EXI3.DE vs. CSY2.DE
EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) and CSY2.DE (CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD) are both Large Cap Blend Equities funds - EXI3.DE tracks the Dow Jones Industrial Average while CSY2.DE tracks the MSCI USA ESG Leaders. Both are passively managed. Over the past 5 years, EXI3.DE returned 10.15%/yr vs 14.65%/yr for CSY2.DE. Their correlation of 0.80 suggests significant overlap in exposure. EXI3.DE charges 0.51%/yr vs 0.10%/yr for CSY2.DE.
Performance
EXI3.DE vs. CSY2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI3.DE achieves a 7.97% return, which is significantly lower than CSY2.DE's 10.74% 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%
CSY2.DE
- 1D
- 0.76%
- 1M
- 4.06%
- YTD
- 10.74%
- 6M
- 10.74%
- 1Y
- 26.29%
- 3Y*
- 19.25%
- 5Y*
- 14.65%
- 10Y*
- —
EXI3.DE vs. CSY2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 7.97% | 1.60% | 20.65% | 11.22% | -3.15% | 31.43% | 31.49% |
CSY2.DE CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD | 10.74% | 6.30% | 30.42% | 25.14% | -16.59% | 44.53% | 36.31% |
Correlation
The correlation between EXI3.DE and CSY2.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2020 | 0.80 |
The correlation between EXI3.DE and CSY2.DE has been stable across timeframes, ranging from 0.73 to 0.80 - a consistent structural relationship.
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Return for Risk
EXI3.DE vs. CSY2.DE — Risk / Return Rank
EXI3.DE
CSY2.DE
EXI3.DE vs. CSY2.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 CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.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 | CSY2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.45 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.38 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 2.87 | -0.21 |
| Martin ratioReturn relative to average drawdown | 8.77 | 10.08 | -1.31 |
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 | CSY2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 2.10 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.90 | -0.18 |
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 | 1.18 | -0.78 |
Drawdowns
EXI3.DE vs. CSY2.DE - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -53.00%, which is greater than CSY2.DE's maximum drawdown of -24.56%. Use the drawdown chart below to compare losses from any high point for EXI3.DE and CSY2.DE.
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Drawdown Indicators
| EXI3.DE | CSY2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.00% | -24.56% | -28.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -9.14% | +1.69% |
Max Drawdown (3Y)Largest decline over 3 years | -21.22% | -24.56% | +3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -24.56% | +3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -36.35% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.02% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -13.52% | -4.64% | -8.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.61% | -0.35% |
Volatility
EXI3.DE vs. CSY2.DE - Volatility Comparison
The current volatility for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) is 2.86%, while CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD (CSY2.DE) has a volatility of 3.21%. This indicates that EXI3.DE experiences smaller price fluctuations and is considered to be less risky than CSY2.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 | CSY2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 3.21% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 8.56% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 12.52% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 16.24% | -2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 17.19% | -1.13% |
EXI3.DE vs. CSY2.DE - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is higher than CSY2.DE's 0.10% expense ratio.
Dividends
EXI3.DE vs. CSY2.DE - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.59%, while CSY2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSY2.DE CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B 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 CSY2.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSY2.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSY2.DE is cheaper with a 0.10% expense ratio, compared with 0.51% for EXI3.DE.
EXI3.DE tracks Dow Jones Industrial Average, while CSY2.DE tracks MSCI USA ESG Leaders. They also come from different issuers: iShares and Credit Suisse. Their fees differ too: 0.51% for EXI3.DE and 0.10% for CSY2.DE.
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