IS3U.DE vs. EXS2.DE
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc)) and EXS2.DE (iShares TecDAX UCITS ETF (DE)) are both Europe Equities funds from iShares - IS3U.DE tracks the MSCI France Index while EXS2.DE tracks the TecDAX®. Both are passively managed. Over the past 10 years, IS3U.DE returned 9.25%/yr vs 9.01%/yr for EXS2.DE. A 0.70 correlation means they provide meaningful diversification when combined. IS3U.DE charges 0.25%/yr vs 0.51%/yr for EXS2.DE.
Performance
IS3U.DE vs. EXS2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3U.DE achieves a 3.55% return, which is significantly lower than EXS2.DE's 15.70% return. Both investments have delivered pretty close results over the past 10 years, with IS3U.DE having a 9.25% annualized return and EXS2.DE not far behind at 9.01%.
IS3U.DE
- 1D
- 1.13%
- 1M
- 0.06%
- YTD
- 3.55%
- 6M
- 4.27%
- 1Y
- 8.44%
- 3Y*
- 7.55%
- 5Y*
- 7.56%
- 10Y*
- 9.25%
EXS2.DE
- 1D
- 0.52%
- 1M
- 10.24%
- YTD
- 15.70%
- 6M
- 16.12%
- 1Y
- 5.55%
- 3Y*
- 8.54%
- 5Y*
- 3.72%
- 10Y*
- 9.01%
IS3U.DE vs. EXS2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3U.DE iShares MSCI France UCITS ETF EUR (Acc) | 3.55% | 14.48% | 0.41% | 17.60% | -6.82% | 28.35% | -4.13% | 31.67% | -9.06% | 14.42% |
EXS2.DE iShares TecDAX UCITS ETF (DE) | 15.70% | 5.33% | 1.63% | 13.54% | -26.00% | 21.07% | 6.12% | 22.25% | -3.77% | 39.90% |
Correlation
The correlation between IS3U.DE and EXS2.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2014 | 0.70 |
The correlation between IS3U.DE and EXS2.DE shifts across timeframes, from 0.62 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IS3U.DE vs. EXS2.DE — Risk / Return Rank
IS3U.DE
EXS2.DE
IS3U.DE vs. EXS2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE) and iShares TecDAX UCITS ETF (DE) (EXS2.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.
| IS3U.DE | EXS2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.07 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.40 | +0.36 |
| Martin ratioReturn relative to average drawdown | 2.37 | 0.80 | +1.57 |
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
| IS3U.DE | EXS2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.36 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.20 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.14 | +0.34 |
Drawdowns
IS3U.DE vs. EXS2.DE - Drawdown Comparison
The maximum IS3U.DE drawdown since its inception was -38.98%, smaller than the maximum EXS2.DE drawdown of -84.49%. Use the drawdown chart below to compare losses from any high point for IS3U.DE and EXS2.DE.
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Drawdown Indicators
| IS3U.DE | EXS2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.98% | -84.49% | +45.51% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -16.12% | +5.26% |
Max Drawdown (3Y)Largest decline over 3 years | -15.91% | -17.93% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -20.82% | -34.97% | +14.15% |
Max Drawdown (10Y)Largest decline over 10 years | -38.98% | -34.97% | -4.01% |
Current DrawdownCurrent decline from peak | -2.54% | -0.81% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -39.46% | +33.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 8.07% | -4.61% |
Volatility
IS3U.DE vs. EXS2.DE - Volatility Comparison
The current volatility for iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE) is 4.25%, while iShares TecDAX UCITS ETF (DE) (EXS2.DE) has a volatility of 5.29%. This indicates that IS3U.DE experiences smaller price fluctuations and is considered to be less risky than EXS2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3U.DE | EXS2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 5.29% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 14.25% | -3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.26% | 17.83% | -3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 18.80% | -2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 19.47% | -2.05% |
IS3U.DE vs. EXS2.DE - Expense Ratio Comparison
IS3U.DE has a 0.25% expense ratio, which is lower than EXS2.DE's 0.51% expense ratio.
Dividends
IS3U.DE vs. EXS2.DE - Dividend Comparison
Neither IS3U.DE nor EXS2.DE has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXS2.DE iShares TecDAX UCITS ETF (DE) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.15% | 0.25% | 0.36% |
IS3U.DE iShares MSCI France UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IS3U.DE and EXS2.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3U.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3U.DE is cheaper with a 0.25% expense ratio, compared with 0.51% for EXS2.DE.
IS3U.DE tracks MSCI France Index, while EXS2.DE tracks TecDAX®. Their fees differ too: 0.25% for IS3U.DE and 0.51% for EXS2.DE.
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