IS3K.DE vs. EXI2.DE
IS3K.DE (iShares USD Short Duration High Yield Corporate Bond UCITS ETF) and EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) are both exchange-traded funds - IS3K.DE is a High Yield Bonds fund tracking the iBoxx® USD Liquid High Yield 0-5 Capped, while EXI2.DE is a Global Equities fund tracking the Dow Jones Global Titans 50. Both are passively managed. Over the past 10 years, IS3K.DE returned 4.40%/yr vs 15.43%/yr for EXI2.DE. A 0.53 correlation means they provide meaningful diversification when combined. IS3K.DE charges 0.45%/yr vs 0.51%/yr for EXI2.DE.
Performance
IS3K.DE vs. EXI2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3K.DE achieves a 4.98% return, which is significantly lower than EXI2.DE's 12.46% return. Over the past 10 years, IS3K.DE has underperformed EXI2.DE with an annualized return of 4.40%, while EXI2.DE has yielded a comparatively higher 15.43% annualized return.
IS3K.DE
- 1D
- 0.20%
- 1M
- 1.54%
- 6M
- 3.17%
- YTD
- 4.98%
- 1Y
- 7.70%
- 3Y*
- 6.67%
- 5Y*
- 5.27%
- 10Y*
- 4.40%
EXI2.DE
- 1D
- 1.08%
- 1M
- 2.04%
- 6M
- 11.19%
- YTD
- 12.46%
- 1Y
- 28.56%
- 3Y*
- 22.74%
- 5Y*
- 15.36%
- 10Y*
- 15.43%
IS3K.DE vs. EXI2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3K.DE iShares USD Short Duration High Yield Corporate Bond UCITS ETF | 4.98% | -3.41% | 12.68% | 5.21% | 2.20% | 12.74% | -5.49% | 12.34% | 4.89% | -8.47% |
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 12.46% | 10.38% | 38.84% | 33.44% | -21.87% | 36.20% | 10.64% | 35.14% | -1.53% | 6.38% |
Correlation
The correlation between IS3K.DE and EXI2.DE is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Oct 15, 2013 | 0.53 |
Over the past year, the correlation between IS3K.DE and EXI2.DE has dropped to 0.30 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.
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Return for Risk
IS3K.DE vs. EXI2.DE — Risk / Return Rank
IS3K.DE
EXI2.DE
IS3K.DE vs. EXI2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.DE) and iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.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.
| IS3K.DE | EXI2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.36 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 3.45 | -0.96 |
| Martin ratioReturn relative to average drawdown | 8.03 | 11.63 | -3.60 |
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Drawdowns
IS3K.DE vs. EXI2.DE - Drawdown Comparison
The maximum IS3K.DE drawdown since its inception was -27.02%, smaller than the maximum EXI2.DE drawdown of -50.46%. Use the drawdown chart below to compare losses from any high point for IS3K.DE and EXI2.DE.
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Drawdown Indicators
| IS3K.DE | EXI2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.02% | -50.46% | +23.44% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -8.25% | +5.16% |
Max Drawdown (3Y)Largest decline over 3 years | -11.25% | -24.75% | +13.50% |
Max Drawdown (5Y)Largest decline over 5 years | -11.25% | -24.75% | +13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -17.93% | -30.01% | +12.08% |
Current DrawdownCurrent decline from peak | -1.45% | -0.91% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -9.44% | +2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 2.45% | -1.49% |
Volatility
IS3K.DE vs. EXI2.DE - Volatility Comparison
The current volatility for iShares USD Short Duration High Yield Corporate Bond UCITS ETF (IS3K.DE) is 1.47%, while iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) has a volatility of 3.38%. This indicates that IS3K.DE experiences smaller price fluctuations and is considered to be less risky than EXI2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3K.DE | EXI2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 3.38% | -1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 3.68% | 9.61% | -5.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.72% | 13.83% | -8.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.09% | 16.63% | -9.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.82% | 16.57% | -8.75% |
IS3K.DE vs. EXI2.DE - Expense Ratio Comparison
IS3K.DE has a 0.45% expense ratio, which is lower than EXI2.DE's 0.51% expense ratio.
Dividends
IS3K.DE vs. EXI2.DE - Dividend Comparison
IS3K.DE's dividend yield for the trailing twelve months is around 6.63%, more than EXI2.DE's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.34% | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 0.58% | 2.56% | 1.77% | 2.56% |
IS3K.DE iShares USD Short Duration High Yield Corporate Bond UCITS ETF | 6.63% | 6.65% | 6.31% | 5.70% | 4.36% | 4.12% | 5.05% | 5.26% | 5.48% | 5.68% | 5.57% | 5.05% |
Frequently Asked Questions
IS3K.DE and EXI2.DE have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3K.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3K.DE is cheaper with a 0.45% expense ratio, compared with 0.51% for EXI2.DE.
IS3K.DE is categorized as High Yield Bonds, while EXI2.DE is Global Equities. IS3K.DE tracks iBoxx® USD Liquid High Yield 0-5 Capped, while EXI2.DE tracks Dow Jones Global Titans 50. Their fees differ too: 0.45% for IS3K.DE and 0.51% for EXI2.DE.
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