IBGL.MI vs. EXV1.DE
IBGL.MI (iShares € Govt Bond 15-30yr UCITS ETF EUR Dist) and EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) are both exchange-traded funds - IBGL.MI is a European Government Bonds fund tracking the Bloomberg Euro Government Bond 30 Year Term Index, while EXV1.DE is a Financials Equities fund tracking the STOXX® Europe 600 Banks. Both are passively managed. Over the past 10 years, IBGL.MI returned -2.69%/yr vs 16.59%/yr for EXV1.DE. At a correlation of -0.13, they often move in opposite directions. IBGL.MI charges 0.15%/yr vs 0.47%/yr for EXV1.DE.
Performance
IBGL.MI vs. EXV1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBGL.MI achieves a -1.38% return, which is significantly lower than EXV1.DE's 18.04% return. Over the past 10 years, IBGL.MI has underperformed EXV1.DE with an annualized return of -2.69%, while EXV1.DE has yielded a comparatively higher 16.59% annualized return.
IBGL.MI
- 1D
- 0.00%
- 1M
- -2.97%
- 6M
- -2.49%
- YTD
- -1.38%
- 1Y
- -2.38%
- 3Y*
- -0.90%
- 5Y*
- -8.19%
- 10Y*
- -2.69%
EXV1.DE
- 1D
- -1.20%
- 1M
- 2.08%
- 6M
- 14.30%
- YTD
- 18.04%
- 1Y
- 52.25%
- 3Y*
- 43.64%
- 5Y*
- 32.52%
- 10Y*
- 16.59%
IBGL.MI vs. EXV1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBGL.MI iShares € Govt Bond 15-30yr UCITS ETF EUR Dist | -1.38% | -5.53% | -0.17% | 10.21% | -34.75% | -7.00% | 11.97% | 15.43% | 3.11% | -1.15% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 18.04% | 77.00% | 33.00% | 26.31% | 1.67% | 38.22% | -24.56% | 15.16% | -25.85% | 11.64% |
Correlation
The correlation between IBGL.MI and EXV1.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.13 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2008 | -0.13 |
The correlation between IBGL.MI and EXV1.DE shifts across timeframes, from -0.13 (10 years) to 0.31 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBGL.MI vs. EXV1.DE — Risk / Return Rank
IBGL.MI
EXV1.DE
IBGL.MI vs. EXV1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Govt Bond 15-30yr UCITS ETF EUR Dist (IBGL.MI) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.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.
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.
| IBGL.MI | EXV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.62 | ||
| Sortino ratioReturn per unit of downside risk | -3.45 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.39 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 3.25 | -3.64 |
| Martin ratioReturn relative to average drawdown | -0.80 | 11.15 | -11.95 |
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Drawdowns
IBGL.MI vs. EXV1.DE - Drawdown Comparison
The maximum IBGL.MI drawdown since its inception was -43.83%, smaller than the maximum EXV1.DE drawdown of -83.12%. Use the drawdown chart below to compare losses from any high point for IBGL.MI and EXV1.DE.
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Drawdown Indicators
| IBGL.MI | EXV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -83.12% | +39.29% |
Max Drawdown (1Y)Largest decline over 1 year | -6.12% | -16.02% | +9.90% |
Max Drawdown (3Y)Largest decline over 3 years | -12.08% | -20.12% | +8.04% |
Max Drawdown (5Y)Largest decline over 5 years | -42.23% | -28.08% | -14.15% |
Max Drawdown (10Y)Largest decline over 10 years | -43.83% | -56.14% | +12.31% |
Current DrawdownCurrent decline from peak | -38.28% | -1.55% | -36.73% |
Average DrawdownAverage peak-to-trough decline | -12.89% | -53.23% | +40.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 4.67% | -1.66% |
Volatility
IBGL.MI vs. EXV1.DE - Volatility Comparison
The current volatility for iShares € Govt Bond 15-30yr UCITS ETF EUR Dist (IBGL.MI) is 2.44%, while iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a volatility of 5.14%. This indicates that IBGL.MI experiences smaller price fluctuations and is considered to be less risky than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBGL.MI | EXV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.44% | 5.14% | -2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 18.78% | -11.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.27% | 22.10% | -12.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.54% | 22.81% | -9.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.44% | 24.25% | -12.81% |
IBGL.MI vs. EXV1.DE - Expense Ratio Comparison
IBGL.MI has a 0.15% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Dividends
IBGL.MI vs. EXV1.DE - Dividend Comparison
IBGL.MI's dividend yield for the trailing twelve months is around 3.72%, more than EXV1.DE's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.58% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
IBGL.MI iShares € Govt Bond 15-30yr UCITS ETF EUR Dist | 3.72% | 3.53% | 3.18% | 2.66% | 1.32% | 0.53% | 0.74% | 1.27% | 1.50% | 1.35% | 1.48% | 1.83% |
Frequently Asked Questions
IBGL.MI and EXV1.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBGL.MI is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBGL.MI is cheaper with a 0.15% expense ratio, compared with 0.47% for EXV1.DE.
IBGL.MI is categorized as European Government Bonds, while EXV1.DE is Financials Equities. IBGL.MI tracks Bloomberg Euro Government Bond 30 Year Term Index, while EXV1.DE tracks STOXX® Europe 600 Banks. Their fees differ too: 0.15% for IBGL.MI and 0.47% for EXV1.DE.
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