EXH9.DE vs. SC04.DE
EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) and SC04.DE (Invesco European Household Sector UCITS ETF) are both exchange-traded funds - EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities, while SC04.DE is a Consumer Staples Equities fund tracking the STOXX® Europe 600 Optimised Personal & Household Goods. Both are passively managed. Over the past 10 years, EXH9.DE returned 10.74%/yr vs 4.39%/yr for SC04.DE. A 0.51 correlation means they provide meaningful diversification when combined. EXH9.DE charges 0.47%/yr vs 0.20%/yr for SC04.DE.
Performance
EXH9.DE vs. SC04.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 SC04.DE's -10.69% return. Over the past 10 years, EXH9.DE has outperformed SC04.DE with an annualized return of 10.74%, while SC04.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%
SC04.DE
- 1D
- -0.09%
- 1M
- 2.35%
- YTD
- -10.69%
- 6M
- -10.49%
- 1Y
- -4.17%
- 3Y*
- -0.12%
- 5Y*
- 0.82%
- 10Y*
- 4.39%
EXH9.DE vs. SC04.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% |
SC04.DE Invesco European Household Sector UCITS ETF | -10.69% | 7.57% | 7.08% | 8.48% | -10.95% | 19.37% | 6.54% | 29.50% | -16.18% | 13.26% |
Correlation
The correlation between EXH9.DE and SC04.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2009 | 0.51 |
Over the past year, the correlation between EXH9.DE and SC04.DE has dropped to 0.19 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
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Return for Risk
EXH9.DE vs. SC04.DE — Risk / Return Rank
EXH9.DE
SC04.DE
EXH9.DE vs. SC04.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 Invesco European Household Sector UCITS ETF (SC04.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 | SC04.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.99 | ||
| Sortino ratioReturn per unit of downside risk | +2.56 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.97 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | -0.27 | +3.71 |
| Martin ratioReturn relative to average drawdown | 9.54 | -0.63 | +10.17 |
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 | SC04.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | -0.25 | +1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.05 | +0.68 |
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 | 0.58 | -0.16 |
Drawdowns
EXH9.DE vs. SC04.DE - Drawdown Comparison
The maximum EXH9.DE drawdown since its inception was -51.33%, which is greater than SC04.DE's maximum drawdown of -29.42%. Use the drawdown chart below to compare losses from any high point for EXH9.DE and SC04.DE.
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Drawdown Indicators
| EXH9.DE | SC04.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -29.42% | -21.91% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -15.34% | +7.89% |
Max Drawdown (3Y)Largest decline over 3 years | -13.67% | -17.60% | +3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -22.04% | -0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -33.21% | -29.42% | -3.79% |
Current DrawdownCurrent decline from peak | -5.32% | -12.83% | +7.51% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -5.57% | -11.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 6.64% | -3.95% |
Volatility
EXH9.DE vs. SC04.DE - Volatility Comparison
iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a higher volatility of 5.89% compared to Invesco European Household Sector UCITS ETF (SC04.DE) at 5.37%. This indicates that EXH9.DE's price experiences larger fluctuations and is considered to be riskier than SC04.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 | SC04.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 5.37% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 13.25% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 16.34% | -1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 17.15% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 16.97% | +0.06% |
EXH9.DE vs. SC04.DE - Expense Ratio Comparison
EXH9.DE has a 0.47% expense ratio, which is higher than SC04.DE's 0.20% expense ratio.
Dividends
EXH9.DE vs. SC04.DE - Dividend Comparison
EXH9.DE's dividend yield for the trailing twelve months is around 2.61%, while SC04.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SC04.DE Invesco European Household 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
EXH9.DE and SC04.DE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SC04.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SC04.DE is cheaper with a 0.20% expense ratio, compared with 0.47% for EXH9.DE.
EXH9.DE is categorized as Utilities Equities, while SC04.DE is Consumer Staples Equities. EXH9.DE tracks STOXX® Europe 600 Utilities, while SC04.DE tracks STOXX® Europe 600 Optimised Personal & Household Goods. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.47% for EXH9.DE and 0.20% for SC04.DE.
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