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EXI5.DE vs. VNQI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXI5.DE vs. VNQI - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) and Vanguard Global ex-U.S. Real Estate ETF (VNQI). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

EXI5.DE is traded in EUR, while VNQI is traded in USD. To make them comparable, the VNQI values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EXI5.DE achieves a -0.40% return, which is significantly higher than VNQI's -1.02% return. Over the past 10 years, EXI5.DE has underperformed VNQI with an annualized return of -1.04%, while VNQI has yielded a comparatively higher 1.98% annualized return.


EXI5.DE

1D
0.83%
1M
-0.45%
YTD
-0.40%
6M
0.20%
1Y
-4.89%
3Y*
6.81%
5Y*
-4.96%
10Y*
-1.04%

VNQI

1D
0.31%
1M
-3.94%
YTD
-1.02%
6M
-0.57%
1Y
3.90%
3Y*
5.45%
5Y*
-0.66%
10Y*
1.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXI5.DE vs. VNQI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%-10.93%10.25%
VNQI
Vanguard Global ex-U.S. Real Estate ETF
-1.02%6.98%4.24%3.79%-18.16%13.86%-14.87%24.34%-5.19%11.31%

Correlation

The correlation between EXI5.DE and VNQI is 0.60, 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

0.60

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

0.58

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

0.59

Correlation (10Y)
Calculated over the trailing 10-year period

0.57

Correlation (All Time)
Calculated using the full available price history since Nov 2, 2010

0.55

The correlation between EXI5.DE and VNQI has been stable across timeframes, ranging from 0.55 to 0.60 - a consistent structural relationship.

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Return for Risk

EXI5.DE vs. VNQI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXI5.DE
EXI5.DE Risk / Return Rank: 66
Overall Rank
EXI5.DE Sharpe Ratio Rank: 66
Sharpe Ratio Rank
EXI5.DE Sortino Ratio Rank: 66
Sortino Ratio Rank
EXI5.DE Omega Ratio Rank: 66
Omega Ratio Rank
EXI5.DE Calmar Ratio Rank: 66
Calmar Ratio Rank
EXI5.DE Martin Ratio Rank: 66
Martin Ratio Rank

VNQI
VNQI Risk / Return Rank: 1515
Overall Rank
VNQI Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
VNQI Sortino Ratio Rank: 1515
Sortino Ratio Rank
VNQI Omega Ratio Rank: 1616
Omega Ratio Rank
VNQI Calmar Ratio Rank: 1414
Calmar Ratio Rank
VNQI Martin Ratio Rank: 1515
Martin Ratio Rank
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.

EXI5.DE vs. VNQI - 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 Vanguard Global ex-U.S. Real Estate ETF (VNQI). 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.DEVNQIDifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

-0.88

Omega ratioGain probability vs. loss probability

0.96

1.07

-0.11

Calmar ratioReturn relative to maximum drawdown

-0.32

0.31

-0.63

Martin ratioReturn relative to average drawdown

-0.75

0.93

-1.68

EXI5.DE vs. VNQI - Sharpe Ratio Comparison

The current EXI5.DE Sharpe Ratio is -0.31, which is lower than the VNQI Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of EXI5.DE and VNQI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EXI5.DEVNQIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.31

0.34

-0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

-0.05

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.05

0.13

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.02

0.29

-0.31

Drawdowns

EXI5.DE vs. VNQI - Drawdown Comparison

The maximum EXI5.DE drawdown since its inception was -77.04%, which is greater than VNQI's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for EXI5.DE and VNQI.


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Drawdown Indicators


EXI5.DEVNQIDifference

Max Drawdown

Largest peak-to-trough decline

-77.04%

-37.31%

-39.73%

Max Drawdown (1Y)

Largest decline over 1 year

-15.30%

-12.63%

-2.67%

Max Drawdown (3Y)

Largest decline over 3 years

-21.03%

-15.64%

-5.39%

Max Drawdown (5Y)

Largest decline over 5 years

-48.08%

-27.88%

-20.20%

Max Drawdown (10Y)

Largest decline over 10 years

-48.08%

-37.31%

-10.77%

Current Drawdown

Current decline from peak

-29.97%

-12.44%

-17.53%

Average Drawdown

Average peak-to-trough decline

-30.50%

-10.82%

-19.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.50%

4.20%

+2.30%

Volatility

EXI5.DE vs. VNQI - Volatility Comparison

iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) has a higher volatility of 4.75% compared to Vanguard Global ex-U.S. Real Estate ETF (VNQI) at 3.66%. This indicates that EXI5.DE's price experiences larger fluctuations and is considered to be riskier than VNQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXI5.DEVNQIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.75%

3.66%

+1.09%

Volatility (6M)

Calculated over the trailing 6-month period

13.25%

9.86%

+3.39%

Volatility (1Y)

Calculated over the trailing 1-year period

15.90%

11.48%

+4.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.21%

13.30%

+8.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.28%

14.78%

+5.50%

EXI5.DE vs. VNQI - Expense Ratio Comparison

EXI5.DE has a 0.46% expense ratio, which is higher than VNQI's 0.12% expense ratio.


Dividends

EXI5.DE vs. VNQI - Dividend Comparison

EXI5.DE's dividend yield for the trailing twelve months is around 2.13%, less than VNQI's 4.81% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
VNQI
Vanguard Global ex-U.S. Real Estate ETF
4.81%4.70%5.16%3.74%0.57%6.48%0.93%7.58%4.62%3.86%5.18%2.86%

Frequently Asked Questions


EXI5.DE and VNQI have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VNQI is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VNQI is cheaper with a 0.12% expense ratio, compared with 0.46% for EXI5.DE.

EXI5.DE tracks STOXX® Europe 600 Real Estate, while VNQI tracks S&P Global ex-U.S. Property Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.46% for EXI5.DE and 0.12% for VNQI.

Portfolio Optimizer

Find the right allocation for EXI5.DE and VNQI

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