EXH8.DE vs. EXV5.DE
EXH8.DE (iShares STOXX Europe 600 Retail UCITS ETF (DE)) and EXV5.DE (iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist) are both Consumer Staples Equities funds from iShares - EXH8.DE tracks the STOXX® Europe 600 Retail while EXV5.DE tracks the STOXX® Europe 600 Automobiles & Parts. Both are passively managed. Over the past 10 years, EXH8.DE returned 6.32%/yr vs 2.63%/yr for EXV5.DE. A 0.52 correlation means they provide meaningful diversification when combined. Both charge a 0.46% expense ratio.
Performance
EXH8.DE vs. EXV5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH8.DE achieves a -1.84% return, which is significantly higher than EXV5.DE's -10.29% return. Over the past 10 years, EXH8.DE has outperformed EXV5.DE with an annualized return of 6.32%, while EXV5.DE has yielded a comparatively lower 2.63% annualized return.
EXH8.DE
- 1D
- 0.97%
- 1M
- 4.30%
- YTD
- -1.84%
- 6M
- 0.34%
- 1Y
- 6.63%
- 3Y*
- 12.48%
- 5Y*
- 1.95%
- 10Y*
- 6.32%
EXV5.DE
- 1D
- -0.72%
- 1M
- -0.12%
- YTD
- -10.29%
- 6M
- -13.29%
- 1Y
- -11.02%
- 3Y*
- -6.23%
- 5Y*
- -4.08%
- 10Y*
- 2.63%
EXH8.DE vs. EXV5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | -1.84% | 13.47% | 10.93% | 36.87% | -30.57% | 13.16% | 9.68% | 38.72% | -9.61% | -0.73% |
EXV5.DE iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist | -10.29% | -1.15% | -8.64% | 24.07% | -16.20% | 25.34% | 6.08% | 20.17% | -27.04% | 16.25% |
Correlation
The correlation between EXH8.DE and EXV5.DE is 0.57, 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 | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Aug 12, 2002 | 0.52 |
The correlation between EXH8.DE and EXV5.DE has been stable across timeframes, ranging from 0.52 to 0.61 - a consistent structural relationship.
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Return for Risk
EXH8.DE vs. EXV5.DE — Risk / Return Rank
EXH8.DE
EXV5.DE
EXH8.DE vs. EXV5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) and iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.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.
| EXH8.DE | EXV5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.81 | ||
| Sortino ratioReturn per unit of downside risk | +1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.94 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | -0.52 | +1.00 |
| Martin ratioReturn relative to average drawdown | 1.09 | -1.18 | +2.27 |
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
| EXH8.DE | EXV5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | -0.48 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | -0.17 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.10 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.21 | +0.09 |
Drawdowns
EXH8.DE vs. EXV5.DE - Drawdown Comparison
The maximum EXH8.DE drawdown since its inception was -54.89%, smaller than the maximum EXV5.DE drawdown of -64.56%. Use the drawdown chart below to compare losses from any high point for EXH8.DE and EXV5.DE.
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Drawdown Indicators
| EXH8.DE | EXV5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.89% | -64.56% | +9.67% |
Max Drawdown (1Y)Largest decline over 1 year | -12.96% | -20.93% | +7.97% |
Max Drawdown (3Y)Largest decline over 3 years | -19.54% | -35.82% | +16.28% |
Max Drawdown (5Y)Largest decline over 5 years | -48.60% | -35.82% | -12.78% |
Max Drawdown (10Y)Largest decline over 10 years | -48.60% | -58.64% | +10.04% |
Current DrawdownCurrent decline from peak | -3.99% | -30.36% | +26.37% |
Average DrawdownAverage peak-to-trough decline | -16.64% | -17.76% | +1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 9.26% | -3.59% |
Volatility
EXH8.DE vs. EXV5.DE - Volatility Comparison
iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) has a higher volatility of 6.03% compared to iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE) at 5.27%. This indicates that EXH8.DE's price experiences larger fluctuations and is considered to be riskier than EXV5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH8.DE | EXV5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 5.27% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 16.88% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 22.65% | -4.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 23.93% | -2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 25.37% | -5.64% |
EXH8.DE vs. EXV5.DE - Expense Ratio Comparison
Both EXH8.DE and EXV5.DE have an expense ratio of 0.46%.
Dividends
EXH8.DE vs. EXV5.DE - Dividend Comparison
EXH8.DE's dividend yield for the trailing twelve months is around 2.13%, less than EXV5.DE's 4.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | 2.13% | 2.30% | 2.40% | 2.34% | 3.25% | 1.04% | 1.26% | 2.10% | 3.20% | 2.91% | 2.88% | 3.27% |
EXV5.DE iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist | 4.01% | 4.34% | 4.96% | 5.38% | 4.39% | 2.94% | 0.77% | 4.11% | 3.44% | 3.97% | 2.88% | 2.82% |
Frequently Asked Questions
EXH8.DE and EXV5.DE have a correlation of 0.57, 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.
EXH8.DE and EXV5.DE have the same expense ratio: 0.46% per year.
EXH8.DE tracks STOXX® Europe 600 Retail, while EXV5.DE tracks STOXX® Europe 600 Automobiles & Parts.
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