EXSI.DE vs. EXS2.DE
EXSI.DE (iShares EURO STOXX UCITS ETF (DE)) and EXS2.DE (iShares TecDAX UCITS ETF (DE)) are both Europe Equities funds from iShares - EXSI.DE tracks the EURO STOXX® while EXS2.DE tracks the TecDAX®. Both are passively managed. Over the past 10 years, EXSI.DE returned 10.25%/yr vs 9.01%/yr for EXS2.DE. A 0.74 correlation means they provide meaningful diversification when combined. EXSI.DE charges 0.20%/yr vs 0.51%/yr for EXS2.DE.
Performance
EXSI.DE vs. EXS2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSI.DE achieves a 8.62% return, which is significantly lower than EXS2.DE's 15.70% return. Over the past 10 years, EXSI.DE has outperformed EXS2.DE with an annualized return of 10.25%, while EXS2.DE has yielded a comparatively lower 9.01% annualized return.
EXSI.DE
- 1D
- 0.58%
- 1M
- 1.93%
- YTD
- 8.62%
- 6M
- 10.56%
- 1Y
- 17.50%
- 3Y*
- 16.11%
- 5Y*
- 10.60%
- 10Y*
- 10.25%
EXS2.DE
- 1D
- 0.52%
- 1M
- 10.24%
- YTD
- 15.70%
- 6M
- 16.12%
- 1Y
- 5.55%
- 3Y*
- 8.54%
- 5Y*
- 3.72%
- 10Y*
- 9.01%
EXSI.DE vs. EXS2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSI.DE iShares EURO STOXX UCITS ETF (DE) | 8.62% | 25.17% | 9.26% | 18.57% | -11.66% | 22.41% | 0.51% | 28.04% | -13.03% | 13.60% |
EXS2.DE iShares TecDAX UCITS ETF (DE) | 15.70% | 5.33% | 1.63% | 13.54% | -26.00% | 21.07% | 6.12% | 22.25% | -3.77% | 39.90% |
Correlation
The correlation between EXSI.DE and EXS2.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since May 13, 2005 | 0.74 |
The correlation between EXSI.DE and EXS2.DE has been stable across timeframes, ranging from 0.73 to 0.80 - a consistent structural relationship.
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Return for Risk
EXSI.DE vs. EXS2.DE — Risk / Return Rank
EXSI.DE
EXS2.DE
EXSI.DE vs. EXS2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX UCITS ETF (DE) (EXSI.DE) and iShares TecDAX UCITS ETF (DE) (EXS2.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.
| EXSI.DE | EXS2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.07 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.40 | +1.30 |
| Martin ratioReturn relative to average drawdown | 6.24 | 0.80 | +5.44 |
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
| EXSI.DE | EXS2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.36 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.20 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.46 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.14 | +0.24 |
Drawdowns
EXSI.DE vs. EXS2.DE - Drawdown Comparison
The maximum EXSI.DE drawdown since its inception was -59.71%, smaller than the maximum EXS2.DE drawdown of -84.49%. Use the drawdown chart below to compare losses from any high point for EXSI.DE and EXS2.DE.
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Drawdown Indicators
| EXSI.DE | EXS2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.71% | -84.49% | +24.78% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -16.12% | +5.66% |
Max Drawdown (3Y)Largest decline over 3 years | -15.18% | -17.93% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -34.97% | +10.65% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -34.97% | -3.20% |
Current DrawdownCurrent decline from peak | -0.45% | -0.81% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -14.00% | -39.46% | +25.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 8.07% | -5.21% |
Volatility
EXSI.DE vs. EXS2.DE - Volatility Comparison
The current volatility for iShares EURO STOXX UCITS ETF (DE) (EXSI.DE) is 4.42%, while iShares TecDAX UCITS ETF (DE) (EXS2.DE) has a volatility of 5.29%. This indicates that EXSI.DE experiences smaller price fluctuations and is considered to be less risky than EXS2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSI.DE | EXS2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 5.29% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 14.25% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 17.83% | -3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 18.80% | -2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.20% | 19.47% | -2.27% |
EXSI.DE vs. EXS2.DE - Expense Ratio Comparison
EXSI.DE has a 0.20% expense ratio, which is lower than EXS2.DE's 0.51% expense ratio.
Dividends
EXSI.DE vs. EXS2.DE - Dividend Comparison
EXSI.DE's dividend yield for the trailing twelve months is around 2.27%, while EXS2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXS2.DE iShares TecDAX UCITS ETF (DE) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.15% | 0.25% | 0.36% |
EXSI.DE iShares EURO STOXX UCITS ETF (DE) | 2.27% | 2.45% | 2.76% | 2.67% | 2.63% | 2.12% | 1.61% | 2.67% | 2.88% | 3.90% | 3.18% | 2.86% |
Frequently Asked Questions
EXSI.DE and EXS2.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSI.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSI.DE is cheaper with a 0.20% expense ratio, compared with 0.51% for EXS2.DE.
EXSI.DE tracks EURO STOXX®, while EXS2.DE tracks TecDAX®. Their fees differ too: 0.20% for EXSI.DE and 0.51% for EXS2.DE.
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