EXI5.DE vs. 10AJ.DE
EXI5.DE (iShares STOXX Europe 600 Real Estate UCITS ETF (DE)) and 10AJ.DE (Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist) are both REIT funds - EXI5.DE tracks the STOXX® Europe 600 Real Estate while 10AJ.DE tracks the FTSE EPRA/NAREIT Developed. Both are passively managed. Over the past 5 years, EXI5.DE returned -4.96%/yr vs 1.87%/yr for 10AJ.DE. A 0.63 correlation means they provide meaningful diversification when combined. EXI5.DE charges 0.46%/yr vs 0.24%/yr for 10AJ.DE.
Performance
EXI5.DE vs. 10AJ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI5.DE achieves a -0.40% return, which is significantly lower than 10AJ.DE's 7.96% return.
EXI5.DE
- 1D
- 0.83%
- 1M
- -2.70%
- YTD
- -0.40%
- 6M
- 0.52%
- 1Y
- -4.69%
- 3Y*
- 6.81%
- 5Y*
- -4.96%
- 10Y*
- -1.04%
10AJ.DE
- 1D
- -0.04%
- 1M
- -2.40%
- YTD
- 7.96%
- 6M
- 7.43%
- 1Y
- 9.54%
- 3Y*
- 5.94%
- 5Y*
- 1.87%
- 10Y*
- —
EXI5.DE vs. 10AJ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | -0.40% | 3.76% | -4.15% | 17.26% | -37.90% | 16.10% | -8.71% | 27.58% | -10.29% |
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 7.96% | -1.85% | 5.52% | 6.85% | -20.55% | 36.79% | -16.96% | 23.88% | 1.63% |
Correlation
The correlation between EXI5.DE and 10AJ.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2018 | 0.63 |
The correlation between EXI5.DE and 10AJ.DE has been stable across timeframes, ranging from 0.62 to 0.65 - a consistent structural relationship.
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Return for Risk
EXI5.DE vs. 10AJ.DE — Risk / Return Rank
EXI5.DE
10AJ.DE
EXI5.DE vs. 10AJ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) and Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.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.
| EXI5.DE | 10AJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.15 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 1.20 | -1.52 |
| Martin ratioReturn relative to average drawdown | -0.75 | 3.94 | -4.69 |
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
| EXI5.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 0.85 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.13 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 0.22 | -0.24 |
Drawdowns
EXI5.DE vs. 10AJ.DE - Drawdown Comparison
The maximum EXI5.DE drawdown since its inception was -77.04%, which is greater than 10AJ.DE's maximum drawdown of -42.62%. Use the drawdown chart below to compare losses from any high point for EXI5.DE and 10AJ.DE.
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Drawdown Indicators
| EXI5.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.04% | -42.62% | -34.42% |
Max Drawdown (1Y)Largest decline over 1 year | -15.30% | -7.89% | -7.41% |
Max Drawdown (3Y)Largest decline over 3 years | -21.03% | -20.52% | -0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -48.08% | -30.01% | -18.07% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | — | — |
Current DrawdownCurrent decline from peak | -29.97% | -6.63% | -23.34% |
Average DrawdownAverage peak-to-trough decline | -30.50% | -12.13% | -18.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 2.41% | +4.09% |
Volatility
EXI5.DE vs. 10AJ.DE - Volatility Comparison
iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) has a higher volatility of 4.75% compared to Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) at 2.70%. This indicates that EXI5.DE's price experiences larger fluctuations and is considered to be riskier than 10AJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXI5.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 2.70% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 8.38% | +4.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.90% | 11.14% | +4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.21% | 14.60% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.28% | 17.10% | +3.18% |
EXI5.DE vs. 10AJ.DE - Expense Ratio Comparison
EXI5.DE has a 0.46% expense ratio, which is higher than 10AJ.DE's 0.24% expense ratio.
Dividends
EXI5.DE vs. 10AJ.DE - Dividend Comparison
EXI5.DE's dividend yield for the trailing twelve months is around 2.13%, less than 10AJ.DE's 2.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 2.77% | 2.99% | 2.94% | 2.98% | 3.23% | 2.13% | 3.10% | 2.92% | 2.63% | 0.00% | 0.00% | 0.00% |
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | 2.13% | 2.02% | 1.82% | 2.05% | 2.19% | 0.93% | 1.30% | 2.10% | 2.15% | 3.10% | 2.80% | 2.65% |
Frequently Asked Questions
EXI5.DE and 10AJ.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 10AJ.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
10AJ.DE is cheaper with a 0.24% expense ratio, compared with 0.46% for EXI5.DE.
EXI5.DE tracks STOXX® Europe 600 Real Estate, while 10AJ.DE tracks FTSE EPRA/NAREIT Developed. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXI5.DE and 0.24% for 10AJ.DE.
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