EXSD.DE vs. IBCJ.DE
EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) and IBCJ.DE (iShares MSCI Poland UCITS ETF USD (Acc)) are both Europe Equities funds from iShares - EXSD.DE tracks the STOXX Europe Mid 200 Index while IBCJ.DE tracks the MSCI Poland. Both are passively managed. Over the past 10 years, EXSD.DE returned 8.60%/yr vs 9.24%/yr for IBCJ.DE. A 0.57 correlation means they provide meaningful diversification when combined. EXSD.DE charges 0.21%/yr vs 0.74%/yr for IBCJ.DE.
Performance
EXSD.DE vs. IBCJ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSD.DE achieves a 11.85% return, which is significantly lower than IBCJ.DE's 17.97% return. Over the past 10 years, EXSD.DE has underperformed IBCJ.DE with an annualized return of 8.60%, while IBCJ.DE has yielded a comparatively higher 9.24% annualized return.
EXSD.DE
- 1D
- -0.10%
- 1M
- 2.09%
- 6M
- 8.29%
- YTD
- 11.85%
- 1Y
- 18.75%
- 3Y*
- 14.48%
- 5Y*
- 6.74%
- 10Y*
- 8.60%
IBCJ.DE
- 1D
- -1.13%
- 1M
- -1.57%
- 6M
- 13.29%
- YTD
- 17.97%
- 1Y
- 32.76%
- 3Y*
- 27.38%
- 5Y*
- 15.53%
- 10Y*
- 9.24%
EXSD.DE vs. IBCJ.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) | 11.85% | 20.71% | 5.80% | 15.08% | -18.91% | 18.43% | 0.93% | 29.02% | -11.97% | 16.29% |
IBCJ.DE iShares MSCI Poland UCITS ETF USD (Acc) | 17.97% | 53.72% | -0.44% | 43.89% | -21.77% | 14.38% | -18.70% | -3.73% | -9.08% | 35.59% |
Correlation
The correlation between EXSD.DE and IBCJ.DE is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.57 |
The correlation between EXSD.DE and IBCJ.DE has been stable across timeframes, ranging from 0.57 to 0.59 - a consistent structural relationship.
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Return for Risk
EXSD.DE vs. IBCJ.DE — Risk / Return Rank
EXSD.DE
IBCJ.DE
EXSD.DE vs. IBCJ.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 MSCI Poland UCITS ETF USD (Acc) (IBCJ.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 | IBCJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.24 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.27 | -1.15 |
| Martin ratioReturn relative to average drawdown | 7.52 | 7.84 | -0.32 |
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Drawdowns
EXSD.DE vs. IBCJ.DE - Drawdown Comparison
The maximum EXSD.DE drawdown since its inception was -61.46%, smaller than the maximum IBCJ.DE drawdown of -67.13%. Use the drawdown chart below to compare losses from any high point for EXSD.DE and IBCJ.DE.
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Drawdown Indicators
| EXSD.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.46% | -67.13% | +5.67% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -9.98% | +1.17% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -18.52% | +4.13% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -47.29% | +17.08% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -56.09% | +16.93% |
Current DrawdownCurrent decline from peak | -0.27% | -1.66% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -39.16% | +26.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 4.16% | -1.67% |
Volatility
EXSD.DE vs. IBCJ.DE - Volatility Comparison
The current volatility for iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) is 3.28%, while iShares MSCI Poland UCITS ETF USD (Acc) (IBCJ.DE) has a volatility of 4.31%. This indicates that EXSD.DE experiences smaller price fluctuations and is considered to be less risky than IBCJ.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 | IBCJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 4.31% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 17.59% | -7.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.87% | 23.03% | -10.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.66% | 26.71% | -11.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 24.92% | -8.28% |
EXSD.DE vs. IBCJ.DE - Expense Ratio Comparison
EXSD.DE has a 0.21% expense ratio, which is lower than IBCJ.DE's 0.74% expense ratio.
Dividends
EXSD.DE vs. IBCJ.DE - Dividend Comparison
EXSD.DE's dividend yield for the trailing twelve months is around 2.72%, while IBCJ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 2.72% | 3.08% | 3.23% | 2.71% | 3.06% | 2.12% | 1.54% | 2.85% | 3.02% | 3.28% | 3.16% | 2.64% |
IBCJ.DE iShares MSCI Poland UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXSD.DE and IBCJ.DE have a correlation of 0.58, 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 0.74% for IBCJ.DE.
EXSD.DE tracks STOXX Europe Mid 200 Index, while IBCJ.DE tracks MSCI Poland. Their fees differ too: 0.21% for EXSD.DE and 0.74% for IBCJ.DE.
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