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EXH8.DE vs. EXV9.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EXH8.DE vs. EXV9.DE

Last updated Jun 5, 2026

EXH8.DE (iShares STOXX Europe 600 Retail UCITS ETF (DE)) and EXV9.DE (iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)) are both Consumer Staples Equities funds from iShares - EXH8.DE tracks the STOXX® Europe 600 Retail while EXV9.DE tracks the STOXX® Europe 600 Travel & Leisure. Both are passively managed. Over the past 10 years, EXH8.DE returned 6.32%/yr vs 2.26%/yr for EXV9.DE. At a 0.49 correlation, their price movements are largely independent. Both charge a 0.46% expense ratio.

Performance

EXH8.DE vs. EXV9.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) and iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) (EXV9.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with EXH8.DE having a -1.84% return and EXV9.DE slightly higher at -1.78%. Over the past 10 years, EXH8.DE has outperformed EXV9.DE with an annualized return of 6.32%, while EXV9.DE has yielded a comparatively lower 2.26% 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%

EXV9.DE

1D
0.37%
1M
4.81%
YTD
-1.78%
6M
3.06%
1Y
7.31%
3Y*
4.56%
5Y*
1.28%
10Y*
2.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXH8.DE vs. EXV9.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
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%
EXV9.DE
iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)		-1.78%5.96%13.80%21.47%-14.82%1.81%-14.24%24.03%-15.88%15.07%

Correlation

The correlation between EXH8.DE and EXV9.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

0.58

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2002

0.49

The correlation between EXH8.DE and EXV9.DE shifts across timeframes, from 0.49 (all time) to 0.63 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares STOXX Europe 600 Retail UCITS ETF (DE)

iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)

Often compared with EXH8.DE:
EXH8.DE vs. 6AQQ.DEEXH8.DE vs. I500.DEEXH8.DE vs. DXSK.DEEXH8.DE vs. 7RIP.DEEXH8.DE vs. 36BB.DEEXH8.DE vs. 6TVL.DEEXH8.DE vs. GLUX.DE
Often compared with EXV9.DE:
EXV9.DE vs. 6TVL.DEEXV9.DE vs. IUSZ.DEEXV9.DE vs. SC0R.DEEXV9.DE vs. VOOEXV9.DE vs. ZPDD.DEEXV9.DE vs. XUCD.DEEXV9.DE vs. 36BB.DE

Return for Risk

EXH8.DE vs. EXV9.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EXH8.DE
EXH8.DE Risk / Return Rank: 1414
Overall Rank
EXH8.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
EXH8.DE Sortino Ratio Rank: 1414
Sortino Ratio Rank
EXH8.DE Omega Ratio Rank: 1414
Omega Ratio Rank
EXH8.DE Calmar Ratio Rank: 1515
Calmar Ratio Rank
EXH8.DE Martin Ratio Rank: 1414
Martin Ratio Rank
EXV9.DE
EXV9.DE Risk / Return Rank: 1515
Overall Rank
EXV9.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
EXV9.DE Sortino Ratio Rank: 1515
Sortino Ratio Rank
EXV9.DE Omega Ratio Rank: 1414
Omega Ratio Rank
EXV9.DE Calmar Ratio Rank: 1515
Calmar Ratio Rank
EXV9.DE Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXH8.DE vs. EXV9.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 Travel & Leisure UCITS ETF (DE) (EXV9.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.DEEXV9.DEDifference
Sharpe ratioReturn per unit of total volatility
0.33
0.31

+0.02

Sortino ratioReturn per unit of downside risk
0.61
0.66

-0.05

Omega ratioGain probability vs. loss probability

1.07

1.07

0.00

Calmar ratioReturn relative to maximum drawdown

0.48

0.49

-0.01

Martin ratioReturn relative to average drawdown

1.09

1.16

-0.07

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EXH8.DE vs. EXV9.DE - Sharpe Ratio Comparison

The current EXH8.DE Sharpe Ratio is 0.33, which is comparable to the EXV9.DE Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of EXH8.DE and EXV9.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

EXH8.DEEXV9.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.33

0.31

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.05

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.09

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.24

+0.06

Drawdowns

EXH8.DE vs. EXV9.DE - Drawdown Comparison

The maximum EXH8.DE drawdown since its inception was -54.89%, smaller than the maximum EXV9.DE drawdown of -64.31%. Use the drawdown chart below to compare losses from any high point for EXH8.DE and EXV9.DE.

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Drawdown Indicators

EXH8.DEEXV9.DEDifference

Max Drawdown

Largest peak-to-trough decline

-54.89%

-64.31%

+9.42%

Max Drawdown (1Y)

Largest decline over 1 year

-12.96%

-14.06%

+1.10%

Max Drawdown (3Y)

Largest decline over 3 years

-19.54%

-24.90%

+5.36%

Max Drawdown (5Y)

Largest decline over 5 years

-48.60%

-39.08%

-9.52%

Max Drawdown (10Y)

Largest decline over 10 years

-48.60%

-55.24%

+6.64%

Current Drawdown

Current decline from peak

-3.99%

-3.20%

-0.79%

Average Drawdown

Average peak-to-trough decline

-16.64%

-14.99%

-1.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.67%

5.88%

-0.21%

Volatility

EXH8.DE vs. EXV9.DE - Volatility Comparison

iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) and iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) (EXV9.DE) have volatilities of 6.03% and 6.30%, 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

EXH8.DEEXV9.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.03%

6.30%

-0.27%

Volatility (6M)

Calculated over the trailing 6-month period

15.20%

17.97%

-2.77%

Volatility (1Y)

Calculated over the trailing 1-year period

18.59%

22.12%

-3.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.53%

24.05%

-2.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.73%

25.10%

-5.37%

EXH8.DE vs. EXV9.DE - Expense Ratio Comparison

Both EXH8.DE and EXV9.DE have an expense ratio of 0.46%.

Dividends

EXH8.DE vs. EXV9.DE - Dividend Comparison

EXH8.DE's dividend yield for the trailing twelve months is around 2.13%, less than EXV9.DE's 3.82% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
EXV9.DE
iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)		3.82%3.66%1.58%0.83%0.24%0.00%1.28%2.79%2.13%3.15%3.77%2.65%

Frequently Asked Questions

EXH8.DE and EXV9.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.

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 EXV9.DE have the same expense ratio: 0.46% per year.

EXH8.DE tracks STOXX® Europe 600 Retail, while EXV9.DE tracks STOXX® Europe 600 Travel & Leisure.

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