IS0D.DE vs. 5MVW.DE
IS0D.DE (iShares Oil & Gas Exploration & Production UCITS ETF) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both Energy Equities funds from iShares - IS0D.DE tracks the S&P Commodity Producers Oil & Gas Exploration & Production while 5MVW.DE tracks the MSCI World Energy. Both are passively managed. Over the past 5 years, IS0D.DE returned 17.33%/yr vs 20.31%/yr for 5MVW.DE. Their correlation of 0.91 suggests significant overlap in exposure. IS0D.DE charges 0.55%/yr vs 0.18%/yr for 5MVW.DE.
Performance
IS0D.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS0D.DE achieves a 30.64% return, which is significantly lower than 5MVW.DE's 32.79% return.
IS0D.DE
- 1D
- 0.10%
- 1M
- -3.31%
- YTD
- 30.64%
- 6M
- 23.16%
- 1Y
- 36.10%
- 3Y*
- 11.88%
- 5Y*
- 17.33%
- 10Y*
- 6.95%
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
IS0D.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 30.64% | -4.44% | 3.13% | -0.98% | 44.39% | 86.31% | -39.08% | 13.22% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
Correlation
The correlation between IS0D.DE and 5MVW.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.91 |
The correlation between IS0D.DE and 5MVW.DE has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
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Return for Risk
IS0D.DE vs. 5MVW.DE — Risk / Return Rank
IS0D.DE
5MVW.DE
IS0D.DE vs. 5MVW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| IS0D.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.97 | -0.94 |
| Martin ratioReturn relative to average drawdown | 5.02 | 9.81 | -4.79 |
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
| IS0D.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 2.10 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.84 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.45 | -0.36 |
Drawdowns
IS0D.DE vs. 5MVW.DE - Drawdown Comparison
The maximum IS0D.DE drawdown since its inception was -79.47%, which is greater than 5MVW.DE's maximum drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for IS0D.DE and 5MVW.DE.
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Drawdown Indicators
| IS0D.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.47% | -56.87% | -22.60% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -15.05% | -2.70% |
Max Drawdown (3Y)Largest decline over 3 years | -30.80% | -23.76% | -7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -32.34% | -23.76% | -8.58% |
Max Drawdown (10Y)Largest decline over 10 years | -73.73% | — | — |
Current DrawdownCurrent decline from peak | -9.82% | -7.49% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -27.09% | -13.53% | -13.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.18% | 4.56% | +2.62% |
Volatility
IS0D.DE vs. 5MVW.DE - Volatility Comparison
iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) has a higher volatility of 7.78% compared to iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) at 6.76%. This indicates that IS0D.DE's price experiences larger fluctuations and is considered to be riskier than 5MVW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS0D.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 6.76% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 22.48% | 18.33% | +4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.99% | 21.33% | +5.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.37% | 23.99% | +6.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.12% | 29.20% | +3.92% |
IS0D.DE vs. 5MVW.DE - Expense Ratio Comparison
IS0D.DE has a 0.55% expense ratio, which is higher than 5MVW.DE's 0.18% expense ratio.
Dividends
IS0D.DE vs. 5MVW.DE - Dividend Comparison
IS0D.DE has not paid dividends to shareholders, while 5MVW.DE's dividend yield for the trailing twelve months is around 2.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IS0D.DE and 5MVW.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.55% for IS0D.DE.
IS0D.DE tracks S&P Commodity Producers Oil & Gas Exploration & Production, while 5MVW.DE tracks MSCI World Energy. Their fees differ too: 0.55% for IS0D.DE and 0.18% for 5MVW.DE.
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