INRA.AS vs. EXX5.DE
INRA.AS (iShares Global Clean Energy Transition UCITS ETF USD Accumulating) and EXX5.DE (iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR) are both exchange-traded funds - INRA.AS is a Alternative Energy Equities fund tracking the S&P Global Clean Energy Transition, while EXX5.DE is a Large Cap Value Equities fund tracking the Dow Jones U.S. Select Dividend Index. Both are passively managed. Over the past 3 years, INRA.AS returned 5.36%/yr vs 15.20%/yr for EXX5.DE. At a 0.41 correlation, their price movements are largely independent. INRA.AS charges 0.65%/yr vs 0.31%/yr for EXX5.DE.
Performance
INRA.AS vs. EXX5.DE - Performance Comparison
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Different Trading Currencies
INRA.AS is traded in USD, while EXX5.DE is traded in EUR. To make them comparable, the EXX5.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, INRA.AS achieves a 22.97% return, which is significantly higher than EXX5.DE's 11.42% return.
INRA.AS
- 1D
- -3.10%
- 1M
- -11.17%
- YTD
- 22.97%
- 6M
- 21.92%
- 1Y
- 58.46%
- 3Y*
- 5.36%
- 5Y*
- —
- 10Y*
- —
EXX5.DE
- 1D
- 0.58%
- 1M
- 1.67%
- YTD
- 11.42%
- 6M
- 11.30%
- 1Y
- 22.69%
- 3Y*
- 15.20%
- 5Y*
- 8.76%
- 10Y*
- 9.50%
INRA.AS vs. EXX5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
INRA.AS iShares Global Clean Energy Transition UCITS ETF USD Accumulating | 22.97% | 45.54% | -25.66% | -20.50% | 28.36% |
EXX5.DE iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR | 11.42% | 11.69% | 14.26% | 0.24% | 0.91% |
Correlation
The correlation between INRA.AS and EXX5.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Feb 23, 2022 | 0.41 |
Over the past year, the correlation between INRA.AS and EXX5.DE has dropped to 0.17 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
INRA.AS vs. EXX5.DE — Risk / Return Rank
INRA.AS
EXX5.DE
INRA.AS vs. EXX5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy Transition UCITS ETF USD Accumulating (INRA.AS) and iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.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.
| INRA.AS | EXX5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.34 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | 3.36 | +0.50 |
| Martin ratioReturn relative to average drawdown | 12.89 | 9.62 | +3.27 |
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Drawdowns
INRA.AS vs. EXX5.DE - Drawdown Comparison
The maximum INRA.AS drawdown since its inception was -54.27%, smaller than the maximum EXX5.DE drawdown of -71.16%. Use the drawdown chart below to compare losses from any high point for INRA.AS and EXX5.DE.
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Drawdown Indicators
| INRA.AS | EXX5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.27% | -71.16% | +16.89% |
Max Drawdown (1Y)Largest decline over 1 year | -14.90% | -6.72% | -8.18% |
Max Drawdown (3Y)Largest decline over 3 years | -43.77% | -18.76% | -25.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.76% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.59% | — |
Current DrawdownCurrent decline from peak | -13.69% | -0.28% | -13.41% |
Average DrawdownAverage peak-to-trough decline | -28.56% | -16.67% | -11.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 2.35% | +2.15% |
Volatility
INRA.AS vs. EXX5.DE - Volatility Comparison
iShares Global Clean Energy Transition UCITS ETF USD Accumulating (INRA.AS) has a higher volatility of 10.31% compared to iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR (EXX5.DE) at 2.67%. This indicates that INRA.AS's price experiences larger fluctuations and is considered to be riskier than EXX5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INRA.AS | EXX5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.31% | 2.67% | +7.64% |
Volatility (6M)Calculated over the trailing 6-month period | 21.21% | 7.68% | +13.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.68% | 11.20% | +15.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.04% | 15.50% | +13.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.04% | 17.34% | +11.70% |
INRA.AS vs. EXX5.DE - Expense Ratio Comparison
INRA.AS has a 0.65% expense ratio, which is higher than EXX5.DE's 0.31% expense ratio.
Dividends
INRA.AS vs. EXX5.DE - Dividend Comparison
INRA.AS has not paid dividends to shareholders, while EXX5.DE's dividend yield for the trailing twelve months is around 2.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXX5.DE iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EUR | 2.28% | 2.62% | 2.39% | 2.54% | 2.47% | 2.07% | 2.98% | 2.29% | 1.57% | 3.04% | 2.46% | 2.55% |
INRA.AS iShares Global Clean Energy Transition UCITS ETF USD 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% |
Frequently Asked Questions
INRA.AS and EXX5.DE have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXX5.DE is cheaper at 0.31% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXX5.DE is cheaper with a 0.31% expense ratio, compared with 0.65% for INRA.AS.
INRA.AS is categorized as Alternative Energy Equities, while EXX5.DE is Large Cap Value Equities. INRA.AS tracks S&P Global Clean Energy Transition, while EXX5.DE tracks Dow Jones U.S. Select Dividend Index. Their fees differ too: 0.65% for INRA.AS and 0.31% for EXX5.DE.
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