EXI3.DE vs. 5HED.DE
EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) and 5HED.DE (Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)) are both Large Cap Blend Equities funds - EXI3.DE tracks the Dow Jones Industrial Average while 5HED.DE tracks the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector. Both are passively managed. Over the past 5 years, EXI3.DE returned 10.15%/yr vs 3.35%/yr for 5HED.DE. Their correlation of 0.81 suggests significant overlap in exposure. EXI3.DE charges 0.51%/yr vs 0.75%/yr for 5HED.DE.
Performance
EXI3.DE vs. 5HED.DE - Performance Comparison
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Different Trading Currencies
EXI3.DE is traded in EUR, while 5HED.DE is traded in USD. To make them comparable, the 5HED.DE values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EXI3.DE achieves a 7.97% return, which is significantly higher than 5HED.DE's -0.34% return.
EXI3.DE
- 1D
- 1.20%
- 1M
- 4.70%
- YTD
- 7.97%
- 6M
- 8.07%
- 1Y
- 20.04%
- 3Y*
- 13.03%
- 5Y*
- 10.15%
- 10Y*
- 11.97%
5HED.DE
- 1D
- 1.25%
- 1M
- -1.08%
- YTD
- -0.34%
- 6M
- 0.74%
- 1Y
- 4.20%
- 3Y*
- 1.50%
- 5Y*
- 3.35%
- 10Y*
- —
EXI3.DE vs. 5HED.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 7.97% | 1.60% | 20.65% | 11.22% | -3.15% | 31.43% | -2.14% | 27.50% | -4.74% |
5HED.DE Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) | -0.34% | -7.59% | 10.48% | 12.57% | -11.75% | 32.56% | 12.72% | 34.00% | -5.07% |
Correlation
The correlation between EXI3.DE and 5HED.DE is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2018 | 0.81 |
The correlation between EXI3.DE and 5HED.DE shifts across timeframes, from 0.67 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXI3.DE vs. 5HED.DE — Risk / Return Rank
EXI3.DE
5HED.DE
EXI3.DE vs. 5HED.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) and Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.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.
| EXI3.DE | 5HED.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.06 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 0.51 | +2.15 |
| Martin ratioReturn relative to average drawdown | 8.77 | 1.28 | +7.49 |
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
| EXI3.DE | 5HED.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.30 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.21 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.48 | -0.08 |
Drawdowns
EXI3.DE vs. 5HED.DE - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -53.00%, which is greater than 5HED.DE's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for EXI3.DE and 5HED.DE.
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Drawdown Indicators
| EXI3.DE | 5HED.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.00% | -32.31% | -20.69% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -6.99% | -0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -21.22% | -21.72% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -21.72% | +0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -36.35% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -11.81% | +11.81% |
Average DrawdownAverage peak-to-trough decline | -13.52% | -6.47% | -7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.81% | -0.55% |
Volatility
EXI3.DE vs. 5HED.DE - Volatility Comparison
The current volatility for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) is 2.86%, while Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE) has a volatility of 3.81%. This indicates that EXI3.DE experiences smaller price fluctuations and is considered to be less risky than 5HED.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXI3.DE | 5HED.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 3.81% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 8.60% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 11.79% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 15.59% | -1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 17.50% | -1.44% |
EXI3.DE vs. 5HED.DE - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is lower than 5HED.DE's 0.75% expense ratio.
Dividends
EXI3.DE vs. 5HED.DE - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.59%, while 5HED.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
5HED.DE Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.59% | 0.63% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% |
Frequently Asked Questions
EXI3.DE and 5HED.DE have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXI3.DE is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXI3.DE is cheaper with a 0.51% expense ratio, compared with 0.75% for 5HED.DE.
EXI3.DE tracks Dow Jones Industrial Average, while 5HED.DE tracks Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector. They also come from different issuers: iShares and Natixis. Their fees differ too: 0.51% for EXI3.DE and 0.75% for 5HED.DE.
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