EXX5.DE vs. INRA.AS

Last updated Jul 16, 2026

EXX5.DE (iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR) and INRA.AS (iShares Global Clean Energy Transition UCITS ETF USD Accumulating) are both exchange-traded funds - EXX5.DE is a Large Cap Value Equities fund tracking the Dow Jones U.S. Select Dividend Index, while INRA.AS is a Alternative Energy Equities fund tracking the S&P Global Clean Energy Transition. Both are passively managed. Over the past 3 years, EXX5.DE returned 14.10%/yr vs 1.04%/yr for INRA.AS. At a 0.33 correlation, their price movements are largely independent. EXX5.DE charges 0.31%/yr vs 0.65%/yr for INRA.AS.

Performance

EXX5.DE vs. INRA.AS - 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 iShares Global Clean Energy Transition UCITS ETF USD Accumulating (INRA.AS). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

EXX5.DE is traded in EUR, while INRA.AS is traded in USD. To make them comparable, the INRA.AS values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EXX5.DE achieves a 16.91% return, which is significantly lower than INRA.AS's 18.70% return.

EXX5.DE

• 1D: 0.46%
• 1M: 3.46%
• 6M: 12.56%
• YTD: 16.91%
• 1Y: 23.57%
• 3Y*: 14.10%
• 5Y*: 10.19%
• 10Y*: 8.59%

INRA.AS

• 1D: -0.99%
• 1M: -8.51%
• 6M: 9.64%
• YTD: 18.70%
• 1Y: 45.44%
• 3Y*: 1.04%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EXX5.DE vs. INRA.AS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
EXX5.DE iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR	16.91%	-1.07%	21.19%	-2.83%	6.79%
INRA.AS iShares Global Clean Energy Transition UCITS ETF USD Accumulating	18.70%	28.27%	-20.75%	-22.89%	35.55%

Correlation

The correlation between EXX5.DE and INRA.AS is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.29
Correlation (All Time) Calculated using the full available price history since Feb 23, 2022	0.33

Over the past year, the correlation between EXX5.DE and INRA.AS has dropped to 0.10 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.

Return for Risk

EXX5.DE vs. INRA.AS — 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: 84
EXX5.DE Sharpe Ratio Rank: 82
EXX5.DE Sortino Ratio Rank: 83
EXX5.DE Omega Ratio Rank: 74
EXX5.DE Calmar Ratio Rank: 94
EXX5.DE Martin Ratio Rank: 90

INRA.AS

INRA.AS Risk / Return Rank: 50
INRA.AS Sharpe Ratio Rank: 51
INRA.AS Sortino Ratio Rank: 51
INRA.AS Omega Ratio Rank: 46
INRA.AS Calmar Ratio Rank: 50
INRA.AS Martin Ratio Rank: 50

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. INRA.AS - 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 iShares Global Clean Energy Transition UCITS ETF USD Accumulating (INRA.AS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	EXX5.DE	INRA.AS	Difference
Sharpe ratio: Return per unit of total volatility	2.08	1.54	+0.54
Sortino ratio: Return per unit of downside risk	2.97	2.18	+0.79
Omega ratio: Gain probability vs. loss probability	1.35	1.26	+0.09
Calmar ratio: Return relative to maximum drawdown	5.26	2.33	+2.93
Martin ratio: Return relative to average drawdown	15.80	7.44	+8.36

EXX5.DE vs. INRA.AS - Sharpe Ratio Comparison

The current EXX5.DE Sharpe Ratio is 2.08, which is higher than the INRA.AS Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of EXX5.DE and INRA.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EXX5.DE vs. INRA.AS - Drawdown Comparison

The maximum EXX5.DE drawdown since its inception was -65.87%, which is greater than INRA.AS's maximum drawdown of -57.55%. Use the drawdown chart below to compare losses from any high point for EXX5.DE and INRA.AS.

Drawdown Indicators

	EXX5.DE	INRA.AS	Difference
Max Drawdown Largest peak-to-trough decline	-65.87%	-57.55%	-8.32%
Max Drawdown (1Y) Largest decline over 1 year	-4.46%	-18.15%	+13.69%
Max Drawdown (3Y) Largest decline over 3 years	-21.96%	-42.48%	+20.52%
Max Drawdown (5Y) Largest decline over 5 years	-21.96%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-40.47%	—	—
Current Drawdown Current decline from peak	-0.40%	-25.43%	+25.03%
Average Drawdown Average peak-to-trough decline	-14.20%	-32.61%	+18.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.49%	5.72%	-4.23%

Volatility

EXX5.DE vs. INRA.AS - Volatility Comparison

The current volatility for iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.DE) is 3.10%, while iShares Global Clean Energy Transition UCITS ETF USD Accumulating (INRA.AS) has a volatility of 10.93%. This indicates that EXX5.DE experiences smaller price fluctuations and is considered to be less risky than INRA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EXX5.DE	INRA.AS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.10%	10.93%	-7.83%
Volatility (6M) Calculated over the trailing 6-month period	7.86%	22.26%	-14.40%
Volatility (1Y) Calculated over the trailing 1-year period	11.27%	27.50%	-16.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.85%	27.93%	-13.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.07%	27.93%	-10.86%

EXX5.DE vs. INRA.AS - Expense Ratio Comparison

EXX5.DE has a 0.31% expense ratio, which is lower than INRA.AS's 0.65% expense ratio.

Dividends

EXX5.DE vs. INRA.AS - Dividend Comparison

EXX5.DE's dividend yield for the trailing twelve months is around 2.30%, while INRA.AS has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EXX5.DE iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR	2.30%	2.62%	2.39%	2.54%	2.47%	2.07%	2.98%	2.29%	1.57%	3.04%	2.46%	2.55%
INRA.AS iShares Global Clean Energy Transition UCITS ETF USD Accumulating	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

Can I hold both EXX5.DE and INRA.AS in my portfolio?

EXX5.DE and INRA.AS have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EXX5.DE or INRA.AS?

On fees, EXX5.DE is cheaper at 0.31% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EXX5.DE or INRA.AS?

EXX5.DE is cheaper with a 0.31% expense ratio, compared with 0.65% for INRA.AS.

What is the main difference between EXX5.DE and INRA.AS?

EXX5.DE is categorized as Large Cap Value Equities, while INRA.AS is Alternative Energy Equities. EXX5.DE tracks Dow Jones U.S. Select Dividend Index, while INRA.AS tracks S&P Global Clean Energy Transition. Their fees differ too: 0.31% for EXX5.DE and 0.65% for INRA.AS.