IS3G.DE vs. EXSH.DE
IS3G.DE (iShares MSCI EMU Large Cap UCITS ETF) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds from iShares - IS3G.DE tracks the MSCI EMU Large Cap while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 10 years, IS3G.DE returned 9.99%/yr vs 10.31%/yr for EXSH.DE. Their correlation of 0.81 suggests significant overlap in exposure. IS3G.DE charges 0.49%/yr vs 0.32%/yr for EXSH.DE.
Performance
IS3G.DE vs. EXSH.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 EXSH.DE's 13.96% return. Both investments have delivered pretty close results over the past 10 years, with IS3G.DE having a 9.99% annualized return and EXSH.DE not far ahead at 10.31%.
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%
EXSH.DE
- 1D
- 0.47%
- 1M
- 2.07%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.09%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
IS3G.DE vs. EXSH.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% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 27.73% | -4.87% | 5.22% |
Correlation
The correlation between IS3G.DE and EXSH.DE is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2013 | 0.81 |
The correlation between IS3G.DE and EXSH.DE has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.
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Return for Risk
IS3G.DE vs. EXSH.DE — Risk / Return Rank
IS3G.DE
EXSH.DE
IS3G.DE vs. EXSH.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 STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.53 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.48 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 4.85 | -3.18 |
| Martin ratioReturn relative to average drawdown | 5.99 | 16.10 | -10.10 |
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 | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 2.69 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.86 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.60 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.32 | +0.19 |
Drawdowns
IS3G.DE vs. EXSH.DE - Drawdown Comparison
The maximum IS3G.DE drawdown since its inception was -38.66%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for IS3G.DE and EXSH.DE.
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Drawdown Indicators
| IS3G.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.66% | -70.20% | +31.54% |
Max Drawdown (1Y)Largest decline over 1 year | -10.55% | -6.65% | -3.90% |
Max Drawdown (3Y)Largest decline over 3 years | -15.83% | -14.43% | -1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | -22.98% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -38.66% | -40.34% | +1.68% |
Current DrawdownCurrent decline from peak | -0.30% | -1.87% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -22.15% | +15.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.01% | +0.93% |
Volatility
IS3G.DE vs. EXSH.DE - Volatility Comparison
iShares MSCI EMU Large Cap UCITS ETF (IS3G.DE) has a higher volatility of 4.90% compared to iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 3.90%. This indicates that IS3G.DE's price experiences larger fluctuations and is considered to be riskier than EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 3.90% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.46% | 9.77% | +2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 11.99% | +3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 14.61% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.41% | 17.15% | +0.26% |
IS3G.DE vs. EXSH.DE - Expense Ratio Comparison
IS3G.DE has a 0.49% expense ratio, which is higher than EXSH.DE's 0.32% expense ratio.
Dividends
IS3G.DE vs. EXSH.DE - Dividend Comparison
IS3G.DE has not paid dividends to shareholders, while EXSH.DE's dividend yield for the trailing twelve months is around 4.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
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 EXSH.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSH.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSH.DE is cheaper with a 0.32% expense ratio, compared with 0.49% for IS3G.DE.
IS3G.DE tracks MSCI EMU Large Cap, while EXSH.DE tracks STOXX® Europe Select Dividend 30. Their fees differ too: 0.49% for IS3G.DE and 0.32% for EXSH.DE.
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