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EXW3.DE vs. SC0D.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXW3.DE vs. SC0D.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 50 UCITS ETF (DE) (EXW3.DE) and Invesco EURO STOXX 50 UCITS ETF (SC0D.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EXW3.DE achieves a 10.62% return, which is significantly higher than SC0D.DE's 7.29% return. Over the past 10 years, EXW3.DE has underperformed SC0D.DE with an annualized return of 9.47%, while SC0D.DE has yielded a comparatively higher 10.37% annualized return.


EXW3.DE

1D
0.65%
1M
2.04%
YTD
10.62%
6M
13.30%
1Y
20.03%
3Y*
13.15%
5Y*
11.77%
10Y*
9.47%

SC0D.DE

1D
0.74%
1M
1.96%
YTD
7.29%
6M
8.66%
1Y
15.55%
3Y*
15.50%
5Y*
11.35%
10Y*
10.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXW3.DE vs. SC0D.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
SC0D.DE
Invesco EURO STOXX 50 UCITS ETF
7.29%22.01%10.91%22.46%-9.02%23.19%-3.03%30.01%-12.05%10.07%

Correlation

The correlation between EXW3.DE and SC0D.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (5Y)
Calculated over the trailing 5-year period

0.90

Correlation (10Y)
Calculated over the trailing 10-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Apr 21, 2009

0.88

The correlation between EXW3.DE and SC0D.DE has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.

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Return for Risk

EXW3.DE vs. SC0D.DE — Risk / Return Rank

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

EXW3.DE
EXW3.DE Risk / Return Rank: 4343
Overall Rank
EXW3.DE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
EXW3.DE Sortino Ratio Rank: 4343
Sortino Ratio Rank
EXW3.DE Omega Ratio Rank: 4242
Omega Ratio Rank
EXW3.DE Calmar Ratio Rank: 4444
Calmar Ratio Rank
EXW3.DE Martin Ratio Rank: 4646
Martin Ratio Rank

SC0D.DE
SC0D.DE Risk / Return Rank: 2929
Overall Rank
SC0D.DE Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
SC0D.DE Sortino Ratio Rank: 2929
Sortino Ratio Rank
SC0D.DE Omega Ratio Rank: 2828
Omega Ratio Rank
SC0D.DE Calmar Ratio Rank: 2929
Calmar Ratio Rank
SC0D.DE Martin Ratio Rank: 3333
Martin Ratio Rank
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.

EXW3.DE vs. SC0D.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 Invesco EURO STOXX 50 UCITS ETF (SC0D.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.DESC0D.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.45

Sortino ratioReturn per unit of downside risk

+0.60

Omega ratioGain probability vs. loss probability

1.26

1.18

+0.08

Calmar ratioReturn relative to maximum drawdown

2.09

1.43

+0.67

Martin ratioReturn relative to average drawdown

7.39

4.87

+2.52

EXW3.DE vs. SC0D.DE - Sharpe Ratio Comparison

The current EXW3.DE Sharpe Ratio is 1.43, which is higher than the SC0D.DE Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of EXW3.DE and SC0D.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EXW3.DESC0D.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

0.98

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.64

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.56

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.46

-0.27

Drawdowns

EXW3.DE vs. SC0D.DE - Drawdown Comparison

The maximum EXW3.DE drawdown since its inception was -57.98%, which is greater than SC0D.DE's maximum drawdown of -38.50%. Use the drawdown chart below to compare losses from any high point for EXW3.DE and SC0D.DE.


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Drawdown Indicators


EXW3.DESC0D.DEDifference

Max Drawdown

Largest peak-to-trough decline

-57.98%

-38.50%

-19.48%

Max Drawdown (1Y)

Largest decline over 1 year

-9.51%

-10.93%

+1.42%

Max Drawdown (3Y)

Largest decline over 3 years

-17.30%

-16.54%

-0.76%

Max Drawdown (5Y)

Largest decline over 5 years

-17.30%

-23.38%

+6.08%

Max Drawdown (10Y)

Largest decline over 10 years

-32.27%

-38.50%

+6.23%

Current Drawdown

Current decline from peak

-1.20%

-0.53%

-0.67%

Average Drawdown

Average peak-to-trough decline

-17.07%

-7.22%

-9.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.70%

3.21%

-0.51%

Volatility

EXW3.DE vs. SC0D.DE - Volatility Comparison

iShares STOXX Europe 50 UCITS ETF (DE) (EXW3.DE) and Invesco EURO STOXX 50 UCITS ETF (SC0D.DE) have volatilities of 4.77% and 4.94%, 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


EXW3.DESC0D.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

4.94%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

11.59%

12.94%

-1.35%

Volatility (1Y)

Calculated over the trailing 1-year period

13.90%

15.95%

-2.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.17%

17.53%

-3.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.44%

18.27%

-2.83%

EXW3.DE vs. SC0D.DE - Expense Ratio Comparison

EXW3.DE has a 0.52% expense ratio, which is higher than SC0D.DE's 0.05% expense ratio.


Dividends

EXW3.DE vs. SC0D.DE - Dividend Comparison

EXW3.DE's dividend yield for the trailing twelve months is around 2.12%, while SC0D.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
SC0D.DE
Invesco EURO STOXX 50 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


With a correlation of 0.92, EXW3.DE and SC0D.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.

On fees, SC0D.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SC0D.DE is cheaper with a 0.05% expense ratio, compared with 0.52% for EXW3.DE.

EXW3.DE tracks STOXX® Europe 50, while SC0D.DE tracks EURO STOXX® 50. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.52% for EXW3.DE and 0.05% for SC0D.DE.

Portfolio Optimizer

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