IS3N.DE vs. ESIE.DE
IS3N.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)) and ESIE.DE (iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)) are both exchange-traded funds - IS3N.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI), while ESIE.DE is a Energy Equities fund tracking the MSCI World/Energy NR USD. Both are passively managed. Over the past 5 years, IS3N.DE returned 8.61%/yr vs 19.66%/yr for ESIE.DE. At a 0.27 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.
Performance
IS3N.DE vs. ESIE.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 ESIE.DE's 35.70% 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%
ESIE.DE
- 1D
- -1.24%
- 1M
- 1.63%
- YTD
- 35.70%
- 6M
- 33.07%
- 1Y
- 55.14%
- 3Y*
- 17.75%
- 5Y*
- 19.66%
- 10Y*
- —
IS3N.DE vs. ESIE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 25.82% | 17.14% | 13.87% | 7.20% | -14.09% | 7.38% | 3.39% |
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 35.70% | 15.26% | -6.63% | 8.58% | 35.56% | 35.47% | 6.12% |
Correlation
The correlation between IS3N.DE and ESIE.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 | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2020 | 0.27 |
The correlation between IS3N.DE and ESIE.DE shifts across timeframes, from -0.08 (1 year) to 0.28 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IS3N.DE vs. ESIE.DE — Risk / Return Rank
IS3N.DE
ESIE.DE
IS3N.DE vs. ESIE.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 Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.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 | ESIE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.41 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 4.45 | -0.03 |
| Martin ratioReturn relative to average drawdown | 16.00 | 14.31 | +1.69 |
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 | ESIE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.69 | 2.40 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.82 | -0.29 |
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 | 0.93 | -0.49 |
Drawdowns
IS3N.DE vs. ESIE.DE - Drawdown Comparison
The maximum IS3N.DE drawdown since its inception was -35.06%, which is greater than ESIE.DE's maximum drawdown of -26.20%. Use the drawdown chart below to compare losses from any high point for IS3N.DE and ESIE.DE.
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Drawdown Indicators
| IS3N.DE | ESIE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.06% | -26.20% | -8.86% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -12.33% | +1.81% |
Max Drawdown (3Y)Largest decline over 3 years | -19.17% | -26.20% | +7.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.01% | -26.20% | +4.19% |
Max Drawdown (10Y)Largest decline over 10 years | -32.51% | — | — |
Current DrawdownCurrent decline from peak | -2.49% | -6.72% | +4.23% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -6.68% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.84% | -0.93% |
Volatility
IS3N.DE vs. ESIE.DE - Volatility Comparison
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) and iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) have volatilities of 7.16% and 7.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3N.DE | ESIE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 7.06% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 14.69% | 19.84% | -5.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 22.89% | -5.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.19% | 23.75% | -7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 24.16% | -6.12% |
IS3N.DE vs. ESIE.DE - Expense Ratio Comparison
Both IS3N.DE and ESIE.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. ESIE.DE - Dividend Comparison
Neither IS3N.DE nor ESIE.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3N.DE and ESIE.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 ESIE.DE have the same expense ratio: 0.18% per year.
IS3N.DE is categorized as Emerging Markets Equities, while ESIE.DE is Energy Equities. IS3N.DE tracks MSCI Emerging Markets Investable Market (IMI), while ESIE.DE tracks MSCI World/Energy NR USD.
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