EXH9.DE vs. AMEL.DE
EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) and AMEL.DE (Amundi MSCI Emerging Markets Latin America UCITS ETF EUR) are both exchange-traded funds - EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities, while AMEL.DE is a Latin America Equities fund tracking the MSCI Emerging Markets Latin America. Both are passively managed. Over the past 10 years, EXH9.DE returned 10.74%/yr vs 7.43%/yr for AMEL.DE. At a 0.37 correlation, their price movements are largely independent. EXH9.DE charges 0.47%/yr vs 0.20%/yr for AMEL.DE.
Performance
EXH9.DE vs. AMEL.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH9.DE achieves a 12.41% return, which is significantly higher than AMEL.DE's 10.83% return. Over the past 10 years, EXH9.DE has outperformed AMEL.DE with an annualized return of 10.74%, while AMEL.DE has yielded a comparatively lower 7.43% annualized return.
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.20%
- YTD
- 12.41%
- 6M
- 13.56%
- 1Y
- 25.76%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
AMEL.DE
- 1D
- -0.86%
- 1M
- -7.22%
- YTD
- 10.83%
- 6M
- 8.65%
- 1Y
- 34.54%
- 3Y*
- 10.77%
- 5Y*
- 9.48%
- 10Y*
- 7.43%
EXH9.DE vs. AMEL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 31.91% | 1.47% | 9.93% |
AMEL.DE Amundi MSCI Emerging Markets Latin America UCITS ETF EUR | 10.83% | 38.06% | -22.22% | 28.09% | 16.34% | -3.21% | -21.29% | 20.69% | -3.27% | 8.15% |
Correlation
The correlation between EXH9.DE and AMEL.DE is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2011 | 0.37 |
The correlation between EXH9.DE and AMEL.DE shifts across timeframes, from 0.24 (3 years) to 0.37 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXH9.DE vs. AMEL.DE — Risk / Return Rank
EXH9.DE
AMEL.DE
EXH9.DE vs. AMEL.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) and Amundi MSCI Emerging Markets Latin America UCITS ETF EUR (AMEL.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.
| EXH9.DE | AMEL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.33 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 3.16 | +0.28 |
| Martin ratioReturn relative to average drawdown | 9.54 | 9.66 | -0.12 |
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
| EXH9.DE | AMEL.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.90 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.45 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.29 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.12 | +0.30 |
Drawdowns
EXH9.DE vs. AMEL.DE - Drawdown Comparison
The maximum EXH9.DE drawdown since its inception was -51.33%, roughly equal to the maximum AMEL.DE drawdown of -52.69%. Use the drawdown chart below to compare losses from any high point for EXH9.DE and AMEL.DE.
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Drawdown Indicators
| EXH9.DE | AMEL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -52.69% | +1.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -10.86% | +3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -13.67% | -25.38% | +11.71% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -25.38% | +2.67% |
Max Drawdown (10Y)Largest decline over 10 years | -33.21% | -51.31% | +18.10% |
Current DrawdownCurrent decline from peak | -5.32% | -10.86% | +5.54% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -17.89% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 3.57% | -0.88% |
Volatility
EXH9.DE vs. AMEL.DE - Volatility Comparison
iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a higher volatility of 5.89% compared to Amundi MSCI Emerging Markets Latin America UCITS ETF EUR (AMEL.DE) at 5.32%. This indicates that EXH9.DE's price experiences larger fluctuations and is considered to be riskier than AMEL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH9.DE | AMEL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 5.32% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 15.30% | -2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 18.10% | -3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 20.90% | -4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 25.27% | -8.24% |
EXH9.DE vs. AMEL.DE - Expense Ratio Comparison
EXH9.DE has a 0.47% expense ratio, which is higher than AMEL.DE's 0.20% expense ratio.
Dividends
EXH9.DE vs. AMEL.DE - Dividend Comparison
EXH9.DE's dividend yield for the trailing twelve months is around 2.61%, while AMEL.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMEL.DE Amundi MSCI Emerging Markets Latin America 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% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
Frequently Asked Questions
EXH9.DE and AMEL.DE have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AMEL.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AMEL.DE is cheaper with a 0.20% expense ratio, compared with 0.47% for EXH9.DE.
EXH9.DE is categorized as Utilities Equities, while AMEL.DE is Latin America Equities. EXH9.DE tracks STOXX® Europe 600 Utilities, while AMEL.DE tracks MSCI Emerging Markets Latin America. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.47% for EXH9.DE and 0.20% for AMEL.DE.
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