EXSI.DE vs. IBCJ.DE
EXSI.DE (iShares EURO STOXX UCITS ETF (DE)) and IBCJ.DE (iShares MSCI Poland UCITS ETF USD (Acc)) are both Europe Equities funds from iShares - EXSI.DE tracks the EURO STOXX® while IBCJ.DE tracks the MSCI Poland. Both are passively managed. Over the past 10 years, EXSI.DE returned 10.25%/yr vs 9.17%/yr for IBCJ.DE. A 0.59 correlation means they provide meaningful diversification when combined. EXSI.DE charges 0.20%/yr vs 0.74%/yr for IBCJ.DE.
Performance
EXSI.DE vs. IBCJ.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXSI.DE achieves a 8.62% return, which is significantly lower than IBCJ.DE's 16.30% return. Over the past 10 years, EXSI.DE has outperformed IBCJ.DE with an annualized return of 10.25%, while IBCJ.DE has yielded a comparatively lower 9.17% 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%
IBCJ.DE
- 1D
- 0.17%
- 1M
- 1.95%
- YTD
- 16.30%
- 6M
- 26.50%
- 1Y
- 40.90%
- 3Y*
- 29.89%
- 5Y*
- 14.80%
- 10Y*
- 9.17%
EXSI.DE vs. IBCJ.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% |
IBCJ.DE iShares MSCI Poland UCITS ETF USD (Acc) | 16.30% | 53.66% | -0.42% | 43.86% | -21.74% | 14.34% | -18.69% | -3.73% | -9.07% | 35.59% |
Correlation
The correlation between EXSI.DE and IBCJ.DE is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2011 | 0.59 |
The correlation between EXSI.DE and IBCJ.DE has been stable across timeframes, ranging from 0.58 to 0.60 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXSI.DE vs. IBCJ.DE — Risk / Return Rank
EXSI.DE
IBCJ.DE
EXSI.DE vs. IBCJ.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 MSCI Poland UCITS ETF USD (Acc) (IBCJ.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 | IBCJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 3.90 | -2.20 |
| Martin ratioReturn relative to average drawdown | 6.24 | 9.60 | -3.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EXSI.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.65 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.55 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.36 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.15 | +0.23 |
Drawdowns
EXSI.DE vs. IBCJ.DE - Drawdown Comparison
The maximum EXSI.DE drawdown since its inception was -59.71%, which is greater than IBCJ.DE's maximum drawdown of -56.11%. Use the drawdown chart below to compare losses from any high point for EXSI.DE and IBCJ.DE.
Loading charts...
Drawdown Indicators
| EXSI.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.71% | -56.11% | -3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -9.96% | -0.50% |
Max Drawdown (3Y)Largest decline over 3 years | -15.18% | -18.47% | +3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -47.31% | +22.99% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -56.11% | +17.94% |
Current DrawdownCurrent decline from peak | -0.45% | -1.16% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -14.00% | -19.38% | +5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 4.05% | -1.19% |
Volatility
EXSI.DE vs. IBCJ.DE - Volatility Comparison
The current volatility for iShares EURO STOXX UCITS ETF (DE) (EXSI.DE) is 4.42%, while iShares MSCI Poland UCITS ETF USD (Acc) (IBCJ.DE) has a volatility of 7.13%. This indicates that EXSI.DE experiences smaller price fluctuations and is considered to be less risky than IBCJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXSI.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 7.13% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 17.61% | -5.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 23.48% | -8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 26.72% | -10.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.20% | 25.15% | -7.95% |
EXSI.DE vs. IBCJ.DE - Expense Ratio Comparison
EXSI.DE has a 0.20% expense ratio, which is lower than IBCJ.DE's 0.74% expense ratio.
Dividends
EXSI.DE vs. IBCJ.DE - Dividend Comparison
EXSI.DE's dividend yield for the trailing twelve months is around 2.27%, while IBCJ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IBCJ.DE iShares MSCI Poland UCITS ETF USD (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
EXSI.DE and IBCJ.DE have a correlation of 0.59, 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 0.74% for IBCJ.DE.
EXSI.DE tracks EURO STOXX®, while IBCJ.DE tracks MSCI Poland. Their fees differ too: 0.20% for EXSI.DE and 0.74% for IBCJ.DE.
Find the right allocation for EXSI.DE and IBCJ.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer