EXSH.DE vs. EFRN.DE
EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) and EFRN.DE (iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist)) are both exchange-traded funds - EXSH.DE is a Europe Equities fund tracking the STOXX® Europe Select Dividend 30, while EFRN.DE is a European Corporate Bonds fund tracking the Bloomberg Euro Agg Corp 1-3 Yr TR EUR. Both are passively managed. Over the past 5 years, EXSH.DE returned 12.78%/yr vs 2.35%/yr for EFRN.DE. At a 0.06 correlation, their price movements are largely independent. EXSH.DE charges 0.32%/yr vs 0.10%/yr for EFRN.DE.
Performance
EXSH.DE vs. EFRN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSH.DE achieves a 13.96% return, which is significantly higher than EFRN.DE's 0.87% return.
EXSH.DE
- 1D
- 0.47%
- 1M
- 4.04%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.41%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
EFRN.DE
- 1D
- 0.05%
- 1M
- 0.18%
- YTD
- 0.87%
- 6M
- 1.22%
- 1Y
- 2.55%
- 3Y*
- 3.61%
- 5Y*
- 2.35%
- 10Y*
- —
EXSH.DE vs. EFRN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 27.73% | -6.46% |
EFRN.DE iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) | 0.87% | 2.94% | 4.31% | 3.97% | -0.03% | -0.22% | -0.04% | 1.18% | -0.78% |
Correlation
The correlation between EXSH.DE and EFRN.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jul 3, 2018 | 0.06 |
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Return for Risk
EXSH.DE vs. EFRN.DE — Risk / Return Rank
EXSH.DE
EFRN.DE
EXSH.DE vs. EFRN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) and iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.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.
| EXSH.DE | EFRN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.55 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.85 | 8.25 | -3.40 |
| Martin ratioReturn relative to average drawdown | 16.10 | 32.61 | -16.51 |
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
| EXSH.DE | EFRN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.69 | 2.58 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 2.35 | -1.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.12 | -0.80 |
Drawdowns
EXSH.DE vs. EFRN.DE - Drawdown Comparison
The maximum EXSH.DE drawdown since its inception was -70.20%, which is greater than EFRN.DE's maximum drawdown of -5.68%. Use the drawdown chart below to compare losses from any high point for EXSH.DE and EFRN.DE.
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Drawdown Indicators
| EXSH.DE | EFRN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.20% | -5.68% | -64.52% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -0.31% | -6.34% |
Max Drawdown (3Y)Largest decline over 3 years | -14.43% | -0.48% | -13.95% |
Max Drawdown (5Y)Largest decline over 5 years | -22.98% | -1.13% | -21.85% |
Max Drawdown (10Y)Largest decline over 10 years | -40.34% | — | — |
Current DrawdownCurrent decline from peak | -1.87% | -0.01% | -1.86% |
Average DrawdownAverage peak-to-trough decline | -22.15% | -0.33% | -21.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 0.08% | +1.93% |
Volatility
EXSH.DE vs. EFRN.DE - Volatility Comparison
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a higher volatility of 3.90% compared to iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) (EFRN.DE) at 0.34%. This indicates that EXSH.DE's price experiences larger fluctuations and is considered to be riskier than EFRN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSH.DE | EFRN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 0.34% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 0.80% | +8.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.99% | 0.98% | +11.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 0.99% | +13.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.15% | 1.35% | +15.80% |
EXSH.DE vs. EFRN.DE - Expense Ratio Comparison
EXSH.DE has a 0.32% expense ratio, which is higher than EFRN.DE's 0.10% expense ratio.
Dividends
EXSH.DE vs. EFRN.DE - Dividend Comparison
EXSH.DE's dividend yield for the trailing twelve months is around 4.47%, more than EFRN.DE's 2.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFRN.DE iShares EUR Floating Rate Bond ESG UCITS ETF EUR (Dist) | 2.50% | 2.88% | 4.22% | 2.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
Frequently Asked Questions
EXSH.DE and EFRN.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EFRN.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EFRN.DE is cheaper with a 0.10% expense ratio, compared with 0.32% for EXSH.DE.
EXSH.DE is categorized as Europe Equities, while EFRN.DE is European Corporate Bonds. EXSH.DE tracks STOXX® Europe Select Dividend 30, while EFRN.DE tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR. Their fees differ too: 0.32% for EXSH.DE and 0.10% for EFRN.DE.
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