EXSI.DE vs. EXSH.DE
EXSI.DE (iShares EURO STOXX UCITS ETF (DE)) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds from iShares - EXSI.DE tracks the EURO STOXX® while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 10 years, EXSI.DE returned 10.25%/yr vs 10.31%/yr for EXSH.DE. A 0.79 correlation means they provide meaningful diversification when combined. EXSI.DE charges 0.20%/yr vs 0.32%/yr for EXSH.DE.
Performance
EXSI.DE vs. EXSH.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 EXSH.DE's 13.96% return. Both investments have delivered pretty close results over the past 10 years, with EXSI.DE having a 10.25% annualized return and EXSH.DE not far ahead at 10.31%.
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%
EXSH.DE
- 1D
- 0.47%
- 1M
- 2.07%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.09%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
EXSI.DE vs. EXSH.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% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 27.73% | -4.87% | 5.22% |
Correlation
The correlation between EXSI.DE and EXSH.DE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since May 13, 2005 | 0.79 |
The correlation between EXSI.DE and EXSH.DE has been stable across timeframes, ranging from 0.79 to 0.84 - a consistent structural relationship.
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Return for Risk
EXSI.DE vs. EXSH.DE — Risk / Return Rank
EXSI.DE
EXSH.DE
EXSI.DE vs. EXSH.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 STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.46 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.48 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 4.85 | -3.15 |
| Martin ratioReturn relative to average drawdown | 6.24 | 16.10 | -9.86 |
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 | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 2.69 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.86 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.60 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.32 | +0.06 |
Drawdowns
EXSI.DE vs. EXSH.DE - Drawdown Comparison
The maximum EXSI.DE drawdown since its inception was -59.71%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for EXSI.DE and EXSH.DE.
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Drawdown Indicators
| EXSI.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.71% | -70.20% | +10.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -6.65% | -3.81% |
Max Drawdown (3Y)Largest decline over 3 years | -15.18% | -14.43% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -22.98% | -1.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -40.34% | +2.17% |
Current DrawdownCurrent decline from peak | -0.45% | -1.87% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -14.00% | -22.15% | +8.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.01% | +0.85% |
Volatility
EXSI.DE vs. EXSH.DE - Volatility Comparison
iShares EURO STOXX UCITS ETF (DE) (EXSI.DE) has a higher volatility of 4.42% compared to iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 3.90%. This indicates that EXSI.DE's price experiences larger fluctuations and is considered to be riskier than EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 3.90% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 9.77% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 11.99% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 14.61% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.20% | 17.15% | +0.05% |
EXSI.DE vs. EXSH.DE - Expense Ratio Comparison
EXSI.DE has a 0.20% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Dividends
EXSI.DE vs. EXSH.DE - Dividend Comparison
EXSI.DE's dividend yield for the trailing twelve months is around 2.27%, less than EXSH.DE's 4.47% 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) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
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 EXSH.DE have a correlation of 0.80, 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 0.32% for EXSH.DE.
EXSI.DE tracks EURO STOXX®, while EXSH.DE tracks STOXX® Europe Select Dividend 30. Their fees differ too: 0.20% for EXSI.DE and 0.32% for EXSH.DE.
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