EXV4.DE vs. IUSQ.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - EXV4.DE is a Health & Biotech Equities fund tracking the STOXX® Europe 600 Health Care, while IUSQ.DE is a Global Equities fund tracking the MSCI All Country World (ACWI). Both are passively managed. Over the past 10 years, EXV4.DE returned 5.78%/yr vs 12.38%/yr for IUSQ.DE. A 0.60 correlation means they provide meaningful diversification when combined. EXV4.DE charges 0.46%/yr vs 0.20%/yr for IUSQ.DE.
Performance
EXV4.DE vs. IUSQ.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 IUSQ.DE's 12.65% return. Over the past 10 years, EXV4.DE has underperformed IUSQ.DE with an annualized return of 5.78%, while IUSQ.DE has yielded a comparatively higher 12.38% 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%
IUSQ.DE
- 1D
- -0.23%
- 1M
- 3.68%
- YTD
- 12.65%
- 6M
- 12.87%
- 1Y
- 26.39%
- 3Y*
- 17.93%
- 5Y*
- 12.42%
- 10Y*
- 12.38%
EXV4.DE vs. IUSQ.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% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 12.65% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -5.97% | 9.14% |
Correlation
The correlation between EXV4.DE and IUSQ.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 | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2011 | 0.60 |
Over the past year, the correlation between EXV4.DE and IUSQ.DE has dropped to 0.35 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
EXV4.DE vs. IUSQ.DE — Risk / Return Rank
EXV4.DE
IUSQ.DE
EXV4.DE vs. IUSQ.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 MSCI ACWI UCITS ETF (Acc) (IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.66 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.43 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 4.08 | -3.70 |
| Martin ratioReturn relative to average drawdown | 0.84 | 16.69 | -15.85 |
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 | IUSQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 2.31 | -2.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.88 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.82 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.76 | -0.44 |
Drawdowns
EXV4.DE vs. IUSQ.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, which is greater than IUSQ.DE's maximum drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and IUSQ.DE.
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Drawdown Indicators
| EXV4.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -33.60% | -10.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -6.48% | -6.09% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -21.25% | -5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -21.25% | -5.30% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -33.60% | +7.05% |
Current DrawdownCurrent decline from peak | -11.65% | -0.55% | -11.10% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -4.19% | -6.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 1.59% | +4.13% |
Volatility
EXV4.DE vs. IUSQ.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 5.58% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.03%. This indicates that EXV4.DE's price experiences larger fluctuations and is considered to be riskier than IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 3.03% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 8.26% | +3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 11.47% | +5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 13.94% | +1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 15.02% | +0.72% |
EXV4.DE vs. IUSQ.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than IUSQ.DE's 0.20% expense ratio.
Dividends
EXV4.DE vs. IUSQ.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while IUSQ.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% |
IUSQ.DE iShares MSCI ACWI 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 IUSQ.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, IUSQ.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSQ.DE is cheaper with a 0.20% expense ratio, compared with 0.46% for EXV4.DE.
EXV4.DE is categorized as Health & Biotech Equities, while IUSQ.DE is Global Equities. EXV4.DE tracks STOXX® Europe 600 Health Care, while IUSQ.DE tracks MSCI All Country World (ACWI). Their fees differ too: 0.46% for EXV4.DE and 0.20% for IUSQ.DE.
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