EXW3.DE vs. ISPA.DE
EXW3.DE (iShares STOXX Europe 50 UCITS ETF (DE)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - EXW3.DE is a Europe Equities fund tracking the STOXX® Europe 50, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, EXW3.DE returned 9.47%/yr vs 8.98%/yr for ISPA.DE. A 0.78 correlation means they provide meaningful diversification when combined. EXW3.DE charges 0.52%/yr vs 0.46%/yr for ISPA.DE.
Performance
EXW3.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXW3.DE achieves a 10.62% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, EXW3.DE has outperformed ISPA.DE with an annualized return of 9.47%, while ISPA.DE has yielded a comparatively lower 8.98% annualized return.
EXW3.DE
- 1D
- 0.65%
- 1M
- 4.48%
- YTD
- 10.62%
- 6M
- 13.23%
- 1Y
- 20.00%
- 3Y*
- 13.15%
- 5Y*
- 11.77%
- 10Y*
- 9.47%
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
EXW3.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXW3.DE iShares STOXX Europe 50 UCITS ETF (DE) | 10.62% | 18.18% | 7.31% | 14.20% | -1.53% | 25.70% | -6.57% | 28.28% | -10.54% | 9.15% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between EXW3.DE and ISPA.DE is 0.71, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.78 |
The correlation between EXW3.DE and ISPA.DE has been stable across timeframes, ranging from 0.68 to 0.78 - a consistent structural relationship.
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Return for Risk
EXW3.DE vs. ISPA.DE — Risk / Return Rank
EXW3.DE
ISPA.DE
EXW3.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 50 UCITS ETF (DE) (EXW3.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| EXW3.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.62 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 8.10 | -6.00 |
| Martin ratioReturn relative to average drawdown | 7.39 | 28.73 | -21.34 |
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
| EXW3.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 3.35 | -1.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.91 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.60 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.68 | -0.48 |
Drawdowns
EXW3.DE vs. ISPA.DE - Drawdown Comparison
The maximum EXW3.DE drawdown since its inception was -57.98%, which is greater than ISPA.DE's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for EXW3.DE and ISPA.DE.
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Drawdown Indicators
| EXW3.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.98% | -38.91% | -19.07% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -3.63% | -5.88% |
Max Drawdown (3Y)Largest decline over 3 years | -17.30% | -15.10% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -17.30% | -15.10% | -2.20% |
Max Drawdown (10Y)Largest decline over 10 years | -32.27% | -38.91% | +6.64% |
Current DrawdownCurrent decline from peak | -1.20% | -1.09% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -17.07% | -4.46% | -12.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 1.03% | +1.67% |
Volatility
EXW3.DE vs. ISPA.DE - Volatility Comparison
iShares STOXX Europe 50 UCITS ETF (DE) (EXW3.DE) has a higher volatility of 4.77% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that EXW3.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXW3.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 2.62% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 11.59% | 6.51% | +5.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 8.77% | +5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.17% | 12.00% | +2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.44% | 14.79% | +0.65% |
EXW3.DE vs. ISPA.DE - Expense Ratio Comparison
EXW3.DE has a 0.52% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
EXW3.DE vs. ISPA.DE - Dividend Comparison
EXW3.DE's dividend yield for the trailing twelve months is around 2.12%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXW3.DE iShares STOXX Europe 50 UCITS ETF (DE) | 2.12% | 2.22% | 2.44% | 2.10% | 2.52% | 2.05% | 2.16% | 2.79% | 2.96% | 5.17% | 4.31% | 3.43% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
EXW3.DE and ISPA.DE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.52% for EXW3.DE.
EXW3.DE is categorized as Europe Equities, while ISPA.DE is Global Equities. EXW3.DE tracks STOXX® Europe 50, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.52% for EXW3.DE and 0.46% for ISPA.DE.
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