EXSH.DE vs. H4ZZ.DE
EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) and H4ZZ.DE (HSBC Euro Stoxx 50 UCITS ETF EUR (Acc)) are both Europe Equities funds - EXSH.DE tracks the STOXX® Europe Select Dividend 30 while H4ZZ.DE tracks the EURO STOXX 50. Both are passively managed. Over the past year, EXSH.DE returned 33.97% vs 22.41% for H4ZZ.DE. A 0.77 correlation means they provide meaningful diversification when combined. EXSH.DE charges 0.32%/yr vs 0.05%/yr for H4ZZ.DE.
Performance
EXSH.DE vs. H4ZZ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSH.DE achieves a 14.14% return, which is significantly higher than H4ZZ.DE's 10.19% return.
EXSH.DE
- 1D
- 0.23%
- 1M
- -0.84%
- YTD
- 14.14%
- 6M
- 14.99%
- 1Y
- 33.97%
- 3Y*
- 24.00%
- 5Y*
- 12.25%
- 10Y*
- 10.61%
H4ZZ.DE
- 1D
- 0.79%
- 1M
- 3.49%
- YTD
- 10.19%
- 6M
- 11.16%
- 1Y
- 22.41%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EXSH.DE vs. H4ZZ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 14.14% | 44.77% | -1.60% |
H4ZZ.DE HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) | 10.19% | 22.35% | -2.42% |
Correlation
The correlation between EXSH.DE and H4ZZ.DE is 0.76, 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 | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2024 | 0.77 |
The correlation between EXSH.DE and H4ZZ.DE has been stable across timeframes, ranging from 0.76 to 0.77 - a consistent structural relationship.
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Return for Risk
EXSH.DE vs. H4ZZ.DE — Risk / Return Rank
EXSH.DE
H4ZZ.DE
EXSH.DE vs. H4ZZ.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 HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) (H4ZZ.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 | H4ZZ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.35 | ||
| Sortino ratioReturn per unit of downside risk | +1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.26 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 5.09 | 2.04 | +3.05 |
| Martin ratioReturn relative to average drawdown | 16.45 | 7.07 | +9.38 |
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Drawdowns
EXSH.DE vs. H4ZZ.DE - Drawdown Comparison
The maximum EXSH.DE drawdown since its inception was -70.19%, which is greater than H4ZZ.DE's maximum drawdown of -16.46%. Use the drawdown chart below to compare losses from any high point for EXSH.DE and H4ZZ.DE.
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Drawdown Indicators
| EXSH.DE | H4ZZ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -16.46% | -53.73% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -10.94% | +4.29% |
Max Drawdown (3Y)Largest decline over 3 years | -14.42% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -40.37% | — | — |
Current DrawdownCurrent decline from peak | -1.74% | -0.83% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -24.77% | -2.66% | -22.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 3.16% | -1.10% |
Volatility
EXSH.DE vs. H4ZZ.DE - Volatility Comparison
The current volatility for iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) is 3.23%, while HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) (H4ZZ.DE) has a volatility of 3.53%. This indicates that EXSH.DE experiences smaller price fluctuations and is considered to be less risky than H4ZZ.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 | H4ZZ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 3.53% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 13.18% | -3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.32% | 15.98% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 16.81% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 16.81% | +0.11% |
EXSH.DE vs. H4ZZ.DE - Expense Ratio Comparison
EXSH.DE has a 0.32% expense ratio, which is higher than H4ZZ.DE's 0.05% expense ratio.
Dividends
EXSH.DE vs. H4ZZ.DE - Dividend Comparison
EXSH.DE's dividend yield for the trailing twelve months is around 4.47%, while H4ZZ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.06% | 5.08% | 5.55% | 5.26% | 3.26% | 3.11% | 3.90% | 3.85% | 4.36% | 4.33% | 3.44% |
H4ZZ.DE HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) | 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
EXSH.DE and H4ZZ.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, H4ZZ.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
H4ZZ.DE is cheaper with a 0.05% expense ratio, compared with 0.32% for EXSH.DE.
EXSH.DE tracks STOXX® Europe Select Dividend 30, while H4ZZ.DE tracks EURO STOXX 50. They also come from different issuers: iShares and HSBC. Their fees differ too: 0.32% for EXSH.DE and 0.05% for H4ZZ.DE.
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