EXIA.DE vs. EUPE.DE
EXIA.DE (iShares DAX ESG UCITS ETF (DE)) and EUPE.DE (Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR)) are both Europe Equities funds - EXIA.DE tracks the DAX® ESG Target while EUPE.DE tracks the Shiller Barclays CAPE® Europe Sector Value. Both are passively managed. Over the past 5 years, EXIA.DE returned 8.95%/yr vs 8.60%/yr for EUPE.DE. A 0.76 correlation means they provide meaningful diversification when combined. EXIA.DE charges 0.12%/yr vs 0.65%/yr for EUPE.DE.
Performance
EXIA.DE vs. EUPE.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 EUPE.DE's 15.44% 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*
- —
EUPE.DE
- 1D
- 0.35%
- 1M
- 2.78%
- YTD
- 15.44%
- 6M
- 15.60%
- 1Y
- 24.52%
- 3Y*
- 11.71%
- 5Y*
- 8.60%
- 10Y*
- 8.97%
EXIA.DE vs. EUPE.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% |
EUPE.DE Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) | 15.44% | 12.45% | 2.14% | 12.84% | -6.14% | 10.55% |
Correlation
The correlation between EXIA.DE and EUPE.DE is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since May 21, 2021 | 0.76 |
Over the past year, the correlation between EXIA.DE and EUPE.DE has dropped to 0.52 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
EXIA.DE vs. EUPE.DE — Risk / Return Rank
EXIA.DE
EUPE.DE
EXIA.DE vs. EUPE.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® Europe Sector Value TR UCITS ETF 1C (EUR) (EUPE.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 | EUPE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.66 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.37 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 4.19 | -3.89 |
| Martin ratioReturn relative to average drawdown | 0.86 | 11.50 | -10.64 |
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 | EUPE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 2.17 | -1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.65 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.46 | +0.08 |
Drawdowns
EXIA.DE vs. EUPE.DE - Drawdown Comparison
The maximum EXIA.DE drawdown since its inception was -28.15%, smaller than the maximum EUPE.DE drawdown of -32.64%. Use the drawdown chart below to compare losses from any high point for EXIA.DE and EUPE.DE.
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Drawdown Indicators
| EXIA.DE | EUPE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -32.64% | +4.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -5.82% | -5.72% |
Max Drawdown (3Y)Largest decline over 3 years | -15.97% | -15.63% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -28.15% | -15.63% | -12.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.64% | — |
Current DrawdownCurrent decline from peak | -1.70% | -3.04% | +1.34% |
Average DrawdownAverage peak-to-trough decline | -6.05% | -4.95% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 2.13% | +1.95% |
Volatility
EXIA.DE vs. EUPE.DE - Volatility Comparison
iShares DAX ESG UCITS ETF (DE) (EXIA.DE) has a higher volatility of 4.76% compared to Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) (EUPE.DE) at 3.64%. This indicates that EXIA.DE's price experiences larger fluctuations and is considered to be riskier than EUPE.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 | EUPE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 3.64% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 8.56% | +4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 11.27% | +4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 13.17% | +3.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 14.99% | +1.93% |
EXIA.DE vs. EUPE.DE - Expense Ratio Comparison
EXIA.DE has a 0.12% expense ratio, which is lower than EUPE.DE's 0.65% expense ratio.
Dividends
EXIA.DE vs. EUPE.DE - Dividend Comparison
Neither EXIA.DE nor EUPE.DE has paid dividends to shareholders.
Frequently Asked Questions
EXIA.DE and EUPE.DE have a correlation of 0.52, 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 EUPE.DE.
EXIA.DE tracks DAX® ESG Target, while EUPE.DE tracks Shiller Barclays CAPE® Europe Sector Value. They also come from different issuers: iShares and Natixis. Their fees differ too: 0.12% for EXIA.DE and 0.65% for EUPE.DE.
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