EXIA.DE vs. AMES.DE
EXIA.DE (iShares DAX ESG UCITS ETF (DE)) and AMES.DE (Amundi ETF MSCI Spain UCITS ETF EUR) are both Europe Equities funds - EXIA.DE tracks the DAX® ESG Target while AMES.DE tracks the MSCI Spain. Both are passively managed. Over the past 5 years, EXIA.DE returned 8.95%/yr vs 19.21%/yr for AMES.DE. A 0.66 correlation means they provide meaningful diversification when combined. EXIA.DE charges 0.12%/yr vs 0.25%/yr for AMES.DE.
Performance
EXIA.DE vs. AMES.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXIA.DE achieves a 4.30% return, which is significantly lower than AMES.DE's 7.00% return.
EXIA.DE
- 1D
- 0.37%
- 1M
- 3.23%
- YTD
- 4.30%
- 6M
- 7.19%
- 1Y
- 3.51%
- 3Y*
- 15.53%
- 5Y*
- 8.95%
- 10Y*
- —
AMES.DE
- 1D
- 0.51%
- 1M
- 3.60%
- YTD
- 7.00%
- 6M
- 10.82%
- 1Y
- 33.98%
- 3Y*
- 29.84%
- 5Y*
- 19.21%
- 10Y*
- 11.05%
EXIA.DE vs. AMES.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
EXIA.DE iShares DAX ESG UCITS ETF (DE) | 4.30% | 17.20% | 18.59% | 21.57% | -14.54% | 4.16% |
AMES.DE Amundi ETF MSCI Spain UCITS ETF EUR | 7.00% | 55.41% | 19.00% | 25.94% | 0.03% | -3.56% |
Correlation
The correlation between EXIA.DE and AMES.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since May 21, 2021 | 0.66 |
The correlation between EXIA.DE and AMES.DE has been stable across timeframes, ranging from 0.66 to 0.75 - a consistent structural relationship.
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Return for Risk
EXIA.DE vs. AMES.DE — Risk / Return Rank
EXIA.DE
AMES.DE
EXIA.DE vs. AMES.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares DAX ESG UCITS ETF (DE) (EXIA.DE) and Amundi ETF MSCI Spain UCITS ETF EUR (AMES.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.
| EXIA.DE | AMES.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.84 | ||
| Sortino ratioReturn per unit of downside risk | -2.40 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.37 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 3.40 | -3.10 |
| Martin ratioReturn relative to average drawdown | 0.86 | 11.80 | -10.94 |
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
| EXIA.DE | AMES.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 2.06 | -1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 1.20 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.48 | +0.07 |
Drawdowns
EXIA.DE vs. AMES.DE - Drawdown Comparison
The maximum EXIA.DE drawdown since its inception was -28.15%, smaller than the maximum AMES.DE drawdown of -40.98%. Use the drawdown chart below to compare losses from any high point for EXIA.DE and AMES.DE.
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Drawdown Indicators
| EXIA.DE | AMES.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -40.98% | +12.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -9.95% | -1.59% |
Max Drawdown (3Y)Largest decline over 3 years | -15.97% | -12.58% | -3.39% |
Max Drawdown (5Y)Largest decline over 5 years | -28.15% | -17.77% | -10.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.98% | — |
Current DrawdownCurrent decline from peak | -1.70% | -0.52% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -6.05% | -9.76% | +3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 2.87% | +1.21% |
Volatility
EXIA.DE vs. AMES.DE - Volatility Comparison
iShares DAX ESG UCITS ETF (DE) (EXIA.DE) and Amundi ETF MSCI Spain UCITS ETF EUR (AMES.DE) have volatilities of 4.76% and 4.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXIA.DE | AMES.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.59% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 13.65% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 16.43% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 18.01% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 20.82% | -3.90% |
EXIA.DE vs. AMES.DE - Expense Ratio Comparison
EXIA.DE has a 0.12% expense ratio, which is lower than AMES.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EXIA.DE vs. AMES.DE - Dividend Comparison
Neither EXIA.DE nor AMES.DE has paid dividends to shareholders.
Frequently Asked Questions
EXIA.DE and AMES.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXIA.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXIA.DE is cheaper with a 0.12% expense ratio, compared with 0.25% for AMES.DE.
EXIA.DE tracks DAX® ESG Target, while AMES.DE tracks MSCI Spain. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.12% for EXIA.DE and 0.25% for AMES.DE.
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