EXV2.DE vs. ISPA.DE
EXV2.DE (iShares STOXX Europe 600 Telecommunications UCITS ETF (DE)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - EXV2.DE is a Communications Equities fund tracking the STOXX® Europe 600 Telecommunications, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, EXV2.DE returned 3.97%/yr vs 8.98%/yr for ISPA.DE. A 0.62 correlation means they provide meaningful diversification when combined. EXV2.DE charges 0.47%/yr vs 0.46%/yr for ISPA.DE.
Performance
EXV2.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV2.DE achieves a 26.64% return, which is significantly higher than ISPA.DE's 13.48% return. Over the past 10 years, EXV2.DE has underperformed ISPA.DE with an annualized return of 3.97%, while ISPA.DE has yielded a comparatively higher 8.98% annualized return.
EXV2.DE
- 1D
- -1.86%
- 1M
- 3.85%
- YTD
- 26.64%
- 6M
- 29.99%
- 1Y
- 24.20%
- 3Y*
- 21.19%
- 5Y*
- 10.41%
- 10Y*
- 3.97%
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
EXV2.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV2.DE iShares STOXX Europe 600 Telecommunications UCITS ETF (DE) | 26.64% | 16.14% | 20.74% | 7.73% | -14.23% | 14.83% | -12.76% | 5.29% | -9.19% | 0.27% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between EXV2.DE and ISPA.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.62 |
Over the past year, the correlation between EXV2.DE and ISPA.DE has dropped to 0.35 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.
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Return for Risk
EXV2.DE vs. ISPA.DE — Risk / Return Rank
EXV2.DE
ISPA.DE
EXV2.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Telecommunications UCITS ETF (DE) (EXV2.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| EXV2.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -2.35 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.62 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 3.14 | 8.10 | -4.95 |
| Martin ratioReturn relative to average drawdown | 6.51 | 28.73 | -22.22 |
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
| EXV2.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 3.35 | -1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.91 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.60 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.68 | -0.51 |
Drawdowns
EXV2.DE vs. ISPA.DE - Drawdown Comparison
The maximum EXV2.DE drawdown since its inception was -52.20%, which is greater than ISPA.DE's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for EXV2.DE and ISPA.DE.
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Drawdown Indicators
| EXV2.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -38.91% | -13.29% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -3.63% | -4.03% |
Max Drawdown (3Y)Largest decline over 3 years | -9.60% | -15.10% | +5.50% |
Max Drawdown (5Y)Largest decline over 5 years | -21.16% | -15.10% | -6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -37.75% | -38.91% | +1.16% |
Current DrawdownCurrent decline from peak | -2.36% | -1.09% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -21.97% | -4.46% | -17.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 1.03% | +2.48% |
Volatility
EXV2.DE vs. ISPA.DE - Volatility Comparison
iShares STOXX Europe 600 Telecommunications UCITS ETF (DE) (EXV2.DE) has a higher volatility of 6.03% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that EXV2.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV2.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 2.62% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.36% | 6.51% | +5.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.35% | 8.77% | +6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 12.00% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.01% | 14.79% | +1.22% |
EXV2.DE vs. ISPA.DE - Expense Ratio Comparison
EXV2.DE has a 0.47% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
EXV2.DE vs. ISPA.DE - Dividend Comparison
EXV2.DE's dividend yield for the trailing twelve months is around 1.99%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV2.DE iShares STOXX Europe 600 Telecommunications UCITS ETF (DE) | 1.99% | 2.38% | 2.85% | 3.28% | 2.84% | 2.14% | 2.67% | 3.56% | 3.52% | 13.78% | 3.96% | 4.01% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
EXV2.DE and ISPA.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.47% for EXV2.DE.
EXV2.DE is categorized as Communications Equities, while ISPA.DE is Global Equities. EXV2.DE tracks STOXX® Europe 600 Telecommunications, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.47% for EXV2.DE and 0.46% for ISPA.DE.
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