EXV1.DE vs. EXH5.DE
EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) and EXH5.DE (iShares STOXX Europe 600 Insurance UCITS ETF (DE)) are both Financials Equities funds from iShares - EXV1.DE tracks the STOXX® Europe 600 Banks while EXH5.DE tracks the STOXX® Europe 600 Insurance. Both are passively managed. Over the past 10 years, EXV1.DE returned 14.23%/yr vs 11.04%/yr for EXH5.DE. A 0.75 correlation means they provide meaningful diversification when combined. EXV1.DE charges 0.47%/yr vs 0.46%/yr for EXH5.DE.
Performance
EXV1.DE vs. EXH5.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 EXH5.DE's -2.53% return. Over the past 10 years, EXV1.DE has outperformed EXH5.DE with an annualized return of 14.23%, while EXH5.DE has yielded a comparatively lower 11.04% 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%
EXH5.DE
- 1D
- 0.28%
- 1M
- -1.38%
- YTD
- -2.53%
- 6M
- 2.36%
- 1Y
- 2.81%
- 3Y*
- 18.16%
- 5Y*
- 13.96%
- 10Y*
- 11.04%
EXV1.DE vs. EXH5.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% |
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | -2.53% | 29.72% | 22.68% | 12.56% | 3.63% | 19.44% | -10.66% | 30.48% | -7.15% | 11.47% |
Correlation
The correlation between EXV1.DE and EXH5.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2002 | 0.75 |
The correlation between EXV1.DE and EXH5.DE shifts across timeframes, from 0.64 (3 years) to 0.76 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EXV1.DE vs. EXH5.DE — Risk / Return Rank
EXV1.DE
EXH5.DE
EXV1.DE vs. EXH5.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 STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.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 | EXH5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.67 | ||
| Sortino ratioReturn per unit of downside risk | +2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.04 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 0.38 | +2.17 |
| Martin ratioReturn relative to average drawdown | 8.70 | 0.78 | +7.92 |
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 | EXH5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 0.19 | +1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.83 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.31 | -0.21 |
Drawdowns
EXV1.DE vs. EXH5.DE - Drawdown Comparison
The maximum EXV1.DE drawdown since its inception was -82.30%, which is greater than EXH5.DE's maximum drawdown of -73.44%. Use the drawdown chart below to compare losses from any high point for EXV1.DE and EXH5.DE.
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Drawdown Indicators
| EXV1.DE | EXH5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.30% | -73.44% | -8.86% |
Max Drawdown (1Y)Largest decline over 1 year | -16.03% | -7.40% | -8.63% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | -12.31% | -7.81% |
Max Drawdown (5Y)Largest decline over 5 years | -28.12% | -18.63% | -9.49% |
Max Drawdown (10Y)Largest decline over 10 years | -56.14% | -46.55% | -9.59% |
Current DrawdownCurrent decline from peak | -1.37% | -5.47% | +4.10% |
Average DrawdownAverage peak-to-trough decline | -44.64% | -15.47% | -29.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 3.57% | +1.14% |
Volatility
EXV1.DE vs. EXH5.DE - Volatility Comparison
iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a higher volatility of 5.77% compared to iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) at 4.83%. This indicates that EXV1.DE's price experiences larger fluctuations and is considered to be riskier than EXH5.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 | EXH5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 4.83% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.93% | 11.66% | +6.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.06% | 15.13% | +6.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 16.59% | +6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.03% | 19.93% | +5.10% |
EXV1.DE vs. EXH5.DE - Expense Ratio Comparison
EXV1.DE has a 0.47% expense ratio, which is higher than EXH5.DE's 0.46% expense ratio.
Dividends
EXV1.DE vs. EXH5.DE - Dividend Comparison
EXV1.DE's dividend yield for the trailing twelve months is around 3.59%, more than EXH5.DE's 3.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | 3.48% | 3.39% | 3.59% | 3.79% | 4.51% | 3.56% | 2.52% | 3.84% | 4.03% | 4.87% | 4.34% | 3.67% |
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 EXH5.DE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXH5.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXH5.DE is cheaper with a 0.46% expense ratio, compared with 0.47% for EXV1.DE.
EXV1.DE tracks STOXX® Europe 600 Banks, while EXH5.DE tracks STOXX® Europe 600 Insurance. Their fees differ too: 0.47% for EXV1.DE and 0.46% for EXH5.DE.
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