PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
EXX5.DE vs. 6PSA.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

EXX5.DE vs. 6PSA.DE

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.DE) and Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.DE).

EXX5.DE and 6PSA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXX5.DE is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Dividend Index. It was launched on Sep 28, 2005. 6PSA.DE is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI US 1000. It was launched on Nov 12, 2007. Both EXX5.DE and 6PSA.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

EXX5.DE vs. 6PSA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.DE) and Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.DE). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

EXX5.DE vs. 6PSA.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
EXX5.DE
iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR		7.97%-1.07%22.05%-0.09%7.04%43.02%-15.23%23.88%-3.48%-0.27%
6PSA.DE
Invesco FTSE RAFI US 1000 UCITS ETF		3.10%3.95%22.90%12.04%-2.95%42.89%-3.49%33.30%-7.23%1.48%

Returns By Period

In the year-to-date period, EXX5.DE achieves a 7.97% return, which is significantly higher than 6PSA.DE's 3.10% return. Over the past 10 years, EXX5.DE has underperformed 6PSA.DE with an annualized return of 9.23%, while 6PSA.DE has yielded a comparatively higher 11.97% annualized return.

EXX5.DE

1D
-0.37%
1M
-1.76%
YTD
7.97%
6M
8.28%
1Y
7.45%
3Y*
10.48%
5Y*
9.61%
10Y*
9.23%

6PSA.DE

1D
0.93%
1M
-2.58%
YTD
3.10%
6M
7.35%
1Y
10.29%
3Y*
13.99%
5Y*
11.15%
10Y*
11.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR

Invesco FTSE RAFI US 1000 UCITS ETF

Often compared with EXX5.DE:
EXX5.DE vs. SCHDEXX5.DE vs. HDVEXX5.DE vs. FUSA.DEEXX5.DE vs. WTDM.DEEXX5.DE vs. UDVD.LEXX5.DE vs. ZPRU.DEEXX5.DE vs. SPYD
Often compared with 6PSA.DE:
6PSA.DE vs. FLXI.DE6PSA.DE vs. LYTR.DE6PSA.DE vs. PSWD.DE6PSA.DE vs. FXAIX6PSA.DE vs. WTV6PSA.DE vs. ^GSPC6PSA.DE vs. VTV

EXX5.DE vs. 6PSA.DE - Expense Ratio Comparison

EXX5.DE has a 0.31% expense ratio, which is lower than 6PSA.DE's 0.39% expense ratio.

6PSA.DE
Invesco FTSE RAFI US 1000 UCITS ETF
EXX5.DE
iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR

Return for Risk

EXX5.DE vs. 6PSA.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EXX5.DE
EXX5.DE Risk / Return Rank: 2525
Overall Rank
EXX5.DE Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
EXX5.DE Sortino Ratio Rank: 2222
Sortino Ratio Rank
EXX5.DE Omega Ratio Rank: 2323
Omega Ratio Rank
EXX5.DE Calmar Ratio Rank: 2727
Calmar Ratio Rank
EXX5.DE Martin Ratio Rank: 3131
Martin Ratio Rank
6PSA.DE
6PSA.DE Risk / Return Rank: 3636
Overall Rank
6PSA.DE Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
6PSA.DE Sortino Ratio Rank: 2929
Sortino Ratio Rank
6PSA.DE Omega Ratio Rank: 3232
Omega Ratio Rank
6PSA.DE Calmar Ratio Rank: 3838
Calmar Ratio Rank
6PSA.DE Martin Ratio Rank: 4747
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.

EXX5.DE vs. 6PSA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.DE) and Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.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.

EXX5.DE6PSA.DEDifference

Sharpe ratio

Return per unit of total volatility

0.45

0.65

-0.21

Sortino ratio

Return per unit of downside risk

0.68

0.93

-0.25

Omega ratio

Gain probability vs. loss probability

1.10

1.14

-0.05

Calmar ratio

Return relative to maximum drawdown

0.70

1.10

-0.41

Martin ratio

Return relative to average drawdown

2.93

4.94

-2.01

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EXX5.DE vs. 6PSA.DE - Sharpe Ratio Comparison

The current EXX5.DE Sharpe Ratio is 0.45, which is lower than the 6PSA.DE Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of EXX5.DE and 6PSA.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading graphics...

Sharpe Ratios by Period

EXX5.DE6PSA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

0.65

-0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.78

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.82

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.90

-0.48

Correlation

The correlation between EXX5.DE and 6PSA.DE is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

EXX5.DE vs. 6PSA.DE - Dividend Comparison

EXX5.DE's dividend yield for the trailing twelve months is around 2.41%, more than 6PSA.DE's 1.35% yield.

TTM20252024202320222021202020192018201720162015
EXX5.DE
iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR		2.41%2.62%3.01%5.31%2.47%2.07%2.98%2.29%1.57%3.04%2.46%2.55%
6PSA.DE
Invesco FTSE RAFI US 1000 UCITS ETF		1.35%1.39%1.45%1.60%1.75%1.27%1.77%1.62%1.83%1.62%1.54%1.65%

Drawdowns

EXX5.DE vs. 6PSA.DE - Drawdown Comparison

The maximum EXX5.DE drawdown since its inception was -58.58%, which is greater than 6PSA.DE's maximum drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for EXX5.DE and 6PSA.DE.

Loading graphics...

Drawdown Indicators

EXX5.DE6PSA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-58.58%

-37.32%

-21.26%

Max Drawdown (1Y)

Largest decline over 1 year

-15.16%

-14.15%

-1.01%

Max Drawdown (5Y)

Largest decline over 5 years

-21.96%

-21.10%

-0.86%

Max Drawdown (10Y)

Largest decline over 10 years

-40.47%

-37.32%

-3.15%

Current Drawdown

Current decline from peak

-2.34%

-2.58%

+0.24%

Average Drawdown

Average peak-to-trough decline

-10.99%

-4.87%

-6.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

2.10%

+0.50%

Volatility

EXX5.DE vs. 6PSA.DE - Volatility Comparison

iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.DE) has a higher volatility of 3.78% compared to Invesco FTSE RAFI US 1000 UCITS ETF (6PSA.DE) at 3.05%. This indicates that EXX5.DE's price experiences larger fluctuations and is considered to be riskier than 6PSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

EXX5.DE6PSA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.78%

3.05%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

8.11%

7.17%

+0.94%

Volatility (1Y)

Calculated over the trailing 1-year period

16.55%

15.69%

+0.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.94%

14.37%

+0.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.11%

18.03%

-0.92%