EXV1.DE vs. 5MVW.DE
EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both exchange-traded funds - EXV1.DE is a Financials Equities fund tracking the STOXX® Europe 600 Banks, while 5MVW.DE is a Energy Equities fund tracking the MSCI World Energy. Both are passively managed. Over the past 5 years, EXV1.DE returned 27.92%/yr vs 20.31%/yr for 5MVW.DE. At a 0.39 correlation, their price movements are largely independent. EXV1.DE charges 0.47%/yr vs 0.18%/yr for 5MVW.DE.
Performance
EXV1.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV1.DE achieves a 7.43% return, which is significantly lower than 5MVW.DE's 32.79% return.
EXV1.DE
- 1D
- 0.48%
- 1M
- 6.06%
- YTD
- 7.43%
- 6M
- 14.49%
- 1Y
- 41.06%
- 3Y*
- 42.40%
- 5Y*
- 27.92%
- 10Y*
- 14.23%
5MVW.DE
- 1D
- -0.61%
- 1M
- -0.86%
- YTD
- 32.79%
- 6M
- 29.07%
- 1Y
- 44.87%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
EXV1.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 7.43% | 77.02% | 32.97% | 26.28% | 1.84% | 37.98% | -24.54% | 4.07% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
Correlation
The correlation between EXV1.DE and 5MVW.DE is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.39 |
The correlation between EXV1.DE and 5MVW.DE shifts across timeframes, from -0.18 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXV1.DE vs. 5MVW.DE — Risk / Return Rank
EXV1.DE
5MVW.DE
EXV1.DE vs. 5MVW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| EXV1.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 2.97 | -0.42 |
| Martin ratioReturn relative to average drawdown | 8.70 | 9.81 | -1.11 |
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
| EXV1.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 2.10 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.84 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.45 | -0.34 |
Drawdowns
EXV1.DE vs. 5MVW.DE - Drawdown Comparison
The maximum EXV1.DE drawdown since its inception was -82.30%, which is greater than 5MVW.DE's maximum drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for EXV1.DE and 5MVW.DE.
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Drawdown Indicators
| EXV1.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.30% | -56.87% | -25.43% |
Max Drawdown (1Y)Largest decline over 1 year | -16.03% | -15.05% | -0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | -23.76% | +3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -28.12% | -23.76% | -4.36% |
Max Drawdown (10Y)Largest decline over 10 years | -56.14% | — | — |
Current DrawdownCurrent decline from peak | -1.37% | -7.49% | +6.12% |
Average DrawdownAverage peak-to-trough decline | -44.64% | -13.53% | -31.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 4.56% | +0.15% |
Volatility
EXV1.DE vs. 5MVW.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) is 5.77%, while iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) has a volatility of 6.76%. This indicates that EXV1.DE experiences smaller price fluctuations and is considered to be less risky than 5MVW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV1.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 6.76% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 17.93% | 18.33% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.06% | 21.33% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 23.99% | -1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.03% | 29.20% | -4.17% |
EXV1.DE vs. 5MVW.DE - Expense Ratio Comparison
EXV1.DE has a 0.47% expense ratio, which is higher than 5MVW.DE's 0.18% expense ratio.
Dividends
EXV1.DE vs. 5MVW.DE - Dividend Comparison
EXV1.DE's dividend yield for the trailing twelve months is around 3.59%, more than 5MVW.DE's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.59% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
Frequently Asked Questions
EXV1.DE and 5MVW.DE have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.47% for EXV1.DE.
EXV1.DE is categorized as Financials Equities, while 5MVW.DE is Energy Equities. EXV1.DE tracks STOXX® Europe 600 Banks, while 5MVW.DE tracks MSCI World Energy. Their fees differ too: 0.47% for EXV1.DE and 0.18% for 5MVW.DE.
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