IU5C.DE vs. EXV1.DE
Compare and contrast key facts about iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE).
IU5C.DE and EXV1.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IU5C.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Communication Services. It was launched on Sep 17, 2018. EXV1.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Banks. It was launched on Apr 25, 2001. Both IU5C.DE and EXV1.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IU5C.DE or EXV1.DE.
Key characteristics
| IU5C.DE | EXV1.DE | |
|---|---|---|
| YTD Return | 39.73% | 30.26% |
| 1Y Return | 45.22% | 41.76% |
| 3Y Return (Ann) | 9.18% | 17.66% |
| 5Y Return (Ann) | 14.78% | 12.60% |
| Sharpe Ratio | 2.76 | 2.33 |
| Sortino Ratio | 3.71 | 2.91 |
| Omega Ratio | 1.52 | 1.41 |
| Calmar Ratio | 3.87 | 0.75 |
| Martin Ratio | 13.38 | 13.74 |
| Ulcer Index | 3.25% | 2.73% |
| Daily Std Dev | 15.66% | 16.05% |
| Max Drawdown | -39.23% | -82.30% |
| Current Drawdown | 0.00% | -30.82% |
Correlation
The correlation between IU5C.DE and EXV1.DE is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IU5C.DE vs. EXV1.DE - Performance Comparison
In the year-to-date period, IU5C.DE achieves a 39.73% return, which is significantly higher than EXV1.DE's 30.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IU5C.DE vs. EXV1.DE - Expense Ratio Comparison
IU5C.DE has a 0.15% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Risk-Adjusted Performance
IU5C.DE vs. EXV1.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.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.
Dividends
IU5C.DE vs. EXV1.DE - Dividend Comparison
IU5C.DE has not paid dividends to shareholders, while EXV1.DE's dividend yield for the trailing twelve months is around 5.63%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (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% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 5.63% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% | 2.54% | 3.68% |
Drawdowns
IU5C.DE vs. EXV1.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, smaller than the maximum EXV1.DE drawdown of -82.30%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and EXV1.DE. For additional features, visit the drawdowns tool.
Volatility
IU5C.DE vs. EXV1.DE - Volatility Comparison
The current volatility for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) is 4.50%, while iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a volatility of 5.21%. This indicates that IU5C.DE experiences smaller price fluctuations and is considered to be less risky than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.