EXH8.DE vs. SC03.DE
EXH8.DE (iShares STOXX Europe 600 Retail UCITS ETF (DE)) and SC03.DE (Invesco European Food & Bev Sector UCITS ETF) are both Consumer Staples Equities funds - EXH8.DE tracks the STOXX® Europe 600 Retail while SC03.DE tracks the STOXX® Europe 600 Optimised Food & Beverage. Both are passively managed. Over the past 10 years, EXH8.DE returned 6.32%/yr vs 0.85%/yr for SC03.DE. A 0.56 correlation means they provide meaningful diversification when combined. EXH8.DE charges 0.46%/yr vs 0.20%/yr for SC03.DE.
Performance
EXH8.DE vs. SC03.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 lower than SC03.DE's -0.07% return. Over the past 10 years, EXH8.DE has outperformed SC03.DE with an annualized return of 6.32%, while SC03.DE has yielded a comparatively lower 0.85% 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%
SC03.DE
- 1D
- -0.61%
- 1M
- -2.75%
- YTD
- -0.07%
- 6M
- 0.34%
- 1Y
- -9.27%
- 3Y*
- -5.12%
- 5Y*
- -3.59%
- 10Y*
- 0.85%
EXH8.DE vs. SC03.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% |
SC03.DE Invesco European Food & Bev Sector UCITS ETF | -0.07% | -1.70% | -9.00% | -1.71% | -13.43% | 21.05% | -7.83% | 28.17% | -8.47% | 12.87% |
Correlation
The correlation between EXH8.DE and SC03.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 2009 | 0.56 |
Over the past year, the correlation between EXH8.DE and SC03.DE has dropped to 0.35 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
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Return for Risk
EXH8.DE vs. SC03.DE — Risk / Return Rank
EXH8.DE
SC03.DE
EXH8.DE vs. SC03.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 Invesco European Food & Bev Sector UCITS ETF (SC03.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 | SC03.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.90 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | -0.76 | +1.24 |
| Martin ratioReturn relative to average drawdown | 1.09 | -1.20 | +2.30 |
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 | SC03.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | -0.69 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | -0.25 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.06 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.47 | -0.17 |
Drawdowns
EXH8.DE vs. SC03.DE - Drawdown Comparison
The maximum EXH8.DE drawdown since its inception was -54.89%, which is greater than SC03.DE's maximum drawdown of -32.59%. Use the drawdown chart below to compare losses from any high point for EXH8.DE and SC03.DE.
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Drawdown Indicators
| EXH8.DE | SC03.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.89% | -32.59% | -22.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.96% | -13.56% | +0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -19.54% | -20.32% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -48.60% | -28.71% | -19.89% |
Max Drawdown (10Y)Largest decline over 10 years | -48.60% | -32.59% | -16.01% |
Current DrawdownCurrent decline from peak | -3.99% | -25.29% | +21.30% |
Average DrawdownAverage peak-to-trough decline | -16.64% | -8.30% | -8.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 8.58% | -2.91% |
Volatility
EXH8.DE vs. SC03.DE - Volatility Comparison
iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) has a higher volatility of 6.03% compared to Invesco European Food & Bev Sector UCITS ETF (SC03.DE) at 5.15%. This indicates that EXH8.DE's price experiences larger fluctuations and is considered to be riskier than SC03.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 | SC03.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 5.15% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 11.64% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 15.09% | +3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 14.14% | +7.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 14.83% | +4.90% |
EXH8.DE vs. SC03.DE - Expense Ratio Comparison
EXH8.DE has a 0.46% expense ratio, which is higher than SC03.DE's 0.20% expense ratio.
Dividends
EXH8.DE vs. SC03.DE - Dividend Comparison
EXH8.DE's dividend yield for the trailing twelve months is around 2.13%, while SC03.DE has not paid dividends to shareholders.
| 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% |
SC03.DE Invesco European Food & Bev 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
EXH8.DE and SC03.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SC03.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SC03.DE is cheaper with a 0.20% expense ratio, compared with 0.46% for EXH8.DE.
EXH8.DE tracks STOXX® Europe 600 Retail, while SC03.DE tracks STOXX® Europe 600 Optimised Food & Beverage. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.46% for EXH8.DE and 0.20% for SC03.DE.
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