EXV2.DE vs. IU5C.DE
EXV2.DE (iShares STOXX Europe 600 Telecommunications UCITS ETF (DE)) and IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) are both Communications Equities funds from iShares - EXV2.DE tracks the STOXX® Europe 600 Telecommunications while IU5C.DE tracks the S&P 500 Capped 35/20 Communication Services. Both are passively managed. Over the past 5 years, EXV2.DE returned 10.41%/yr vs 12.43%/yr for IU5C.DE. At a 0.35 correlation, their price movements are largely independent. EXV2.DE charges 0.47%/yr vs 0.15%/yr for IU5C.DE.
Performance
EXV2.DE vs. IU5C.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 IU5C.DE's 3.08% return.
EXV2.DE
- 1D
- -1.86%
- 1M
- 2.90%
- YTD
- 26.64%
- 6M
- 30.39%
- 1Y
- 23.62%
- 3Y*
- 21.19%
- 5Y*
- 10.41%
- 10Y*
- 3.97%
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.99%
- YTD
- 3.08%
- 6M
- 0.70%
- 1Y
- 17.66%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
EXV2.DE vs. IU5C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | 1.34% |
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -37.12% | 31.78% | 11.48% | 35.88% | -11.68% |
Correlation
The correlation between EXV2.DE and IU5C.DE is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2018 | 0.35 |
Over the past year, the correlation between EXV2.DE and IU5C.DE has dropped to 0.10 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.
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Return for Risk
EXV2.DE vs. IU5C.DE — Risk / Return Rank
EXV2.DE
IU5C.DE
EXV2.DE vs. IU5C.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 S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.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 | IU5C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.14 | 2.32 | +0.83 |
| Martin ratioReturn relative to average drawdown | 6.51 | 7.89 | -1.37 |
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 | IU5C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.35 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.64 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.73 | -0.56 |
Drawdowns
EXV2.DE vs. IU5C.DE - Drawdown Comparison
The maximum EXV2.DE drawdown since its inception was -52.20%, which is greater than IU5C.DE's maximum drawdown of -39.23%. Use the drawdown chart below to compare losses from any high point for EXV2.DE and IU5C.DE.
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Drawdown Indicators
| EXV2.DE | IU5C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -39.23% | -12.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -8.06% | +0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -9.60% | -23.61% | +14.01% |
Max Drawdown (5Y)Largest decline over 5 years | -21.16% | -39.23% | +18.07% |
Max Drawdown (10Y)Largest decline over 10 years | -37.75% | — | — |
Current DrawdownCurrent decline from peak | -2.36% | -4.21% | +1.85% |
Average DrawdownAverage peak-to-trough decline | -21.97% | -8.63% | -13.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.37% | +1.14% |
Volatility
EXV2.DE vs. IU5C.DE - Volatility Comparison
iShares STOXX Europe 600 Telecommunications UCITS ETF (DE) (EXV2.DE) has a higher volatility of 6.03% compared to iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) at 4.12%. This indicates that EXV2.DE's price experiences larger fluctuations and is considered to be riskier than IU5C.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 | IU5C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 4.12% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.36% | 9.51% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.35% | 13.87% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 19.30% | -5.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.01% | 19.91% | -3.90% |
EXV2.DE vs. IU5C.DE - Expense Ratio Comparison
EXV2.DE has a 0.47% expense ratio, which is higher than IU5C.DE's 0.15% expense ratio.
Dividends
EXV2.DE vs. IU5C.DE - Dividend Comparison
EXV2.DE's dividend yield for the trailing twelve months is around 1.99%, while IU5C.DE has not paid dividends to shareholders.
| 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% |
IU5C.DE iShares S&P 500 Communication Sector 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
EXV2.DE and IU5C.DE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IU5C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IU5C.DE is cheaper with a 0.15% expense ratio, compared with 0.47% for EXV2.DE.
EXV2.DE tracks STOXX® Europe 600 Telecommunications, while IU5C.DE tracks S&P 500 Capped 35/20 Communication Services. Their fees differ too: 0.47% for EXV2.DE and 0.15% for IU5C.DE.
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