EXH7.DE vs. AUM5.DE
EXH7.DE (iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE)) and AUM5.DE (Amundi S&P 500 UCITS ETF EUR) are both exchange-traded funds - EXH7.DE is a Consumer Staples Equities fund tracking the STOXX® Europe 600 Personal & Household Goods, while AUM5.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, EXH7.DE returned 4.39%/yr vs 15.11%/yr for AUM5.DE. A 0.57 correlation means they provide meaningful diversification when combined. EXH7.DE charges 0.46%/yr vs 0.15%/yr for AUM5.DE.
Performance
EXH7.DE vs. AUM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH7.DE achieves a -10.91% return, which is significantly lower than AUM5.DE's 11.38% return. Over the past 10 years, EXH7.DE has underperformed AUM5.DE with an annualized return of 4.39%, while AUM5.DE has yielded a comparatively higher 15.11% annualized return.
EXH7.DE
- 1D
- 0.11%
- 1M
- 2.40%
- YTD
- -10.91%
- 6M
- -10.58%
- 1Y
- -4.87%
- 3Y*
- -1.79%
- 5Y*
- -0.05%
- 10Y*
- 4.39%
AUM5.DE
- 1D
- -0.16%
- 1M
- 5.20%
- YTD
- 11.38%
- 6M
- 11.41%
- 1Y
- 25.66%
- 3Y*
- 18.95%
- 5Y*
- 14.88%
- 10Y*
- 15.11%
EXH7.DE vs. AUM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH7.DE iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) | -10.91% | 6.41% | 3.93% | 7.55% | -10.43% | 20.02% | 5.33% | 34.36% | -15.76% | 12.16% |
AUM5.DE Amundi S&P 500 UCITS ETF EUR | 11.38% | 4.80% | 32.39% | 22.64% | -14.14% | 40.96% | 7.10% | 34.94% | -1.01% | 6.82% |
Correlation
The correlation between EXH7.DE and AUM5.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2010 | 0.57 |
Over the past year, the correlation between EXH7.DE and AUM5.DE has dropped to 0.31 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
EXH7.DE vs. AUM5.DE — Risk / Return Rank
EXH7.DE
AUM5.DE
EXH7.DE vs. AUM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.DE) and Amundi S&P 500 UCITS ETF EUR (AUM5.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.
| EXH7.DE | AUM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.49 | ||
| Sortino ratioReturn per unit of downside risk | -3.32 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.41 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 3.57 | -3.88 |
| Martin ratioReturn relative to average drawdown | -0.72 | 12.74 | -13.46 |
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
| EXH7.DE | AUM5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | 2.20 | -2.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.97 | -0.97 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.93 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.96 | -0.42 |
Drawdowns
EXH7.DE vs. AUM5.DE - Drawdown Comparison
The maximum EXH7.DE drawdown since its inception was -47.09%, which is greater than AUM5.DE's maximum drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for EXH7.DE and AUM5.DE.
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Drawdown Indicators
| EXH7.DE | AUM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.09% | -33.66% | -13.43% |
Max Drawdown (1Y)Largest decline over 1 year | -15.83% | -7.15% | -8.68% |
Max Drawdown (3Y)Largest decline over 3 years | -17.88% | -23.30% | +5.42% |
Max Drawdown (5Y)Largest decline over 5 years | -22.00% | -23.30% | +1.30% |
Max Drawdown (10Y)Largest decline over 10 years | -29.18% | -33.66% | +4.48% |
Current DrawdownCurrent decline from peak | -14.01% | -0.46% | -13.55% |
Average DrawdownAverage peak-to-trough decline | -6.91% | -4.00% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.74% | 2.01% | +4.73% |
Volatility
EXH7.DE vs. AUM5.DE - Volatility Comparison
iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.DE) has a higher volatility of 5.11% compared to Amundi S&P 500 UCITS ETF EUR (AUM5.DE) at 2.63%. This indicates that EXH7.DE's price experiences larger fluctuations and is considered to be riskier than AUM5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH7.DE | AUM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 2.63% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 7.61% | +5.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.63% | 11.64% | +4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 15.19% | +2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 16.07% | +0.88% |
EXH7.DE vs. AUM5.DE - Expense Ratio Comparison
EXH7.DE has a 0.46% expense ratio, which is higher than AUM5.DE's 0.15% expense ratio.
Dividends
EXH7.DE vs. AUM5.DE - Dividend Comparison
EXH7.DE's dividend yield for the trailing twelve months is around 2.78%, while AUM5.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUM5.DE Amundi S&P 500 UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXH7.DE iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) | 2.78% | 2.31% | 2.35% | 2.27% | 2.39% | 1.77% | 1.82% | 2.36% | 2.00% | 5.68% | 2.74% | 2.79% |
Frequently Asked Questions
EXH7.DE and AUM5.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AUM5.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AUM5.DE is cheaper with a 0.15% expense ratio, compared with 0.46% for EXH7.DE.
EXH7.DE is categorized as Consumer Staples Equities, while AUM5.DE is S&P 500. EXH7.DE tracks STOXX® Europe 600 Personal & Household Goods, while AUM5.DE tracks S&P 500 Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXH7.DE and 0.15% for AUM5.DE.
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