EXV9.DE vs. 36BB.DE

Last updated Apr 2, 2026

Compare and contrast key facts about iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) (EXV9.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE).

EXV9.DE and 36BB.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXV9.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Travel & Leisure. It was launched on Jul 8, 2002. 36BB.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Consumer Discretionary. It was launched on Oct 16, 2019. Both EXV9.DE and 36BB.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

EXV9.DE vs. 36BB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) (EXV9.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE). The values are adjusted to include any dividend payments, if applicable.

EXV9.DE vs. 36BB.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
EXV9.DE iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)	-8.56%	5.96%	13.80%	21.47%	-14.82%	1.81%	-14.24%	7.95%
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist	-8.54%	-5.30%	22.34%	32.38%	-29.45%	27.78%	25.24%	4.44%

Returns By Period

The year-to-date returns for both investments are quite close, with EXV9.DE having a -8.56% return and 36BB.DE slightly higher at -8.54%.

EXV9.DE

• 1D: 3.77%
• 1M: -2.10%
• YTD: -8.56%
• 6M: -3.29%
• 1Y: 11.25%
• 3Y*: 3.92%
• 5Y*: -0.25%
• 10Y*: 1.74%

36BB.DE

• 1D: 2.61%
• 1M: -3.32%
• YTD: -8.54%
• 6M: -8.60%
• 1Y: -1.68%
• 3Y*: 7.15%
• 5Y*: 3.12%
• 10Y*: —

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

EXV9.DE vs. 36BB.DE - Expense Ratio Comparison

EXV9.DE has a 0.46% expense ratio, which is higher than 36BB.DE's 0.18% expense ratio.

EXV9.DE

iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)

36BB.DE

iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist

Return for Risk

EXV9.DE vs. 36BB.DE — Risk / Return Rank

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

EXV9.DE

EXV9.DE Risk / Return Rank: 26
EXV9.DE Sharpe Ratio Rank: 26
EXV9.DE Sortino Ratio Rank: 28
EXV9.DE Omega Ratio Rank: 25
EXV9.DE Calmar Ratio Rank: 28
EXV9.DE Martin Ratio Rank: 25

36BB.DE

36BB.DE Risk / Return Rank: 10
36BB.DE Sharpe Ratio Rank: 10
36BB.DE Sortino Ratio Rank: 10
36BB.DE Omega Ratio Rank: 10
36BB.DE Calmar Ratio Rank: 10
36BB.DE Martin Ratio Rank: 9

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.

EXV9.DE vs. 36BB.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) (EXV9.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.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.

	EXV9.DE	36BB.DE	Difference
Sharpe ratio Return per unit of total volatility	0.52	-0.08	+0.60
Sortino ratio Return per unit of downside risk	0.89	0.03	+0.86
Omega ratio Gain probability vs. loss probability	1.11	1.00	+0.10
Calmar ratio Return relative to maximum drawdown	0.75	-0.10	+0.85
Martin ratio Return relative to average drawdown	2.17	-0.30	+2.47
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EXV9.DE vs. 36BB.DE - Sharpe Ratio Comparison

The current EXV9.DE Sharpe Ratio is 0.52, which is higher than the 36BB.DE Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of EXV9.DE and 36BB.DE, 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

	EXV9.DE	36BB.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.52	-0.08	+0.60
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.01	0.16	-0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.07	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.23	0.39	-0.16

Correlation

The correlation between EXV9.DE and 36BB.DE is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

EXV9.DE vs. 36BB.DE - Dividend Comparison

EXV9.DE's dividend yield for the trailing twelve months is around 4.03%, more than 36BB.DE's 0.97% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EXV9.DE iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)	4.03%	3.66%	1.58%	0.83%	0.24%	0.00%	1.28%	2.79%	2.13%	3.15%	3.77%	2.65%
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist	0.97%	0.89%	1.01%	0.99%	1.43%	0.77%	1.30%	0.28%	0.00%	0.00%	0.00%	0.00%

Drawdowns

EXV9.DE vs. 36BB.DE - Drawdown Comparison

The maximum EXV9.DE drawdown since its inception was -64.31%, which is greater than 36BB.DE's maximum drawdown of -35.03%. Use the drawdown chart below to compare losses from any high point for EXV9.DE and 36BB.DE.

Drawdown Indicators

	EXV9.DE	36BB.DE	Difference
Max Drawdown Largest peak-to-trough decline	-64.31%	-35.03%	-29.28%
Max Drawdown (1Y) Largest decline over 1 year	-14.06%	-15.07%	+1.01%
Max Drawdown (5Y) Largest decline over 5 years	-40.91%	-32.92%	-7.99%
Max Drawdown (10Y) Largest decline over 10 years	-55.24%	—	—
Current Drawdown Current decline from peak	-9.88%	-17.12%	+7.24%
Average Drawdown Average peak-to-trough decline	-15.06%	-10.93%	-4.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.88%	5.11%	-0.23%

Volatility

EXV9.DE vs. 36BB.DE - Volatility Comparison

iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) (EXV9.DE) has a higher volatility of 8.25% compared to iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) at 6.95%. This indicates that EXV9.DE's price experiences larger fluctuations and is considered to be riskier than 36BB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EXV9.DE	36BB.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.25%	6.95%	+1.30%
Volatility (6M) Calculated over the trailing 6-month period	14.49%	12.44%	+2.05%
Volatility (1Y) Calculated over the trailing 1-year period	21.56%	20.78%	+0.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.83%	19.33%	+4.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.84%	20.90%	+3.94%