IS07.DE vs. ISPA.DE
IS07.DE (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IS07.DE is a Multi-factor fund tracking the STOXX Developed World Equity Factor Screened Index (EUR Hedged), while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, IS07.DE returned 9.90%/yr vs 10.92%/yr for ISPA.DE. A 0.72 correlation means they provide meaningful diversification when combined. IS07.DE charges 0.33%/yr vs 0.46%/yr for ISPA.DE.
Performance
IS07.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS07.DE achieves a 11.48% return, which is significantly lower than ISPA.DE's 14.66% return.
IS07.DE
- 1D
- 0.68%
- 1M
- 0.17%
- 6M
- 12.00%
- YTD
- 11.48%
- 1Y
- 23.44%
- 3Y*
- 18.84%
- 5Y*
- 9.90%
- 10Y*
- —
ISPA.DE
- 1D
- 0.47%
- 1M
- 1.53%
- 6M
- 13.66%
- YTD
- 14.66%
- 1Y
- 28.82%
- 3Y*
- 18.87%
- 5Y*
- 10.92%
- 10Y*
- 8.88%
IS07.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS07.DE iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc) | 11.48% | 21.49% | 18.24% | 12.98% | -16.13% | 22.03% | 6.67% | 18.34% | -13.48% | 16.04% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.66% | 19.72% | 12.97% | 4.78% | -1.91% | 22.80% | -9.12% | 24.23% | -6.97% | 0.50% |
Correlation
The correlation between IS07.DE and ISPA.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2017 | 0.72 |
The correlation between IS07.DE and ISPA.DE has been stable across timeframes, ranging from 0.62 to 0.72 - a consistent structural relationship.
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Return for Risk
IS07.DE vs. ISPA.DE — Risk / Return Rank
IS07.DE
ISPA.DE
IS07.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc) (IS07.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.
| IS07.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.59 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 3.33 | 7.87 | -4.54 |
| Martin ratioReturn relative to average drawdown | 13.14 | 28.42 | -15.28 |
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Drawdowns
IS07.DE vs. ISPA.DE - Drawdown Comparison
The maximum IS07.DE drawdown since its inception was -33.06%, smaller than the maximum ISPA.DE drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for IS07.DE and ISPA.DE.
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Drawdown Indicators
| IS07.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.06% | -38.90% | +5.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.00% | -3.64% | -3.36% |
Max Drawdown (3Y)Largest decline over 3 years | -16.11% | -15.09% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -22.26% | -15.09% | -7.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.90% | — |
Current DrawdownCurrent decline from peak | -0.59% | -0.29% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -5.69% | -4.53% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.01% | +0.77% |
Volatility
IS07.DE vs. ISPA.DE - Volatility Comparison
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc) (IS07.DE) has a higher volatility of 3.86% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.36%. This indicates that IS07.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
| IS07.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 2.36% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 6.87% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.56% | 8.95% | +3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.99% | 11.97% | +3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 14.65% | +1.16% |
IS07.DE vs. ISPA.DE - Expense Ratio Comparison
IS07.DE has a 0.33% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IS07.DE vs. ISPA.DE - Dividend Comparison
IS07.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS07.DE iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (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
IS07.DE and ISPA.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS07.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS07.DE is cheaper with a 0.33% expense ratio, compared with 0.46% for ISPA.DE.
IS07.DE is categorized as Multi-factor, while ISPA.DE is Global Equities. IS07.DE tracks STOXX Developed World Equity Factor Screened Index (EUR Hedged), while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.33% for IS07.DE and 0.46% for ISPA.DE.
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