EXH7.DE vs. SC04.DE
EXH7.DE (iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE)) and SC04.DE (Invesco European Household Sector UCITS ETF) are both Consumer Staples Equities funds - EXH7.DE tracks the STOXX® Europe 600 Personal & Household Goods while SC04.DE tracks the STOXX® Europe 600 Optimised Personal & Household Goods. Both are passively managed. Over the past 10 years, EXH7.DE returned 4.39%/yr vs 4.39%/yr for SC04.DE. Their correlation of 0.92 suggests significant overlap in exposure. EXH7.DE charges 0.46%/yr vs 0.20%/yr for SC04.DE.
Performance
EXH7.DE vs. SC04.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EXH7.DE having a -10.91% return and SC04.DE slightly higher at -10.69%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: EXH7.DE at 4.39% and SC04.DE at 4.39%.
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%
SC04.DE
- 1D
- -0.09%
- 1M
- 2.35%
- YTD
- -10.69%
- 6M
- -10.49%
- 1Y
- -4.17%
- 3Y*
- -0.12%
- 5Y*
- 0.82%
- 10Y*
- 4.39%
EXH7.DE vs. SC04.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% |
SC04.DE Invesco European Household Sector UCITS ETF | -10.69% | 7.57% | 7.08% | 8.48% | -10.95% | 19.37% | 6.54% | 29.50% | -16.18% | 13.26% |
Correlation
The correlation between EXH7.DE and SC04.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2009 | 0.92 |
The correlation between EXH7.DE and SC04.DE has been stable across timeframes, ranging from 0.92 to 0.99 - a consistent structural relationship.
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Return for Risk
EXH7.DE vs. SC04.DE — Risk / Return Rank
EXH7.DE
SC04.DE
EXH7.DE vs. SC04.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 Invesco European Household Sector UCITS ETF (SC04.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 | SC04.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.97 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | -0.27 | -0.04 |
| Martin ratioReturn relative to average drawdown | -0.72 | -0.63 | -0.10 |
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 | SC04.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | -0.25 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.05 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.26 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.58 | -0.04 |
Drawdowns
EXH7.DE vs. SC04.DE - Drawdown Comparison
The maximum EXH7.DE drawdown since its inception was -47.09%, which is greater than SC04.DE's maximum drawdown of -29.42%. Use the drawdown chart below to compare losses from any high point for EXH7.DE and SC04.DE.
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Drawdown Indicators
| EXH7.DE | SC04.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.09% | -29.42% | -17.67% |
Max Drawdown (1Y)Largest decline over 1 year | -15.83% | -15.34% | -0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -17.88% | -17.60% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -22.00% | -22.04% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -29.18% | -29.42% | +0.24% |
Current DrawdownCurrent decline from peak | -14.01% | -12.83% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -6.91% | -5.57% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.74% | 6.64% | +0.10% |
Volatility
EXH7.DE vs. SC04.DE - Volatility Comparison
iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.DE) and Invesco European Household Sector UCITS ETF (SC04.DE) have volatilities of 5.11% and 5.37%, 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
| EXH7.DE | SC04.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 5.37% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 13.25% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.63% | 16.34% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 17.15% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 16.97% | -0.02% |
EXH7.DE vs. SC04.DE - Expense Ratio Comparison
EXH7.DE has a 0.46% expense ratio, which is higher than SC04.DE's 0.20% expense ratio.
Dividends
EXH7.DE vs. SC04.DE - Dividend Comparison
EXH7.DE's dividend yield for the trailing twelve months is around 2.78%, while SC04.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SC04.DE Invesco European Household Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.99, EXH7.DE and SC04.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, SC04.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SC04.DE is cheaper with a 0.20% expense ratio, compared with 0.46% for EXH7.DE.
EXH7.DE tracks STOXX® Europe 600 Personal & Household Goods, while SC04.DE tracks STOXX® Europe 600 Optimised Personal & Household Goods. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.46% for EXH7.DE and 0.20% for SC04.DE.
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