EXSD.DE vs. EXSH.DE
EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds from iShares - EXSD.DE tracks the STOXX Europe Mid 200 Index while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 10 years, EXSD.DE returned 9.23%/yr vs 10.17%/yr for EXSH.DE. A 0.80 correlation means they provide meaningful diversification when combined. EXSD.DE charges 0.21%/yr vs 0.32%/yr for EXSH.DE.
Performance
EXSD.DE vs. EXSH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSD.DE achieves a 12.15% return, which is significantly lower than EXSH.DE's 14.53% return. Over the past 10 years, EXSD.DE has underperformed EXSH.DE with an annualized return of 9.23%, while EXSH.DE has yielded a comparatively higher 10.17% annualized return.
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%
EXSH.DE
- 1D
- 0.42%
- 1M
- 0.97%
- 6M
- 12.76%
- YTD
- 14.53%
- 1Y
- 32.05%
- 3Y*
- 22.96%
- 5Y*
- 12.39%
- 10Y*
- 10.17%
EXSD.DE vs. EXSH.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% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 14.53% | 44.77% | 4.92% | 9.87% | -11.13% | 23.58% | -10.14% | 26.86% | -5.35% | 4.51% |
Correlation
The correlation between EXSD.DE and EXSH.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2006 | 0.80 |
The correlation between EXSD.DE and EXSH.DE has been stable across timeframes, ranging from 0.74 to 0.84 - a consistent structural relationship.
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Return for Risk
EXSD.DE vs. EXSH.DE — Risk / Return Rank
EXSD.DE
EXSH.DE
EXSD.DE vs. EXSH.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 iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.13 | ||
| Sortino ratioReturn per unit of downside risk | -1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.46 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 4.80 | -2.65 |
| Martin ratioReturn relative to average drawdown | 7.63 | 15.26 | -7.63 |
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Drawdowns
EXSD.DE vs. EXSH.DE - Drawdown Comparison
The maximum EXSD.DE drawdown since its inception was -61.46%, smaller than the maximum EXSH.DE drawdown of -70.19%. Use the drawdown chart below to compare losses from any high point for EXSD.DE and EXSH.DE.
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Drawdown Indicators
| EXSD.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.46% | -70.19% | +8.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -6.65% | -2.16% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -14.42% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -23.46% | -6.75% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -40.37% | +1.21% |
Current DrawdownCurrent decline from peak | 0.00% | -1.40% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -24.77% | +12.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.09% | +0.40% |
Volatility
EXSD.DE vs. EXSH.DE - Volatility Comparison
iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) has a higher volatility of 3.57% compared to iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 3.38%. This indicates that EXSD.DE's price experiences larger fluctuations and is considered to be riskier than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSD.DE | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 3.38% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 10.09% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 12.28% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 14.63% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 16.86% | -0.16% |
EXSD.DE vs. EXSH.DE - Expense Ratio Comparison
EXSD.DE has a 0.21% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Dividends
EXSD.DE vs. EXSH.DE - Dividend Comparison
EXSD.DE's dividend yield for the trailing twelve months is around 2.71%, less than EXSH.DE's 4.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.45% | 5.06% | 5.08% | 5.55% | 5.26% | 3.26% | 3.11% | 3.90% | 3.85% | 4.36% | 4.33% | 3.44% |
Frequently Asked Questions
EXSD.DE and EXSH.DE have a correlation of 0.74, 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 0.32% for EXSH.DE.
EXSD.DE tracks STOXX Europe Mid 200 Index, while EXSH.DE tracks STOXX® Europe Select Dividend 30. Their fees differ too: 0.21% for EXSD.DE and 0.32% for EXSH.DE.
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