IS3H.DE vs. S6X0.DE
IS3H.DE (iShares MSCI EMU Mid Cap UCITS ETF) and S6X0.DE (Invesco EURO STOXX 50 UCITS ETF Dist) are both Europe Equities funds - IS3H.DE tracks the MSCI EMU Mid Cap while S6X0.DE tracks the EURO STOXX 50. Both are passively managed. Over the past 10 years, IS3H.DE returned 10.75%/yr vs 11.50%/yr for S6X0.DE. Their correlation of 0.90 suggests significant overlap in exposure. IS3H.DE charges 0.49%/yr vs 0.05%/yr for S6X0.DE.
Performance
IS3H.DE vs. S6X0.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3H.DE achieves a 12.27% return, which is significantly higher than S6X0.DE's 9.45% return. Over the past 10 years, IS3H.DE has underperformed S6X0.DE with an annualized return of 10.75%, while S6X0.DE has yielded a comparatively higher 11.50% annualized return.
IS3H.DE
- 1D
- -0.47%
- 1M
- 2.07%
- YTD
- 12.27%
- 6M
- 12.80%
- 1Y
- 21.89%
- 3Y*
- 19.80%
- 5Y*
- 9.49%
- 10Y*
- 10.75%
S6X0.DE
- 1D
- -0.73%
- 1M
- 2.60%
- YTD
- 9.45%
- 6M
- 10.38%
- 1Y
- 21.57%
- 3Y*
- 16.10%
- 5Y*
- 11.63%
- 10Y*
- 11.50%
IS3H.DE vs. S6X0.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 12.27% | 30.84% | 11.73% | 8.69% | -14.80% | 15.41% | 3.89% | 29.27% | -15.98% | 19.16% |
S6X0.DE Invesco EURO STOXX 50 UCITS ETF Dist | 9.45% | 22.02% | 10.94% | 22.43% | -9.00% | 23.10% | -2.98% | 29.97% | -12.04% | 10.08% |
Correlation
The correlation between IS3H.DE and S6X0.DE is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2013 | 0.90 |
The correlation between IS3H.DE and S6X0.DE has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
IS3H.DE vs. S6X0.DE — Risk / Return Rank
IS3H.DE
S6X0.DE
IS3H.DE vs. S6X0.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 Invesco EURO STOXX 50 UCITS ETF Dist (S6X0.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IS3H.DE | S6X0.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.25 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.69 | 1.98 | +0.71 |
| Martin ratioReturn relative to average drawdown | 9.74 | 6.86 | +2.88 |
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Drawdowns
IS3H.DE vs. S6X0.DE - Drawdown Comparison
The maximum IS3H.DE drawdown since its inception was -37.64%, roughly equal to the maximum S6X0.DE drawdown of -38.54%. Use the drawdown chart below to compare losses from any high point for IS3H.DE and S6X0.DE.
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Drawdown Indicators
| IS3H.DE | S6X0.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.64% | -38.54% | +0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -10.88% | +2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -14.21% | -16.56% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -26.54% | -23.41% | -3.13% |
Max Drawdown (10Y)Largest decline over 10 years | -37.64% | -38.54% | +0.90% |
Current DrawdownCurrent decline from peak | -1.03% | -1.56% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -7.69% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 3.14% | -0.90% |
Volatility
IS3H.DE vs. S6X0.DE - Volatility Comparison
The current volatility for iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) is 2.36%, while Invesco EURO STOXX 50 UCITS ETF Dist (S6X0.DE) has a volatility of 3.66%. This indicates that IS3H.DE experiences smaller price fluctuations and is considered to be less risky than S6X0.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 | S6X0.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.36% | 3.66% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 13.16% | -3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.34% | 15.93% | -3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 17.52% | -2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 17.98% | -2.13% |
IS3H.DE vs. S6X0.DE - Expense Ratio Comparison
IS3H.DE has a 0.49% expense ratio, which is higher than S6X0.DE's 0.05% expense ratio.
Dividends
IS3H.DE vs. S6X0.DE - Dividend Comparison
IS3H.DE has not paid dividends to shareholders, while S6X0.DE's dividend yield for the trailing twelve months is around 2.78%.
| 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% |
S6X0.DE Invesco EURO STOXX 50 UCITS ETF Dist | 2.78% | 2.99% | 3.38% | 3.17% | 3.10% | 2.47% | 2.53% | 3.49% | 3.69% | 2.99% | 3.17% | 3.05% |
Frequently Asked Questions
IS3H.DE and S6X0.DE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, S6X0.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
S6X0.DE is cheaper with a 0.05% expense ratio, compared with 0.49% for IS3H.DE.
IS3H.DE tracks MSCI EMU Mid Cap, while S6X0.DE tracks EURO STOXX 50. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.49% for IS3H.DE and 0.05% for S6X0.DE.
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