EXV4.DE vs. IS3N.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and IS3N.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)) are both exchange-traded funds - EXV4.DE is a Health & Biotech Equities fund tracking the STOXX® Europe 600 Health Care, while IS3N.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI). Both are passively managed. Over the past 10 years, EXV4.DE returned 5.78%/yr vs 10.00%/yr for IS3N.DE. At a 0.45 correlation, their price movements are largely independent. EXV4.DE charges 0.46%/yr vs 0.18%/yr for IS3N.DE.
Performance
EXV4.DE vs. IS3N.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 IS3N.DE's 25.82% return. Over the past 10 years, EXV4.DE has underperformed IS3N.DE with an annualized return of 5.78%, while IS3N.DE has yielded a comparatively higher 10.00% 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%
IS3N.DE
- 1D
- -1.45%
- 1M
- 3.11%
- YTD
- 25.82%
- 6M
- 26.34%
- 1Y
- 45.77%
- 3Y*
- 19.99%
- 5Y*
- 8.61%
- 10Y*
- 10.00%
EXV4.DE vs. IS3N.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% |
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 25.82% | 17.14% | 13.87% | 7.20% | -14.09% | 7.38% | 7.07% | 21.01% | -11.06% | 20.43% |
Correlation
The correlation between EXV4.DE and IS3N.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Jun 9, 2014 | 0.45 |
Over the past year, the correlation between EXV4.DE and IS3N.DE has dropped to 0.23 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.
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Return for Risk
EXV4.DE vs. IS3N.DE — Risk / Return Rank
EXV4.DE
IS3N.DE
EXV4.DE vs. IS3N.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 iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.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 | IS3N.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.40 | ||
| Sortino ratioReturn per unit of downside risk | -3.05 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.49 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 4.42 | -4.04 |
| Martin ratioReturn relative to average drawdown | 0.84 | 16.00 | -15.16 |
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 | IS3N.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 2.69 | -2.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.53 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.55 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.44 | -0.12 |
Drawdowns
EXV4.DE vs. IS3N.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, which is greater than IS3N.DE's maximum drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and IS3N.DE.
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Drawdown Indicators
| EXV4.DE | IS3N.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -35.06% | -9.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -10.52% | -2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -19.17% | -7.38% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -22.01% | -4.54% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -32.51% | +5.96% |
Current DrawdownCurrent decline from peak | -11.65% | -2.49% | -9.16% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -9.30% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 2.91% | +2.81% |
Volatility
EXV4.DE vs. IS3N.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) is 5.58%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) has a volatility of 7.16%. This indicates that EXV4.DE experiences smaller price fluctuations and is considered to be less risky than IS3N.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV4.DE | IS3N.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 7.16% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 14.69% | -2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 17.32% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 16.19% | -0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 18.04% | -2.30% |
EXV4.DE vs. IS3N.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than IS3N.DE's 0.18% expense ratio.
Dividends
EXV4.DE vs. IS3N.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while IS3N.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (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
EXV4.DE and IS3N.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3N.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3N.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXV4.DE.
EXV4.DE is categorized as Health & Biotech Equities, while IS3N.DE is Emerging Markets Equities. EXV4.DE tracks STOXX® Europe 600 Health Care, while IS3N.DE tracks MSCI Emerging Markets Investable Market (IMI). Their fees differ too: 0.46% for EXV4.DE and 0.18% for IS3N.DE.
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