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SPYQ.DE vs. EXH4.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPYQ.DE vs. EXH4.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI Europe Industrials UCITS ETF (SPYQ.DE) and iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with SPYQ.DE having a 8.86% return and EXH4.DE slightly lower at 8.61%. Both investments have delivered pretty close results over the past 10 years, with SPYQ.DE having a 12.56% annualized return and EXH4.DE not far behind at 12.08%.


SPYQ.DE

1D
0.62%
1M
0.55%
YTD
8.86%
6M
11.04%
1Y
15.68%
3Y*
19.58%
5Y*
12.85%
10Y*
12.56%

EXH4.DE

1D
0.57%
1M
1.72%
YTD
8.61%
6M
10.71%
1Y
14.50%
3Y*
17.96%
5Y*
11.25%
10Y*
12.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYQ.DE vs. EXH4.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPYQ.DE
SPDR MSCI Europe Industrials UCITS ETF
8.86%25.52%14.36%26.68%-16.54%28.05%4.02%37.55%-14.12%15.52%
EXH4.DE
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)
8.61%23.72%14.66%23.26%-18.58%27.14%5.60%36.93%-13.73%16.86%

Correlation

The correlation between SPYQ.DE and EXH4.DE is 0.98 - 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 May 14, 2013

0.97

The correlation between SPYQ.DE and EXH4.DE has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.

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Return for Risk

SPYQ.DE vs. EXH4.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPYQ.DE
SPYQ.DE Risk / Return Rank: 2525
Overall Rank
SPYQ.DE Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
SPYQ.DE Sortino Ratio Rank: 2424
Sortino Ratio Rank
SPYQ.DE Omega Ratio Rank: 2424
Omega Ratio Rank
SPYQ.DE Calmar Ratio Rank: 2626
Calmar Ratio Rank
SPYQ.DE Martin Ratio Rank: 3030
Martin Ratio Rank

EXH4.DE
EXH4.DE Risk / Return Rank: 2424
Overall Rank
EXH4.DE Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
EXH4.DE Sortino Ratio Rank: 2323
Sortino Ratio Rank
EXH4.DE Omega Ratio Rank: 2323
Omega Ratio Rank
EXH4.DE Calmar Ratio Rank: 2424
Calmar Ratio Rank
EXH4.DE Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPYQ.DE vs. EXH4.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Industrials UCITS ETF (SPYQ.DE) and iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.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.


SPYQ.DEEXH4.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

+0.09

Omega ratioGain probability vs. loss probability

1.16

1.15

+0.01

Calmar ratioReturn relative to maximum drawdown

1.19

1.09

+0.10

Martin ratioReturn relative to average drawdown

4.36

3.91

+0.45

SPYQ.DE vs. EXH4.DE - Sharpe Ratio Comparison

The current SPYQ.DE Sharpe Ratio is 0.79, which is comparable to the EXH4.DE Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of SPYQ.DE and EXH4.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SPYQ.DEEXH4.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

0.73

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.57

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.60

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.47

+0.12

Drawdowns

SPYQ.DE vs. EXH4.DE - Drawdown Comparison

The maximum SPYQ.DE drawdown since its inception was -41.44%, smaller than the maximum EXH4.DE drawdown of -60.02%. Use the drawdown chart below to compare losses from any high point for SPYQ.DE and EXH4.DE.


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Drawdown Indicators


SPYQ.DEEXH4.DEDifference

Max Drawdown

Largest peak-to-trough decline

-41.44%

-60.02%

+18.58%

Max Drawdown (1Y)

Largest decline over 1 year

-13.15%

-13.28%

+0.13%

Max Drawdown (3Y)

Largest decline over 3 years

-18.37%

-19.33%

+0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-29.20%

-31.07%

+1.87%

Max Drawdown (10Y)

Largest decline over 10 years

-41.44%

-41.94%

+0.50%

Current Drawdown

Current decline from peak

-2.67%

-1.40%

-1.27%

Average Drawdown

Average peak-to-trough decline

-6.07%

-9.81%

+3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.58%

3.69%

-0.11%

Volatility

SPYQ.DE vs. EXH4.DE - Volatility Comparison

SPDR MSCI Europe Industrials UCITS ETF (SPYQ.DE) and iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.DE) have volatilities of 6.29% and 6.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPYQ.DEEXH4.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.29%

6.36%

-0.07%

Volatility (6M)

Calculated over the trailing 6-month period

16.51%

16.56%

-0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

19.70%

19.71%

-0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.87%

19.66%

-0.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.60%

19.93%

-0.33%

SPYQ.DE vs. EXH4.DE - Expense Ratio Comparison

SPYQ.DE has a 0.18% expense ratio, which is lower than EXH4.DE's 0.46% expense ratio.


Dividends

SPYQ.DE vs. EXH4.DE - Dividend Comparison

SPYQ.DE has not paid dividends to shareholders, while EXH4.DE's dividend yield for the trailing twelve months is around 1.18%.


PositionTTM20252024202320222021202020192018201720162015
EXH4.DE
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)
1.18%1.31%1.51%1.72%1.68%1.08%0.85%1.69%1.67%2.38%2.10%2.79%
SPYQ.DE
SPDR MSCI Europe Industrials 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 0.98, SPYQ.DE and EXH4.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, SPYQ.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYQ.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXH4.DE.

SPYQ.DE tracks MSCI Europe Industrials 20/35 Capped, while EXH4.DE tracks STOXX® Europe 600 Industrial Goods & Services. They also come from different issuers: State Street and iShares. Their fees differ too: 0.18% for SPYQ.DE and 0.46% for EXH4.DE.

Portfolio Optimizer

Find the right allocation for SPYQ.DE and EXH4.DE

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