IUSK.DE vs. EXXX.DE
IUSK.DE (iShares MSCI Europe SRI UCITS ETF (Acc)) and EXXX.DE (iShares ATX UCITS ETF (DE)) are both Europe Equities funds from iShares - IUSK.DE tracks the MSCI Europe SRI Select Reduced Fossil Fuels while EXXX.DE tracks the ATX Index. Both are passively managed. Over the past 10 years, IUSK.DE returned 8.13%/yr vs 14.22%/yr for EXXX.DE. A 0.68 correlation means they provide meaningful diversification when combined. IUSK.DE charges 0.20%/yr vs 0.32%/yr for EXXX.DE.
Performance
IUSK.DE vs. EXXX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSK.DE achieves a 9.41% return, which is significantly lower than EXXX.DE's 23.44% return. Over the past 10 years, IUSK.DE has underperformed EXXX.DE with an annualized return of 8.13%, while EXXX.DE has yielded a comparatively higher 14.22% annualized return.
IUSK.DE
- 1D
- -0.46%
- 1M
- 0.57%
- 6M
- 7.85%
- YTD
- 9.41%
- 1Y
- 10.55%
- 3Y*
- 7.79%
- 5Y*
- 5.31%
- 10Y*
- 8.13%
- ALL TIME*
- 8.15%
EXXX.DE
- 1D
- 0.74%
- 1M
- -1.82%
- 6M
- 20.60%
- YTD
- 23.44%
- 1Y
- 46.38%
- 3Y*
- 30.02%
- 5Y*
- 17.49%
- 10Y*
- 14.22%
- ALL TIME*
- 5.29%
IUSK.DE vs. EXXX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSK.DE iShares MSCI Europe SRI UCITS ETF (Acc) | 9.41% | 3.95% | 5.36% | 16.45% | -15.18% | 26.73% | 4.01% | 30.88% | -7.68% | 11.41% |
EXXX.DE iShares ATX UCITS ETF (DE) | 23.44% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | -11.27% | 19.95% | -18.96% | 32.71% |
Correlation
The correlation between IUSK.DE and EXXX.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 2011 | 0.68 |
The correlation between IUSK.DE and EXXX.DE has been stable across timeframes, ranging from 0.60 to 0.68 - a consistent structural relationship.
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Return for Risk
IUSK.DE vs. EXXX.DE — Risk / Return Rank
IUSK.DE
EXXX.DE
IUSK.DE vs. EXXX.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 ATX UCITS ETF (DE) (EXXX.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUSK.DE | EXXX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.52 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.45 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 4.31 | -3.27 |
| Martin ratioReturn relative to average drawdown | 3.45 | 14.44 | -10.99 |
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Drawdowns
IUSK.DE vs. EXXX.DE - Drawdown Comparison
The maximum IUSK.DE drawdown since its inception was -33.56%, smaller than the maximum EXXX.DE drawdown of -71.43%. Use the drawdown chart below to compare losses from any high point for IUSK.DE and EXXX.DE.
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Drawdown Indicators
| IUSK.DE | EXXX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.56% | -71.43% | +37.87% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -10.71% | +0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -15.94% | -16.11% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -23.50% | -32.69% | +9.19% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -52.90% | +19.34% |
Current DrawdownCurrent decline from peak | -1.98% | -2.77% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -5.86% | -28.47% | +22.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.20% | -0.15% |
Volatility
IUSK.DE vs. EXXX.DE - Volatility Comparison
The current volatility for iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) is 3.06%, while iShares ATX UCITS ETF (DE) (EXXX.DE) has a volatility of 4.96%. This indicates that IUSK.DE experiences smaller price fluctuations and is considered to be less risky than EXXX.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 | EXXX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 4.96% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.00% | 14.69% | -3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.55% | 17.56% | -4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 19.12% | -4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 19.94% | -4.84% |
IUSK.DE vs. EXXX.DE - Expense Ratio Comparison
IUSK.DE has a 0.20% expense ratio, which is lower than EXXX.DE's 0.32% expense ratio.
Dividends
IUSK.DE vs. EXXX.DE - Dividend Comparison
IUSK.DE has not paid dividends to shareholders, while EXXX.DE's dividend yield for the trailing twelve months is around 2.99%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 2.99% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
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 EXXX.DE have a correlation of 0.60, 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 0.32% for EXXX.DE.
IUSK.DE tracks MSCI Europe SRI Select Reduced Fossil Fuels, while EXXX.DE tracks ATX Index. Their fees differ too: 0.20% for IUSK.DE and 0.32% for EXXX.DE.
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