EXV1.DE vs. EBO.DE
EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) is Financials Equities fund tracking the STOXX® Europe 600 Banks, while EBO.DE (Erste Group Bank AG) is a stock. Over the past 10 years, EXV1.DE returned 14.23%/yr vs 20.80%/yr for EBO.DE. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
EXV1.DE vs. EBO.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 higher than EBO.DE's -1.13% return. Over the past 10 years, EXV1.DE has underperformed EBO.DE with an annualized return of 14.23%, while EBO.DE has yielded a comparatively higher 20.80% annualized return.
EXV1.DE
- 1D
- 0.48%
- 1M
- 2.19%
- YTD
- 7.43%
- 6M
- 15.31%
- 1Y
- 39.88%
- 3Y*
- 42.40%
- 5Y*
- 27.92%
- 10Y*
- 14.23%
EBO.DE
- 1D
- 0.20%
- 1M
- 7.40%
- YTD
- -1.13%
- 6M
- 3.98%
- 1Y
- 44.58%
- 3Y*
- 52.99%
- 5Y*
- 30.65%
- 10Y*
- 20.80%
EXV1.DE vs. EBO.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 7.43% | 77.02% | 32.97% | 26.28% | 1.84% | 37.98% | -24.54% | 15.17% | -25.82% | 11.63% |
EBO.DE Erste Group Bank AG | -1.13% | 81.09% | 71.73% | 30.14% | -23.21% | 76.19% | -25.39% | 21.05% | -17.60% | 34.09% |
Correlation
The correlation between EXV1.DE and EBO.DE is 0.69, 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 | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2002 | 0.56 |
The correlation between EXV1.DE and EBO.DE shifts across timeframes, from 0.56 (all time) to 0.69 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EXV1.DE vs. EBO.DE — Risk / Return Rank
EXV1.DE
EBO.DE
EXV1.DE vs. EBO.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 Erste Group Bank AG (EBO.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 | EBO.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.29 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 2.39 | +0.16 |
| Martin ratioReturn relative to average drawdown | 8.70 | 6.59 | +2.11 |
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 | EBO.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 1.69 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.98 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.66 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.29 | -0.19 |
Drawdowns
EXV1.DE vs. EBO.DE - Drawdown Comparison
The maximum EXV1.DE drawdown since its inception was -82.30%, smaller than the maximum EBO.DE drawdown of -88.21%. Use the drawdown chart below to compare losses from any high point for EXV1.DE and EBO.DE.
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Drawdown Indicators
| EXV1.DE | EBO.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.30% | -88.21% | +5.91% |
Max Drawdown (1Y)Largest decline over 1 year | -16.03% | -18.58% | +2.55% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | -21.52% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -28.12% | -48.75% | +20.63% |
Max Drawdown (10Y)Largest decline over 10 years | -56.14% | -61.45% | +5.31% |
Current DrawdownCurrent decline from peak | -1.37% | -8.10% | +6.73% |
Average DrawdownAverage peak-to-trough decline | -44.64% | -35.12% | -9.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 6.75% | -2.04% |
Volatility
EXV1.DE vs. EBO.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) is 5.77%, while Erste Group Bank AG (EBO.DE) has a volatility of 7.14%. This indicates that EXV1.DE experiences smaller price fluctuations and is considered to be less risky than EBO.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 | EBO.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 7.14% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 17.93% | 20.01% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.06% | 26.22% | -4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 31.50% | -8.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.03% | 33.50% | -8.47% |
Dividends
EXV1.DE vs. EBO.DE - Dividend Comparison
EXV1.DE's dividend yield for the trailing twelve months is around 3.59%, more than EBO.DE's 0.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EBO.DE Erste Group Bank AG | 0.74% | 2.92% | 4.55% | 5.19% | 5.34% | 5.45% | 0.00% | 4.16% | 4.14% | 2.75% | 1.79% | 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 EBO.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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