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HDEM.L vs. EXSH.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HDEM.L vs. EXSH.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Invesco FTSE EM High Dividend Low Volatility UCITS ETF (HDEM.L) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

HDEM.L is traded in GBp, while EXSH.DE is traded in EUR. To make them comparable, the EXSH.DE values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, HDEM.L achieves a 8.36% return, which is significantly lower than EXSH.DE's 13.07% return. Over the past 10 years, HDEM.L has underperformed EXSH.DE with an annualized return of 8.19%, while EXSH.DE has yielded a comparatively higher 11.38% annualized return.


HDEM.L

1D
-0.50%
1M
-2.19%
YTD
8.36%
6M
6.78%
1Y
25.44%
3Y*
12.01%
5Y*
6.83%
10Y*
8.19%

EXSH.DE

1D
0.59%
1M
4.27%
YTD
13.07%
6M
17.93%
1Y
35.99%
3Y*
23.59%
5Y*
12.94%
10Y*
11.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HDEM.L vs. EXSH.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HDEM.L
Invesco FTSE EM High Dividend Low Volatility UCITS ETF
8.36%18.32%3.92%3.74%-6.39%15.10%-10.00%11.46%-1.01%16.23%
EXSH.DE
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)
13.07%52.48%1.11%8.66%-4.99%14.84%-4.54%21.09%-3.52%9.71%

Correlation

The correlation between HDEM.L and EXSH.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.45

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

0.38

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

0.45

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2016

0.45

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Return for Risk

HDEM.L vs. EXSH.DE — Risk / Return Rank

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

HDEM.L
HDEM.L Risk / Return Rank: 7979
Overall Rank
HDEM.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
HDEM.L Sortino Ratio Rank: 8181
Sortino Ratio Rank
HDEM.L Omega Ratio Rank: 7474
Omega Ratio Rank
HDEM.L Calmar Ratio Rank: 8686
Calmar Ratio Rank
HDEM.L Martin Ratio Rank: 7474
Martin Ratio Rank

EXSH.DE
EXSH.DE Risk / Return Rank: 8383
Overall Rank
EXSH.DE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
EXSH.DE Sortino Ratio Rank: 8383
Sortino Ratio Rank
EXSH.DE Omega Ratio Rank: 8181
Omega Ratio Rank
EXSH.DE Calmar Ratio Rank: 8787
Calmar Ratio Rank
EXSH.DE Martin Ratio Rank: 8282
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.

HDEM.L vs. EXSH.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE EM High Dividend Low Volatility UCITS ETF (HDEM.L) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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.


HDEM.LEXSH.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.57

Sortino ratioReturn per unit of downside risk

-0.58

Omega ratioGain probability vs. loss probability

1.43

1.55

-0.12

Calmar ratioReturn relative to maximum drawdown

4.80

4.62

+0.18

Martin ratioReturn relative to average drawdown

13.83

16.40

-2.57

HDEM.L vs. EXSH.DE - Sharpe Ratio Comparison

The current HDEM.L Sharpe Ratio is 2.49, which is comparable to the EXSH.DE Sharpe Ratio of 3.06. The chart below compares the historical Sharpe Ratios of HDEM.L and EXSH.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


HDEM.LEXSH.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.49

3.06

-0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.87

-0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.68

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.28

+0.26

Drawdowns

HDEM.L vs. EXSH.DE - Drawdown Comparison

The maximum HDEM.L drawdown since its inception was -32.18%, smaller than the maximum EXSH.DE drawdown of -58.65%. Use the drawdown chart below to compare losses from any high point for HDEM.L and EXSH.DE.


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Drawdown Indicators


HDEM.LEXSH.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.18%

-58.65%

+26.47%

Max Drawdown (1Y)

Largest decline over 1 year

-5.28%

-7.76%

+2.48%

Max Drawdown (3Y)

Largest decline over 3 years

-12.22%

-12.57%

+0.35%

Max Drawdown (5Y)

Largest decline over 5 years

-18.05%

-19.72%

+1.67%

Max Drawdown (10Y)

Largest decline over 10 years

-32.18%

-34.03%

+1.85%

Current Drawdown

Current decline from peak

-3.70%

-1.52%

-2.18%

Average Drawdown

Average peak-to-trough decline

-6.84%

-15.64%

+8.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.83%

2.19%

-0.36%

Volatility

HDEM.L vs. EXSH.DE - Volatility Comparison

The current volatility for Invesco FTSE EM High Dividend Low Volatility UCITS ETF (HDEM.L) is 2.93%, while iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a volatility of 3.73%. This indicates that HDEM.L experiences smaller price fluctuations and is considered to be less risky than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HDEM.LEXSH.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.93%

3.73%

-0.80%

Volatility (6M)

Calculated over the trailing 6-month period

7.52%

9.68%

-2.16%

Volatility (1Y)

Calculated over the trailing 1-year period

10.18%

11.71%

-1.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.51%

14.65%

-1.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.82%

16.70%

-0.88%

HDEM.L vs. EXSH.DE - Expense Ratio Comparison

HDEM.L has a 0.49% expense ratio, which is higher than EXSH.DE's 0.32% expense ratio.


Dividends

HDEM.L vs. EXSH.DE - Dividend Comparison

HDEM.L's dividend yield for the trailing twelve months is around 4.86%, more than EXSH.DE's 4.47% yield.


PositionTTM20252024202320222021202020192018201720162015
EXSH.DE
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)
4.47%5.15%5.86%6.39%6.06%3.77%3.58%4.50%4.42%5.03%4.99%3.96%
HDEM.L
Invesco FTSE EM High Dividend Low Volatility UCITS ETF
4.86%5.17%5.62%6.08%8.93%5.96%4.31%5.23%5.37%6.81%2.78%0.00%

Frequently Asked Questions


HDEM.L and EXSH.DE have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EXSH.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EXSH.DE is cheaper with a 0.32% expense ratio, compared with 0.49% for HDEM.L.

HDEM.L is categorized as Emerging Markets Equities, while EXSH.DE is Europe Equities. HDEM.L tracks MSCI EM NR USD, while EXSH.DE tracks STOXX® Europe Select Dividend 30. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.49% for HDEM.L and 0.32% for EXSH.DE.

Portfolio Optimizer

Find the right allocation for HDEM.L and EXSH.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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