EXV5.DE vs. VWINX
EXV5.DE (iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist) and VWINX (Vanguard Wellesley Income Fund Investor Shares) are both funds - EXV5.DE is a Consumer Staples Equities fund tracking the STOXX® Europe 600 Automobiles & Parts, while VWINX is a Diversified Portfolio fund actively managed by Vanguard. EXV5.DE is passively managed, while VWINX is actively managed. Over the past 10 years, EXV5.DE returned 2.63%/yr vs 5.56%/yr for VWINX. At a 0.13 correlation, their price movements are largely independent. EXV5.DE charges 0.46%/yr vs 0.22%/yr for VWINX.
Performance
EXV5.DE vs. VWINX - Performance Comparison
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Different Trading Currencies
EXV5.DE is traded in EUR, while VWINX is traded in USD. To make them comparable, the VWINX values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EXV5.DE achieves a -10.29% return, which is significantly lower than VWINX's 4.56% return. Over the past 10 years, EXV5.DE has underperformed VWINX with an annualized return of 2.63%, while VWINX has yielded a comparatively higher 5.56% annualized return.
EXV5.DE
- 1D
- -0.72%
- 1M
- 4.09%
- YTD
- -10.29%
- 6M
- -11.94%
- 1Y
- -10.92%
- 3Y*
- -6.23%
- 5Y*
- -4.08%
- 10Y*
- 2.63%
VWINX
- 1D
- -0.03%
- 1M
- 1.43%
- YTD
- 4.56%
- 6M
- 3.79%
- 1Y
- 8.93%
- 3Y*
- 5.89%
- 5Y*
- 4.98%
- 10Y*
- 5.56%
EXV5.DE vs. VWINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV5.DE iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist | -10.29% | -1.15% | -8.64% | 24.07% | -16.20% | 25.34% | 6.08% | 20.17% | -27.04% | 16.25% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 4.56% | -2.19% | 12.85% | 3.78% | -3.45% | 16.59% | -0.50% | 19.02% | 2.04% | -4.14% |
Correlation
The correlation between EXV5.DE and VWINX is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Aug 28, 2007 | 0.13 |
The correlation between EXV5.DE and VWINX shifts across timeframes, from 0.09 (5 years) to 0.22 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EXV5.DE vs. VWINX — Risk / Return Rank
EXV5.DE
VWINX
EXV5.DE vs. VWINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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.
| EXV5.DE | VWINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.46 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.26 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 2.33 | -2.85 |
| Martin ratioReturn relative to average drawdown | -1.18 | 8.22 | -9.40 |
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
| EXV5.DE | VWINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.48 | 1.38 | -1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.61 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.64 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.75 | -0.54 |
Drawdowns
EXV5.DE vs. VWINX - Drawdown Comparison
The maximum EXV5.DE drawdown since its inception was -64.56%, which is greater than VWINX's maximum drawdown of -18.51%. Use the drawdown chart below to compare losses from any high point for EXV5.DE and VWINX.
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Drawdown Indicators
| EXV5.DE | VWINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.56% | -18.51% | -46.05% |
Max Drawdown (1Y)Largest decline over 1 year | -20.93% | -3.81% | -17.12% |
Max Drawdown (3Y)Largest decline over 3 years | -35.82% | -13.67% | -22.15% |
Max Drawdown (5Y)Largest decline over 5 years | -35.82% | -13.67% | -22.15% |
Max Drawdown (10Y)Largest decline over 10 years | -58.64% | -16.90% | -41.74% |
Current DrawdownCurrent decline from peak | -30.36% | -1.10% | -29.26% |
Average DrawdownAverage peak-to-trough decline | -17.76% | -4.26% | -13.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.26% | 1.08% | +8.18% |
Volatility
EXV5.DE vs. VWINX - Volatility Comparison
iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE) has a higher volatility of 5.27% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.41%. This indicates that EXV5.DE's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV5.DE | VWINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 1.41% | +3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 16.88% | 4.79% | +12.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 6.51% | +16.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.93% | 8.22% | +15.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.37% | 8.78% | +16.59% |
EXV5.DE vs. VWINX - Expense Ratio Comparison
EXV5.DE has a 0.46% expense ratio, which is higher than VWINX's 0.22% expense ratio.
Dividends
EXV5.DE vs. VWINX - Dividend Comparison
EXV5.DE's dividend yield for the trailing twelve months is around 4.01%, less than VWINX's 7.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV5.DE iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist | 4.01% | 4.34% | 4.96% | 5.38% | 4.39% | 2.94% | 0.77% | 4.11% | 3.44% | 3.97% | 2.88% | 2.82% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.71% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
Frequently Asked Questions
EXV5.DE and VWINX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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