UET5.DE vs. EXSH.DE
UET5.DE (UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds - UET5.DE tracks the EURO STOXX® 50 ESG while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 5 years, UET5.DE returned 13.80%/yr vs 12.78%/yr for EXSH.DE. Their correlation of 0.81 suggests significant overlap in exposure. UET5.DE charges 0.10%/yr vs 0.32%/yr for EXSH.DE.
Performance
UET5.DE vs. EXSH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UET5.DE achieves a 8.56% return, which is significantly lower than EXSH.DE's 13.96% return.
UET5.DE
- 1D
- 0.78%
- 1M
- 2.28%
- YTD
- 8.56%
- 6M
- 10.09%
- 1Y
- 18.93%
- 3Y*
- 18.86%
- 5Y*
- 13.80%
- 10Y*
- —
EXSH.DE
- 1D
- 0.47%
- 1M
- 2.07%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.09%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
UET5.DE vs. EXSH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 8.56% | 25.92% | 12.78% | 25.36% | -9.35% | 26.94% | 0.18% | 15.08% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 18.22% |
Correlation
The correlation between UET5.DE and EXSH.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2019 | 0.81 |
The correlation between UET5.DE and EXSH.DE has been stable across timeframes, ranging from 0.76 to 0.81 - a consistent structural relationship.
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Return for Risk
UET5.DE vs. EXSH.DE — Risk / Return Rank
UET5.DE
EXSH.DE
UET5.DE vs. EXSH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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.
| UET5.DE | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.48 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 4.85 | -3.24 |
| Martin ratioReturn relative to average drawdown | 5.64 | 16.10 | -10.46 |
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
| UET5.DE | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 2.69 | -1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.86 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.32 | +0.42 |
Drawdowns
UET5.DE vs. EXSH.DE - Drawdown Comparison
The maximum UET5.DE drawdown since its inception was -37.03%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for UET5.DE and EXSH.DE.
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Drawdown Indicators
| UET5.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.03% | -70.20% | +33.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -6.65% | -5.16% |
Max Drawdown (3Y)Largest decline over 3 years | -15.56% | -14.43% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -23.13% | -22.98% | -0.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.34% | — |
Current DrawdownCurrent decline from peak | -0.35% | -1.87% | +1.52% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -22.15% | +17.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.01% | +1.38% |
Volatility
UET5.DE vs. EXSH.DE - Volatility Comparison
UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist (UET5.DE) has a higher volatility of 5.06% compared to iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 3.90%. This indicates that UET5.DE's price experiences larger fluctuations and is considered to be riskier than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UET5.DE | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 3.90% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 9.77% | +4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.97% | 11.99% | +4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 14.61% | +2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 17.15% | +2.54% |
UET5.DE vs. EXSH.DE - Expense Ratio Comparison
UET5.DE has a 0.10% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Dividends
UET5.DE vs. EXSH.DE - Dividend Comparison
UET5.DE's dividend yield for the trailing twelve months is around 2.92%, less than EXSH.DE's 4.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
UET5.DE UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist | 2.92% | 2.15% | 3.28% | 2.96% | 3.06% | 1.90% | 1.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UET5.DE and EXSH.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UET5.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UET5.DE is cheaper with a 0.10% expense ratio, compared with 0.32% for EXSH.DE.
UET5.DE tracks EURO STOXX® 50 ESG, while EXSH.DE tracks STOXX® Europe Select Dividend 30. They also come from different issuers: UBS and iShares. Their fees differ too: 0.10% for UET5.DE and 0.32% for EXSH.DE.
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