EXSA.DE vs. EXI5.DE
EXSA.DE (iShares STOXX Europe 600 UCITS ETF (DE)) and EXI5.DE (iShares STOXX Europe 600 Real Estate UCITS ETF (DE)) are both exchange-traded funds - EXSA.DE is a Europe Equities fund tracking the STOXX® Europe 600, while EXI5.DE is a REIT fund tracking the STOXX® Europe 600 Real Estate. Both are passively managed. Over the past 10 years, EXSA.DE returned 9.18%/yr vs -1.04%/yr for EXI5.DE. A 0.60 correlation means they provide meaningful diversification when combined. EXSA.DE charges 0.20%/yr vs 0.46%/yr for EXI5.DE.
Performance
EXSA.DE vs. EXI5.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 higher than EXI5.DE's -0.40% return. Over the past 10 years, EXSA.DE has outperformed EXI5.DE with an annualized return of 9.18%, while EXI5.DE has yielded a comparatively lower -1.04% 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%
EXI5.DE
- 1D
- 0.83%
- 1M
- -2.70%
- YTD
- -0.40%
- 6M
- 0.52%
- 1Y
- -4.69%
- 3Y*
- 6.81%
- 5Y*
- -4.96%
- 10Y*
- -1.04%
EXSA.DE vs. EXI5.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% |
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | -0.40% | 3.76% | -4.15% | 17.26% | -37.90% | 16.10% | -8.71% | 27.58% | -10.93% | 10.25% |
Correlation
The correlation between EXSA.DE and EXI5.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2006 | 0.60 |
The correlation between EXSA.DE and EXI5.DE has been stable across timeframes, ranging from 0.51 to 0.60 - a consistent structural relationship.
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Return for Risk
EXSA.DE vs. EXI5.DE — Risk / Return Rank
EXSA.DE
EXI5.DE
EXSA.DE vs. EXI5.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 Real Estate UCITS ETF (DE) (EXI5.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 | EXI5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.96 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | -0.32 | +2.00 |
| Martin ratioReturn relative to average drawdown | 6.32 | -0.75 | +7.07 |
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 | EXI5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | -0.31 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | -0.22 | +0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | -0.05 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | -0.02 | +0.41 |
Drawdowns
EXSA.DE vs. EXI5.DE - Drawdown Comparison
The maximum EXSA.DE drawdown since its inception was -58.34%, smaller than the maximum EXI5.DE drawdown of -77.04%. Use the drawdown chart below to compare losses from any high point for EXSA.DE and EXI5.DE.
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Drawdown Indicators
| EXSA.DE | EXI5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.34% | -77.04% | +18.70% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -15.30% | +5.66% |
Max Drawdown (3Y)Largest decline over 3 years | -16.33% | -21.03% | +4.70% |
Max Drawdown (5Y)Largest decline over 5 years | -20.68% | -48.08% | +27.40% |
Max Drawdown (10Y)Largest decline over 10 years | -35.69% | -48.08% | +12.39% |
Current DrawdownCurrent decline from peak | -1.64% | -29.97% | +28.33% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -30.50% | +19.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 6.50% | -3.93% |
Volatility
EXSA.DE vs. EXI5.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 UCITS ETF (DE) (EXSA.DE) is 4.33%, while iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) has a volatility of 4.75%. This indicates that EXSA.DE experiences smaller price fluctuations and is considered to be less risky than EXI5.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 | EXI5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.75% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 13.25% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.96% | 15.90% | -2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 22.21% | -7.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 20.28% | -4.50% |
EXSA.DE vs. EXI5.DE - Expense Ratio Comparison
EXSA.DE has a 0.20% expense ratio, which is lower than EXI5.DE's 0.46% expense ratio.
Dividends
EXSA.DE vs. EXI5.DE - Dividend Comparison
EXSA.DE's dividend yield for the trailing twelve months is around 2.36%, more than EXI5.DE's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | 2.13% | 2.02% | 1.82% | 2.05% | 2.19% | 0.93% | 1.30% | 2.10% | 2.15% | 3.10% | 2.80% | 2.65% |
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 EXI5.DE have a correlation of 0.55, 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 0.46% for EXI5.DE.
EXSA.DE is categorized as Europe Equities, while EXI5.DE is REIT. EXSA.DE tracks STOXX® Europe 600, while EXI5.DE tracks STOXX® Europe 600 Real Estate. Their fees differ too: 0.20% for EXSA.DE and 0.46% for EXI5.DE.
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