EXXV.DE vs. EXI2.DE
Compare and contrast key facts about iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) (EXXV.DE) and iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE).
EXXV.DE and EXI2.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXXV.DE is a passively managed fund by iShares that tracks the performance of the Dow Jones Sustainability Eurozone ex Alcohol, Tobacco, Gambling and others. It was launched on Mar 27, 2006. EXI2.DE is a passively managed fund by iShares that tracks the performance of the Dow Jones Global Titans 50. It was launched on Aug 14, 2001. Both EXXV.DE and EXI2.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXXV.DE or EXI2.DE.
Correlation
The correlation between EXXV.DE and EXI2.DE is 0.70, 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.
Performance
EXXV.DE vs. EXI2.DE - Performance Comparison
Key characteristics
EXXV.DE:
1.26
EXI2.DE:
1.92
EXXV.DE:
1.76
EXI2.DE:
2.54
EXXV.DE:
1.22
EXI2.DE:
1.37
EXXV.DE:
1.66
EXI2.DE:
2.55
EXXV.DE:
4.86
EXI2.DE:
9.05
EXXV.DE:
3.65%
EXI2.DE:
3.29%
EXXV.DE:
14.06%
EXI2.DE:
15.48%
EXXV.DE:
-59.63%
EXI2.DE:
-59.21%
EXXV.DE:
0.00%
EXI2.DE:
-0.54%
Returns By Period
In the year-to-date period, EXXV.DE achieves a 9.14% return, which is significantly higher than EXI2.DE's 3.05% return. Over the past 10 years, EXXV.DE has underperformed EXI2.DE with an annualized return of 7.62%, while EXI2.DE has yielded a comparatively higher 14.01% annualized return.
EXXV.DE
9.14%
8.29%
12.42%
17.73%
8.73%
7.62%
EXI2.DE
3.05%
3.11%
19.13%
29.82%
15.59%
14.01%
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EXXV.DE vs. EXI2.DE - Expense Ratio Comparison
EXXV.DE has a 0.43% expense ratio, which is lower than EXI2.DE's 0.51% expense ratio.
Risk-Adjusted Performance
EXXV.DE vs. EXI2.DE — Risk-Adjusted Performance Rank
EXXV.DE
EXI2.DE
EXXV.DE vs. EXI2.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) (EXXV.DE) and iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.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.
Dividends
EXXV.DE vs. EXI2.DE - Dividend Comparison
EXXV.DE's dividend yield for the trailing twelve months is around 2.41%, more than EXI2.DE's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXV.DE iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) | 2.41% | 2.62% | 2.43% | 2.65% | 1.91% | 1.83% | 2.96% | 3.06% | 4.06% | 3.71% | 3.16% | 2.40% |
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 1.29% | 2.56% | 1.77% | 2.56% | 1.47% |
Drawdowns
EXXV.DE vs. EXI2.DE - Drawdown Comparison
The maximum EXXV.DE drawdown since its inception was -59.63%, roughly equal to the maximum EXI2.DE drawdown of -59.21%. Use the drawdown chart below to compare losses from any high point for EXXV.DE and EXI2.DE. For additional features, visit the drawdowns tool.
Volatility
EXXV.DE vs. EXI2.DE - Volatility Comparison
The current volatility for iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) (EXXV.DE) is 4.63%, while iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) has a volatility of 5.19%. This indicates that EXXV.DE experiences smaller price fluctuations and is considered to be less risky than EXI2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.