ISX5.L vs. ESIT.DE
ISX5.L (iShares Core EURO STOXX 50 UCITS ETF) and ESIT.DE (iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc)) are both exchange-traded funds - ISX5.L is a Europe Equities fund tracking the MSCI EMU NR EUR, while ESIT.DE is a Technology Equities fund tracking the MSCI World/Information Tech NR USD. Both are passively managed. Over the past 5 years, ISX5.L returned 10.52%/yr vs 13.97%/yr for ESIT.DE. A 0.74 correlation means they provide meaningful diversification when combined. ISX5.L charges 0.00%/yr vs 0.18%/yr for ESIT.DE.
Performance
ISX5.L vs. ESIT.DE - Performance Comparison
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Different Trading Currencies
ISX5.L is traded in USD, while ESIT.DE is traded in EUR. To make them comparable, the ESIT.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ISX5.L achieves a 6.38% return, which is significantly lower than ESIT.DE's 50.29% return.
ISX5.L
- 1D
- 0.93%
- 1M
- 0.69%
- YTD
- 6.38%
- 6M
- 8.51%
- 1Y
- 17.46%
- 3Y*
- 18.45%
- 5Y*
- 10.52%
- 10Y*
- —
ESIT.DE
- 1D
- 0.28%
- 1M
- 16.52%
- YTD
- 50.29%
- 6M
- 48.49%
- 1Y
- 63.32%
- 3Y*
- 28.12%
- 5Y*
- 13.97%
- 10Y*
- —
ISX5.L vs. ESIT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ISX5.L iShares Core EURO STOXX 50 UCITS ETF | 6.38% | 37.35% | 4.89% | 27.49% | -14.22% | 13.65% | 6.62% |
ESIT.DE iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) | 50.29% | 24.26% | 1.20% | 39.36% | -32.96% | 26.23% | 11.92% |
Correlation
The correlation between ISX5.L and ESIT.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2020 | 0.74 |
The correlation between ISX5.L and ESIT.DE has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.
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Return for Risk
ISX5.L vs. ESIT.DE — Risk / Return Rank
ISX5.L
ESIT.DE
ISX5.L vs. ESIT.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core EURO STOXX 50 UCITS ETF (ISX5.L) and iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) (ESIT.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.
| ISX5.L | ESIT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.39 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 4.47 | -3.09 |
| Martin ratioReturn relative to average drawdown | 4.62 | 11.73 | -7.11 |
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
| ISX5.L | ESIT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 2.42 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.49 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.64 | +0.02 |
Drawdowns
ISX5.L vs. ESIT.DE - Drawdown Comparison
The maximum ISX5.L drawdown since its inception was -37.94%, smaller than the maximum ESIT.DE drawdown of -48.20%. Use the drawdown chart below to compare losses from any high point for ISX5.L and ESIT.DE.
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Drawdown Indicators
| ISX5.L | ESIT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.94% | -48.20% | +10.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -14.40% | +1.48% |
Max Drawdown (3Y)Largest decline over 3 years | -15.36% | -26.83% | +11.47% |
Max Drawdown (5Y)Largest decline over 5 years | -34.86% | -48.20% | +13.34% |
Current DrawdownCurrent decline from peak | -0.99% | -0.56% | -0.43% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -14.53% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 5.49% | -1.65% |
Volatility
ISX5.L vs. ESIT.DE - Volatility Comparison
The current volatility for iShares Core EURO STOXX 50 UCITS ETF (ISX5.L) is 6.08%, while iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) (ESIT.DE) has a volatility of 10.72%. This indicates that ISX5.L experiences smaller price fluctuations and is considered to be less risky than ESIT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISX5.L | ESIT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 10.72% | -4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 15.01% | 21.75% | -6.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 26.62% | -8.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.42% | 28.05% | -6.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.94% | 27.61% | -4.67% |
ISX5.L vs. ESIT.DE - Expense Ratio Comparison
ISX5.L has a 0.00% expense ratio, which is lower than ESIT.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ISX5.L vs. ESIT.DE - Dividend Comparison
Neither ISX5.L nor ESIT.DE has paid dividends to shareholders.
Frequently Asked Questions
ISX5.L and ESIT.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISX5.L is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISX5.L is cheaper with a 0.00% expense ratio, compared with 0.18% for ESIT.DE.
ISX5.L is categorized as Europe Equities, while ESIT.DE is Technology Equities. ISX5.L tracks MSCI EMU NR EUR, while ESIT.DE tracks MSCI World/Information Tech NR USD. Their fees differ too: 0.00% for ISX5.L and 0.18% for ESIT.DE.
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