EXI2.DE vs. ISPA.DE
EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds from iShares - EXI2.DE tracks the Dow Jones Global Titans 50 while ISPA.DE tracks the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, EXI2.DE returned 16.14%/yr vs 8.98%/yr for ISPA.DE. A 0.69 correlation means they provide meaningful diversification when combined. EXI2.DE charges 0.51%/yr vs 0.46%/yr for ISPA.DE.
Performance
EXI2.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI2.DE achieves a 12.23% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, EXI2.DE has outperformed ISPA.DE with an annualized return of 16.14%, while ISPA.DE has yielded a comparatively lower 8.98% annualized return.
EXI2.DE
- 1D
- -0.27%
- 1M
- 5.25%
- YTD
- 12.23%
- 6M
- 12.47%
- 1Y
- 34.12%
- 3Y*
- 22.85%
- 5Y*
- 17.19%
- 10Y*
- 16.14%
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
EXI2.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 12.23% | 10.38% | 38.84% | 33.44% | -21.53% | 35.62% | 10.63% | 35.14% | -0.86% | 6.38% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between EXI2.DE and ISPA.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.69 |
Over the past year, the correlation between EXI2.DE and ISPA.DE has dropped to 0.48 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
EXI2.DE vs. ISPA.DE — Risk / Return Rank
EXI2.DE
ISPA.DE
EXI2.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| EXI2.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.62 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 4.21 | 8.10 | -3.89 |
| Martin ratioReturn relative to average drawdown | 15.84 | 28.73 | -12.89 |
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
| EXI2.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 3.35 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 0.91 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.97 | 0.60 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.68 | -0.27 |
Drawdowns
EXI2.DE vs. ISPA.DE - Drawdown Comparison
The maximum EXI2.DE drawdown since its inception was -59.21%, which is greater than ISPA.DE's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for EXI2.DE and ISPA.DE.
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Drawdown Indicators
| EXI2.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.21% | -38.91% | -20.30% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -3.63% | -4.44% |
Max Drawdown (3Y)Largest decline over 3 years | -24.75% | -15.10% | -9.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -15.10% | -9.65% |
Max Drawdown (10Y)Largest decline over 10 years | -30.00% | -38.91% | +8.91% |
Current DrawdownCurrent decline from peak | -1.11% | -1.09% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -17.44% | -4.46% | -12.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.03% | +1.12% |
Volatility
EXI2.DE vs. ISPA.DE - Volatility Comparison
iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) has a higher volatility of 3.46% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that EXI2.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXI2.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.62% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 6.51% | +2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.50% | 8.77% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 12.00% | +4.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.57% | 14.79% | +1.78% |
EXI2.DE vs. ISPA.DE - Expense Ratio Comparison
EXI2.DE has a 0.51% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
EXI2.DE vs. ISPA.DE - Dividend Comparison
EXI2.DE's dividend yield for the trailing twelve months is around 0.33%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.33% | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 1.29% | 2.56% | 1.77% | 2.56% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
EXI2.DE and ISPA.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.51% for EXI2.DE.
EXI2.DE tracks Dow Jones Global Titans 50, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.51% for EXI2.DE and 0.46% for ISPA.DE.
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