EXI5.DE vs. ESAD.DE
EXI5.DE (iShares STOXX Europe 600 Real Estate UCITS ETF (DE)) and ESAD.DE (BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Capitalisation) are both REIT funds - EXI5.DE tracks the STOXX® Europe 600 Real Estate while ESAD.DE tracks the FTSE EPRA Nareit Developed Green EU CTB. Both are passively managed. Over the past year, EXI5.DE returned 1.97% vs 17.57% for ESAD.DE. A 0.61 correlation means they provide meaningful diversification when combined. EXI5.DE charges 0.46%/yr vs 0.41%/yr for ESAD.DE.
Performance
EXI5.DE vs. ESAD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI5.DE achieves a 5.09% return, which is significantly lower than ESAD.DE's 16.27% return.
EXI5.DE
- 1D
- -1.05%
- 1M
- 5.11%
- 6M
- 4.05%
- YTD
- 5.09%
- 1Y
- 1.97%
- 3Y*
- 6.84%
- 5Y*
- -4.96%
- 10Y*
- -0.26%
- ALL TIME*
- -0.19%
ESAD.DE
- 1D
- 0.00%
- 1M
- 5.82%
- 6M
- 13.70%
- YTD
- 16.27%
- 1Y
- 17.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.11%
EXI5.DE vs. ESAD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | 5.09% | 3.76% | -5.26% |
ESAD.DE BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Capitalisation | 16.27% | -3.81% | -4.58% |
Correlation
The correlation between EXI5.DE and ESAD.DE is 0.65, 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 | 0.65 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2024 | 0.61 |
The correlation between EXI5.DE and ESAD.DE has been stable across timeframes, ranging from 0.61 to 0.65 - a consistent structural relationship.
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Return for Risk
EXI5.DE vs. ESAD.DE — Risk / Return Rank
EXI5.DE
ESAD.DE
EXI5.DE vs. ESAD.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 BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Capitalisation (ESAD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXI5.DE | ESAD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.26 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.13 | 2.12 | -1.99 |
| Martin ratioReturn relative to average drawdown | 0.31 | 7.00 | -6.69 |
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Drawdowns
EXI5.DE vs. ESAD.DE - Drawdown Comparison
The maximum EXI5.DE drawdown since its inception was -77.04%, which is greater than ESAD.DE's maximum drawdown of -16.71%. Use the drawdown chart below to compare losses from any high point for EXI5.DE and ESAD.DE.
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Drawdown Indicators
| EXI5.DE | ESAD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.04% | -16.71% | -60.33% |
Max Drawdown (1Y)Largest decline over 1 year | -15.30% | -8.26% | -7.04% |
Max Drawdown (3Y)Largest decline over 3 years | -21.00% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -48.10% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.10% | — | — |
Current DrawdownCurrent decline from peak | -26.12% | -0.43% | -25.69% |
Average DrawdownAverage peak-to-trough decline | -31.01% | -5.63% | -25.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.40% | 2.50% | +3.90% |
Volatility
EXI5.DE vs. ESAD.DE - Volatility Comparison
iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) has a higher volatility of 5.16% compared to BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Capitalisation (ESAD.DE) at 3.58%. This indicates that EXI5.DE's price experiences larger fluctuations and is considered to be riskier than ESAD.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 | ESAD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 3.58% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 8.95% | +4.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 11.91% | +4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.26% | 13.61% | +8.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 13.61% | +6.27% |
EXI5.DE vs. ESAD.DE - Expense Ratio Comparison
EXI5.DE has a 0.46% expense ratio, which is higher than ESAD.DE's 0.41% expense ratio.
Dividends
EXI5.DE vs. ESAD.DE - Dividend Comparison
EXI5.DE's dividend yield for the trailing twelve months is around 2.36%, while ESAD.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESAD.DE BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Capitalisation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | 2.36% | 2.02% | 1.82% | 2.05% | 2.19% | 0.93% | 1.30% | 2.10% | 2.15% | 3.10% | 2.79% | 2.67% |
Frequently Asked Questions
EXI5.DE and ESAD.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESAD.DE is cheaper at 0.41% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESAD.DE is cheaper with a 0.41% expense ratio, compared with 0.46% for EXI5.DE.
EXI5.DE tracks STOXX® Europe 600 Real Estate, while ESAD.DE tracks FTSE EPRA Nareit Developed Green EU CTB. They also come from different issuers: iShares and BNP Paribas. Their fees differ too: 0.46% for EXI5.DE and 0.41% for ESAD.DE.
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