SC04.DE vs. EXH3.DE
SC04.DE (Invesco European Household Sector UCITS ETF) and EXH3.DE (iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)) are both Consumer Staples Equities funds - SC04.DE tracks the STOXX® Europe 600 Optimised Personal & Household Goods while EXH3.DE tracks the STOXX® Europe 600 Food & Beverage. Both are passively managed. Over the past 10 years, SC04.DE returned 5.77%/yr vs 2.60%/yr for EXH3.DE. A 0.69 correlation means they provide meaningful diversification when combined. SC04.DE charges 0.20%/yr vs 0.46%/yr for EXH3.DE.
Performance
SC04.DE vs. EXH3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SC04.DE achieves a -3.50% return, which is significantly lower than EXH3.DE's 9.61% return. Over the past 10 years, SC04.DE has outperformed EXH3.DE with an annualized return of 5.77%, while EXH3.DE has yielded a comparatively lower 2.60% annualized return.
SC04.DE
- 1D
- 0.15%
- 1M
- 2.88%
- YTD
- -3.50%
- 6M
- -2.95%
- 1Y
- 9.35%
- 3Y*
- 2.26%
- 5Y*
- 2.19%
- 10Y*
- 5.77%
EXH3.DE
- 1D
- 0.84%
- 1M
- 3.39%
- YTD
- 9.61%
- 6M
- 10.44%
- 1Y
- 6.77%
- 3Y*
- -1.89%
- 5Y*
- -2.03%
- 10Y*
- 2.60%
SC04.DE vs. EXH3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SC04.DE Invesco European Household Sector UCITS ETF | -3.50% | 7.46% | 7.08% | 8.48% | -10.95% | 19.37% | 6.54% | 29.50% | -16.18% | 13.26% |
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 9.61% | 0.44% | -10.82% | -2.05% | -13.20% | 22.57% | -6.15% | 29.56% | -7.32% | 12.78% |
Correlation
The correlation between SC04.DE and EXH3.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jul 3, 2009 | 0.69 |
Over the past year, the correlation between SC04.DE and EXH3.DE has dropped to 0.43 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
SC04.DE vs. EXH3.DE — Risk / Return Rank
SC04.DE
EXH3.DE
SC04.DE vs. EXH3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco European Household Sector UCITS ETF (SC04.DE) and iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.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.
| SC04.DE | EXH3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.09 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 0.53 | +0.07 |
| Martin ratioReturn relative to average drawdown | 1.31 | 1.17 | +0.14 |
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Drawdowns
SC04.DE vs. EXH3.DE - Drawdown Comparison
The maximum SC04.DE drawdown since its inception was -29.42%, smaller than the maximum EXH3.DE drawdown of -39.85%. Use the drawdown chart below to compare losses from any high point for SC04.DE and EXH3.DE.
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Drawdown Indicators
| SC04.DE | EXH3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -39.85% | +10.43% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -12.77% | -2.82% |
Max Drawdown (3Y)Largest decline over 3 years | -17.60% | -21.11% | +3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | -28.68% | +6.64% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -30.20% | +0.78% |
Current DrawdownCurrent decline from peak | -6.38% | -17.89% | +11.51% |
Average DrawdownAverage peak-to-trough decline | -5.50% | -8.93% | +3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.14% | 5.78% | +1.36% |
Volatility
SC04.DE vs. EXH3.DE - Volatility Comparison
The current volatility for Invesco European Household Sector UCITS ETF (SC04.DE) is 4.42%, while iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) has a volatility of 4.93%. This indicates that SC04.DE experiences smaller price fluctuations and is considered to be less risky than EXH3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SC04.DE | EXH3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 4.93% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | 12.13% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 15.51% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 14.19% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 14.39% | +2.31% |
SC04.DE vs. EXH3.DE - Expense Ratio Comparison
SC04.DE has a 0.20% expense ratio, which is lower than EXH3.DE's 0.46% expense ratio.
Dividends
SC04.DE vs. EXH3.DE - Dividend Comparison
SC04.DE has not paid dividends to shareholders, while EXH3.DE's dividend yield for the trailing twelve months is around 1.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 1.98% | 2.10% | 2.16% | 1.70% | 1.56% | 0.88% | 1.45% | 1.46% | 1.70% | 2.08% | 2.45% | 2.52% |
SC04.DE Invesco European Household Sector UCITS ETF | 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
SC04.DE and EXH3.DE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SC04.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SC04.DE is cheaper with a 0.20% expense ratio, compared with 0.46% for EXH3.DE.
SC04.DE tracks STOXX® Europe 600 Optimised Personal & Household Goods, while EXH3.DE tracks STOXX® Europe 600 Food & Beverage. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.20% for SC04.DE and 0.46% for EXH3.DE.
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