EXSA.DE vs. EXH9.DE
EXSA.DE (iShares STOXX Europe 600 UCITS ETF (DE)) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both exchange-traded funds - EXSA.DE is a Europe Equities fund tracking the STOXX® Europe 600, while EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 10 years, EXSA.DE returned 9.18%/yr vs 10.74%/yr for EXH9.DE. A 0.64 correlation means they provide meaningful diversification when combined. EXSA.DE charges 0.20%/yr vs 0.47%/yr for EXH9.DE.
Performance
EXSA.DE vs. EXH9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSA.DE achieves a 7.58% return, which is significantly lower than EXH9.DE's 12.41% return. Over the past 10 years, EXSA.DE has underperformed EXH9.DE with an annualized return of 9.18%, while EXH9.DE has yielded a comparatively higher 10.74% annualized return.
EXSA.DE
- 1D
- 0.61%
- 1M
- 0.91%
- YTD
- 7.58%
- 6M
- 10.05%
- 1Y
- 16.11%
- 3Y*
- 13.94%
- 5Y*
- 9.65%
- 10Y*
- 9.18%
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.27%
- YTD
- 12.41%
- 6M
- 14.24%
- 1Y
- 26.10%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
EXSA.DE vs. EXH9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSA.DE iShares STOXX Europe 600 UCITS ETF (DE) | 7.58% | 20.49% | 8.50% | 15.46% | -10.09% | 24.22% | -1.80% | 28.41% | -10.99% | 10.67% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 31.91% | 1.47% | 9.93% |
Correlation
The correlation between EXSA.DE and EXH9.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Apr 12, 2005 | 0.64 |
Over the past year, the correlation between EXSA.DE and EXH9.DE has dropped to 0.39 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
EXSA.DE vs. EXH9.DE — Risk / Return Rank
EXSA.DE
EXH9.DE
EXSA.DE vs. EXH9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 UCITS ETF (DE) (EXSA.DE) and iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.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.
| EXSA.DE | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 3.44 | -1.76 |
| Martin ratioReturn relative to average drawdown | 6.32 | 9.54 | -3.21 |
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
| EXSA.DE | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.74 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.73 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.63 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.42 | -0.03 |
Drawdowns
EXSA.DE vs. EXH9.DE - Drawdown Comparison
The maximum EXSA.DE drawdown since its inception was -58.34%, which is greater than EXH9.DE's maximum drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for EXSA.DE and EXH9.DE.
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Drawdown Indicators
| EXSA.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.34% | -51.33% | -7.01% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -7.45% | -2.19% |
Max Drawdown (3Y)Largest decline over 3 years | -16.33% | -13.67% | -2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -20.68% | -22.71% | +2.03% |
Max Drawdown (10Y)Largest decline over 10 years | -35.69% | -33.21% | -2.48% |
Current DrawdownCurrent decline from peak | -1.64% | -5.32% | +3.68% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -16.67% | +5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.69% | -0.12% |
Volatility
EXSA.DE vs. EXH9.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 UCITS ETF (DE) (EXSA.DE) is 4.33%, while iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a volatility of 5.89%. This indicates that EXSA.DE experiences smaller price fluctuations and is considered to be less risky than EXH9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSA.DE | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 5.89% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 12.89% | -2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.96% | 14.75% | -1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 16.00% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 17.03% | -1.25% |
EXSA.DE vs. EXH9.DE - Expense Ratio Comparison
EXSA.DE has a 0.20% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
EXSA.DE vs. EXH9.DE - Dividend Comparison
EXSA.DE's dividend yield for the trailing twelve months is around 2.36%, less than EXH9.DE's 2.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
EXSA.DE iShares STOXX Europe 600 UCITS ETF (DE) | 2.36% | 2.54% | 2.79% | 2.68% | 2.76% | 2.23% | 1.85% | 2.87% | 3.03% | 4.42% | 3.42% | 2.97% |
Frequently Asked Questions
EXSA.DE and EXH9.DE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSA.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSA.DE is cheaper with a 0.20% expense ratio, compared with 0.47% for EXH9.DE.
EXSA.DE is categorized as Europe Equities, while EXH9.DE is Utilities Equities. EXSA.DE tracks STOXX® Europe 600, while EXH9.DE tracks STOXX® Europe 600 Utilities. Their fees differ too: 0.20% for EXSA.DE and 0.47% for EXH9.DE.
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