EXID.DE vs. SPY
Compare and contrast key facts about iShares MDAX® UCITS ETF (DE) EUR Dist (EXID.DE) and SPDR S&P 500 ETF (SPY).
EXID.DE and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both EXID.DE and SPY 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 SPY.
Correlation
The correlation between EXID.DE and SPY 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. SPY - Performance Comparison
Key characteristics
EXID.DE:
0.38
SPY:
1.91
EXID.DE:
0.62
SPY:
2.57
EXID.DE:
1.07
SPY:
1.35
EXID.DE:
0.15
SPY:
2.88
EXID.DE:
0.91
SPY:
11.96
EXID.DE:
5.59%
SPY:
2.03%
EXID.DE:
13.52%
SPY:
12.68%
EXID.DE:
-40.32%
SPY:
-55.19%
EXID.DE:
-26.31%
SPY:
0.00%
Returns By Period
In the year-to-date period, EXID.DE achieves a 6.74% return, which is significantly higher than SPY's 4.34% return.
EXID.DE
6.74%
5.53%
9.86%
3.97%
N/A
N/A
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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EXID.DE vs. SPY - Expense Ratio Comparison
EXID.DE has a 0.51% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
EXID.DE vs. SPY — Risk-Adjusted Performance Rank
EXID.DE
SPY
EXID.DE vs. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
EXID.DE's dividend yield for the trailing twelve months is around 1.12%, less than SPY's 1.16% 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% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
EXID.DE vs. SPY - Drawdown Comparison
The maximum EXID.DE drawdown since its inception was -40.32%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EXID.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
EXID.DE vs. SPY - Volatility Comparison
iShares MDAX® UCITS ETF (DE) EUR Dist (EXID.DE) has a higher volatility of 4.08% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that EXID.DE's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.