IS3H.DE vs. ISPA.DE
IS3H.DE (iShares MSCI EMU Mid Cap UCITS ETF) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IS3H.DE is a Europe Equities fund tracking the MSCI EMU Mid Cap, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, IS3H.DE returned 9.47%/yr vs 8.98%/yr for ISPA.DE. A 0.74 correlation means they provide meaningful diversification when combined. IS3H.DE charges 0.49%/yr vs 0.46%/yr for ISPA.DE.
Performance
IS3H.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3H.DE achieves a 9.28% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, IS3H.DE has outperformed ISPA.DE with an annualized return of 9.47%, while ISPA.DE has yielded a comparatively lower 8.98% annualized return.
IS3H.DE
- 1D
- 0.47%
- 1M
- 2.04%
- YTD
- 9.28%
- 6M
- 11.50%
- 1Y
- 17.53%
- 3Y*
- 18.25%
- 5Y*
- 9.27%
- 10Y*
- 9.47%
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IS3H.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 9.28% | 30.84% | 11.73% | 8.69% | -14.80% | 15.42% | 3.89% | 29.25% | -15.98% | 19.16% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between IS3H.DE and ISPA.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
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 IS3H.DE and ISPA.DE has been stable across timeframes, ranging from 0.73 to 0.76 - a consistent structural relationship.
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Return for Risk
IS3H.DE vs. ISPA.DE — Risk / Return Rank
IS3H.DE
ISPA.DE
IS3H.DE vs. ISPA.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 iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.64 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.62 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 8.10 | -5.95 |
| Martin ratioReturn relative to average drawdown | 7.71 | 28.73 | -21.02 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 3.35 | -1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.91 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.60 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.11 |
Drawdowns
IS3H.DE vs. ISPA.DE - Drawdown Comparison
The maximum IS3H.DE drawdown since its inception was -37.63%, roughly equal to the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IS3H.DE and ISPA.DE.
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Drawdown Indicators
| IS3H.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.63% | -38.91% | +1.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -3.63% | -4.48% |
Max Drawdown (3Y)Largest decline over 3 years | -14.21% | -15.10% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -26.54% | -15.10% | -11.44% |
Max Drawdown (10Y)Largest decline over 10 years | -37.63% | -38.91% | +1.28% |
Current DrawdownCurrent decline from peak | -1.34% | -1.09% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -4.46% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.03% | +1.24% |
Volatility
IS3H.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) has a higher volatility of 3.33% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that IS3H.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.62% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 6.51% | +3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 8.77% | +3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 12.00% | +3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.15% | 14.79% | +1.36% |
IS3H.DE vs. ISPA.DE - Expense Ratio Comparison
IS3H.DE has a 0.49% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
IS3H.DE vs. ISPA.DE - Dividend Comparison
IS3H.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid 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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
IS3H.DE and ISPA.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.49% for IS3H.DE.
IS3H.DE is categorized as Europe Equities, while ISPA.DE is Global Equities. IS3H.DE tracks MSCI EMU Mid Cap, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.49% for IS3H.DE and 0.46% for ISPA.DE.
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