EXH9.DE vs. EXH7.DE
EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) and EXH7.DE (iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE)) are both exchange-traded funds - EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities, while EXH7.DE is a Consumer Staples Equities fund tracking the STOXX® Europe 600 Personal & Household Goods. Both are passively managed. Over the past 10 years, EXH9.DE returned 10.74%/yr vs 4.39%/yr for EXH7.DE. At a 0.46 correlation, their price movements are largely independent. EXH9.DE charges 0.47%/yr vs 0.46%/yr for EXH7.DE.
Performance
EXH9.DE vs. EXH7.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 EXH7.DE's -10.91% return. Over the past 10 years, EXH9.DE has outperformed EXH7.DE with an annualized return of 10.74%, while EXH7.DE has yielded a comparatively lower 4.39% 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%
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%
EXH9.DE vs. EXH7.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% |
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% |
Correlation
The correlation between EXH9.DE and EXH7.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since May 23, 2003 | 0.46 |
Over the past year, the correlation between EXH9.DE and EXH7.DE has dropped to 0.17 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
EXH9.DE vs. EXH7.DE — Risk / Return Rank
EXH9.DE
EXH7.DE
EXH9.DE vs. EXH7.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 iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.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 | EXH7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.03 | ||
| Sortino ratioReturn per unit of downside risk | +2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.96 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | -0.31 | +3.75 |
| Martin ratioReturn relative to average drawdown | 9.54 | -0.72 | +10.26 |
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 | EXH7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | -0.29 | +2.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | -0.00 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.26 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.54 | -0.12 |
Drawdowns
EXH9.DE vs. EXH7.DE - Drawdown Comparison
The maximum EXH9.DE drawdown since its inception was -51.33%, which is greater than EXH7.DE's maximum drawdown of -47.09%. Use the drawdown chart below to compare losses from any high point for EXH9.DE and EXH7.DE.
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Drawdown Indicators
| EXH9.DE | EXH7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -47.09% | -4.24% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -15.83% | +8.38% |
Max Drawdown (3Y)Largest decline over 3 years | -13.67% | -17.88% | +4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -22.00% | -0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.21% | -29.18% | -4.03% |
Current DrawdownCurrent decline from peak | -5.32% | -14.01% | +8.69% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -6.91% | -9.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 6.74% | -4.05% |
Volatility
EXH9.DE vs. EXH7.DE - Volatility Comparison
iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a higher volatility of 5.89% compared to iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.DE) at 5.11%. This indicates that EXH9.DE's price experiences larger fluctuations and is considered to be riskier than EXH7.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 | EXH7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 5.11% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 13.48% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 16.63% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 17.40% | -1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 16.95% | +0.08% |
EXH9.DE vs. EXH7.DE - Expense Ratio Comparison
EXH9.DE has a 0.47% expense ratio, which is higher than EXH7.DE's 0.46% expense ratio.
Dividends
EXH9.DE vs. EXH7.DE - Dividend Comparison
EXH9.DE's dividend yield for the trailing twelve months is around 2.61%, less than EXH7.DE's 2.78% yield.
| 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% |
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 EXH7.DE have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXH7.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXH7.DE is cheaper with a 0.46% expense ratio, compared with 0.47% for EXH9.DE.
EXH9.DE is categorized as Utilities Equities, while EXH7.DE is Consumer Staples Equities. EXH9.DE tracks STOXX® Europe 600 Utilities, while EXH7.DE tracks STOXX® Europe 600 Personal & Household Goods. Their fees differ too: 0.47% for EXH9.DE and 0.46% for EXH7.DE.
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