EXV4.DE vs. DXSE.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and DXSE.DE (Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C) are both Health & Biotech Equities funds - EXV4.DE tracks the STOXX® Europe 600 Health Care while DXSE.DE tracks the MSCI Europe Health Care ESG Screened 20-35. Both are passively managed. Over the past 10 years, EXV4.DE returned 5.78%/yr vs 6.10%/yr for DXSE.DE. Their correlation of 0.92 suggests significant overlap in exposure. EXV4.DE charges 0.46%/yr vs 0.17%/yr for DXSE.DE.
Performance
EXV4.DE vs. DXSE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV4.DE achieves a -2.60% return, which is significantly lower than DXSE.DE's -1.95% return. Over the past 10 years, EXV4.DE has underperformed DXSE.DE with an annualized return of 5.78%, while DXSE.DE has yielded a comparatively higher 6.10% annualized return.
EXV4.DE
- 1D
- 2.82%
- 1M
- 0.11%
- YTD
- -2.60%
- 6M
- -1.19%
- 1Y
- 4.38%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
DXSE.DE
- 1D
- 2.90%
- 1M
- 1.98%
- YTD
- -1.95%
- 6M
- -0.40%
- 1Y
- 4.80%
- 3Y*
- 2.51%
- 5Y*
- 5.38%
- 10Y*
- 6.10%
EXV4.DE vs. DXSE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 7.52% | -6.10% | 25.12% | -2.48% | 32.64% | -1.01% | 4.34% |
DXSE.DE Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C | -1.95% | 4.97% | 4.52% | 9.56% | -5.75% | 25.75% | -1.94% | 32.90% | -1.01% | 4.42% |
Correlation
The correlation between EXV4.DE and DXSE.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2007 | 0.92 |
The correlation between EXV4.DE and DXSE.DE has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.
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Return for Risk
EXV4.DE vs. DXSE.DE — Risk / Return Rank
EXV4.DE
DXSE.DE
EXV4.DE vs. DXSE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) and Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.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.
| EXV4.DE | DXSE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.38 | +0.01 |
| Martin ratioReturn relative to average drawdown | 0.84 | 0.82 | +0.02 |
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
| EXV4.DE | DXSE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.27 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.32 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.38 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.45 | -0.13 |
Drawdowns
EXV4.DE vs. DXSE.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, which is greater than DXSE.DE's maximum drawdown of -34.30%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and DXSE.DE.
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Drawdown Indicators
| EXV4.DE | DXSE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -34.30% | -10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -12.67% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -28.10% | +1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -28.10% | +1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -28.10% | +1.55% |
Current DrawdownCurrent decline from peak | -11.65% | -13.88% | +2.23% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -8.34% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 5.81% | -0.09% |
Volatility
EXV4.DE vs. DXSE.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) and Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.DE) have volatilities of 5.58% and 5.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV4.DE | DXSE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.82% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 11.95% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 17.63% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 16.48% | -0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 16.04% | -0.30% |
EXV4.DE vs. DXSE.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than DXSE.DE's 0.17% expense ratio.
Dividends
EXV4.DE vs. DXSE.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while DXSE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXSE.DE Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
Frequently Asked Questions
With a correlation of 0.93, EXV4.DE and DXSE.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, DXSE.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DXSE.DE is cheaper with a 0.17% expense ratio, compared with 0.46% for EXV4.DE.
EXV4.DE tracks STOXX® Europe 600 Health Care, while DXSE.DE tracks MSCI Europe Health Care ESG Screened 20-35. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.46% for EXV4.DE and 0.17% for DXSE.DE.
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