LDAX.DE vs. EXSH.DE
LDAX.DE (Amundi Dax III UCITS ETF Dist) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds - LDAX.DE tracks the DAX® while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 5 years, LDAX.DE returned 9.29%/yr vs 12.98%/yr for EXSH.DE. A 0.78 correlation means they provide meaningful diversification when combined. LDAX.DE charges 0.15%/yr vs 0.32%/yr for EXSH.DE.
Performance
LDAX.DE vs. EXSH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LDAX.DE achieves a 1.18% return, which is significantly lower than EXSH.DE's 16.98% return.
LDAX.DE
- 1D
- 0.00%
- 1M
- -0.09%
- 6M
- -1.89%
- YTD
- 1.18%
- 1Y
- 1.71%
- 3Y*
- 15.01%
- 5Y*
- 9.29%
- 10Y*
- —
EXSH.DE
- 1D
- 0.19%
- 1M
- 1.17%
- 6M
- 13.79%
- YTD
- 16.98%
- 1Y
- 34.01%
- 3Y*
- 24.00%
- 5Y*
- 12.98%
- 10Y*
- 10.09%
LDAX.DE vs. EXSH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LDAX.DE Amundi Dax III UCITS ETF Dist | 1.18% | 22.70% | 18.08% | 19.61% | -12.89% | 15.29% | 8.40% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 16.98% | 44.77% | 4.92% | 9.87% | -11.13% | 23.58% | 14.99% |
Correlation
The correlation between LDAX.DE and EXSH.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 | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2020 | 0.78 |
The correlation between LDAX.DE and EXSH.DE shifts across timeframes, from 0.68 (1 year) to 0.79 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
LDAX.DE vs. EXSH.DE — Risk / Return Rank
LDAX.DE
EXSH.DE
LDAX.DE vs. EXSH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Dax III UCITS ETF Dist (LDAX.DE) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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.
| LDAX.DE | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.67 | ||
| Sortino ratioReturn per unit of downside risk | -3.48 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.49 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 5.09 | -4.95 |
| Martin ratioReturn relative to average drawdown | 0.44 | 16.14 | -15.70 |
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Drawdowns
LDAX.DE vs. EXSH.DE - Drawdown Comparison
The maximum LDAX.DE drawdown since its inception was -26.68%, smaller than the maximum EXSH.DE drawdown of -70.19%. Use the drawdown chart below to compare losses from any high point for LDAX.DE and EXSH.DE.
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Drawdown Indicators
| LDAX.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.68% | -70.19% | +43.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -6.65% | -5.71% |
Max Drawdown (3Y)Largest decline over 3 years | -15.92% | -14.42% | -1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -26.68% | -23.46% | -3.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.37% | — |
Current DrawdownCurrent decline from peak | -3.53% | 0.00% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -24.77% | +19.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 2.10% | +1.83% |
Volatility
LDAX.DE vs. EXSH.DE - Volatility Comparison
Amundi Dax III UCITS ETF Dist (LDAX.DE) has a higher volatility of 4.62% compared to iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 2.84%. This indicates that LDAX.DE's price experiences larger fluctuations and is considered to be riskier than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDAX.DE | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 2.84% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 10.03% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 12.24% | +4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 14.59% | +2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.36% | 16.82% | +0.54% |
LDAX.DE vs. EXSH.DE - Expense Ratio Comparison
LDAX.DE has a 0.15% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Dividends
LDAX.DE vs. EXSH.DE - Dividend Comparison
LDAX.DE's dividend yield for the trailing twelve months is around 1.93%, less than EXSH.DE's 4.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.93% | 5.06% | 5.08% | 5.55% | 5.26% | 3.26% | 3.11% | 3.90% | 3.85% | 4.36% | 4.33% | 3.44% |
LDAX.DE Amundi Dax III UCITS ETF Dist | 1.93% | 1.95% | 2.31% | 2.73% | 3.32% | 2.73% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LDAX.DE and EXSH.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, LDAX.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LDAX.DE is cheaper with a 0.15% expense ratio, compared with 0.32% for EXSH.DE.
LDAX.DE tracks DAX®, while EXSH.DE tracks STOXX® Europe Select Dividend 30. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.15% for LDAX.DE and 0.32% for EXSH.DE.
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