IOO vs. EXI2.DE
IOO (iShares Global 100 ETF) and EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) are both Global Equities funds from iShares - IOO tracks the S&P Global 100 Index (Net) while EXI2.DE tracks the Dow Jones Global Titans 50. Both are passively managed. Over the past 10 years, IOO returned 16.70%/yr vs 16.48%/yr for EXI2.DE. A 0.58 correlation means they provide meaningful diversification when combined. IOO charges 0.40%/yr vs 0.51%/yr for EXI2.DE.
Performance
IOO vs. EXI2.DE - Performance Comparison
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Different Trading Currencies
IOO is traded in USD, while EXI2.DE is traded in EUR. To make them comparable, the EXI2.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IOO achieves a 12.26% return, which is significantly higher than EXI2.DE's 11.17% return. Both investments have delivered pretty close results over the past 10 years, with IOO having a 16.70% annualized return and EXI2.DE not far behind at 16.48%.
IOO
- 1D
- -1.33%
- 1M
- 5.37%
- YTD
- 12.26%
- 6M
- 12.43%
- 1Y
- 38.24%
- 3Y*
- 25.48%
- 5Y*
- 16.68%
- 10Y*
- 16.70%
EXI2.DE
- 1D
- -1.10%
- 1M
- 5.49%
- YTD
- 11.17%
- 6M
- 12.10%
- 1Y
- 36.71%
- 3Y*
- 26.58%
- 5Y*
- 16.15%
- 10Y*
- 16.48%
IOO vs. EXI2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IOO iShares Global 100 ETF | 12.26% | 27.02% | 26.54% | 27.71% | -16.34% | 26.03% | 18.61% | 30.01% | -6.22% | 23.56% |
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 11.17% | 24.62% | 30.90% | 37.65% | -25.85% | 24.92% | 21.44% | 32.29% | -5.52% | 21.43% |
Correlation
The correlation between IOO and EXI2.DE is 0.69, 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 | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since May 23, 2007 | 0.58 |
The correlation between IOO and EXI2.DE shifts across timeframes, from 0.58 (all time) to 0.69 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IOO vs. EXI2.DE — Risk / Return Rank
IOO
EXI2.DE
IOO vs. EXI2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global 100 ETF (IOO) and iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.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.
| IOO | EXI2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.45 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | 3.57 | +0.29 |
| Martin ratioReturn relative to average drawdown | 17.94 | 15.17 | +2.78 |
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
| IOO | EXI2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.84 | 2.65 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.92 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.96 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.47 | -0.08 |
Drawdowns
IOO vs. EXI2.DE - Drawdown Comparison
The maximum IOO drawdown since its inception was -55.85%, roughly equal to the maximum EXI2.DE drawdown of -55.14%. Use the drawdown chart below to compare losses from any high point for IOO and EXI2.DE.
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Drawdown Indicators
| IOO | EXI2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.85% | -55.14% | -0.71% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -10.23% | +0.29% |
Max Drawdown (3Y)Largest decline over 3 years | -19.19% | -21.00% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -23.52% | -29.55% | +6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -31.43% | -30.50% | -0.93% |
Current DrawdownCurrent decline from peak | -1.33% | -1.10% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -10.08% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 2.41% | -0.27% |
Volatility
IOO vs. EXI2.DE - Volatility Comparison
iShares Global 100 ETF (IOO) and iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) have volatilities of 3.81% and 3.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IOO | EXI2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 3.86% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.59% | 9.91% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 13.79% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 17.41% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 16.99% | +0.79% |
IOO vs. EXI2.DE - Expense Ratio Comparison
IOO has a 0.40% expense ratio, which is lower than EXI2.DE's 0.51% expense ratio.
Dividends
IOO vs. EXI2.DE - Dividend Comparison
IOO's dividend yield for the trailing twelve months is around 0.82%, more than EXI2.DE's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.33% | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 1.29% | 2.56% | 1.77% | 2.56% |
IOO iShares Global 100 ETF | 0.82% | 0.92% | 1.08% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% |
Frequently Asked Questions
IOO and EXI2.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IOO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IOO is cheaper with a 0.40% expense ratio, compared with 0.51% for EXI2.DE.
IOO tracks S&P Global 100 Index (Net), while EXI2.DE tracks Dow Jones Global Titans 50. Their fees differ too: 0.40% for IOO and 0.51% for EXI2.DE.
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