EXID.DE vs. IWM
Compare and contrast key facts about iShares MDAX® UCITS ETF (DE) EUR Dist (EXID.DE) and iShares Russell 2000 ETF (IWM).
EXID.DE and IWM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXID.DE is a passively managed fund by iShares that tracks the performance of the MDAX®. It was launched on Apr 27, 2021. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000. Both EXID.DE and IWM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXID.DE or IWM.
Correlation
The correlation between EXID.DE and IWM is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXID.DE vs. IWM - Performance Comparison
Key characteristics
EXID.DE:
0.38
IWM:
0.64
EXID.DE:
0.62
IWM:
1.04
EXID.DE:
1.07
IWM:
1.12
EXID.DE:
0.15
IWM:
0.71
EXID.DE:
0.91
IWM:
2.78
EXID.DE:
5.59%
IWM:
4.51%
EXID.DE:
13.52%
IWM:
19.63%
EXID.DE:
-40.32%
IWM:
-59.05%
EXID.DE:
-26.31%
IWM:
-7.21%
Returns By Period
In the year-to-date period, EXID.DE achieves a 6.74% return, which is significantly higher than IWM's 1.49% return.
EXID.DE
6.74%
4.86%
8.90%
5.30%
N/A
N/A
IWM
1.49%
-2.41%
5.68%
14.63%
7.46%
7.67%
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EXID.DE vs. IWM - Expense Ratio Comparison
EXID.DE has a 0.51% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
EXID.DE vs. IWM — Risk-Adjusted Performance Rank
EXID.DE
IWM
EXID.DE vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MDAX® UCITS ETF (DE) EUR Dist (EXID.DE) and iShares Russell 2000 ETF (IWM). 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.
Dividends
EXID.DE vs. IWM - Dividend Comparison
EXID.DE's dividend yield for the trailing twelve months is around 1.12%, which matches IWM's 1.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXID.DE iShares MDAX® UCITS ETF (DE) EUR Dist | 1.12% | 1.19% | 1.04% | 1.23% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.13% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
EXID.DE vs. IWM - Drawdown Comparison
The maximum EXID.DE drawdown since its inception was -40.32%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for EXID.DE and IWM. For additional features, visit the drawdowns tool.
Volatility
EXID.DE vs. IWM - Volatility Comparison
The current volatility for iShares MDAX® UCITS ETF (DE) EUR Dist (EXID.DE) is 3.46%, while iShares Russell 2000 ETF (IWM) has a volatility of 3.72%. This indicates that EXID.DE experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.