EXSH.DE vs. SC0D.DE
EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) and SC0D.DE (Invesco EURO STOXX 50 UCITS ETF) are both Europe Equities funds - EXSH.DE tracks the STOXX® Europe Select Dividend 30 while SC0D.DE tracks the EURO STOXX® 50. Both are passively managed. Over the past 10 years, EXSH.DE returned 10.09%/yr vs 10.85%/yr for SC0D.DE. Their correlation of 0.82 suggests significant overlap in exposure. EXSH.DE charges 0.32%/yr vs 0.05%/yr for SC0D.DE.
Performance
EXSH.DE vs. SC0D.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSH.DE achieves a 16.98% return, which is significantly higher than SC0D.DE's 9.71% return. Over the past 10 years, EXSH.DE has underperformed SC0D.DE with an annualized return of 10.09%, while SC0D.DE has yielded a comparatively higher 10.85% annualized return.
EXSH.DE
- 1D
- 0.19%
- 1M
- 1.17%
- 6M
- 13.79%
- YTD
- 16.98%
- 1Y
- 34.01%
- 3Y*
- 24.00%
- 5Y*
- 12.98%
- 10Y*
- 10.09%
SC0D.DE
- 1D
- -0.83%
- 1M
- -1.04%
- 6M
- 5.51%
- YTD
- 9.71%
- 1Y
- 18.75%
- 3Y*
- 15.56%
- 5Y*
- 12.12%
- 10Y*
- 10.85%
EXSH.DE vs. SC0D.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) | 16.98% | 44.77% | 4.92% | 9.87% | -11.13% | 23.58% | -10.14% | 26.86% | -5.35% | 4.51% |
SC0D.DE Invesco EURO STOXX 50 UCITS ETF | 9.71% | 22.01% | 10.91% | 22.46% | -9.02% | 23.19% | -3.03% | 30.01% | -12.06% | 10.07% |
Correlation
The correlation between EXSH.DE and SC0D.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2009 | 0.82 |
The correlation between EXSH.DE and SC0D.DE has been stable across timeframes, ranging from 0.72 to 0.82 - a consistent structural relationship.
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Return for Risk
EXSH.DE vs. SC0D.DE — Risk / Return Rank
EXSH.DE
SC0D.DE
EXSH.DE vs. SC0D.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 Invesco EURO STOXX 50 UCITS ETF (SC0D.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 | SC0D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.61 | ||
| Sortino ratioReturn per unit of downside risk | +1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.22 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 5.09 | 1.71 | +3.38 |
| Martin ratioReturn relative to average drawdown | 16.14 | 6.00 | +10.13 |
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Drawdowns
EXSH.DE vs. SC0D.DE - Drawdown Comparison
The maximum EXSH.DE drawdown since its inception was -70.19%, which is greater than SC0D.DE's maximum drawdown of -38.50%. Use the drawdown chart below to compare losses from any high point for EXSH.DE and SC0D.DE.
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Drawdown Indicators
| EXSH.DE | SC0D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -38.50% | -31.69% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -10.93% | +4.28% |
Max Drawdown (3Y)Largest decline over 3 years | -14.42% | -16.54% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -23.38% | -0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -40.37% | -38.50% | -1.87% |
Current DrawdownCurrent decline from peak | 0.00% | -2.85% | +2.85% |
Average DrawdownAverage peak-to-trough decline | -24.77% | -7.06% | -17.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 3.12% | -1.02% |
Volatility
EXSH.DE vs. SC0D.DE - Volatility Comparison
The current volatility for iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) is 2.84%, while Invesco EURO STOXX 50 UCITS ETF (SC0D.DE) has a volatility of 4.14%. This indicates that EXSH.DE experiences smaller price fluctuations and is considered to be less risky than SC0D.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 | SC0D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.84% | 4.14% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 13.36% | -3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.24% | 16.12% | -3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 17.55% | -2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 17.90% | -1.08% |
EXSH.DE vs. SC0D.DE - Expense Ratio Comparison
EXSH.DE has a 0.32% expense ratio, which is higher than SC0D.DE's 0.05% expense ratio.
Dividends
EXSH.DE vs. SC0D.DE - Dividend Comparison
EXSH.DE's dividend yield for the trailing twelve months is around 4.93%, while SC0D.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) | 4.93% | 5.06% | 5.08% | 5.55% | 5.26% | 3.26% | 3.11% | 3.90% | 3.85% | 4.36% | 4.33% | 3.44% |
SC0D.DE Invesco EURO STOXX 50 UCITS ETF | 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 SC0D.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SC0D.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SC0D.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 SC0D.DE tracks EURO STOXX® 50. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.32% for EXSH.DE and 0.05% for SC0D.DE.
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