EXH5.DE vs. EXX1.DE
EXH5.DE (iShares STOXX Europe 600 Insurance UCITS ETF (DE)) and EXX1.DE (iShares EURO STOXX Banks 30-15 UCITS ETF (DE)) are both Financials Equities funds from iShares - EXH5.DE tracks the STOXX® Europe 600 Insurance while EXX1.DE tracks the EURO STOXX® Banks 30-15. Both are passively managed. Over the past 10 years, EXH5.DE returned 11.04%/yr vs 14.90%/yr for EXX1.DE. A 0.70 correlation means they provide meaningful diversification when combined. EXH5.DE charges 0.46%/yr vs 0.52%/yr for EXX1.DE.
Performance
EXH5.DE vs. EXX1.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 EXX1.DE's 5.47% return. Over the past 10 years, EXH5.DE has underperformed EXX1.DE with an annualized return of 11.04%, while EXX1.DE has yielded a comparatively higher 14.90% 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%
EXX1.DE
- 1D
- 0.88%
- 1M
- 6.39%
- YTD
- 5.47%
- 6M
- 12.15%
- 1Y
- 41.16%
- 3Y*
- 45.42%
- 5Y*
- 28.85%
- 10Y*
- 14.90%
EXH5.DE vs. EXX1.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% |
EXX1.DE iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 5.47% | 90.63% | 30.20% | 30.03% | 0.67% | 39.66% | -23.43% | 17.97% | -31.04% | 14.78% |
Correlation
The correlation between EXH5.DE and EXX1.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 | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2002 | 0.70 |
The correlation between EXH5.DE and EXX1.DE shifts across timeframes, from 0.60 (3 years) to 0.71 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EXH5.DE vs. EXX1.DE — Risk / Return Rank
EXH5.DE
EXX1.DE
EXH5.DE vs. EXX1.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 EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.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 | EXX1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.55 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.29 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 2.41 | -2.03 |
| Martin ratioReturn relative to average drawdown | 0.78 | 7.65 | -6.87 |
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 | EXX1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.74 | -1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 1.13 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.52 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.10 | +0.21 |
Drawdowns
EXH5.DE vs. EXX1.DE - Drawdown Comparison
The maximum EXH5.DE drawdown since its inception was -73.44%, smaller than the maximum EXX1.DE drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for EXH5.DE and EXX1.DE.
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Drawdown Indicators
| EXH5.DE | EXX1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.44% | -84.32% | +10.88% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -16.98% | +9.58% |
Max Drawdown (3Y)Largest decline over 3 years | -12.31% | -20.17% | +7.86% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -34.17% | +15.54% |
Max Drawdown (10Y)Largest decline over 10 years | -46.55% | -62.43% | +15.88% |
Current DrawdownCurrent decline from peak | -5.47% | -1.57% | -3.90% |
Average DrawdownAverage peak-to-trough decline | -15.47% | -49.66% | +34.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 5.36% | -1.79% |
Volatility
EXH5.DE vs. EXX1.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) is 4.83%, while iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.DE) has a volatility of 5.65%. This indicates that EXH5.DE experiences smaller price fluctuations and is considered to be less risky than EXX1.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 | EXX1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 5.65% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 18.82% | -7.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 23.58% | -8.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 25.22% | -8.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 28.34% | -8.41% |
EXH5.DE vs. EXX1.DE - Expense Ratio Comparison
EXH5.DE has a 0.46% expense ratio, which is lower than EXX1.DE's 0.52% expense ratio.
Dividends
EXH5.DE vs. EXX1.DE - Dividend Comparison
EXH5.DE's dividend yield for the trailing twelve months is around 3.48%, less than EXX1.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% |
EXX1.DE iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 3.59% | 3.40% | 5.16% | 4.44% | 7.03% | 0.75% | 1.20% | 4.32% | 4.44% | 7.30% | 3.48% | 2.67% |
Frequently Asked Questions
EXH5.DE and EXX1.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.
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 0.52% for EXX1.DE.
EXH5.DE tracks STOXX® Europe 600 Insurance, while EXX1.DE tracks EURO STOXX® Banks 30-15. Their fees differ too: 0.46% for EXH5.DE and 0.52% for EXX1.DE.
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