EXV9.DE vs. XZEC.DE
EXV9.DE (iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)) and XZEC.DE (Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF) are both Consumer Staples Equities funds - EXV9.DE tracks the STOXX® Europe 600 Travel & Leisure while XZEC.DE tracks the MSCI Europe Consumer Discretionary ESG Screened 20-35 Select. Both are passively managed. Over the past 3 years, EXV9.DE returned 4.56%/yr vs 2.19%/yr for XZEC.DE. A 0.72 correlation means they provide meaningful diversification when combined. EXV9.DE charges 0.46%/yr vs 0.17%/yr for XZEC.DE.
Performance
EXV9.DE vs. XZEC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV9.DE achieves a -1.78% return, which is significantly lower than XZEC.DE's 3.52% 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%
XZEC.DE
- 1D
- 1.36%
- 1M
- 3.79%
- YTD
- 3.52%
- 6M
- 4.05%
- 1Y
- 11.05%
- 3Y*
- 2.19%
- 5Y*
- —
- 10Y*
- —
EXV9.DE vs. XZEC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
EXV9.DE iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) | -1.78% | 5.96% | 13.80% | 21.47% | -14.82% | -8.58% |
XZEC.DE Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF | 3.52% | 1.95% | 3.52% | 16.28% | -16.49% | 0.39% |
Correlation
The correlation between EXV9.DE and XZEC.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2021 | 0.72 |
The correlation between EXV9.DE and XZEC.DE has been stable across timeframes, ranging from 0.63 to 0.72 - a consistent structural relationship.
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Return for Risk
EXV9.DE vs. XZEC.DE — Risk / Return Rank
EXV9.DE
XZEC.DE
EXV9.DE vs. XZEC.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 Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF (XZEC.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 | XZEC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.98 | -0.49 |
| Martin ratioReturn relative to average drawdown | 1.16 | 2.63 | -1.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXV9.DE | XZEC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.73 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.06 | +0.18 |
Drawdowns
EXV9.DE vs. XZEC.DE - Drawdown Comparison
The maximum EXV9.DE drawdown since its inception was -64.31%, which is greater than XZEC.DE's maximum drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for EXV9.DE and XZEC.DE.
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Drawdown Indicators
| EXV9.DE | XZEC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.31% | -30.22% | -34.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -11.27% | -2.79% |
Max Drawdown (3Y)Largest decline over 3 years | -24.90% | -23.79% | -1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -39.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -55.24% | — | — |
Current DrawdownCurrent decline from peak | -3.20% | -4.58% | +1.38% |
Average DrawdownAverage peak-to-trough decline | -14.99% | -10.22% | -4.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.88% | 4.19% | +1.69% |
Volatility
EXV9.DE vs. XZEC.DE - Volatility Comparison
iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) (EXV9.DE) has a higher volatility of 6.30% compared to Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF (XZEC.DE) at 4.04%. This indicates that EXV9.DE's price experiences larger fluctuations and is considered to be riskier than XZEC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV9.DE | XZEC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 4.04% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 17.97% | 11.07% | +6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.12% | 15.07% | +7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.05% | 20.02% | +4.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.10% | 20.02% | +5.08% |
EXV9.DE vs. XZEC.DE - Expense Ratio Comparison
EXV9.DE has a 0.46% expense ratio, which is higher than XZEC.DE's 0.17% expense ratio.
Dividends
EXV9.DE vs. XZEC.DE - Dividend Comparison
EXV9.DE's dividend yield for the trailing twelve months is around 3.82%, while XZEC.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XZEC.DE Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXV9.DE and XZEC.DE have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XZEC.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XZEC.DE is cheaper with a 0.17% expense ratio, compared with 0.46% for EXV9.DE.
EXV9.DE tracks STOXX® Europe 600 Travel & Leisure, while XZEC.DE tracks MSCI Europe Consumer Discretionary ESG Screened 20-35 Select. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.46% for EXV9.DE and 0.17% for XZEC.DE.
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