EXIA.DE vs. EUPA.DE
EXIA.DE (iShares DAX ESG UCITS ETF (DE)) and EUPA.DE (Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD)) are both Europe Equities funds - EXIA.DE tracks the DAX® ESG Target while EUPA.DE tracks the Shiller Barclays CAPE® Global Sector. Both are passively managed. Over the past 3 years, EXIA.DE returned 15.53%/yr vs 17.95%/yr for EUPA.DE. A 0.61 correlation means they provide meaningful diversification when combined. EXIA.DE charges 0.12%/yr vs 0.65%/yr for EUPA.DE.
Performance
EXIA.DE vs. EUPA.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 EUPA.DE's 8.36% 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*
- —
EUPA.DE
- 1D
- 0.63%
- 1M
- 0.54%
- YTD
- 8.36%
- 6M
- 9.94%
- 1Y
- 17.10%
- 3Y*
- 17.95%
- 5Y*
- —
- 10Y*
- —
EXIA.DE vs. EUPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EXIA.DE iShares DAX ESG UCITS ETF (DE) | 4.30% | 17.20% | 18.59% | 10.13% |
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) | 8.36% | 18.38% | 13.54% | 11.13% |
Correlation
The correlation between EXIA.DE and EUPA.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2023 | 0.61 |
The correlation between EXIA.DE and EUPA.DE has been stable across timeframes, ranging from 0.54 to 0.61 - a consistent structural relationship.
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Return for Risk
EXIA.DE vs. EUPA.DE — Risk / Return Rank
EXIA.DE
EUPA.DE
EXIA.DE vs. EUPA.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 Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.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 | EUPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.28 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 2.02 | -1.71 |
| Martin ratioReturn relative to average drawdown | 0.86 | 7.49 | -6.63 |
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 | EUPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 1.57 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.30 | -0.76 |
Drawdowns
EXIA.DE vs. EUPA.DE - Drawdown Comparison
The maximum EXIA.DE drawdown since its inception was -28.15%, which is greater than EUPA.DE's maximum drawdown of -10.28%. Use the drawdown chart below to compare losses from any high point for EXIA.DE and EUPA.DE.
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Drawdown Indicators
| EXIA.DE | EUPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -10.28% | -17.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -8.44% | -3.10% |
Max Drawdown (3Y)Largest decline over 3 years | -15.97% | -10.28% | -5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -28.15% | — | — |
Current DrawdownCurrent decline from peak | -1.70% | -2.77% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -6.05% | -1.91% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 2.28% | +1.80% |
Volatility
EXIA.DE vs. EUPA.DE - Volatility Comparison
iShares DAX ESG UCITS ETF (DE) (EXIA.DE) has a higher volatility of 4.76% compared to Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) at 3.63%. This indicates that EXIA.DE's price experiences larger fluctuations and is considered to be riskier than EUPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXIA.DE | EUPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 3.63% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 9.03% | +3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 10.84% | +5.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 12.40% | +4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 12.40% | +4.52% |
EXIA.DE vs. EUPA.DE - Expense Ratio Comparison
EXIA.DE has a 0.12% expense ratio, which is lower than EUPA.DE's 0.65% expense ratio.
Dividends
EXIA.DE vs. EUPA.DE - Dividend Comparison
Neither EXIA.DE nor EUPA.DE has paid dividends to shareholders.
Frequently Asked Questions
EXIA.DE and EUPA.DE have a correlation of 0.54, 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 0.65% for EUPA.DE.
EXIA.DE tracks DAX® ESG Target, while EUPA.DE tracks Shiller Barclays CAPE® Global Sector. They also come from different issuers: iShares and Franklin Templeton. Their fees differ too: 0.12% for EXIA.DE and 0.65% for EUPA.DE.
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