EXV9.DE vs. EXH8.DE
EXV9.DE (iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)) and EXH8.DE (iShares STOXX Europe 600 Retail UCITS ETF (DE)) are both Consumer Staples Equities funds from iShares - EXV9.DE tracks the STOXX® Europe 600 Travel & Leisure while EXH8.DE tracks the STOXX® Europe 600 Retail. Both are passively managed. Over the past 10 years, EXV9.DE returned 2.26%/yr vs 6.32%/yr for EXH8.DE. At a 0.49 correlation, their price movements are largely independent. Both charge a 0.46% expense ratio.
Performance
EXV9.DE vs. EXH8.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with EXV9.DE having a -1.78% return and EXH8.DE slightly lower at -1.84%. Over the past 10 years, EXV9.DE has underperformed EXH8.DE with an annualized return of 2.26%, while EXH8.DE has yielded a comparatively higher 6.32% annualized return.
EXV9.DE
- 1D
- 0.37%
- 1M
- 10.66%
- YTD
- -1.78%
- 6M
- 3.23%
- 1Y
- 6.86%
- 3Y*
- 4.56%
- 5Y*
- 1.28%
- 10Y*
- 2.26%
EXH8.DE
- 1D
- 0.97%
- 1M
- 7.60%
- YTD
- -1.84%
- 6M
- 0.30%
- 1Y
- 6.21%
- 3Y*
- 12.48%
- 5Y*
- 1.95%
- 10Y*
- 6.32%
EXV9.DE vs. EXH8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV9.DE iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) | -1.78% | 5.96% | 13.80% | 21.47% | -14.82% | 1.81% | -14.24% | 24.03% | -15.88% | 15.07% |
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | -1.84% | 13.47% | 10.93% | 36.87% | -30.57% | 13.16% | 9.68% | 38.72% | -9.61% | -0.73% |
Correlation
The correlation between EXV9.DE and EXH8.DE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2002 | 0.49 |
The correlation between EXV9.DE and EXH8.DE shifts across timeframes, from 0.49 (all time) to 0.63 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
EXV9.DE vs. EXH8.DE — Risk / Return Rank
EXV9.DE
EXH8.DE
EXV9.DE vs. EXH8.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 STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.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 | EXH8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.07 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.48 | +0.01 |
| Martin ratioReturn relative to average drawdown | 1.16 | 1.09 | +0.07 |
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
| EXV9.DE | EXH8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.33 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.09 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.32 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.30 | -0.06 |
Drawdowns
EXV9.DE vs. EXH8.DE - Drawdown Comparison
The maximum EXV9.DE drawdown since its inception was -64.31%, which is greater than EXH8.DE's maximum drawdown of -54.89%. Use the drawdown chart below to compare losses from any high point for EXV9.DE and EXH8.DE.
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Drawdown Indicators
| EXV9.DE | EXH8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.31% | -54.89% | -9.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -12.96% | -1.10% |
Max Drawdown (3Y)Largest decline over 3 years | -24.90% | -19.54% | -5.36% |
Max Drawdown (5Y)Largest decline over 5 years | -39.08% | -48.60% | +9.52% |
Max Drawdown (10Y)Largest decline over 10 years | -55.24% | -48.60% | -6.64% |
Current DrawdownCurrent decline from peak | -3.20% | -3.99% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -14.99% | -16.64% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.88% | 5.67% | +0.21% |
Volatility
EXV9.DE vs. EXH8.DE - Volatility Comparison
iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) (EXV9.DE) and iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) have volatilities of 6.30% and 6.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV9.DE | EXH8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 6.03% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 17.97% | 15.20% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.12% | 18.59% | +3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.05% | 21.53% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.10% | 19.73% | +5.37% |
EXV9.DE vs. EXH8.DE - Expense Ratio Comparison
Both EXV9.DE and EXH8.DE have an expense ratio of 0.46%.
Dividends
EXV9.DE vs. EXH8.DE - Dividend Comparison
EXV9.DE's dividend yield for the trailing twelve months is around 3.82%, more than EXH8.DE's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | 2.13% | 2.30% | 2.40% | 2.34% | 3.25% | 1.04% | 1.26% | 2.10% | 3.20% | 2.91% | 2.88% | 3.27% |
EXV9.DE iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) | 3.82% | 3.66% | 1.58% | 0.83% | 0.24% | 0.00% | 1.28% | 2.79% | 2.13% | 3.15% | 3.77% | 2.65% |
Frequently Asked Questions
EXV9.DE and EXH8.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.46% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EXV9.DE and EXH8.DE have the same expense ratio: 0.46% per year.
EXV9.DE tracks STOXX® Europe 600 Travel & Leisure, while EXH8.DE tracks STOXX® Europe 600 Retail.
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