EXV5.DE vs. VWINX

Last updated Apr 3, 2026

Compare and contrast key facts about iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE) and Vanguard Wellesley Income Fund Investor Shares (VWINX).

EXV5.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Automobiles & Parts. It was launched on Jul 8, 2002. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.

Performance

EXV5.DE vs. VWINX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE) and Vanguard Wellesley Income Fund Investor Shares (VWINX). The values are adjusted to include any dividend payments, if applicable.

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	-12.27%	-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	1.62%	-2.19%	12.85%	3.78%	-3.45%	16.59%	-0.50%	19.02%	2.04%	-4.14%

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 -12.27% return, which is significantly lower than VWINX's 1.62% return. Over the past 10 years, EXV5.DE has underperformed VWINX with an annualized return of 2.53%, while VWINX has yielded a comparatively higher 5.49% annualized return.

EXV5.DE

• 1D: -0.06%
• 1M: -3.86%
• YTD: -12.27%
• 6M: -14.31%
• 1Y: -10.07%
• 3Y*: -5.51%
• 5Y*: -3.53%
• 10Y*: 2.53%

VWINX

• 1D: -0.29%
• 1M: -2.12%
• YTD: 1.62%
• 6M: 3.02%
• 1Y: 0.75%
• 3Y*: 5.18%
• 5Y*: 4.46%
• 10Y*: 5.49%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EXV5.DE vs. VWINX - Expense Ratio Comparison

EXV5.DE has a 0.46% expense ratio, which is higher than VWINX's 0.23% expense ratio.

EXV5.DE

iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist

VWINX

Vanguard Wellesley Income Fund Investor Shares

Return for Risk

EXV5.DE vs. VWINX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXV5.DE

EXV5.DE Risk / Return Rank: 5
EXV5.DE Sharpe Ratio Rank: 5
EXV5.DE Sortino Ratio Rank: 5
EXV5.DE Omega Ratio Rank: 5
EXV5.DE Calmar Ratio Rank: 7
EXV5.DE Martin Ratio Rank: 6

VWINX

VWINX Risk / Return Rank: 55
VWINX Sharpe Ratio Rank: 59
VWINX Sortino Ratio Rank: 57
VWINX Omega Ratio Rank: 52
VWINX Calmar Ratio Rank: 55
VWINX Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	-0.44	0.07	-0.51
Sortino ratio Return per unit of downside risk	-0.46	0.16	-0.62
Omega ratio Gain probability vs. loss probability	0.94	1.02	-0.08
Calmar ratio Return relative to maximum drawdown	-0.28	0.10	-0.39
Martin ratio Return relative to average drawdown	-0.73	0.27	-1.00
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EXV5.DE vs. VWINX - Sharpe Ratio Comparison

The current EXV5.DE Sharpe Ratio is -0.44, which is lower than the VWINX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of EXV5.DE and VWINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EXV5.DE	VWINX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.44	0.07	-0.51
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.15	0.54	-0.69
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.10	0.62	-0.53
Sharpe Ratio (All Time) Calculated using the full available price history	0.21	0.72	-0.51

Correlation

The correlation between EXV5.DE and VWINX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

EXV5.DE vs. VWINX - Dividend Comparison

EXV5.DE's dividend yield for the trailing twelve months is around 4.90%, less than VWINX's 7.93% yield.

	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	4.90%	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	7.93%	7.86%	6.61%	4.73%	7.67%	6.03%	4.30%	3.94%	7.56%	3.20%	4.00%	5.60%

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 -19.09%. Use the drawdown chart below to compare losses from any high point for EXV5.DE and VWINX.

Drawdown Indicators

	EXV5.DE	VWINX	Difference
Max Drawdown Largest peak-to-trough decline	-64.56%	-21.72%	-42.84%
Max Drawdown (1Y) Largest decline over 1 year	-22.28%	-4.16%	-18.12%
Max Drawdown (5Y) Largest decline over 5 years	-35.82%	-15.30%	-20.52%
Max Drawdown (10Y) Largest decline over 10 years	-58.64%	-17.43%	-41.21%
Current Drawdown Current decline from peak	-31.89%	-3.13%	-28.76%
Average Drawdown Average peak-to-trough decline	-17.66%	-2.64%	-15.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.69%	1.29%	+7.40%

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 7.17% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 2.05%. 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.

Volatility by Period

	EXV5.DE	VWINX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.17%	2.05%	+5.12%
Volatility (6M) Calculated over the trailing 6-month period	16.17%	5.01%	+11.16%
Volatility (1Y) Calculated over the trailing 1-year period	22.93%	9.94%	+12.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.75%	8.24%	+15.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.36%	8.81%	+16.55%