EXI2.DE vs. VDIV.DE
EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) and VDIV.DE (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF) are both Global Equities funds - EXI2.DE tracks the Dow Jones Global Titans 50 while VDIV.DE tracks the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 5 years, EXI2.DE returned 17.19%/yr vs 17.51%/yr for VDIV.DE. A 0.54 correlation means they provide meaningful diversification when combined. EXI2.DE charges 0.51%/yr vs 0.38%/yr for VDIV.DE.
Performance
EXI2.DE vs. VDIV.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 higher than VDIV.DE's 9.79% 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%
VDIV.DE
- 1D
- 0.23%
- 1M
- 0.01%
- YTD
- 9.79%
- 6M
- 12.73%
- 1Y
- 25.64%
- 3Y*
- 19.95%
- 5Y*
- 17.51%
- 10Y*
- —
EXI2.DE vs. VDIV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | -5.56% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 9.79% | 24.55% | 15.67% | 11.47% | 15.47% | 27.92% | -11.00% | 23.04% | -3.07% |
Correlation
The correlation between EXI2.DE and VDIV.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 | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2018 | 0.54 |
Over the past year, the correlation between EXI2.DE and VDIV.DE has dropped to 0.27 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
EXI2.DE vs. VDIV.DE — Risk / Return Rank
EXI2.DE
VDIV.DE
EXI2.DE vs. VDIV.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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.51 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.21 | 6.94 | -2.73 |
| Martin ratioReturn relative to average drawdown | 15.84 | 20.46 | -4.62 |
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 | VDIV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 2.73 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 1.45 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.97 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.94 | -0.54 |
Drawdowns
EXI2.DE vs. VDIV.DE - Drawdown Comparison
The maximum EXI2.DE drawdown since its inception was -59.21%, which is greater than VDIV.DE's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for EXI2.DE and VDIV.DE.
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Drawdown Indicators
| EXI2.DE | VDIV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.21% | -36.12% | -23.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -3.68% | -4.39% |
Max Drawdown (3Y)Largest decline over 3 years | -24.75% | -15.12% | -9.63% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -15.12% | -9.63% |
Max Drawdown (10Y)Largest decline over 10 years | -30.00% | — | — |
Current DrawdownCurrent decline from peak | -1.11% | -2.39% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -17.44% | -4.22% | -13.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.25% | +0.90% |
Volatility
EXI2.DE vs. VDIV.DE - Volatility Comparison
iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) has a higher volatility of 3.46% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) at 2.82%. This indicates that EXI2.DE's price experiences larger fluctuations and is considered to be riskier than VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.82% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 6.79% | +2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.50% | 9.36% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 11.92% | +4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.57% | 15.36% | +1.21% |
EXI2.DE vs. VDIV.DE - Expense Ratio Comparison
EXI2.DE has a 0.51% expense ratio, which is higher than VDIV.DE's 0.38% expense ratio.
Dividends
EXI2.DE vs. VDIV.DE - Dividend Comparison
EXI2.DE's dividend yield for the trailing twelve months is around 0.33%, less than VDIV.DE's 3.19% 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% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.19% | 3.58% | 4.19% | 4.97% | 4.56% | 3.97% | 4.11% | 4.35% | 0.91% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXI2.DE and VDIV.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, VDIV.DE is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VDIV.DE is cheaper with a 0.38% expense ratio, compared with 0.51% for EXI2.DE.
EXI2.DE tracks Dow Jones Global Titans 50, while VDIV.DE tracks Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.51% for EXI2.DE and 0.38% for VDIV.DE.
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