IBCH.DE vs. ISPA.DE
IBCH.DE (iShares MSCI World EUR Hedged UCITS ETF Accumulating) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds from iShares - IBCH.DE tracks the MSCI World 100% Hedged to EUR Net while ISPA.DE tracks the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, IBCH.DE returned 11.23%/yr vs 8.98%/yr for ISPA.DE. A 0.73 correlation means they provide meaningful diversification when combined. IBCH.DE charges 0.55%/yr vs 0.46%/yr for ISPA.DE.
Performance
IBCH.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBCH.DE achieves a 8.84% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, IBCH.DE has outperformed ISPA.DE with an annualized return of 11.23%, while ISPA.DE has yielded a comparatively lower 8.98% annualized return.
IBCH.DE
- 1D
- 0.09%
- 1M
- 2.82%
- YTD
- 8.84%
- 6M
- 9.58%
- 1Y
- 23.44%
- 3Y*
- 18.41%
- 5Y*
- 10.57%
- 10Y*
- 11.23%
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IBCH.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBCH.DE iShares MSCI World EUR Hedged UCITS ETF Accumulating | 8.84% | 16.80% | 19.60% | 21.25% | -18.84% | 23.63% | 11.16% | 24.84% | -10.33% | 16.64% |
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 IBCH.DE and ISPA.DE is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Feb 21, 2011 | 0.73 |
The correlation between IBCH.DE and ISPA.DE shifts across timeframes, from 0.63 (3 years) to 0.73 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IBCH.DE vs. ISPA.DE — Risk / Return Rank
IBCH.DE
ISPA.DE
IBCH.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World EUR Hedged UCITS ETF Accumulating (IBCH.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.
| IBCH.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.62 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | 8.10 | -5.06 |
| Martin ratioReturn relative to average drawdown | 13.04 | 28.73 | -15.69 |
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
| IBCH.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.08 | 3.35 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.91 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.60 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.68 | -0.04 |
Drawdowns
IBCH.DE vs. ISPA.DE - Drawdown Comparison
The maximum IBCH.DE drawdown since its inception was -33.56%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IBCH.DE and ISPA.DE.
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Drawdown Indicators
| IBCH.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.56% | -38.91% | +5.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.79% | -3.63% | -4.16% |
Max Drawdown (3Y)Largest decline over 3 years | -17.58% | -15.10% | -2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -15.10% | -8.58% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -38.91% | +5.35% |
Current DrawdownCurrent decline from peak | -0.39% | -1.09% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -4.62% | -4.46% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.03% | +0.79% |
Volatility
IBCH.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI World EUR Hedged UCITS ETF Accumulating (IBCH.DE) has a higher volatility of 2.94% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that IBCH.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
| IBCH.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 2.62% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 6.51% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.40% | 8.77% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 12.00% | +2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 14.79% | +0.53% |
IBCH.DE vs. ISPA.DE - Expense Ratio Comparison
IBCH.DE has a 0.55% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
IBCH.DE vs. ISPA.DE - Dividend Comparison
IBCH.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCH.DE iShares MSCI World EUR Hedged UCITS ETF 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% |
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
IBCH.DE and ISPA.DE have a correlation of 0.66, 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 0.55% for IBCH.DE.
IBCH.DE tracks MSCI World 100% Hedged to EUR Net, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.55% for IBCH.DE and 0.46% for ISPA.DE.
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