EXSG.DE vs. SPYD
Compare and contrast key facts about iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
EXSG.DE and SPYD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXSG.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX® Select Dividend 30. It was launched on May 3, 2005. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015. Both EXSG.DE and SPYD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXSG.DE or SPYD.
Correlation
The correlation between EXSG.DE and SPYD is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXSG.DE vs. SPYD - Performance Comparison
Key characteristics
EXSG.DE:
1.76
SPYD:
1.74
EXSG.DE:
2.36
SPYD:
2.38
EXSG.DE:
1.31
SPYD:
1.31
EXSG.DE:
1.38
SPYD:
2.17
EXSG.DE:
6.56
SPYD:
6.45
EXSG.DE:
2.91%
SPYD:
3.27%
EXSG.DE:
10.87%
SPYD:
12.14%
EXSG.DE:
-70.80%
SPYD:
-46.42%
EXSG.DE:
0.00%
SPYD:
-4.32%
Returns By Period
In the year-to-date period, EXSG.DE achieves a 8.28% return, which is significantly higher than SPYD's 3.38% return.
EXSG.DE
8.28%
3.07%
7.87%
17.06%
1.56%
3.53%
SPYD
3.38%
0.99%
3.96%
20.66%
7.55%
N/A
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EXSG.DE vs. SPYD - Expense Ratio Comparison
EXSG.DE has a 0.32% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
EXSG.DE vs. SPYD — Risk-Adjusted Performance Rank
EXSG.DE
SPYD
EXSG.DE vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
Dividends
EXSG.DE vs. SPYD - Dividend Comparison
EXSG.DE's dividend yield for the trailing twelve months is around 5.57%, more than SPYD's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 5.57% | 5.94% | 5.72% | 5.29% | 3.91% | 3.22% | 4.60% | 4.80% | 7.36% | 4.78% | 4.24% | 4.36% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.17% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% |
Drawdowns
EXSG.DE vs. SPYD - Drawdown Comparison
The maximum EXSG.DE drawdown since its inception was -70.80%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for EXSG.DE and SPYD. For additional features, visit the drawdowns tool.
Volatility
EXSG.DE vs. SPYD - Volatility Comparison
The current volatility for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) is 2.46%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 3.11%. This indicates that EXSG.DE experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.