SC0U.DE vs. EXH2.DE
SC0U.DE (Invesco European Banks Sector UCITS ETF) and EXH2.DE (iShares STOXX Europe 600 Financial Services UCITS ETF (DE)) are both Financials Equities funds - SC0U.DE tracks the STOXX® Europe 600 Optimised Banks while EXH2.DE tracks the STOXX® Europe 600 Financial Services. Both are passively managed. Over the past 10 years, SC0U.DE returned 13.83%/yr vs 10.91%/yr for EXH2.DE. A 0.65 correlation means they provide meaningful diversification when combined. SC0U.DE charges 0.20%/yr vs 0.46%/yr for EXH2.DE.
Performance
SC0U.DE vs. EXH2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SC0U.DE achieves a 5.95% return, which is significantly higher than EXH2.DE's 2.24% return. Over the past 10 years, SC0U.DE has outperformed EXH2.DE with an annualized return of 13.83%, while EXH2.DE has yielded a comparatively lower 10.91% annualized return.
SC0U.DE
- 1D
- 0.62%
- 1M
- 6.28%
- YTD
- 5.95%
- 6M
- 12.82%
- 1Y
- 39.72%
- 3Y*
- 42.79%
- 5Y*
- 27.34%
- 10Y*
- 13.83%
EXH2.DE
- 1D
- 1.80%
- 1M
- 1.02%
- YTD
- 2.24%
- 6M
- 10.20%
- 1Y
- 7.00%
- 3Y*
- 16.88%
- 5Y*
- 8.07%
- 10Y*
- 10.91%
SC0U.DE vs. EXH2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SC0U.DE Invesco European Banks Sector UCITS ETF | 5.95% | 79.97% | 32.49% | 25.93% | -0.07% | 37.72% | -22.62% | 15.49% | -26.78% | 10.92% |
EXH2.DE iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 2.24% | 12.00% | 17.32% | 28.77% | -23.05% | 26.14% | 6.43% | 47.00% | -14.02% | 19.83% |
Correlation
The correlation between SC0U.DE and EXH2.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Dec 23, 2009 | 0.65 |
The correlation between SC0U.DE and EXH2.DE has been stable across timeframes, ranging from 0.60 to 0.65 - a consistent structural relationship.
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Return for Risk
SC0U.DE vs. EXH2.DE — Risk / Return Rank
SC0U.DE
EXH2.DE
SC0U.DE vs. EXH2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco European Banks Sector UCITS ETF (SC0U.DE) and iShares STOXX Europe 600 Financial Services UCITS ETF (DE) (EXH2.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.
| SC0U.DE | EXH2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.08 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 0.53 | +1.84 |
| Martin ratioReturn relative to average drawdown | 7.76 | 1.53 | +6.23 |
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
| SC0U.DE | EXH2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.43 | +1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.14 | 0.41 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.55 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.60 | -0.33 |
Drawdowns
SC0U.DE vs. EXH2.DE - Drawdown Comparison
The maximum SC0U.DE drawdown since its inception was -60.69%, which is greater than EXH2.DE's maximum drawdown of -42.02%. Use the drawdown chart below to compare losses from any high point for SC0U.DE and EXH2.DE.
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Drawdown Indicators
| SC0U.DE | EXH2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.69% | -42.02% | -18.67% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -13.11% | -3.59% |
Max Drawdown (3Y)Largest decline over 3 years | -19.82% | -19.77% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -29.85% | -31.95% | +2.10% |
Max Drawdown (10Y)Largest decline over 10 years | -56.61% | -42.02% | -14.59% |
Current DrawdownCurrent decline from peak | -1.85% | -3.27% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -20.40% | -7.85% | -12.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 4.57% | +0.53% |
Volatility
SC0U.DE vs. EXH2.DE - Volatility Comparison
Invesco European Banks Sector UCITS ETF (SC0U.DE) has a higher volatility of 6.03% compared to iShares STOXX Europe 600 Financial Services UCITS ETF (DE) (EXH2.DE) at 5.10%. This indicates that SC0U.DE's price experiences larger fluctuations and is considered to be riskier than EXH2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SC0U.DE | EXH2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 5.10% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 18.45% | 12.82% | +5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 16.19% | +6.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.64% | 19.37% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.62% | 20.28% | +5.34% |
SC0U.DE vs. EXH2.DE - Expense Ratio Comparison
SC0U.DE has a 0.20% expense ratio, which is lower than EXH2.DE's 0.46% expense ratio.
Dividends
SC0U.DE vs. EXH2.DE - Dividend Comparison
SC0U.DE has not paid dividends to shareholders, while EXH2.DE's dividend yield for the trailing twelve months is around 1.64%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH2.DE iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 1.64% | 1.63% | 1.52% | 1.73% | 2.06% | 1.32% | 1.65% | 2.06% | 2.71% | 3.92% | 3.49% | 3.77% |
SC0U.DE Invesco European Banks 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
SC0U.DE and EXH2.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SC0U.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SC0U.DE is cheaper with a 0.20% expense ratio, compared with 0.46% for EXH2.DE.
SC0U.DE tracks STOXX® Europe 600 Optimised Banks, while EXH2.DE tracks STOXX® Europe 600 Financial Services. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.20% for SC0U.DE and 0.46% for EXH2.DE.
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