SC04.DE vs. EXH9.DE
SC04.DE (Invesco European Household Sector UCITS ETF) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both exchange-traded funds - SC04.DE is a Consumer Staples Equities fund tracking the STOXX® Europe 600 Optimised Personal & Household Goods, while EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 10 years, SC04.DE returned 4.39%/yr vs 10.74%/yr for EXH9.DE. A 0.51 correlation means they provide meaningful diversification when combined. SC04.DE charges 0.20%/yr vs 0.47%/yr for EXH9.DE.
Performance
SC04.DE vs. EXH9.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SC04.DE achieves a -10.69% return, which is significantly lower than EXH9.DE's 12.41% return. Over the past 10 years, SC04.DE has underperformed EXH9.DE with an annualized return of 4.39%, while EXH9.DE has yielded a comparatively higher 10.74% annualized return.
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%
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.27%
- YTD
- 12.41%
- 6M
- 14.24%
- 1Y
- 26.10%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
SC04.DE vs. EXH9.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% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 31.91% | 1.47% | 9.93% |
Correlation
The correlation between SC04.DE and EXH9.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2009 | 0.51 |
Over the past year, the correlation between SC04.DE and EXH9.DE has dropped to 0.19 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SC04.DE vs. EXH9.DE — Risk / Return Rank
SC04.DE
EXH9.DE
SC04.DE vs. EXH9.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 Utilities UCITS ETF (DE) (EXH9.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 | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.56 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.32 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 3.44 | -3.71 |
| Martin ratioReturn relative to average drawdown | -0.63 | 9.54 | -10.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SC04.DE | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | 1.74 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.73 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.63 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.42 | +0.16 |
Drawdowns
SC04.DE vs. EXH9.DE - Drawdown Comparison
The maximum SC04.DE drawdown since its inception was -29.42%, smaller than the maximum EXH9.DE drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for SC04.DE and EXH9.DE.
Loading charts...
Drawdown Indicators
| SC04.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -51.33% | +21.91% |
Max Drawdown (1Y)Largest decline over 1 year | -15.34% | -7.45% | -7.89% |
Max Drawdown (3Y)Largest decline over 3 years | -17.60% | -13.67% | -3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | -22.71% | +0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -33.21% | +3.79% |
Current DrawdownCurrent decline from peak | -12.83% | -5.32% | -7.51% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -16.67% | +11.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 2.69% | +3.95% |
Volatility
SC04.DE vs. EXH9.DE - Volatility Comparison
The current volatility for Invesco European Household Sector UCITS ETF (SC04.DE) is 5.37%, while iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a volatility of 5.89%. This indicates that SC04.DE experiences smaller price fluctuations and is considered to be less risky than EXH9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SC04.DE | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 5.89% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 12.89% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 14.75% | +1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 16.00% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 17.03% | -0.06% |
SC04.DE vs. EXH9.DE - Expense Ratio Comparison
SC04.DE has a 0.20% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
SC04.DE vs. EXH9.DE - Dividend Comparison
SC04.DE has not paid dividends to shareholders, while EXH9.DE's dividend yield for the trailing twelve months is around 2.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
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 EXH9.DE have a correlation of 0.19, 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 0.47% for EXH9.DE.
SC04.DE is categorized as Consumer Staples Equities, while EXH9.DE is Utilities Equities. SC04.DE tracks STOXX® Europe 600 Optimised Personal & Household Goods, while EXH9.DE tracks STOXX® Europe 600 Utilities. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.20% for SC04.DE and 0.47% for EXH9.DE.
Find the right allocation for SC04.DE and EXH9.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer