EXSD.DE vs. 18M2.DE
EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) and 18M2.DE (Amundi ETF MSCI EMU High Dividend UCITS ETF EUR) are both Europe Equities funds - EXSD.DE tracks the STOXX Europe Mid 200 Index while 18M2.DE tracks the MSCI EMU High Dividend Yield. Both are passively managed. Over the past 10 years, EXSD.DE returned 9.23%/yr vs 9.46%/yr for 18M2.DE. A 0.80 correlation means they provide meaningful diversification when combined. EXSD.DE charges 0.21%/yr vs 0.30%/yr for 18M2.DE.
Performance
EXSD.DE vs. 18M2.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXSD.DE achieves a 12.15% return, which is significantly higher than 18M2.DE's 11.42% return. Both investments have delivered pretty close results over the past 10 years, with EXSD.DE having a 9.23% annualized return and 18M2.DE not far ahead at 9.46%.
EXSD.DE
- 1D
- 0.64%
- 1M
- 4.72%
- 6M
- 11.00%
- YTD
- 12.15%
- 1Y
- 19.01%
- 3Y*
- 14.97%
- 5Y*
- 6.68%
- 10Y*
- 9.23%
18M2.DE
- 1D
- 0.38%
- 1M
- 4.70%
- 6M
- 10.56%
- YTD
- 11.42%
- 1Y
- 21.56%
- 3Y*
- 13.05%
- 5Y*
- 9.79%
- 10Y*
- 9.46%
EXSD.DE vs. 18M2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 12.15% | 20.71% | 5.80% | 15.08% | -18.91% | 18.43% | 0.93% | 29.02% | -11.97% | 16.29% |
18M2.DE Amundi ETF MSCI EMU High Dividend UCITS ETF EUR | 11.42% | 21.49% | 3.36% | 16.14% | -6.47% | 16.02% | -6.39% | 24.91% | -4.44% | 7.99% |
Correlation
The correlation between EXSD.DE and 18M2.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2010 | 0.80 |
The correlation between EXSD.DE and 18M2.DE has been stable across timeframes, ranging from 0.72 to 0.82 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXSD.DE vs. 18M2.DE — Risk / Return Rank
EXSD.DE
18M2.DE
EXSD.DE vs. 18M2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) and Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXSD.DE | 18M2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 3.47 | -1.32 |
| Martin ratioReturn relative to average drawdown | 7.63 | 9.28 | -1.65 |
Loading charts...
Drawdowns
EXSD.DE vs. 18M2.DE - Drawdown Comparison
The maximum EXSD.DE drawdown since its inception was -61.46%, which is greater than 18M2.DE's maximum drawdown of -37.06%. Use the drawdown chart below to compare losses from any high point for EXSD.DE and 18M2.DE.
Loading charts...
Drawdown Indicators
| EXSD.DE | 18M2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.46% | -37.06% | -24.40% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -6.19% | -2.62% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -14.68% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -20.81% | -9.40% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -37.06% | -2.10% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -6.40% | -6.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.32% | +0.17% |
Volatility
EXSD.DE vs. 18M2.DE - Volatility Comparison
iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) has a higher volatility of 3.57% compared to Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) at 2.67%. This indicates that EXSD.DE's price experiences larger fluctuations and is considered to be riskier than 18M2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXSD.DE | 18M2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 2.67% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 8.63% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 10.85% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 13.43% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 15.10% | +1.60% |
EXSD.DE vs. 18M2.DE - Expense Ratio Comparison
EXSD.DE has a 0.21% expense ratio, which is lower than 18M2.DE's 0.30% expense ratio.
Dividends
EXSD.DE vs. 18M2.DE - Dividend Comparison
EXSD.DE's dividend yield for the trailing twelve months is around 2.71%, while 18M2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
18M2.DE Amundi ETF MSCI EMU High Dividend UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 2.71% | 3.08% | 3.23% | 2.71% | 3.06% | 2.12% | 1.54% | 2.85% | 3.02% | 3.28% | 3.16% | 2.64% |
Frequently Asked Questions
EXSD.DE and 18M2.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSD.DE is cheaper at 0.21% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSD.DE is cheaper with a 0.21% expense ratio, compared with 0.30% for 18M2.DE.
EXSD.DE tracks STOXX Europe Mid 200 Index, while 18M2.DE tracks MSCI EMU High Dividend Yield. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.21% for EXSD.DE and 0.30% for 18M2.DE.
Find the right allocation for EXSD.DE and 18M2.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer