EXV8.DE vs. EXH9.DE
EXV8.DE (iShares STOXX Europe 600 Construction & Materials UCITS ETF (DE)) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both exchange-traded funds - EXV8.DE is a Industrials Equities fund tracking the STOXX® Europe 600 Construction & Materials, while EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 10 years, EXV8.DE returned 10.37%/yr vs 10.74%/yr for EXH9.DE. A 0.51 correlation means they provide meaningful diversification when combined. EXV8.DE charges 0.46%/yr vs 0.47%/yr for EXH9.DE.
Performance
EXV8.DE vs. EXH9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV8.DE achieves a 1.00% return, which is significantly lower than EXH9.DE's 12.41% return. Both investments have delivered pretty close results over the past 10 years, with EXV8.DE having a 10.37% annualized return and EXH9.DE not far ahead at 10.74%.
EXV8.DE
- 1D
- 0.17%
- 1M
- -1.18%
- YTD
- 1.00%
- 6M
- 3.34%
- 1Y
- 7.54%
- 3Y*
- 15.58%
- 5Y*
- 9.70%
- 10Y*
- 10.37%
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.20%
- YTD
- 12.41%
- 6M
- 13.56%
- 1Y
- 25.76%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
EXV8.DE vs. EXH9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV8.DE iShares STOXX Europe 600 Construction & Materials UCITS ETF (DE) | 1.00% | 25.00% | 6.42% | 33.57% | -18.92% | 32.25% | -2.02% | 42.92% | -17.87% | 10.41% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 31.91% | 1.47% | 9.93% |
Correlation
The correlation between EXV8.DE and EXH9.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 2002 | 0.51 |
Over the past year, the correlation between EXV8.DE and EXH9.DE has dropped to 0.25 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
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Return for Risk
EXV8.DE vs. EXH9.DE — Risk / Return Rank
EXV8.DE
EXH9.DE
EXV8.DE vs. EXH9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Construction & Materials UCITS ETF (DE) (EXV8.DE) and iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.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.
| EXV8.DE | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.32 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 3.44 | -2.95 |
| Martin ratioReturn relative to average drawdown | 1.50 | 9.54 | -8.03 |
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
| EXV8.DE | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.74 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.73 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.63 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.42 | +0.02 |
Drawdowns
EXV8.DE vs. EXH9.DE - Drawdown Comparison
The maximum EXV8.DE drawdown since its inception was -66.09%, which is greater than EXH9.DE's maximum drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for EXV8.DE and EXH9.DE.
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Drawdown Indicators
| EXV8.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.09% | -51.33% | -14.76% |
Max Drawdown (1Y)Largest decline over 1 year | -15.30% | -7.45% | -7.85% |
Max Drawdown (3Y)Largest decline over 3 years | -16.83% | -13.67% | -3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -29.23% | -22.71% | -6.52% |
Max Drawdown (10Y)Largest decline over 10 years | -42.81% | -33.21% | -9.60% |
Current DrawdownCurrent decline from peak | -6.66% | -5.32% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -15.00% | -16.67% | +1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 2.69% | +2.31% |
Volatility
EXV8.DE vs. EXH9.DE - Volatility Comparison
iShares STOXX Europe 600 Construction & Materials UCITS ETF (DE) (EXV8.DE) has a higher volatility of 6.24% compared to iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) at 5.89%. This indicates that EXV8.DE's price experiences larger fluctuations and is considered to be riskier than EXH9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV8.DE | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 5.89% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 16.12% | 12.89% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 14.75% | +4.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.47% | 16.00% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 17.03% | +3.23% |
EXV8.DE vs. EXH9.DE - Expense Ratio Comparison
EXV8.DE has a 0.46% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
EXV8.DE vs. EXH9.DE - Dividend Comparison
EXV8.DE's dividend yield for the trailing twelve months is around 1.39%, less than EXH9.DE's 2.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
EXV8.DE iShares STOXX Europe 600 Construction & Materials UCITS ETF (DE) | 1.39% | 1.39% | 1.69% | 1.59% | 1.78% | 1.34% | 0.53% | 1.55% | 1.66% | 2.87% | 2.80% | 2.79% |
Frequently Asked Questions
EXV8.DE and EXH9.DE have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXV8.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXV8.DE is cheaper with a 0.46% expense ratio, compared with 0.47% for EXH9.DE.
EXV8.DE is categorized as Industrials Equities, while EXH9.DE is Utilities Equities. EXV8.DE tracks STOXX® Europe 600 Construction & Materials, while EXH9.DE tracks STOXX® Europe 600 Utilities. Their fees differ too: 0.46% for EXV8.DE and 0.47% for EXH9.DE.
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