EXI2.DE vs. VGWD.DE
EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) and VGWD.DE (Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing) are both Global Equities funds - EXI2.DE tracks the Dow Jones Global Titans 50 while VGWD.DE tracks the FTSE All-World High Dividend Yield index. Both are passively managed. Over the past 5 years, EXI2.DE returned 17.19%/yr vs 11.49%/yr for VGWD.DE. A 0.70 correlation means they provide meaningful diversification when combined. EXI2.DE charges 0.51%/yr vs 0.29%/yr for VGWD.DE.
Performance
EXI2.DE vs. VGWD.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EXI2.DE having a 12.23% return and VGWD.DE slightly higher at 12.49%.
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%
VGWD.DE
- 1D
- 0.19%
- 1M
- 3.35%
- YTD
- 12.49%
- 6M
- 14.15%
- 1Y
- 25.00%
- 3Y*
- 15.87%
- 5Y*
- 11.49%
- 10Y*
- —
EXI2.DE vs. VGWD.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% | 2.58% |
VGWD.DE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing | 12.49% | 13.16% | 15.75% | 7.29% | 0.08% | 27.90% | -9.60% | 25.03% | -8.03% | 1.24% |
Correlation
The correlation between EXI2.DE and VGWD.DE is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2017 | 0.70 |
The correlation between EXI2.DE and VGWD.DE shifts across timeframes, from 0.53 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXI2.DE vs. VGWD.DE — Risk / Return Rank
EXI2.DE
VGWD.DE
EXI2.DE vs. VGWD.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 Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VGWD.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 | VGWD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.50 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.21 | 4.28 | -0.07 |
| Martin ratioReturn relative to average drawdown | 15.84 | 16.37 | -0.53 |
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 | VGWD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 2.70 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 0.99 | +0.04 |
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 | 0.64 | -0.23 |
Drawdowns
EXI2.DE vs. VGWD.DE - Drawdown Comparison
The maximum EXI2.DE drawdown since its inception was -59.21%, which is greater than VGWD.DE's maximum drawdown of -34.57%. Use the drawdown chart below to compare losses from any high point for EXI2.DE and VGWD.DE.
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Drawdown Indicators
| EXI2.DE | VGWD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.21% | -34.57% | -24.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -5.82% | -2.25% |
Max Drawdown (3Y)Largest decline over 3 years | -24.75% | -16.86% | -7.89% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -16.86% | -7.89% |
Max Drawdown (10Y)Largest decline over 10 years | -30.00% | — | — |
Current DrawdownCurrent decline from peak | -1.11% | -0.32% | -0.79% |
Average DrawdownAverage peak-to-trough decline | -17.44% | -4.05% | -13.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.52% | +0.63% |
Volatility
EXI2.DE vs. VGWD.DE - Volatility Comparison
iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) has a higher volatility of 3.46% compared to Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VGWD.DE) at 2.33%. This indicates that EXI2.DE's price experiences larger fluctuations and is considered to be riskier than VGWD.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 | VGWD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.33% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 6.95% | +2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.50% | 9.21% | +4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 11.52% | +5.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.57% | 14.23% | +2.34% |
EXI2.DE vs. VGWD.DE - Expense Ratio Comparison
EXI2.DE has a 0.51% expense ratio, which is higher than VGWD.DE's 0.29% expense ratio.
Dividends
EXI2.DE vs. VGWD.DE - Dividend Comparison
EXI2.DE's dividend yield for the trailing twelve months is around 0.33%, less than VGWD.DE's 2.49% 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% |
VGWD.DE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing | 2.49% | 2.84% | 3.05% | 3.39% | 3.78% | 3.03% | 3.08% | 3.21% | 3.70% | 0.58% | 0.00% | 0.00% |
Frequently Asked Questions
EXI2.DE and VGWD.DE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VGWD.DE is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VGWD.DE is cheaper with a 0.29% expense ratio, compared with 0.51% for EXI2.DE.
EXI2.DE tracks Dow Jones Global Titans 50, while VGWD.DE tracks FTSE All-World High Dividend Yield index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.51% for EXI2.DE and 0.29% for VGWD.DE.
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