IS3G.DE vs. EXS2.DE
IS3G.DE (iShares MSCI EMU Large Cap UCITS ETF) and EXS2.DE (iShares TecDAX UCITS ETF (DE)) are both Europe Equities funds from iShares - IS3G.DE tracks the MSCI EMU Large Cap while EXS2.DE tracks the TecDAX®. Both are passively managed. Over the past 10 years, IS3G.DE returned 9.99%/yr vs 9.01%/yr for EXS2.DE. A 0.74 correlation means they provide meaningful diversification when combined. IS3G.DE charges 0.49%/yr vs 0.51%/yr for EXS2.DE.
Performance
IS3G.DE vs. EXS2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3G.DE achieves a 8.74% return, which is significantly lower than EXS2.DE's 15.70% return. Over the past 10 years, IS3G.DE has outperformed EXS2.DE with an annualized return of 9.99%, while EXS2.DE has yielded a comparatively lower 9.01% annualized return.
IS3G.DE
- 1D
- 0.53%
- 1M
- 2.36%
- YTD
- 8.74%
- 6M
- 10.30%
- 1Y
- 17.41%
- 3Y*
- 15.08%
- 5Y*
- 10.43%
- 10Y*
- 9.99%
EXS2.DE
- 1D
- 0.52%
- 1M
- 10.24%
- YTD
- 15.70%
- 6M
- 16.12%
- 1Y
- 5.55%
- 3Y*
- 8.54%
- 5Y*
- 3.72%
- 10Y*
- 9.01%
IS3G.DE vs. EXS2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3G.DE iShares MSCI EMU Large Cap UCITS ETF | 8.74% | 22.66% | 8.54% | 20.59% | -11.41% | 23.35% | -2.21% | 29.80% | -12.63% | 11.55% |
EXS2.DE iShares TecDAX UCITS ETF (DE) | 15.70% | 5.33% | 1.63% | 13.54% | -26.00% | 21.07% | 6.12% | 22.25% | -3.77% | 39.90% |
Correlation
The correlation between IS3G.DE and EXS2.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2013 | 0.74 |
The correlation between IS3G.DE and EXS2.DE has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.
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Return for Risk
IS3G.DE vs. EXS2.DE — Risk / Return Rank
IS3G.DE
EXS2.DE
IS3G.DE vs. EXS2.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 iShares TecDAX UCITS ETF (DE) (EXS2.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 | EXS2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.07 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 0.40 | +1.27 |
| Martin ratioReturn relative to average drawdown | 5.99 | 0.80 | +5.20 |
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 | EXS2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.36 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.20 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.46 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.14 | +0.37 |
Drawdowns
IS3G.DE vs. EXS2.DE - Drawdown Comparison
The maximum IS3G.DE drawdown since its inception was -38.66%, smaller than the maximum EXS2.DE drawdown of -84.49%. Use the drawdown chart below to compare losses from any high point for IS3G.DE and EXS2.DE.
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Drawdown Indicators
| IS3G.DE | EXS2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.66% | -84.49% | +45.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.55% | -16.12% | +5.57% |
Max Drawdown (3Y)Largest decline over 3 years | -15.83% | -17.93% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | -34.97% | +10.83% |
Max Drawdown (10Y)Largest decline over 10 years | -38.66% | -34.97% | -3.69% |
Current DrawdownCurrent decline from peak | -0.30% | -0.81% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -39.46% | +33.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 8.07% | -5.13% |
Volatility
IS3G.DE vs. EXS2.DE - Volatility Comparison
The current volatility for iShares MSCI EMU Large Cap UCITS ETF (IS3G.DE) is 4.90%, while iShares TecDAX UCITS ETF (DE) (EXS2.DE) has a volatility of 5.29%. This indicates that IS3G.DE experiences smaller price fluctuations and is considered to be less risky than EXS2.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 | EXS2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 5.29% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.46% | 14.25% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 17.83% | -2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 18.80% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.41% | 19.47% | -2.06% |
IS3G.DE vs. EXS2.DE - Expense Ratio Comparison
IS3G.DE has a 0.49% expense ratio, which is lower than EXS2.DE's 0.51% expense ratio.
Dividends
IS3G.DE vs. EXS2.DE - Dividend Comparison
Neither IS3G.DE nor EXS2.DE has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXS2.DE iShares TecDAX UCITS ETF (DE) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.15% | 0.25% | 0.36% |
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% | 0.00% |
Frequently Asked Questions
IS3G.DE and EXS2.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3G.DE is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3G.DE is cheaper with a 0.49% expense ratio, compared with 0.51% for EXS2.DE.
IS3G.DE tracks MSCI EMU Large Cap, while EXS2.DE tracks TecDAX®. Their fees differ too: 0.49% for IS3G.DE and 0.51% for EXS2.DE.
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