%
- 3Y*
- 18.16%
- 5Y*
- 13.96%
- 10Y*
- 11.04%
EXH2.DE
- 1D
- 1.80%
- 1M
- 1.02%
- YTD
- 2.24%
- 6M
- 10.20%
- 1Y
- 7.00%
- 3Y*
- 16.88%
- 5Y*
- 8.07%
- 10Y*
- 10.91%
EXH5.DE vs. EXH2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | -2.53% | 29.72% | 22.68% | 12.56% | 3.63% | 19.44% | -10.66% | 30.48% | -7.15% | 11.47% |
EXH2.DE iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 2.24% | 12.00% | 17.32% | 28.77% | -23.05% | 26.14% | 6.43% | 47.00% | -14.02% | 19.83% |
Correlation
The correlation between EXH5.DE and EXH2.DE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Dec 23, 2009 | 0.70 |
The correlation between EXH5.DE and EXH2.DE has been stable across timeframes, ranging from 0.60 to 0.70 - a consistent structural relationship.
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Return for Risk
EXH5.DE vs. EXH2.DE — Risk / Return Rank
EXH5.DE
EXH2.DE
EXH5.DE vs. EXH2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) and iShares STOXX Europe 600 Financial Services UCITS ETF (DE) (EXH2.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.
| EXH5.DE | EXH2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.08 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.53 | -0.15 |
| Martin ratioReturn relative to average drawdown | 0.78 | 1.53 | -0.74 |
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
| EXH5.DE | EXH2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.43 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.41 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.55 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.60 | -0.28 |
Drawdowns
EXH5.DE vs. EXH2.DE - Drawdown Comparison
The maximum EXH5.DE drawdown since its inception was -73.44%, which is greater than EXH2.DE's maximum drawdown of -42.02%. Use the drawdown chart below to compare losses from any high point for EXH5.DE and EXH2.DE.
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Drawdown Indicators
| EXH5.DE | EXH2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.44% | -42.02% | -31.42% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -13.11% | +5.71% |
Max Drawdown (3Y)Largest decline over 3 years | -12.31% | -19.77% | +7.46% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -31.95% | +13.32% |
Max Drawdown (10Y)Largest decline over 10 years | -46.55% | -42.02% | -4.53% |
Current DrawdownCurrent decline from peak | -5.47% | -3.27% | -2.20% |
Average DrawdownAverage peak-to-trough decline | -15.47% | -7.85% | -7.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 4.57% | -1.00% |
Volatility
EXH5.DE vs. EXH2.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) is 4.83%, while iShares STOXX Europe 600 Financial Services UCITS ETF (DE) (EXH2.DE) has a volatility of 5.10%. This indicates that EXH5.DE experiences smaller price fluctuations and is considered to be less risky than EXH2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH5.DE | EXH2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 5.10% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 12.82% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 16.19% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 19.37% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 20.28% | -0.35% |
EXH5.DE vs. EXH2.DE - Expense Ratio Comparison
Both EXH5.DE and EXH2.DE have an expense ratio of 0.46%.
Dividends
EXH5.DE vs. EXH2.DE - Dividend Comparison
EXH5.DE's dividend yield for the trailing twelve months is around 3.48%, more than EXH2.DE's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH2.DE iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 1.64% | 1.63% | 1.52% | 1.73% | 2.06% | 1.32% | 1.65% | 2.06% | 2.71% | 3.92% | 3.49% | 3.77% |
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | 3.48% | 3.39% | 3.59% | 3.79% | 4.51% | 3.56% | 2.52% | 3.84% | 4.03% | 4.87% | 4.34% | 3.67% |
Frequently Asked Questions
EXH5.DE and EXH2.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.46% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EXH5.DE and EXH2.DE have the same expense ratio: 0.46% per year.
EXH5.DE tracks STOXX® Europe 600 Insurance, while EXH2.DE tracks STOXX® Europe 600 Financial Services.
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