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EXI3.DE vs. OUFE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EXI3.DE vs. OUFE.DE

Last updated Jun 5, 2026

EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) and OUFE.DE (Ossiam US ESG Low Carbon Equity Factors UCITS ETF (EUR)) are both Large Cap Blend Equities funds - EXI3.DE tracks the Dow Jones Industrial Average while OUFE.DE tracks the Ossiam US ESG Low Carbon Equity Factors. Both are passively managed. Their correlation of 0.85 suggests significant overlap in exposure. EXI3.DE charges 0.51%/yr vs 0.45%/yr for OUFE.DE.

Performance

EXI3.DE vs. OUFE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) and Ossiam US ESG Low Carbon Equity Factors UCITS ETF (EUR) (OUFE.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

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%

OUFE.DE

1D
—
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXI3.DE vs. OUFE.DE - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
EXI3.DE
iShares Dow Jones Industrial Average UCITS ETF (DE)		7.97%1.60%20.65%11.22%-3.15%31.43%-2.14%13.45%
OUFE.DE
Ossiam US ESG Low Carbon Equity Factors UCITS ETF (EUR)		0.00%-3.67%27.98%10.11%-13.01%42.53%7.82%12.12%

Correlation

The correlation between EXI3.DE and OUFE.DE is 0.55, 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

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (5Y)
Calculated over the trailing 5-year period

0.83

Correlation (All Time)
Calculated using the full available price history since Jun 7, 2019

0.85

Over the past year, the correlation between EXI3.DE and OUFE.DE has dropped to 0.55 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

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iShares Dow Jones Industrial Average UCITS ETF (DE)

Ossiam US ESG Low Carbon Equity Factors UCITS ETF (EUR)

Often compared with EXI3.DE:
EXI3.DE vs. DGRA.LEXI3.DE vs. IYYEXI3.DE vs. SCHDEXI3.DE vs. VOOEXI3.DE vs. QQQEXI3.DE vs. VYMEXI3.DE vs. USCP.DE
Often compared with OUFE.DE:
OUFE.DE vs. OG35.DEOUFE.DE vs. IBCY.DEOUFE.DE vs. DELG.DEOUFE.DE vs. OP6E.DEOUFE.DE vs. 4UBI.DEOUFE.DE vs. OSX2.DEOUFE.DE vs. OP5E.DE

Return for Risk

EXI3.DE vs. OUFE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EXI3.DE
EXI3.DE Risk / Return Rank: 5050
Overall Rank
EXI3.DE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
EXI3.DE Sortino Ratio Rank: 5050
Sortino Ratio Rank
EXI3.DE Omega Ratio Rank: 4747
Omega Ratio Rank
EXI3.DE Calmar Ratio Rank: 5555
Calmar Ratio Rank
EXI3.DE Martin Ratio Rank: 5252
Martin Ratio Rank
OUFE.DE
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXI3.DE vs. OUFE.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 US ESG Low Carbon Equity Factors UCITS ETF (EUR) (OUFE.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.DEOUFE.DEDifference
Sharpe ratioReturn per unit of total volatility
1.64

—

—

Sortino ratioReturn per unit of downside risk
2.39

—

—

Omega ratioGain probability vs. loss probability

1.30

—

—

Calmar ratioReturn relative to maximum drawdown

2.66

—

—

Martin ratioReturn relative to average drawdown

8.77

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EXI3.DE vs. OUFE.DE - Sharpe Ratio Comparison

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Sharpe Ratios by Period

EXI3.DEOUFE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.64

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

—

—

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

—

—

Drawdowns

EXI3.DE vs. OUFE.DE - Drawdown Comparison

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Drawdown Indicators

EXI3.DEOUFE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-53.00%

—

—

Max Drawdown (1Y)

Largest decline over 1 year

-7.45%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-21.22%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-21.22%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-36.35%

—

—

Current Drawdown

Current decline from peak

0.00%

—

—

Average Drawdown

Average peak-to-trough decline

-13.52%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.26%

—

—

Volatility

EXI3.DE vs. OUFE.DE - Volatility Comparison

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Volatility by Period

EXI3.DEOUFE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.86%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

8.40%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.05%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.08%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.06%

—

—

EXI3.DE vs. OUFE.DE - Expense Ratio Comparison

EXI3.DE has a 0.51% expense ratio, which is higher than OUFE.DE's 0.45% expense ratio.

Dividends

EXI3.DE vs. OUFE.DE - Dividend Comparison

EXI3.DE's dividend yield for the trailing twelve months is around 0.59%, while OUFE.DE has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
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%
OUFE.DE
Ossiam US ESG Low Carbon Equity Factors UCITS ETF (EUR)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

EXI3.DE and OUFE.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, OUFE.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

OUFE.DE is cheaper with a 0.45% expense ratio, compared with 0.51% for EXI3.DE.

EXI3.DE tracks Dow Jones Industrial Average, while OUFE.DE tracks Ossiam US ESG Low Carbon Equity Factors. They also come from different issuers: iShares and Natixis. Their fees differ too: 0.51% for EXI3.DE and 0.45% for OUFE.DE.

Portfolio Optimizer

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