IS3N.DE vs. 5MVW.DE
IS3N.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both exchange-traded funds - IS3N.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI), while 5MVW.DE is a Energy Equities fund tracking the MSCI World Energy. Both are passively managed. Over the past 5 years, IS3N.DE returned 8.61%/yr vs 20.31%/yr for 5MVW.DE. At a 0.32 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.
Performance
IS3N.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3N.DE achieves a 25.82% return, which is significantly lower than 5MVW.DE's 32.79% return.
IS3N.DE
- 1D
- -1.45%
- 1M
- 3.11%
- YTD
- 25.82%
- 6M
- 26.34%
- 1Y
- 45.77%
- 3Y*
- 19.99%
- 5Y*
- 8.61%
- 10Y*
- 10.00%
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
IS3N.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 25.82% | 17.14% | 13.87% | 7.20% | -14.09% | 7.38% | 7.07% | 8.20% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
Correlation
The correlation between IS3N.DE and 5MVW.DE is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.32 |
The correlation between IS3N.DE and 5MVW.DE shifts across timeframes, from -0.08 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3N.DE vs. 5MVW.DE — Risk / Return Rank
IS3N.DE
5MVW.DE
IS3N.DE vs. 5MVW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| IS3N.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.37 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 2.97 | +1.46 |
| Martin ratioReturn relative to average drawdown | 16.00 | 9.81 | +6.20 |
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
| IS3N.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.69 | 2.10 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.84 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.45 | -0.01 |
Drawdowns
IS3N.DE vs. 5MVW.DE - Drawdown Comparison
The maximum IS3N.DE drawdown since its inception was -35.06%, smaller than the maximum 5MVW.DE drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for IS3N.DE and 5MVW.DE.
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Drawdown Indicators
| IS3N.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.06% | -56.87% | +21.81% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -15.05% | +4.53% |
Max Drawdown (3Y)Largest decline over 3 years | -19.17% | -23.76% | +4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -22.01% | -23.76% | +1.75% |
Max Drawdown (10Y)Largest decline over 10 years | -32.51% | — | — |
Current DrawdownCurrent decline from peak | -2.49% | -7.49% | +5.00% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -13.53% | +4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 4.56% | -1.65% |
Volatility
IS3N.DE vs. 5MVW.DE - Volatility Comparison
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) has a higher volatility of 7.16% compared to iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) at 6.76%. This indicates that IS3N.DE's price experiences larger fluctuations and is considered to be riskier than 5MVW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3N.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 6.76% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 14.69% | 18.33% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 21.33% | -4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.19% | 23.99% | -7.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 29.20% | -11.16% |
IS3N.DE vs. 5MVW.DE - Expense Ratio Comparison
Both IS3N.DE and 5MVW.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IS3N.DE vs. 5MVW.DE - Dividend Comparison
IS3N.DE has not paid dividends to shareholders, while 5MVW.DE's dividend yield for the trailing twelve months is around 2.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IS3N.DE and 5MVW.DE have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IS3N.DE and 5MVW.DE have the same expense ratio: 0.18% per year.
IS3N.DE is categorized as Emerging Markets Equities, while 5MVW.DE is Energy Equities. IS3N.DE tracks MSCI Emerging Markets Investable Market (IMI), while 5MVW.DE tracks MSCI World Energy.
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