EXSI.DE vs. DAX
Compare and contrast key facts about iShares EURO STOXX UCITS ETF (DE) (EXSI.DE) and Global X DAX Germany ETF (DAX).
EXSI.DE and DAX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXSI.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX®. It was launched on May 3, 2005. DAX is a passively managed fund by Global X that tracks the performance of the DAX Index. It was launched on Oct 22, 2014. Both EXSI.DE and DAX 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: EXSI.DE or DAX.
Correlation
The correlation between EXSI.DE and DAX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EXSI.DE vs. DAX - Performance Comparison
Key characteristics
EXSI.DE:
1.43
DAX:
1.75
EXSI.DE:
1.99
DAX:
2.42
EXSI.DE:
1.25
DAX:
1.30
EXSI.DE:
1.81
DAX:
3.31
EXSI.DE:
5.64
DAX:
8.18
EXSI.DE:
3.06%
DAX:
3.28%
EXSI.DE:
12.12%
DAX:
15.38%
EXSI.DE:
-59.71%
DAX:
-45.58%
EXSI.DE:
0.00%
DAX:
-1.93%
Returns By Period
In the year-to-date period, EXSI.DE achieves a 9.35% return, which is significantly lower than DAX's 14.20% return. Over the past 10 years, EXSI.DE has outperformed DAX with an annualized return of 7.16%, while DAX has yielded a comparatively lower 5.71% annualized return.
EXSI.DE
9.35%
3.93%
9.93%
15.47%
8.49%
7.16%
DAX
14.20%
6.23%
14.50%
25.94%
9.18%
5.71%
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EXSI.DE vs. DAX - Expense Ratio Comparison
Both EXSI.DE and DAX have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
EXSI.DE vs. DAX — Risk-Adjusted Performance Rank
EXSI.DE
DAX
EXSI.DE vs. DAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX UCITS ETF (DE) (EXSI.DE) and Global X DAX Germany ETF (DAX). 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
EXSI.DE vs. DAX - Dividend Comparison
EXSI.DE's dividend yield for the trailing twelve months is around 2.52%, more than DAX's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSI.DE iShares EURO STOXX UCITS ETF (DE) | 2.52% | 2.76% | 2.67% | 2.63% | 2.12% | 1.61% | 2.67% | 2.88% | 3.90% | 3.18% | 2.86% | 2.88% |
DAX Global X DAX Germany ETF | 1.97% | 2.24% | 2.48% | 2.80% | 2.65% | 2.25% | 2.47% | 3.33% | 1.73% | 1.78% | 1.41% | 0.00% |
Drawdowns
EXSI.DE vs. DAX - Drawdown Comparison
The maximum EXSI.DE drawdown since its inception was -59.71%, which is greater than DAX's maximum drawdown of -45.58%. Use the drawdown chart below to compare losses from any high point for EXSI.DE and DAX. For additional features, visit the drawdowns tool.
Volatility
EXSI.DE vs. DAX - Volatility Comparison
The current volatility for iShares EURO STOXX UCITS ETF (DE) (EXSI.DE) is 2.95%, while Global X DAX Germany ETF (DAX) has a volatility of 4.71%. This indicates that EXSI.DE experiences smaller price fluctuations and is considered to be less risky than DAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.