SC04.DE vs. EXH7.DE
SC04.DE (Invesco European Household Sector UCITS ETF) and EXH7.DE (iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE)) are both Consumer Staples Equities funds - SC04.DE tracks the STOXX® Europe 600 Optimised Personal & Household Goods while EXH7.DE tracks the STOXX® Europe 600 Personal & Household Goods. Both are passively managed. Over the past 10 years, SC04.DE returned 4.39%/yr vs 4.39%/yr for EXH7.DE. Their correlation of 0.92 suggests significant overlap in exposure. SC04.DE charges 0.20%/yr vs 0.46%/yr for EXH7.DE.
Performance
SC04.DE vs. EXH7.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SC04.DE having a -10.69% return and EXH7.DE slightly lower at -10.91%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: SC04.DE at 4.39% and EXH7.DE at 4.39%.
SC04.DE
- 1D
- -0.09%
- 1M
- -1.26%
- YTD
- -10.69%
- 6M
- -10.59%
- 1Y
- -3.77%
- 3Y*
- -0.12%
- 5Y*
- 0.82%
- 10Y*
- 4.39%
EXH7.DE
- 1D
- 0.11%
- 1M
- -1.12%
- YTD
- -10.91%
- 6M
- -10.75%
- 1Y
- -4.46%
- 3Y*
- -1.79%
- 5Y*
- -0.05%
- 10Y*
- 4.39%
SC04.DE vs. EXH7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SC04.DE Invesco European Household Sector UCITS ETF | -10.69% | 7.57% | 7.08% | 8.48% | -10.95% | 19.37% | 6.54% | 29.50% | -16.18% | 13.26% |
EXH7.DE iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) | -10.91% | 6.41% | 3.93% | 7.55% | -10.43% | 20.02% | 5.33% | 34.36% | -15.76% | 12.16% |
Correlation
The correlation between SC04.DE and EXH7.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2009 | 0.92 |
The correlation between SC04.DE and EXH7.DE has been stable across timeframes, ranging from 0.92 to 0.99 - a consistent structural relationship.
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Return for Risk
SC04.DE vs. EXH7.DE — Risk / Return Rank
SC04.DE
EXH7.DE
SC04.DE vs. EXH7.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 Personal & Household Goods UCITS ETF (DE) (EXH7.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.
| SC04.DE | EXH7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.96 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | -0.31 | +0.04 |
| Martin ratioReturn relative to average drawdown | -0.63 | -0.72 | +0.10 |
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
| SC04.DE | EXH7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | -0.29 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.00 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.26 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.54 | +0.04 |
Drawdowns
SC04.DE vs. EXH7.DE - Drawdown Comparison
The maximum SC04.DE drawdown since its inception was -29.42%, smaller than the maximum EXH7.DE drawdown of -47.09%. Use the drawdown chart below to compare losses from any high point for SC04.DE and EXH7.DE.
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Drawdown Indicators
| SC04.DE | EXH7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -47.09% | +17.67% |
Max Drawdown (1Y)Largest decline over 1 year | -15.34% | -15.83% | +0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -17.60% | -17.88% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | -22.00% | -0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -29.18% | -0.24% |
Current DrawdownCurrent decline from peak | -12.83% | -14.01% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -6.91% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 6.74% | -0.10% |
Volatility
SC04.DE vs. EXH7.DE - Volatility Comparison
Invesco European Household Sector UCITS ETF (SC04.DE) has a higher volatility of 5.37% compared to iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.DE) at 5.11%. This indicates that SC04.DE's price experiences larger fluctuations and is considered to be riskier than EXH7.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 | EXH7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 5.11% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 13.48% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 16.63% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 17.40% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 16.95% | +0.02% |
SC04.DE vs. EXH7.DE - Expense Ratio Comparison
SC04.DE has a 0.20% expense ratio, which is lower than EXH7.DE's 0.46% expense ratio.
Dividends
SC04.DE vs. EXH7.DE - Dividend Comparison
SC04.DE has not paid dividends to shareholders, while EXH7.DE's dividend yield for the trailing twelve months is around 2.78%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH7.DE iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) | 2.78% | 2.31% | 2.35% | 2.27% | 2.39% | 1.77% | 1.82% | 2.36% | 2.00% | 5.68% | 2.74% | 2.79% |
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
With a correlation of 0.99, SC04.DE and EXH7.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 EXH7.DE.
SC04.DE tracks STOXX® Europe 600 Optimised Personal & Household Goods, while EXH7.DE tracks STOXX® Europe 600 Personal & Household Goods. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.20% for SC04.DE and 0.46% for EXH7.DE.
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