IS3U.DE vs. EXSH.DE
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc)) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds from iShares - IS3U.DE tracks the MSCI France Index while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 10 years, IS3U.DE returned 9.25%/yr vs 10.31%/yr for EXSH.DE. Their correlation of 0.80 suggests significant overlap in exposure. IS3U.DE charges 0.25%/yr vs 0.32%/yr for EXSH.DE.
Performance
IS3U.DE vs. EXSH.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 EXSH.DE's 13.96% return. Over the past 10 years, IS3U.DE has underperformed EXSH.DE with an annualized return of 9.25%, while EXSH.DE has yielded a comparatively higher 10.31% annualized return.
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%
EXSH.DE
- 1D
- 0.47%
- 1M
- 2.07%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.09%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
IS3U.DE vs. EXSH.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% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 27.73% | -4.87% | 5.22% |
Correlation
The correlation between IS3U.DE and EXSH.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2014 | 0.80 |
The correlation between IS3U.DE and EXSH.DE has been stable across timeframes, ranging from 0.73 to 0.81 - a consistent structural relationship.
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Return for Risk
IS3U.DE vs. EXSH.DE — Risk / Return Rank
IS3U.DE
EXSH.DE
IS3U.DE vs. EXSH.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 STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -2.78 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.48 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 4.85 | -4.10 |
| Martin ratioReturn relative to average drawdown | 2.37 | 16.10 | -13.73 |
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 | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 2.69 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.86 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.60 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.32 | +0.16 |
Drawdowns
IS3U.DE vs. EXSH.DE - Drawdown Comparison
The maximum IS3U.DE drawdown since its inception was -38.98%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for IS3U.DE and EXSH.DE.
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Drawdown Indicators
| IS3U.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.98% | -70.20% | +31.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -6.65% | -4.21% |
Max Drawdown (3Y)Largest decline over 3 years | -15.91% | -14.43% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -20.82% | -22.98% | +2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -38.98% | -40.34% | +1.36% |
Current DrawdownCurrent decline from peak | -2.54% | -1.87% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -22.15% | +16.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 2.01% | +1.45% |
Volatility
IS3U.DE vs. EXSH.DE - Volatility Comparison
iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE) has a higher volatility of 4.25% compared to iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 3.90%. This indicates that IS3U.DE's price experiences larger fluctuations and is considered to be riskier than EXSH.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 | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.90% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 9.77% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.26% | 11.99% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 14.61% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 17.15% | +0.27% |
IS3U.DE vs. EXSH.DE - Expense Ratio Comparison
IS3U.DE has a 0.25% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Dividends
IS3U.DE vs. EXSH.DE - Dividend Comparison
IS3U.DE has not paid dividends to shareholders, while EXSH.DE's dividend yield for the trailing twelve months is around 4.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
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 EXSH.DE have a correlation of 0.73, 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 0.32% for EXSH.DE.
IS3U.DE tracks MSCI France Index, while EXSH.DE tracks STOXX® Europe Select Dividend 30. Their fees differ too: 0.25% for IS3U.DE and 0.32% for EXSH.DE.
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