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IEXA.DE vs. ISPA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEXA.DE vs. ISPA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc (IEXA.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IEXA.DE achieves a 1.30% return, which is significantly lower than ISPA.DE's 14.48% return.


IEXA.DE

1D
0.00%
1M
0.74%
YTD
1.30%
6M
1.48%
1Y
2.24%
3Y*
4.16%
5Y*
10Y*

ISPA.DE

1D
0.26%
1M
0.52%
YTD
14.48%
6M
14.99%
1Y
32.01%
3Y*
20.08%
5Y*
10.97%
10Y*
9.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEXA.DE vs. ISPA.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
IEXA.DE
iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc
1.30%2.47%3.54%7.38%-5.39%
ISPA.DE
iShares STOXX Global Select Dividend 100 UCITS ETF (DE)
14.48%19.72%12.97%4.78%-5.01%

Correlation

The correlation between IEXA.DE and ISPA.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.30

Correlation (All Time)
Calculated using the full available price history since May 27, 2022

0.29

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Return for Risk

IEXA.DE vs. ISPA.DE — Risk / Return Rank

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

IEXA.DE
IEXA.DE Risk / Return Rank: 2121
Overall Rank
IEXA.DE Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
IEXA.DE Sortino Ratio Rank: 2020
Sortino Ratio Rank
IEXA.DE Omega Ratio Rank: 2121
Omega Ratio Rank
IEXA.DE Calmar Ratio Rank: 2020
Calmar Ratio Rank
IEXA.DE Martin Ratio Rank: 2323
Martin Ratio Rank

ISPA.DE
ISPA.DE Risk / Return Rank: 9696
Overall Rank
ISPA.DE Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
ISPA.DE Sortino Ratio Rank: 9696
Sortino Ratio Rank
ISPA.DE Omega Ratio Rank: 9595
Omega Ratio Rank
ISPA.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
ISPA.DE Martin Ratio Rank: 9696
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.

IEXA.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc (IEXA.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.

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.


IEXA.DEISPA.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.87

Sortino ratioReturn per unit of downside risk

-3.85

Omega ratioGain probability vs. loss probability

1.14

1.66

-0.51

Calmar ratioReturn relative to maximum drawdown

0.87

8.74

-7.87

Martin ratioReturn relative to average drawdown

2.79

31.84

-29.04

IEXA.DE vs. ISPA.DE - Sharpe Ratio Comparison

The current IEXA.DE Sharpe Ratio is 0.69, which is lower than the ISPA.DE Sharpe Ratio of 3.56. The chart below compares the historical Sharpe Ratios of IEXA.DE and ISPA.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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Drawdowns

IEXA.DE vs. ISPA.DE - Drawdown Comparison

The maximum IEXA.DE drawdown since its inception was -9.06%, smaller than the maximum ISPA.DE drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for IEXA.DE and ISPA.DE.


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Drawdown Indicators


IEXA.DEISPA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-9.06%

-38.90%

+29.84%

Max Drawdown (1Y)

Largest decline over 1 year

-2.56%

-3.64%

+1.08%

Max Drawdown (3Y)

Largest decline over 3 years

-2.56%

-15.09%

+12.53%

Max Drawdown (5Y)

Largest decline over 5 years

-15.09%

Max Drawdown (10Y)

Largest decline over 10 years

-38.90%

Current Drawdown

Current decline from peak

0.00%

-0.44%

+0.44%

Average Drawdown

Average peak-to-trough decline

-2.24%

-4.54%

+2.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

1.00%

-0.20%

Volatility

IEXA.DE vs. ISPA.DE - Volatility Comparison

The current volatility for iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc (IEXA.DE) is 0.78%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 2.51%. This indicates that IEXA.DE experiences smaller price fluctuations and is considered to be less risky 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


IEXA.DEISPA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.78%

2.51%

-1.73%

Volatility (6M)

Calculated over the trailing 6-month period

2.77%

6.86%

-4.09%

Volatility (1Y)

Calculated over the trailing 1-year period

3.26%

8.99%

-5.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.77%

11.97%

-7.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.77%

14.71%

-9.94%

IEXA.DE vs. ISPA.DE - Expense Ratio Comparison

IEXA.DE has a 0.20% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.


Dividends

IEXA.DE vs. ISPA.DE - Dividend Comparison

IEXA.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.71%.


PositionTTM20252024202320222021202020192018201720162015
IEXA.DE
iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc
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)
3.71%4.52%4.89%5.91%4.87%3.31%4.04%4.02%4.01%5.66%3.64%4.35%

Frequently Asked Questions


IEXA.DE and ISPA.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IEXA.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IEXA.DE is cheaper with a 0.20% expense ratio, compared with 0.46% for ISPA.DE.

IEXA.DE is categorized as European Corporate Bonds, while ISPA.DE is Global Equities. IEXA.DE tracks Bloomberg Euro Corporate ex-Financials Bond, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.20% for IEXA.DE and 0.46% for ISPA.DE.

Portfolio Optimizer

Find the right allocation for IEXA.DE and ISPA.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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