IUS2.DE vs. EXV1.DE
Compare and contrast key facts about iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE).
IUS2.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. IUS2.DE is a passively managed fund by iShares that tracks the performance of the S&P 900 Banks 7/4 Capped. It was launched on May 22, 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 IUS2.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: IUS2.DE or EXV1.DE.
Key characteristics
| IUS2.DE | EXV1.DE | |
|---|---|---|
| YTD Return | 36.71% | 27.94% |
| 1Y Return | 66.10% | 38.33% |
| 3Y Return (Ann) | 2.45% | 17.19% |
| 5Y Return (Ann) | 6.37% | 11.89% |
| Sharpe Ratio | 2.35 | 2.25 |
| Sortino Ratio | 3.47 | 2.81 |
| Omega Ratio | 1.46 | 1.40 |
| Calmar Ratio | 1.53 | 0.72 |
| Martin Ratio | 13.64 | 13.20 |
| Ulcer Index | 4.32% | 2.73% |
| Daily Std Dev | 25.45% | 15.96% |
| Max Drawdown | -49.73% | -82.30% |
| Current Drawdown | -1.40% | -32.05% |
Correlation
The correlation between IUS2.DE and EXV1.DE is 0.70, 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
IUS2.DE vs. EXV1.DE - Performance Comparison
In the year-to-date period, IUS2.DE achieves a 36.71% return, which is significantly higher than EXV1.DE's 27.94% 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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IUS2.DE vs. EXV1.DE - Expense Ratio Comparison
IUS2.DE has a 0.35% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Risk-Adjusted Performance
IUS2.DE vs. EXV1.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.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
IUS2.DE vs. EXV1.DE - Dividend Comparison
IUS2.DE has not paid dividends to shareholders, while EXV1.DE's dividend yield for the trailing twelve months is around 5.73%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS2.DE iShares S&P U.S. Banks 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) | 5.73% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% | 2.54% | 3.68% |
Drawdowns
IUS2.DE vs. EXV1.DE - Drawdown Comparison
The maximum IUS2.DE drawdown since its inception was -49.73%, smaller than the maximum EXV1.DE drawdown of -82.30%. Use the drawdown chart below to compare losses from any high point for IUS2.DE and EXV1.DE. For additional features, visit the drawdowns tool.
Volatility
IUS2.DE vs. EXV1.DE - Volatility Comparison
iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.DE) has a higher volatility of 11.00% compared to iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) at 5.11%. This indicates that IUS2.DE's price experiences larger fluctuations and is considered to be riskier than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.