EXSD.DE vs. ISPA.DE
EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - EXSD.DE is a Europe Equities fund tracking the STOXX Europe Mid 200 Index, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, EXSD.DE returned 9.23%/yr vs 8.88%/yr for ISPA.DE. A 0.77 correlation means they provide meaningful diversification when combined. EXSD.DE charges 0.21%/yr vs 0.46%/yr for ISPA.DE.
Performance
EXSD.DE vs. ISPA.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 ISPA.DE's 14.66% return. Both investments have delivered pretty close results over the past 10 years, with EXSD.DE having a 9.23% annualized return and ISPA.DE not far behind at 8.88%.
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%
ISPA.DE
- 1D
- 0.47%
- 1M
- 1.53%
- 6M
- 13.66%
- YTD
- 14.66%
- 1Y
- 28.82%
- 3Y*
- 18.87%
- 5Y*
- 10.92%
- 10Y*
- 8.88%
EXSD.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.66% | 19.72% | 12.97% | 4.78% | -1.91% | 22.80% | -9.12% | 24.23% | -6.97% | 2.97% |
Correlation
The correlation between EXSD.DE and ISPA.DE is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.77 |
The correlation between EXSD.DE and ISPA.DE has been stable across timeframes, ranging from 0.67 to 0.77 - a consistent structural relationship.
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Return for Risk
EXSD.DE vs. ISPA.DE — Risk / Return Rank
EXSD.DE
ISPA.DE
EXSD.DE vs. ISPA.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 Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.59 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 7.87 | -5.72 |
| Martin ratioReturn relative to average drawdown | 7.63 | 28.42 | -20.79 |
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Drawdowns
EXSD.DE vs. ISPA.DE - Drawdown Comparison
The maximum EXSD.DE drawdown since its inception was -61.46%, which is greater than ISPA.DE's maximum drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for EXSD.DE and ISPA.DE.
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Drawdown Indicators
| EXSD.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.46% | -38.90% | -22.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -3.64% | -5.17% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -15.09% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -15.09% | -15.12% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -38.90% | -0.26% |
Current DrawdownCurrent decline from peak | 0.00% | -0.29% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -4.53% | -8.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.01% | +1.48% |
Volatility
EXSD.DE vs. ISPA.DE - Volatility Comparison
iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) has a higher volatility of 3.57% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.36%. This indicates that EXSD.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 2.36% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 6.87% | +3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 8.95% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 11.97% | +3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 14.65% | +2.05% |
EXSD.DE vs. ISPA.DE - Expense Ratio Comparison
EXSD.DE has a 0.21% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
EXSD.DE vs. ISPA.DE - Dividend Comparison
EXSD.DE's dividend yield for the trailing twelve months is around 2.71%, less than ISPA.DE's 3.71% 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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.71% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
EXSD.DE and ISPA.DE have a correlation of 0.67, 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 0.46% for ISPA.DE.
EXSD.DE is categorized as Europe Equities, while ISPA.DE is Global Equities. EXSD.DE tracks STOXX Europe Mid 200 Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.21% for EXSD.DE and 0.46% for ISPA.DE.
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