EXH5.DE vs. EXV1.DE
EXH5.DE (iShares STOXX Europe 600 Insurance UCITS ETF (DE)) and EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) are both Financials Equities funds from iShares - EXH5.DE tracks the STOXX® Europe 600 Insurance while EXV1.DE tracks the STOXX® Europe 600 Banks. Both are passively managed. Over the past 10 years, EXH5.DE returned 11.04%/yr vs 14.23%/yr for EXV1.DE. A 0.75 correlation means they provide meaningful diversification when combined. EXH5.DE charges 0.46%/yr vs 0.47%/yr for EXV1.DE.
Performance
EXH5.DE vs. EXV1.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 EXV1.DE's 7.43% return. Over the past 10 years, EXH5.DE has underperformed EXV1.DE with an annualized return of 11.04%, while EXV1.DE has yielded a comparatively higher 14.23% annualized return.
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%
EXV1.DE
- 1D
- 0.48%
- 1M
- 6.06%
- YTD
- 7.43%
- 6M
- 14.49%
- 1Y
- 41.06%
- 3Y*
- 42.40%
- 5Y*
- 27.92%
- 10Y*
- 14.23%
EXH5.DE vs. EXV1.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% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 7.43% | 77.02% | 32.97% | 26.28% | 1.84% | 37.98% | -24.54% | 15.17% | -25.82% | 11.63% |
Correlation
The correlation between EXH5.DE and EXV1.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2002 | 0.75 |
The correlation between EXH5.DE and EXV1.DE shifts across timeframes, from 0.64 (3 years) to 0.76 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EXH5.DE vs. EXV1.DE — Risk / Return Rank
EXH5.DE
EXV1.DE
EXH5.DE vs. EXV1.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 Banks UCITS ETF (DE) (EXV1.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 | EXV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.31 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 2.55 | -2.17 |
| Martin ratioReturn relative to average drawdown | 0.78 | 8.70 | -7.92 |
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 | EXV1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.85 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 1.21 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.56 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.10 | +0.21 |
Drawdowns
EXH5.DE vs. EXV1.DE - Drawdown Comparison
The maximum EXH5.DE drawdown since its inception was -73.44%, smaller than the maximum EXV1.DE drawdown of -82.30%. Use the drawdown chart below to compare losses from any high point for EXH5.DE and EXV1.DE.
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Drawdown Indicators
| EXH5.DE | EXV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.44% | -82.30% | +8.86% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -16.03% | +8.63% |
Max Drawdown (3Y)Largest decline over 3 years | -12.31% | -20.12% | +7.81% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -28.12% | +9.49% |
Max Drawdown (10Y)Largest decline over 10 years | -46.55% | -56.14% | +9.59% |
Current DrawdownCurrent decline from peak | -5.47% | -1.37% | -4.10% |
Average DrawdownAverage peak-to-trough decline | -15.47% | -44.64% | +29.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 4.71% | -1.14% |
Volatility
EXH5.DE vs. EXV1.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 Banks UCITS ETF (DE) (EXV1.DE) has a volatility of 5.77%. This indicates that EXH5.DE experiences smaller price fluctuations and is considered to be less risky than EXV1.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 | EXV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 5.77% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 17.93% | -6.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 22.06% | -6.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 22.83% | -6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 25.03% | -5.10% |
EXH5.DE vs. EXV1.DE - Expense Ratio Comparison
EXH5.DE has a 0.46% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Dividends
EXH5.DE vs. EXV1.DE - Dividend Comparison
EXH5.DE's dividend yield for the trailing twelve months is around 3.48%, less than EXV1.DE's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.59% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
Frequently Asked Questions
EXH5.DE and EXV1.DE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXH5.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXH5.DE is cheaper with a 0.46% expense ratio, compared with 0.47% for EXV1.DE.
EXH5.DE tracks STOXX® Europe 600 Insurance, while EXV1.DE tracks STOXX® Europe 600 Banks. Their fees differ too: 0.46% for EXH5.DE and 0.47% for EXV1.DE.
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