IS3H.DE vs. EUPA.DE
Compare and contrast key facts about iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) and Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE).
IS3H.DE and EUPA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IS3H.DE is a passively managed fund by iShares that tracks the performance of the MSCI EMU Mid Cap. It was launched on Sep 13, 2013. EUPA.DE is a passively managed fund by Franklin Templeton that tracks the performance of the Shiller Barclays CAPE® Global Sector. It was launched on Dec 21, 2022. Both IS3H.DE and EUPA.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
IS3H.DE vs. EUPA.DE - Performance Comparison
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IS3H.DE vs. EUPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 3.90% | 30.84% | 11.73% | -0.19% |
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) | 6.10% | 18.38% | 13.54% | 11.13% |
Returns By Period
In the year-to-date period, IS3H.DE achieves a 3.90% return, which is significantly lower than EUPA.DE's 6.10% return.
IS3H.DE
- 1D
- 0.15%
- 1M
- 0.65%
- YTD
- 3.90%
- 6M
- 6.89%
- 1Y
- 23.38%
- 3Y*
- 16.18%
- 5Y*
- 9.05%
- 10Y*
- 9.19%
EUPA.DE
- 1D
- -0.29%
- 1M
- -1.53%
- YTD
- 6.10%
- 6M
- 10.29%
- 1Y
- 19.13%
- 3Y*
- 18.41%
- 5Y*
- —
- 10Y*
- —
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IS3H.DE vs. EUPA.DE - Expense Ratio Comparison
IS3H.DE has a 0.49% expense ratio, which is lower than EUPA.DE's 0.65% expense ratio.
Return for Risk
IS3H.DE vs. EUPA.DE — Risk / Return Rank
IS3H.DE
EUPA.DE
IS3H.DE vs. EUPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) and Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.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.
| IS3H.DE | EUPA.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.45 | +0.11 |
Sortino ratioReturn per unit of downside risk | 2.07 | 2.03 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.13 | 2.08 | +1.05 |
Martin ratioReturn relative to average drawdown | 11.55 | 8.25 | +3.30 |
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
| IS3H.DE | EUPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.45 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 1.32 | -0.78 |
Correlation
The correlation between IS3H.DE and EUPA.DE is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IS3H.DE vs. EUPA.DE - Dividend Comparison
Neither IS3H.DE nor EUPA.DE has paid dividends to shareholders.
Drawdowns
IS3H.DE vs. EUPA.DE - Drawdown Comparison
The maximum IS3H.DE drawdown since its inception was -37.63%, which is greater than EUPA.DE's maximum drawdown of -10.28%. Use the drawdown chart below to compare losses from any high point for IS3H.DE and EUPA.DE.
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Drawdown Indicators
| IS3H.DE | EUPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.63% | -10.28% | -27.35% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -9.20% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -26.54% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.63% | — | — |
Current DrawdownCurrent decline from peak | -3.47% | -4.80% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -1.87% | -4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.32% | -0.12% |
Volatility
IS3H.DE vs. EUPA.DE - Volatility Comparison
iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) has a higher volatility of 5.77% compared to Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) at 4.77%. This indicates that IS3H.DE's price experiences larger fluctuations and is considered to be riskier than EUPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3H.DE | EUPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 4.77% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 8.04% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 13.24% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 12.33% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 12.33% | +3.79% |