V3AA.DE vs. EXH9.DE
V3AA.DE (Vanguard ESG Global All Cap UCITS ETF (USD) Acc) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both exchange-traded funds - V3AA.DE is a Global Equities fund tracking the FTSE Global All Cap Choice Index, while EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 5 years, V3AA.DE returned 11.33%/yr vs 11.76%/yr for EXH9.DE. At a 0.32 correlation, their price movements are largely independent. V3AA.DE charges 0.24%/yr vs 0.47%/yr for EXH9.DE.
Performance
V3AA.DE vs. EXH9.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with V3AA.DE having a 12.77% return and EXH9.DE slightly lower at 12.41%.
V3AA.DE
- 1D
- -0.11%
- 1M
- 4.35%
- YTD
- 12.77%
- 6M
- 13.07%
- 1Y
- 26.49%
- 3Y*
- 17.62%
- 5Y*
- 11.33%
- 10Y*
- —
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%
V3AA.DE vs. EXH9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
V3AA.DE Vanguard ESG Global All Cap UCITS ETF (USD) Acc | 12.77% | 7.60% | 24.41% | 20.63% | -18.04% | 20.19% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 10.39% |
Correlation
The correlation between V3AA.DE and EXH9.DE is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2021 | 0.32 |
The correlation between V3AA.DE and EXH9.DE shifts across timeframes, from 0.15 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
V3AA.DE vs. EXH9.DE — Risk / Return Rank
V3AA.DE
EXH9.DE
V3AA.DE vs. EXH9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.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.
| V3AA.DE | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.32 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 3.44 | -0.14 |
| Martin ratioReturn relative to average drawdown | 13.32 | 9.54 | +3.78 |
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
| V3AA.DE | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 1.74 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.73 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.42 | +0.40 |
Drawdowns
V3AA.DE vs. EXH9.DE - Drawdown Comparison
The maximum V3AA.DE drawdown since its inception was -22.30%, smaller than the maximum EXH9.DE drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for V3AA.DE and EXH9.DE.
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Drawdown Indicators
| V3AA.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.30% | -51.33% | +29.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.16% | -7.45% | -0.71% |
Max Drawdown (3Y)Largest decline over 3 years | -22.30% | -13.67% | -8.63% |
Max Drawdown (5Y)Largest decline over 5 years | -22.30% | -22.71% | +0.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.21% | — |
Current DrawdownCurrent decline from peak | -0.75% | -5.32% | +4.57% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -16.67% | +10.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.69% | -0.66% |
Volatility
V3AA.DE vs. EXH9.DE - Volatility Comparison
The current volatility for Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.DE) is 3.38%, while iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a volatility of 5.89%. This indicates that V3AA.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.
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Volatility by Period
| V3AA.DE | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 5.89% | -2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 12.89% | -3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 14.75% | -2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 16.00% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.33% | 17.03% | -2.70% |
V3AA.DE vs. EXH9.DE - Expense Ratio Comparison
V3AA.DE has a 0.24% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
V3AA.DE vs. EXH9.DE - Dividend Comparison
V3AA.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% |
V3AA.DE Vanguard ESG Global All Cap UCITS ETF (USD) Acc | 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
V3AA.DE and EXH9.DE have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, V3AA.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V3AA.DE is cheaper with a 0.24% expense ratio, compared with 0.47% for EXH9.DE.
V3AA.DE is categorized as Global Equities, while EXH9.DE is Utilities Equities. V3AA.DE tracks FTSE Global All Cap Choice Index, while EXH9.DE tracks STOXX® Europe 600 Utilities. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.24% for V3AA.DE and 0.47% for EXH9.DE.
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