SC02.DE vs. ESIF.DE
Compare and contrast key facts about Invesco European Financials Sector UCITS ETF (SC02.DE) and iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE).
SC02.DE and ESIF.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SC02.DE is a passively managed fund by Invesco that tracks the performance of the STOXX® Europe 600 Optimised Financial Services. It was launched on Jul 7, 2009. ESIF.DE is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 18, 2020. Both SC02.DE and ESIF.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.
Performance
SC02.DE vs. ESIF.DE - Performance Comparison
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SC02.DE vs. ESIF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SC02.DE Invesco European Financials Sector UCITS ETF | -3.96% | 9.93% | 19.25% | 27.60% | -20.74% | 24.60% | 3.98% |
ESIF.DE iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) | -3.07% | 47.69% | 25.31% | 21.61% | -2.88% | 29.09% | 3.24% |
Returns By Period
In the year-to-date period, SC02.DE achieves a -3.96% return, which is significantly lower than ESIF.DE's -3.07% return.
SC02.DE
- 1D
- 2.57%
- 1M
- -2.23%
- YTD
- -3.96%
- 6M
- 0.16%
- 1Y
- -0.26%
- 3Y*
- 15.06%
- 5Y*
- 8.11%
- 10Y*
- 10.12%
ESIF.DE
- 1D
- 3.73%
- 1M
- -2.04%
- YTD
- -3.07%
- 6M
- 6.22%
- 1Y
- 20.62%
- 3Y*
- 27.81%
- 5Y*
- 19.07%
- 10Y*
- —
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SC02.DE vs. ESIF.DE - Expense Ratio Comparison
SC02.DE has a 0.20% expense ratio, which is higher than ESIF.DE's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SC02.DE vs. ESIF.DE — Risk / Return Rank
SC02.DE
ESIF.DE
SC02.DE vs. ESIF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco European Financials Sector UCITS ETF (SC02.DE) and iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.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.
| SC02.DE | ESIF.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 1.00 | -1.01 |
Sortino ratioReturn per unit of downside risk | 0.11 | 1.40 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.20 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.00 | 1.69 | -1.69 |
Martin ratioReturn relative to average drawdown | -0.00 | 5.56 | -5.56 |
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
| SC02.DE | ESIF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 1.00 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 1.01 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 1.13 | -0.59 |
Correlation
The correlation between SC02.DE and ESIF.DE is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SC02.DE vs. ESIF.DE - Dividend Comparison
Neither SC02.DE nor ESIF.DE has paid dividends to shareholders.
Drawdowns
SC02.DE vs. ESIF.DE - Drawdown Comparison
The maximum SC02.DE drawdown since its inception was -42.86%, which is greater than ESIF.DE's maximum drawdown of -22.93%. Use the drawdown chart below to compare losses from any high point for SC02.DE and ESIF.DE.
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Drawdown Indicators
| SC02.DE | ESIF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.86% | -22.93% | -19.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -14.82% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -22.93% | -6.75% |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | — | — |
Current DrawdownCurrent decline from peak | -7.05% | -6.68% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -4.19% | -3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 3.77% | +0.81% |
Volatility
SC02.DE vs. ESIF.DE - Volatility Comparison
The current volatility for Invesco European Financials Sector UCITS ETF (SC02.DE) is 6.65%, while iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) has a volatility of 7.75%. This indicates that SC02.DE experiences smaller price fluctuations and is considered to be less risky than ESIF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SC02.DE | ESIF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 7.75% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 13.10% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.27% | 20.63% | -1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.02% | 18.74% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.69% | 18.75% | +1.94% |