EXSE.DE vs. 18M2.DE
EXSE.DE (iShares STOXX Europe Small 200 UCITS ETF (DE)) and 18M2.DE (Amundi ETF MSCI EMU High Dividend UCITS ETF EUR) are both Europe Equities funds - EXSE.DE tracks the STOXX® Europe Small 200 while 18M2.DE tracks the MSCI EMU High Dividend Yield. Both are passively managed. Over the past 10 years, EXSE.DE returned 7.21%/yr vs 8.26%/yr for 18M2.DE. A 0.77 correlation means they provide meaningful diversification when combined. EXSE.DE charges 0.20%/yr vs 0.30%/yr for 18M2.DE.
Performance
EXSE.DE vs. 18M2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSE.DE achieves a 7.33% return, which is significantly higher than 18M2.DE's 6.76% return. Over the past 10 years, EXSE.DE has underperformed 18M2.DE with an annualized return of 7.21%, while 18M2.DE has yielded a comparatively higher 8.26% annualized return.
EXSE.DE
- 1D
- 0.55%
- 1M
- 1.10%
- YTD
- 7.33%
- 6M
- 10.98%
- 1Y
- 15.08%
- 3Y*
- 11.63%
- 5Y*
- 3.52%
- 10Y*
- 7.21%
18M2.DE
- 1D
- 0.32%
- 1M
- -0.40%
- YTD
- 6.76%
- 6M
- 8.83%
- 1Y
- 15.64%
- 3Y*
- 12.13%
- 5Y*
- 8.90%
- 10Y*
- 8.26%
EXSE.DE vs. 18M2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSE.DE iShares STOXX Europe Small 200 UCITS ETF (DE) | 7.33% | 18.59% | 3.15% | 12.44% | -23.69% | 22.14% | 4.50% | 30.93% | -13.60% | 17.93% |
18M2.DE Amundi ETF MSCI EMU High Dividend UCITS ETF EUR | 6.76% | 21.49% | 3.36% | 16.14% | -6.47% | 16.02% | -6.39% | 24.91% | -4.44% | 7.99% |
Correlation
The correlation between EXSE.DE and 18M2.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2010 | 0.77 |
The correlation between EXSE.DE and 18M2.DE shifts across timeframes, from 0.68 (1 year) to 0.79 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EXSE.DE vs. 18M2.DE — Risk / Return Rank
EXSE.DE
18M2.DE
EXSE.DE vs. 18M2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Small 200 UCITS ETF (DE) (EXSE.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.
| EXSE.DE | 18M2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.28 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.55 | -1.06 |
| Martin ratioReturn relative to average drawdown | 5.48 | 6.71 | -1.23 |
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
| EXSE.DE | 18M2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.49 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.66 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.53 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.44 | -0.05 |
Drawdowns
EXSE.DE vs. 18M2.DE - Drawdown Comparison
The maximum EXSE.DE drawdown since its inception was -62.51%, 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 EXSE.DE and 18M2.DE.
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Drawdown Indicators
| EXSE.DE | 18M2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.51% | -37.06% | -25.45% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -6.19% | -4.17% |
Max Drawdown (3Y)Largest decline over 3 years | -15.61% | -14.68% | -0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -35.13% | -20.81% | -14.32% |
Max Drawdown (10Y)Largest decline over 10 years | -38.03% | -37.06% | -0.97% |
Current DrawdownCurrent decline from peak | -1.14% | -1.44% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -12.96% | -6.42% | -6.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.36% | +0.46% |
Volatility
EXSE.DE vs. 18M2.DE - Volatility Comparison
iShares STOXX Europe Small 200 UCITS ETF (DE) (EXSE.DE) has a higher volatility of 3.72% compared to Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) at 2.63%. This indicates that EXSE.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.
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Volatility by Period
| EXSE.DE | 18M2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 2.63% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 8.33% | +2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 10.62% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 13.41% | +3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.34% | 15.44% | +1.90% |
EXSE.DE vs. 18M2.DE - Expense Ratio Comparison
EXSE.DE has a 0.20% expense ratio, which is lower than 18M2.DE's 0.30% expense ratio.
Dividends
EXSE.DE vs. 18M2.DE - Dividend Comparison
EXSE.DE's dividend yield for the trailing twelve months is around 2.67%, 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% |
EXSE.DE iShares STOXX Europe Small 200 UCITS ETF (DE) | 2.67% | 2.91% | 2.58% | 2.29% | 2.59% | 1.43% | 1.25% | 2.13% | 2.59% | 3.45% | 2.83% | 2.87% |
Frequently Asked Questions
EXSE.DE and 18M2.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSE.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSE.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for 18M2.DE.
EXSE.DE tracks STOXX® Europe Small 200, while 18M2.DE tracks MSCI EMU High Dividend Yield. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for EXSE.DE and 0.30% for 18M2.DE.
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