IUSK.DE vs. EXH9.DE
IUSK.DE (iShares MSCI Europe SRI UCITS ETF (Acc)) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both exchange-traded funds - IUSK.DE is a Europe Equities fund tracking the MSCI Europe SRI Select Reduced Fossil Fuels, while EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 10 years, IUSK.DE returned 7.86%/yr vs 10.74%/yr for EXH9.DE. A 0.62 correlation means they provide meaningful diversification when combined. IUSK.DE charges 0.20%/yr vs 0.47%/yr for EXH9.DE.
Performance
IUSK.DE vs. EXH9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSK.DE achieves a 6.53% return, which is significantly lower than EXH9.DE's 12.41% return. Over the past 10 years, IUSK.DE has underperformed EXH9.DE with an annualized return of 7.86%, while EXH9.DE has yielded a comparatively higher 10.74% annualized return.
IUSK.DE
- 1D
- 0.74%
- 1M
- 3.57%
- YTD
- 6.53%
- 6M
- 8.39%
- 1Y
- 5.38%
- 3Y*
- 7.02%
- 5Y*
- 5.35%
- 10Y*
- 7.86%
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.20%
- YTD
- 12.41%
- 6M
- 13.56%
- 1Y
- 25.76%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
IUSK.DE vs. EXH9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSK.DE iShares MSCI Europe SRI UCITS ETF (Acc) | 6.53% | 3.95% | 5.36% | 16.45% | -15.18% | 26.73% | 4.02% | 30.88% | -7.69% | 11.41% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 31.91% | 1.47% | 9.93% |
Correlation
The correlation between IUSK.DE and EXH9.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2011 | 0.62 |
Over the past year, the correlation between IUSK.DE and EXH9.DE has dropped to 0.33 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.
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Return for Risk
IUSK.DE vs. EXH9.DE — Risk / Return Rank
IUSK.DE
EXH9.DE
IUSK.DE vs. EXH9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) and iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.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.
| IUSK.DE | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.32 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.53 | 3.44 | -2.91 |
| Martin ratioReturn relative to average drawdown | 1.40 | 9.54 | -8.14 |
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
| IUSK.DE | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.74 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.73 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.63 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.42 | +0.07 |
Drawdowns
IUSK.DE vs. EXH9.DE - Drawdown Comparison
The maximum IUSK.DE drawdown since its inception was -33.56%, smaller than the maximum EXH9.DE drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for IUSK.DE and EXH9.DE.
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Drawdown Indicators
| IUSK.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.56% | -51.33% | +17.77% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -7.45% | -2.67% |
Max Drawdown (3Y)Largest decline over 3 years | -15.94% | -13.67% | -2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -23.50% | -22.71% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -33.21% | -0.35% |
Current DrawdownCurrent decline from peak | -0.86% | -5.32% | +4.46% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -16.67% | +10.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 2.69% | +1.14% |
Volatility
IUSK.DE vs. EXH9.DE - Volatility Comparison
The current volatility for iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) is 4.24%, while iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a volatility of 5.89%. This indicates that IUSK.DE experiences smaller price fluctuations and is considered to be less risky than EXH9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSK.DE | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.89% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 12.89% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.58% | 14.75% | -1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 16.00% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 17.03% | -1.53% |
IUSK.DE vs. EXH9.DE - Expense Ratio Comparison
IUSK.DE has a 0.20% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
IUSK.DE vs. EXH9.DE - Dividend Comparison
IUSK.DE has not paid dividends to shareholders, while EXH9.DE's dividend yield for the trailing twelve months is around 2.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
IUSK.DE iShares MSCI Europe SRI UCITS ETF (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
IUSK.DE and EXH9.DE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSK.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSK.DE is cheaper with a 0.20% expense ratio, compared with 0.47% for EXH9.DE.
IUSK.DE is categorized as Europe Equities, while EXH9.DE is Utilities Equities. IUSK.DE tracks MSCI Europe SRI Select Reduced Fossil Fuels, while EXH9.DE tracks STOXX® Europe 600 Utilities. Their fees differ too: 0.20% for IUSK.DE and 0.47% for EXH9.DE.
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