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EXS2.DE vs. ^NDX
Performance
Return for Risk
Drawdowns
Volatility

Performance

EXS2.DE vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares TecDAX UCITS ETF (DE) (EXS2.DE) and NASDAQ 100 Index (^NDX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

EXS2.DE is traded in EUR, while ^NDX is traded in USD. To make them comparable, the ^NDX values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EXS2.DE achieves a 15.70% return, which is significantly lower than ^NDX's 21.80% return. Over the past 10 years, EXS2.DE has underperformed ^NDX with an annualized return of 9.01%, while ^NDX has yielded a comparatively higher 20.72% annualized return.


EXS2.DE

1D
0.52%
1M
10.51%
YTD
15.70%
6M
16.91%
1Y
6.46%
3Y*
8.54%
5Y*
3.72%
10Y*
9.01%

^NDX

1D
-0.67%
1M
9.26%
YTD
21.80%
6M
19.18%
1Y
37.64%
3Y*
24.43%
5Y*
18.26%
10Y*
20.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXS2.DE vs. ^NDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXS2.DE
iShares TecDAX UCITS ETF (DE)
15.70%5.33%1.63%13.54%-26.00%21.07%6.12%22.25%-3.77%39.90%
^NDX
NASDAQ 100 Index
21.80%5.91%33.12%49.19%-28.81%36.10%35.42%41.08%3.61%15.35%

Correlation

The correlation between EXS2.DE and ^NDX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Aug 28, 2007

0.41

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Return for Risk

EXS2.DE vs. ^NDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXS2.DE
EXS2.DE Risk / Return Rank: 1414
Overall Rank
EXS2.DE Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
EXS2.DE Sortino Ratio Rank: 1515
Sortino Ratio Rank
EXS2.DE Omega Ratio Rank: 1414
Omega Ratio Rank
EXS2.DE Calmar Ratio Rank: 1414
Calmar Ratio Rank
EXS2.DE Martin Ratio Rank: 1313
Martin Ratio Rank

^NDX
^NDX Risk / Return Rank: 8383
Overall Rank
^NDX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
^NDX Sortino Ratio Rank: 8484
Sortino Ratio Rank
^NDX Omega Ratio Rank: 8282
Omega Ratio Rank
^NDX Calmar Ratio Rank: 8383
Calmar Ratio Rank
^NDX Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXS2.DE vs. ^NDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares TecDAX UCITS ETF (DE) (EXS2.DE) and NASDAQ 100 Index (^NDX). 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.


EXS2.DE^NDXDifference
Sharpe ratioReturn per unit of total volatility

-1.96

Sortino ratioReturn per unit of downside risk

-2.33

Omega ratioGain probability vs. loss probability

1.07

1.40

-0.33

Calmar ratioReturn relative to maximum drawdown

0.40

3.38

-2.98

Martin ratioReturn relative to average drawdown

0.80

10.55

-9.75

EXS2.DE vs. ^NDX - Sharpe Ratio Comparison

The current EXS2.DE Sharpe Ratio is 0.36, which is lower than the ^NDX Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of EXS2.DE and ^NDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EXS2.DE^NDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.36

2.32

-1.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.82

-0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.91

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.14

0.73

-0.60

Drawdowns

EXS2.DE vs. ^NDX - Drawdown Comparison

The maximum EXS2.DE drawdown since its inception was -84.49%, which is greater than ^NDX's maximum drawdown of -46.44%. Use the drawdown chart below to compare losses from any high point for EXS2.DE and ^NDX.


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Drawdown Indicators


EXS2.DE^NDXDifference

Max Drawdown

Largest peak-to-trough decline

-84.49%

-46.44%

-38.05%

Max Drawdown (1Y)

Largest decline over 1 year

-16.12%

-11.19%

-4.93%

Max Drawdown (3Y)

Largest decline over 3 years

-17.93%

-27.30%

+9.37%

Max Drawdown (5Y)

Largest decline over 5 years

-34.97%

-31.53%

-3.44%

Max Drawdown (10Y)

Largest decline over 10 years

-34.97%

-31.53%

-3.44%

Current Drawdown

Current decline from peak

-0.81%

-0.69%

-0.12%

Average Drawdown

Average peak-to-trough decline

-39.46%

-8.00%

-31.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.07%

3.58%

+4.49%

Volatility

EXS2.DE vs. ^NDX - Volatility Comparison

iShares TecDAX UCITS ETF (DE) (EXS2.DE) has a higher volatility of 5.29% compared to NASDAQ 100 Index (^NDX) at 3.80%. This indicates that EXS2.DE's price experiences larger fluctuations and is considered to be riskier than ^NDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXS2.DE^NDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.29%

3.80%

+1.49%

Volatility (6M)

Calculated over the trailing 6-month period

14.25%

11.58%

+2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

17.83%

16.31%

+1.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.80%

22.24%

-3.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.47%

22.83%

-3.36%

Frequently Asked Questions


EXS2.DE and ^NDX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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