EXW1.DE vs. UET5.DE
EXW1.DE (iShares EURO STOXX 50 UCITS ETF (DE)) and UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) are both Europe Equities funds - EXW1.DE tracks the EURO STOXX® 50 while UET5.DE tracks the EURO STOXX® 50 ESG. Both are passively managed. Over the past 5 years, EXW1.DE returned 11.50%/yr vs 13.80%/yr for UET5.DE. With a 0.98 correlation, they move nearly in lockstep. Both charge a 0.10% expense ratio.
Performance
EXW1.DE vs. UET5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXW1.DE achieves a 7.31% return, which is significantly lower than UET5.DE's 8.56% return.
EXW1.DE
- 1D
- 0.74%
- 1M
- 4.59%
- YTD
- 7.31%
- 6M
- 8.68%
- 1Y
- 15.82%
- 3Y*
- 15.60%
- 5Y*
- 11.50%
- 10Y*
- 10.49%
UET5.DE
- 1D
- 0.78%
- 1M
- 5.24%
- YTD
- 8.56%
- 6M
- 10.23%
- 1Y
- 19.15%
- 3Y*
- 18.86%
- 5Y*
- 13.80%
- 10Y*
- —
EXW1.DE vs. UET5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EXW1.DE iShares EURO STOXX 50 UCITS ETF (DE) | 7.31% | 22.07% | 11.03% | 22.41% | -8.72% | 23.47% | -3.08% | 15.04% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 8.56% | 25.92% | 12.78% | 25.36% | -9.35% | 26.94% | 0.18% | 15.08% |
Correlation
The correlation between EXW1.DE and UET5.DE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2019 | 0.98 |
The correlation between EXW1.DE and UET5.DE has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
EXW1.DE vs. UET5.DE — Risk / Return Rank
EXW1.DE
UET5.DE
EXW1.DE vs. UET5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.DE) and UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.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.
| EXW1.DE | UET5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.61 | -0.15 |
| Martin ratioReturn relative to average drawdown | 4.97 | 5.64 | -0.67 |
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
| EXW1.DE | UET5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.12 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.79 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.74 | -0.53 |
Drawdowns
EXW1.DE vs. UET5.DE - Drawdown Comparison
The maximum EXW1.DE drawdown since its inception was -57.82%, which is greater than UET5.DE's maximum drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for EXW1.DE and UET5.DE.
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Drawdown Indicators
| EXW1.DE | UET5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -37.03% | -20.79% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -11.81% | +1.05% |
Max Drawdown (3Y)Largest decline over 3 years | -16.59% | -15.56% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -23.13% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -38.49% | — | — |
Current DrawdownCurrent decline from peak | -0.54% | -0.35% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -15.74% | -4.98% | -10.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.39% | -0.21% |
Volatility
EXW1.DE vs. UET5.DE - Volatility Comparison
iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.DE) and UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) have volatilities of 4.90% and 5.06%, 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
| EXW1.DE | UET5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 5.06% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 13.82% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 16.97% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 17.27% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 19.69% | -1.49% |
EXW1.DE vs. UET5.DE - Expense Ratio Comparison
Both EXW1.DE and UET5.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
EXW1.DE vs. UET5.DE - Dividend Comparison
EXW1.DE's dividend yield for the trailing twelve months is around 2.30%, less than UET5.DE's 2.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXW1.DE iShares EURO STOXX 50 UCITS ETF (DE) | 2.30% | 2.42% | 2.85% | 2.83% | 2.73% | 2.50% | 1.97% | 2.82% | 3.18% | 3.92% | 3.29% | 3.48% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 2.92% | 2.15% | 3.28% | 2.96% | 3.06% | 1.90% | 1.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.98, EXW1.DE and UET5.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EXW1.DE and UET5.DE have the same expense ratio: 0.10% per year.
EXW1.DE tracks EURO STOXX® 50, while UET5.DE tracks EURO STOXX® 50 ESG. They also come from different issuers: iShares and UBS.
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