EXI3.DE vs. VOO
Compare and contrast key facts about iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) and Vanguard S&P 500 ETF (VOO).
EXI3.DE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXI3.DE is a passively managed fund by iShares that tracks the performance of the Dow Jones Industrial Average. It was launched on Sep 19, 2001. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both EXI3.DE and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXI3.DE or VOO.
Correlation
The correlation between EXI3.DE and VOO is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXI3.DE vs. VOO - Performance Comparison
Key characteristics
EXI3.DE:
1.72
VOO:
1.89
EXI3.DE:
2.65
VOO:
2.54
EXI3.DE:
1.34
VOO:
1.35
EXI3.DE:
3.35
VOO:
2.83
EXI3.DE:
9.98
VOO:
11.83
EXI3.DE:
2.10%
VOO:
2.02%
EXI3.DE:
12.17%
VOO:
12.66%
EXI3.DE:
-53.00%
VOO:
-33.99%
EXI3.DE:
-0.44%
VOO:
-0.42%
Returns By Period
In the year-to-date period, EXI3.DE achieves a 5.24% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, EXI3.DE has underperformed VOO with an annualized return of 11.50%, while VOO has yielded a comparatively higher 13.26% annualized return.
EXI3.DE
5.24%
1.93%
17.47%
21.58%
10.90%
11.50%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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EXI3.DE vs. VOO - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
EXI3.DE vs. VOO — Risk-Adjusted Performance Rank
EXI3.DE
VOO
EXI3.DE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
EXI3.DE vs. VOO - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.71%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.71% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% | 0.84% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EXI3.DE vs. VOO - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -53.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EXI3.DE and VOO. For additional features, visit the drawdowns tool.
Volatility
EXI3.DE vs. VOO - Volatility Comparison
The current volatility for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) is 1.87%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that EXI3.DE experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.