EXSG.DE vs. EXS2.DE
EXSG.DE (iShares EURO STOXX Select Dividend 30 UCITS ETF (DE)) and EXS2.DE (iShares TecDAX UCITS ETF (DE)) are both Europe Equities funds from iShares - EXSG.DE tracks the EURO STOXX® Select Dividend 30 while EXS2.DE tracks the TecDAX®. Both are passively managed. Over the past 10 years, EXSG.DE returned 7.41%/yr vs 9.01%/yr for EXS2.DE. A 0.66 correlation means they provide meaningful diversification when combined. EXSG.DE charges 0.32%/yr vs 0.51%/yr for EXS2.DE.
Performance
EXSG.DE vs. EXS2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSG.DE achieves a 7.97% return, which is significantly lower than EXS2.DE's 15.70% return. Over the past 10 years, EXSG.DE has underperformed EXS2.DE with an annualized return of 7.41%, while EXS2.DE has yielded a comparatively higher 9.01% annualized return.
EXSG.DE
- 1D
- 0.33%
- 1M
- 1.17%
- YTD
- 7.97%
- 6M
- 10.98%
- 1Y
- 20.85%
- 3Y*
- 20.16%
- 5Y*
- 9.16%
- 10Y*
- 7.41%
EXS2.DE
- 1D
- 0.52%
- 1M
- 10.24%
- YTD
- 15.70%
- 6M
- 16.12%
- 1Y
- 5.55%
- 3Y*
- 8.54%
- 5Y*
- 3.72%
- 10Y*
- 9.01%
EXSG.DE vs. EXS2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 7.97% | 43.07% | 7.93% | 4.12% | -13.46% | 23.87% | -18.07% | 22.83% | -11.04% | 10.11% |
EXS2.DE iShares TecDAX UCITS ETF (DE) | 15.70% | 5.33% | 1.63% | 13.54% | -26.00% | 21.07% | 6.12% | 22.25% | -3.77% | 39.90% |
Correlation
The correlation between EXSG.DE and EXS2.DE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since May 13, 2005 | 0.66 |
The correlation between EXSG.DE and EXS2.DE shifts across timeframes, from 0.50 (1 year) to 0.66 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXSG.DE vs. EXS2.DE — Risk / Return Rank
EXSG.DE
EXS2.DE
EXSG.DE vs. EXS2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) and iShares TecDAX UCITS ETF (DE) (EXS2.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.
| EXSG.DE | EXS2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.44 | ||
| Sortino ratioReturn per unit of downside risk | +1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.07 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 0.40 | +2.31 |
| Martin ratioReturn relative to average drawdown | 8.47 | 0.80 | +7.67 |
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
| EXSG.DE | EXS2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.36 | +1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.20 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.46 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.14 | +0.13 |
Drawdowns
EXSG.DE vs. EXS2.DE - Drawdown Comparison
The maximum EXSG.DE drawdown since its inception was -70.80%, smaller than the maximum EXS2.DE drawdown of -84.49%. Use the drawdown chart below to compare losses from any high point for EXSG.DE and EXS2.DE.
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Drawdown Indicators
| EXSG.DE | EXS2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.80% | -84.49% | +13.69% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -16.12% | +8.28% |
Max Drawdown (3Y)Largest decline over 3 years | -12.86% | -17.93% | +5.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.70% | -34.97% | +10.27% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -34.97% | -8.48% |
Current DrawdownCurrent decline from peak | -1.33% | -0.81% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -39.46% | +18.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 8.07% | -5.56% |
Volatility
EXSG.DE vs. EXS2.DE - Volatility Comparison
The current volatility for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) is 3.34%, while iShares TecDAX UCITS ETF (DE) (EXS2.DE) has a volatility of 5.29%. This indicates that EXSG.DE experiences smaller price fluctuations and is considered to be less risky than EXS2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSG.DE | EXS2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 5.29% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 14.25% | -4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 17.83% | -6.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 18.80% | -4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 19.47% | -1.75% |
EXSG.DE vs. EXS2.DE - Expense Ratio Comparison
EXSG.DE has a 0.32% expense ratio, which is lower than EXS2.DE's 0.51% expense ratio.
Dividends
EXSG.DE vs. EXS2.DE - Dividend Comparison
EXSG.DE's dividend yield for the trailing twelve months is around 4.10%, while EXS2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXS2.DE iShares TecDAX UCITS ETF (DE) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.15% | 0.25% | 0.36% |
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 4.10% | 4.47% | 5.94% | 5.72% | 5.29% | 3.91% | 3.22% | 4.60% | 5.06% | 7.36% | 4.78% | 4.24% |
Frequently Asked Questions
EXSG.DE and EXS2.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSG.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSG.DE is cheaper with a 0.32% expense ratio, compared with 0.51% for EXS2.DE.
EXSG.DE tracks EURO STOXX® Select Dividend 30, while EXS2.DE tracks TecDAX®. Their fees differ too: 0.32% for EXSG.DE and 0.51% for EXS2.DE.
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