EXX7.DE vs. ISPA.DE
EXX7.DE (iShares Nikkei 225 UCITS ETF (DE)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - EXX7.DE is a Japan Equities fund tracking the Nikkei 225®, 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, EXX7.DE returned 11.53%/yr vs 8.98%/yr for ISPA.DE. A 0.62 correlation means they provide meaningful diversification when combined. EXX7.DE charges 0.51%/yr vs 0.46%/yr for ISPA.DE.
Performance
EXX7.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXX7.DE achieves a 31.92% return, which is significantly higher than ISPA.DE's 13.48% return. Over the past 10 years, EXX7.DE has outperformed ISPA.DE with an annualized return of 11.53%, while ISPA.DE has yielded a comparatively lower 8.98% annualized return.
EXX7.DE
- 1D
- -1.45%
- 1M
- 10.44%
- YTD
- 31.92%
- 6M
- 29.93%
- 1Y
- 58.94%
- 3Y*
- 20.28%
- 5Y*
- 11.91%
- 10Y*
- 11.53%
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%
EXX7.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXX7.DE iShares Nikkei 225 UCITS ETF (DE) | 31.92% | 15.64% | 13.98% | 17.46% | -15.88% | 3.04% | 13.62% | 24.16% | -5.34% | 10.10% |
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 EXX7.DE and ISPA.DE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.62 |
The correlation between EXX7.DE and ISPA.DE shifts across timeframes, from 0.50 (1 year) to 0.62 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EXX7.DE vs. ISPA.DE — Risk / Return Rank
EXX7.DE
ISPA.DE
EXX7.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Nikkei 225 UCITS ETF (DE) (EXX7.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.
| EXX7.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.62 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 4.52 | 8.10 | -3.58 |
| Martin ratioReturn relative to average drawdown | 13.72 | 28.73 | -15.02 |
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
| EXX7.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.50 | 3.35 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.91 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.60 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.68 | -0.28 |
Drawdowns
EXX7.DE vs. ISPA.DE - Drawdown Comparison
The maximum EXX7.DE drawdown since its inception was -50.57%, 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 EXX7.DE and ISPA.DE.
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Drawdown Indicators
| EXX7.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.57% | -38.91% | -11.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.97% | -3.63% | -9.34% |
Max Drawdown (3Y)Largest decline over 3 years | -20.63% | -15.10% | -5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -21.40% | -15.10% | -6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -29.83% | -38.91% | +9.08% |
Current DrawdownCurrent decline from peak | -1.45% | -1.09% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -12.03% | -4.46% | -7.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 1.03% | +3.25% |
Volatility
EXX7.DE vs. ISPA.DE - Volatility Comparison
iShares Nikkei 225 UCITS ETF (DE) (EXX7.DE) has a higher volatility of 6.61% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that EXX7.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
| EXX7.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 2.62% | +3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 18.46% | 6.51% | +11.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.46% | 8.77% | +14.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 12.00% | +6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 14.79% | +2.93% |
EXX7.DE vs. ISPA.DE - Expense Ratio Comparison
EXX7.DE has a 0.51% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
EXX7.DE vs. ISPA.DE - Dividend Comparison
EXX7.DE's dividend yield for the trailing twelve months is around 0.77%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXX7.DE iShares Nikkei 225 UCITS ETF (DE) | 0.77% | 0.92% | 0.94% | 1.17% | 1.31% | 0.81% | 1.00% | 1.21% | 0.74% | 1.19% | 1.35% | 1.29% |
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
EXX7.DE and ISPA.DE have a correlation of 0.50, 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 0.51% for EXX7.DE.
EXX7.DE is categorized as Japan Equities, while ISPA.DE is Global Equities. EXX7.DE tracks Nikkei 225®, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.51% for EXX7.DE and 0.46% for ISPA.DE.
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