EXSH.DE vs. FGEQ.DE
EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) and FGEQ.DE (Fidelity Global Quality Income UCITS ETF Inc) are both exchange-traded funds - EXSH.DE is a Europe Equities fund tracking the STOXX® Europe Select Dividend 30, while FGEQ.DE is a Global Equities fund tracking the Fidelity Global Quality Income index. Both are passively managed. Over the past 5 years, EXSH.DE returned 12.07%/yr vs 11.56%/yr for FGEQ.DE. A 0.67 correlation means they provide meaningful diversification when combined. EXSH.DE charges 0.32%/yr vs 0.40%/yr for FGEQ.DE.
Performance
EXSH.DE vs. FGEQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSH.DE achieves a 14.89% return, which is significantly higher than FGEQ.DE's 10.75% return.
EXSH.DE
- 1D
- 1.87%
- 1M
- 2.75%
- YTD
- 14.89%
- 6M
- 19.58%
- 1Y
- 33.42%
- 3Y*
- 22.69%
- 5Y*
- 12.07%
- 10Y*
- 10.41%
FGEQ.DE
- 1D
- 1.13%
- 1M
- 3.34%
- YTD
- 10.75%
- 6M
- 11.50%
- 1Y
- 23.95%
- 3Y*
- 14.29%
- 5Y*
- 11.56%
- 10Y*
- —
EXSH.DE vs. FGEQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 14.89% | 44.77% | 4.92% | 9.87% | -11.13% | 23.58% | -10.14% | 26.86% | -5.35% | 3.73% |
FGEQ.DE Fidelity Global Quality Income UCITS ETF Inc | 10.75% | 7.19% | 17.91% | 14.09% | -6.13% | 33.16% | 0.16% | 31.75% | -3.42% | -2.69% |
Correlation
The correlation between EXSH.DE and FGEQ.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2017 | 0.67 |
The correlation between EXSH.DE and FGEQ.DE shifts across timeframes, from 0.56 (3 years) to 0.67 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXSH.DE vs. FGEQ.DE — Risk / Return Rank
EXSH.DE
FGEQ.DE
EXSH.DE vs. FGEQ.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 Fidelity Global Quality Income UCITS ETF Inc (FGEQ.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXSH.DE | FGEQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.43 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 5.00 | 4.07 | +0.93 |
| Martin ratioReturn relative to average drawdown | 16.25 | 16.99 | -0.74 |
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Drawdowns
EXSH.DE vs. FGEQ.DE - Drawdown Comparison
The maximum EXSH.DE drawdown since its inception was -70.19%, which is greater than FGEQ.DE's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for EXSH.DE and FGEQ.DE.
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Drawdown Indicators
| EXSH.DE | FGEQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -34.37% | -35.82% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -5.86% | -0.79% |
Max Drawdown (3Y)Largest decline over 3 years | -14.42% | -19.89% | +5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -19.89% | -3.57% |
Max Drawdown (10Y)Largest decline over 10 years | -40.37% | — | — |
Current DrawdownCurrent decline from peak | -1.10% | 0.00% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -24.76% | -4.79% | -19.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 1.40% | +0.65% |
Volatility
EXSH.DE vs. FGEQ.DE - Volatility Comparison
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a higher volatility of 3.75% compared to Fidelity Global Quality Income UCITS ETF Inc (FGEQ.DE) at 2.22%. This indicates that EXSH.DE's price experiences larger fluctuations and is considered to be riskier than FGEQ.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 | FGEQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 2.22% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 7.54% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 10.37% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 13.05% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.13% | 18.35% | -1.22% |
EXSH.DE vs. FGEQ.DE - Expense Ratio Comparison
EXSH.DE has a 0.32% expense ratio, which is lower than FGEQ.DE's 0.40% expense ratio.
Dividends
EXSH.DE vs. FGEQ.DE - Dividend Comparison
EXSH.DE's dividend yield for the trailing twelve months is around 4.44%, more than FGEQ.DE's 1.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.44% | 5.06% | 5.08% | 5.55% | 5.26% | 3.26% | 3.11% | 3.90% | 3.85% | 4.36% | 4.33% | 3.44% |
FGEQ.DE Fidelity Global Quality Income UCITS ETF Inc | 1.80% | 1.90% | 2.26% | 2.77% | 2.81% | 2.39% | 2.65% | 2.34% | 2.75% | 1.57% | 0.00% | 0.00% |
Frequently Asked Questions
EXSH.DE and FGEQ.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSH.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSH.DE is cheaper with a 0.32% expense ratio, compared with 0.40% for FGEQ.DE.
EXSH.DE is categorized as Europe Equities, while FGEQ.DE is Global Equities. EXSH.DE tracks STOXX® Europe Select Dividend 30, while FGEQ.DE tracks Fidelity Global Quality Income index. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.32% for EXSH.DE and 0.40% for FGEQ.DE.
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