EXI3.DE vs. DJAM.DE
EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) and DJAM.DE (Lyxor Dow Jones Industrial Average UCITS ETF Dist) are both Large Cap Blend Equities funds tracking the Dow Jones Industrial Average, from iShares and Amundi respectively. Both are passively managed. Over the past 10 years, EXI3.DE returned 11.97%/yr vs 12.59%/yr for DJAM.DE. Their correlation of 0.92 suggests significant overlap in exposure. EXI3.DE charges 0.51%/yr vs 0.50%/yr for DJAM.DE.
Performance
EXI3.DE vs. DJAM.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EXI3.DE having a 7.97% return and DJAM.DE slightly higher at 8.12%. Over the past 10 years, EXI3.DE has underperformed DJAM.DE with an annualized return of 11.97%, while DJAM.DE has yielded a comparatively higher 12.59% annualized 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%
DJAM.DE
- 1D
- 1.22%
- 1M
- 4.72%
- YTD
- 8.12%
- 6M
- 8.16%
- 1Y
- 20.50%
- 3Y*
- 13.60%
- 5Y*
- 10.75%
- 10Y*
- 12.59%
EXI3.DE vs. DJAM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -1.13% | 11.26% |
DJAM.DE Lyxor Dow Jones Industrial Average UCITS ETF Dist | 8.12% | 2.01% | 21.39% | 11.90% | -2.34% | 31.92% | -1.77% | 28.23% | -0.54% | 12.02% |
Correlation
The correlation between EXI3.DE and DJAM.DE is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.92 |
The correlation between EXI3.DE and DJAM.DE has been stable across timeframes, ranging from 0.92 to 1.00 - a consistent structural relationship.
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Return for Risk
EXI3.DE vs. DJAM.DE — Risk / Return Rank
EXI3.DE
DJAM.DE
EXI3.DE vs. DJAM.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 Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.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 | DJAM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.31 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 2.77 | -0.11 |
| Martin ratioReturn relative to average drawdown | 8.77 | 9.22 | -0.45 |
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 | DJAM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 1.70 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.76 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.62 | -0.22 |
Drawdowns
EXI3.DE vs. DJAM.DE - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -53.00%, which is greater than DJAM.DE's maximum drawdown of -47.32%. Use the drawdown chart below to compare losses from any high point for EXI3.DE and DJAM.DE.
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Drawdown Indicators
| EXI3.DE | DJAM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.00% | -47.32% | -5.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -7.34% | -0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -21.22% | -21.15% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -21.15% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -36.35% | -36.30% | -0.05% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -13.52% | -7.81% | -5.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.21% | +0.05% |
Volatility
EXI3.DE vs. DJAM.DE - Volatility Comparison
iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) and Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.DE) have volatilities of 2.86% and 2.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXI3.DE | DJAM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 2.87% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 8.34% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 11.93% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 14.07% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 16.09% | -0.03% |
EXI3.DE vs. DJAM.DE - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is higher than DJAM.DE's 0.50% expense ratio.
Dividends
EXI3.DE vs. DJAM.DE - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.59%, less than DJAM.DE's 0.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJAM.DE Lyxor Dow Jones Industrial Average UCITS ETF Dist | 0.73% | 0.79% | 1.17% | 1.06% | 1.80% | 1.11% | 1.62% | 1.25% | 1.90% | 1.71% | 2.26% | 2.44% |
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
With a correlation of 1.00, EXI3.DE and DJAM.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, DJAM.DE is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DJAM.DE is cheaper with a 0.50% expense ratio, compared with 0.51% for EXI3.DE.
Both ETFs track Dow Jones Industrial Average. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.51% for EXI3.DE and 0.50% for DJAM.DE.
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