VALU.DE vs. EXSH.DE
VALU.DE (BNP Paribas Easy ESG Value Europe UCITS ETF) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds - VALU.DE tracks the BNP Paribas Value Europe ESG while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 5 years, VALU.DE returned 7.79%/yr vs 12.78%/yr for EXSH.DE. Their correlation of 0.86 suggests significant overlap in exposure. VALU.DE charges 0.30%/yr vs 0.32%/yr for EXSH.DE.
Performance
VALU.DE vs. EXSH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, VALU.DE achieves a 10.35% return, which is significantly lower than EXSH.DE's 13.96% return.
VALU.DE
- 1D
- 0.71%
- 1M
- 1.81%
- YTD
- 10.35%
- 6M
- 13.44%
- 1Y
- 18.68%
- 3Y*
- 16.63%
- 5Y*
- 7.79%
- 10Y*
- —
EXSH.DE
- 1D
- 0.47%
- 1M
- 4.04%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.41%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
VALU.DE vs. EXSH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VALU.DE BNP Paribas Easy ESG Value Europe UCITS ETF | 10.35% | 23.55% | 9.22% | 14.94% | -19.32% | 23.14% | -12.18% | 17.78% | -12.49% | 17.81% |
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% | 27.73% | -4.87% | 5.22% |
Correlation
The correlation between VALU.DE and EXSH.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 2016 | 0.86 |
The correlation between VALU.DE and EXSH.DE has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.
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Return for Risk
VALU.DE vs. EXSH.DE — Risk / Return Rank
VALU.DE
EXSH.DE
VALU.DE vs. EXSH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNP Paribas Easy ESG Value Europe UCITS ETF (VALU.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.
| VALU.DE | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.48 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 4.85 | -2.44 |
| Martin ratioReturn relative to average drawdown | 8.31 | 16.10 | -7.79 |
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
| VALU.DE | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.69 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.86 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.32 | +0.16 |
Drawdowns
VALU.DE vs. EXSH.DE - Drawdown Comparison
The maximum VALU.DE drawdown since its inception was -41.04%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for VALU.DE and EXSH.DE.
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Drawdown Indicators
| VALU.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.04% | -70.20% | +29.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -6.65% | -1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -14.17% | -14.43% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -31.19% | -22.98% | -8.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.34% | — |
Current DrawdownCurrent decline from peak | -1.01% | -1.87% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -22.15% | +14.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 2.01% | +0.23% |
Volatility
VALU.DE vs. EXSH.DE - Volatility Comparison
The current volatility for BNP Paribas Easy ESG Value Europe UCITS ETF (VALU.DE) is 3.65%, while iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a volatility of 3.90%. This indicates that VALU.DE experiences smaller price fluctuations and is considered to be less risky 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
| VALU.DE | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 3.90% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 9.77% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.49% | 11.99% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.43% | 14.61% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.76% | 17.15% | -1.39% |
VALU.DE vs. EXSH.DE - Expense Ratio Comparison
VALU.DE has a 0.30% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Dividends
VALU.DE vs. EXSH.DE - Dividend Comparison
VALU.DE has not paid dividends to shareholders, while EXSH.DE's dividend yield for the trailing twelve months is around 4.47%.
| 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% |
VALU.DE BNP Paribas Easy ESG Value Europe 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
VALU.DE and EXSH.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VALU.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VALU.DE is cheaper with a 0.30% expense ratio, compared with 0.32% for EXSH.DE.
VALU.DE tracks BNP Paribas Value Europe ESG, while EXSH.DE tracks STOXX® Europe Select Dividend 30. They also come from different issuers: BNP Paribas and iShares. Their fees differ too: 0.30% for VALU.DE and 0.32% for EXSH.DE.
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