IS3G.DE vs. ELFC.DE
Compare and contrast key facts about iShares MSCI EMU Large Cap UCITS ETF (IS3G.DE) and Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF (ELFC.DE).
IS3G.DE and ELFC.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IS3G.DE is a passively managed fund by iShares that tracks the performance of the MSCI EMU Large Cap. It was launched on Sep 13, 2013. ELFC.DE is a passively managed fund by Deka that tracks the performance of the EURO iSTOXX® ex Financials High Dividend 50. It was launched on Sep 15, 2015. Both IS3G.DE and ELFC.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IS3G.DE vs. ELFC.DE - Performance Comparison
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IS3G.DE vs. ELFC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3G.DE iShares MSCI EMU Large Cap UCITS ETF | -0.30% | 22.66% | 8.54% | 20.59% | -11.41% | 23.35% | -2.21% | 29.80% | -12.63% | 11.55% |
ELFC.DE Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF | 9.44% | 17.73% | -0.16% | 15.69% | 1.54% | 21.96% | -7.15% | 19.94% | -4.03% | 6.11% |
Returns By Period
In the year-to-date period, IS3G.DE achieves a -0.30% return, which is significantly lower than ELFC.DE's 9.44% return. Over the past 10 years, IS3G.DE has outperformed ELFC.DE with an annualized return of 9.47%, while ELFC.DE has yielded a comparatively lower 8.78% annualized return.
IS3G.DE
- 1D
- 2.99%
- 1M
- -3.87%
- YTD
- -0.30%
- 6M
- 3.89%
- 1Y
- 12.39%
- 3Y*
- 12.29%
- 5Y*
- 9.73%
- 10Y*
- 9.47%
ELFC.DE
- 1D
- 0.78%
- 1M
- -0.09%
- YTD
- 9.44%
- 6M
- 15.86%
- 1Y
- 21.10%
- 3Y*
- 10.99%
- 5Y*
- 10.35%
- 10Y*
- 8.78%
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IS3G.DE vs. ELFC.DE - Expense Ratio Comparison
IS3G.DE has a 0.49% expense ratio, which is higher than ELFC.DE's 0.30% expense ratio.
Return for Risk
IS3G.DE vs. ELFC.DE — Risk / Return Rank
IS3G.DE
ELFC.DE
IS3G.DE vs. ELFC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU Large Cap UCITS ETF (IS3G.DE) and Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF (ELFC.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.
| IS3G.DE | ELFC.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.58 | -0.83 |
Sortino ratioReturn per unit of downside risk | 1.09 | 2.05 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.31 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.83 | -0.63 |
Martin ratioReturn relative to average drawdown | 4.30 | 7.20 | -2.90 |
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
| IS3G.DE | ELFC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.58 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.74 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.55 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.54 | -0.07 |
Correlation
The correlation between IS3G.DE and ELFC.DE is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IS3G.DE vs. ELFC.DE - Dividend Comparison
IS3G.DE has not paid dividends to shareholders, while ELFC.DE's dividend yield for the trailing twelve months is around 4.20%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IS3G.DE iShares MSCI EMU Large Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ELFC.DE Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF | 4.20% | 4.45% | 4.66% | 4.66% | 4.91% | 3.85% | 2.83% | 3.64% | 4.20% | 3.53% | 3.57% |
Drawdowns
IS3G.DE vs. ELFC.DE - Drawdown Comparison
The maximum IS3G.DE drawdown since its inception was -38.66%, roughly equal to the maximum ELFC.DE drawdown of -37.68%. Use the drawdown chart below to compare losses from any high point for IS3G.DE and ELFC.DE.
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Drawdown Indicators
| IS3G.DE | ELFC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.66% | -37.68% | -0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -11.55% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | -16.85% | -7.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.66% | -37.68% | -0.98% |
Current DrawdownCurrent decline from peak | -6.56% | -1.16% | -5.40% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -4.77% | -1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.93% | +0.02% |
Volatility
IS3G.DE vs. ELFC.DE - Volatility Comparison
iShares MSCI EMU Large Cap UCITS ETF (IS3G.DE) has a higher volatility of 6.66% compared to Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF (ELFC.DE) at 4.01%. This indicates that IS3G.DE's price experiences larger fluctuations and is considered to be riskier than ELFC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3G.DE | ELFC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 4.01% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 10.55% | 8.11% | +2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.51% | 13.34% | +3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 13.80% | +2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 16.59% | +0.76% |