EXSG.DE vs. MIVA.DE
EXSG.DE (iShares EURO STOXX Select Dividend 30 UCITS ETF (DE)) and MIVA.DE (Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C)) are both Europe Equities funds - EXSG.DE tracks the EURO STOXX® Select Dividend 30 while MIVA.DE tracks the MSCI Europe Minimum Volatility. Both are passively managed. Over the past 10 years, EXSG.DE returned 7.41%/yr vs 6.51%/yr for MIVA.DE. A 0.69 correlation means they provide meaningful diversification when combined. EXSG.DE charges 0.32%/yr vs 0.23%/yr for MIVA.DE.
Performance
EXSG.DE vs. MIVA.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 higher than MIVA.DE's 5.31% return. Over the past 10 years, EXSG.DE has outperformed MIVA.DE with an annualized return of 7.41%, while MIVA.DE has yielded a comparatively lower 6.51% 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%
MIVA.DE
- 1D
- 0.58%
- 1M
- -0.46%
- YTD
- 5.31%
- 6M
- 6.85%
- 1Y
- 5.14%
- 3Y*
- 10.24%
- 5Y*
- 7.20%
- 10Y*
- 6.51%
EXSG.DE vs. MIVA.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% |
MIVA.DE Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C) | 5.31% | 12.05% | 11.43% | 10.68% | -13.34% | 21.25% | -4.14% | 24.17% | -4.44% | 9.03% |
Correlation
The correlation between EXSG.DE and MIVA.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 | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2010 | 0.69 |
The correlation between EXSG.DE and MIVA.DE has been stable across timeframes, ranging from 0.67 to 0.71 - a consistent structural relationship.
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Return for Risk
EXSG.DE vs. MIVA.DE — Risk / Return Rank
EXSG.DE
MIVA.DE
EXSG.DE vs. MIVA.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 Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C) (MIVA.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 | MIVA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.11 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 0.75 | +1.95 |
| Martin ratioReturn relative to average drawdown | 8.47 | 1.96 | +6.50 |
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 | MIVA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.60 | +1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.65 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.52 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.53 | -0.26 |
Drawdowns
EXSG.DE vs. MIVA.DE - Drawdown Comparison
The maximum EXSG.DE drawdown since its inception was -70.80%, which is greater than MIVA.DE's maximum drawdown of -30.57%. Use the drawdown chart below to compare losses from any high point for EXSG.DE and MIVA.DE.
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Drawdown Indicators
| EXSG.DE | MIVA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.80% | -30.57% | -40.23% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -6.94% | -0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -12.86% | -11.02% | -1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.70% | -19.69% | -5.01% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -30.57% | -12.88% |
Current DrawdownCurrent decline from peak | -1.33% | -3.21% | +1.88% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -5.64% | -15.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.67% | -0.16% |
Volatility
EXSG.DE vs. MIVA.DE - Volatility Comparison
iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) has a higher volatility of 3.34% compared to Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C) (MIVA.DE) at 3.14%. This indicates that EXSG.DE's price experiences larger fluctuations and is considered to be riskier than MIVA.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 | MIVA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 3.14% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 7.19% | +2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 8.76% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 10.96% | +3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 12.34% | +5.38% |
EXSG.DE vs. MIVA.DE - Expense Ratio Comparison
EXSG.DE has a 0.32% expense ratio, which is higher than MIVA.DE's 0.23% expense ratio.
Dividends
EXSG.DE vs. MIVA.DE - Dividend Comparison
EXSG.DE's dividend yield for the trailing twelve months is around 4.10%, while MIVA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MIVA.DE Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C) | 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
EXSG.DE and MIVA.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, MIVA.DE is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MIVA.DE is cheaper with a 0.23% expense ratio, compared with 0.32% for EXSG.DE.
EXSG.DE tracks EURO STOXX® Select Dividend 30, while MIVA.DE tracks MSCI Europe Minimum Volatility. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.32% for EXSG.DE and 0.23% for MIVA.DE.
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