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VEUR.AS vs. IESE.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VEUR.AS vs. IESE.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard FTSE Developed Europe UCITS ETF (VEUR.AS) and iShares MSCI Europe SRI UCITS ETF EUR (Acc) (IESE.AS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with VEUR.AS at 7.16% and IESE.AS at 7.16%. Over the past 10 years, VEUR.AS has outperformed IESE.AS with an annualized return of 9.23%, while IESE.AS has yielded a comparatively lower 7.87% annualized return.


VEUR.AS

1D
0.57%
1M
3.20%
YTD
7.16%
6M
9.88%
1Y
16.32%
3Y*
14.06%
5Y*
9.93%
10Y*
9.23%

IESE.AS

1D
0.85%
1M
3.61%
YTD
7.16%
6M
8.48%
1Y
5.39%
3Y*
7.02%
5Y*
5.38%
10Y*
7.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEUR.AS vs. IESE.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VEUR.AS
Vanguard FTSE Developed Europe UCITS ETF
7.16%19.69%10.27%16.15%-10.11%25.55%-2.72%25.95%-10.04%10.80%
IESE.AS
iShares MSCI Europe SRI UCITS ETF EUR (Acc)
7.16%2.40%6.46%16.38%-14.87%27.26%3.74%29.04%-6.71%11.41%

Correlation

The correlation between VEUR.AS and IESE.AS is 0.93, 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

0.93

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since May 22, 2013

0.92

The correlation between VEUR.AS and IESE.AS has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.

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Return for Risk

VEUR.AS vs. IESE.AS — Risk / Return Rank

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

VEUR.AS
VEUR.AS Risk / Return Rank: 3737
Overall Rank
VEUR.AS Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
VEUR.AS Sortino Ratio Rank: 3636
Sortino Ratio Rank
VEUR.AS Omega Ratio Rank: 3636
Omega Ratio Rank
VEUR.AS Calmar Ratio Rank: 3535
Calmar Ratio Rank
VEUR.AS Martin Ratio Rank: 4141
Martin Ratio Rank

IESE.AS
IESE.AS Risk / Return Rank: 1515
Overall Rank
IESE.AS Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
IESE.AS Sortino Ratio Rank: 1515
Sortino Ratio Rank
IESE.AS Omega Ratio Rank: 1515
Omega Ratio Rank
IESE.AS Calmar Ratio Rank: 1616
Calmar Ratio Rank
IESE.AS Martin Ratio Rank: 1616
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.

VEUR.AS vs. IESE.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Developed Europe UCITS ETF (VEUR.AS) and iShares MSCI Europe SRI UCITS ETF EUR (Acc) (IESE.AS). 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.


VEUR.ASIESE.ASDifference
Sharpe ratioReturn per unit of total volatility

+0.86

Sortino ratioReturn per unit of downside risk

+1.18

Omega ratioGain probability vs. loss probability

1.24

1.08

+0.16

Calmar ratioReturn relative to maximum drawdown

1.68

0.53

+1.15

Martin ratioReturn relative to average drawdown

6.34

1.40

+4.94

VEUR.AS vs. IESE.AS - Sharpe Ratio Comparison

The current VEUR.AS Sharpe Ratio is 1.26, which is higher than the IESE.AS Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of VEUR.AS and IESE.AS, 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


VEUR.ASIESE.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

0.40

+0.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.37

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.51

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.51

+0.02

Drawdowns

VEUR.AS vs. IESE.AS - Drawdown Comparison

The maximum VEUR.AS drawdown since its inception was -35.63%, which is greater than IESE.AS's maximum drawdown of -33.34%. Use the drawdown chart below to compare losses from any high point for VEUR.AS and IESE.AS.


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Drawdown Indicators


VEUR.ASIESE.ASDifference

Max Drawdown

Largest peak-to-trough decline

-35.63%

-33.34%

-2.29%

Max Drawdown (1Y)

Largest decline over 1 year

-9.59%

-10.05%

+0.46%

Max Drawdown (3Y)

Largest decline over 3 years

-16.41%

-15.79%

-0.62%

Max Drawdown (5Y)

Largest decline over 5 years

-20.19%

-23.66%

+3.47%

Max Drawdown (10Y)

Largest decline over 10 years

-35.63%

-33.34%

-2.29%

Current Drawdown

Current decline from peak

-1.62%

-1.05%

-0.57%

Average Drawdown

Average peak-to-trough decline

-5.29%

-6.13%

+0.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

3.84%

-1.29%

Volatility

VEUR.AS vs. IESE.AS - Volatility Comparison

Vanguard FTSE Developed Europe UCITS ETF (VEUR.AS) and iShares MSCI Europe SRI UCITS ETF EUR (Acc) (IESE.AS) have volatilities of 4.38% and 4.41%, 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


VEUR.ASIESE.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.38%

4.41%

-0.03%

Volatility (6M)

Calculated over the trailing 6-month period

10.62%

10.88%

-0.26%

Volatility (1Y)

Calculated over the trailing 1-year period

12.81%

13.42%

-0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.22%

14.49%

-0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.51%

15.29%

+0.22%

VEUR.AS vs. IESE.AS - Expense Ratio Comparison

VEUR.AS has a 0.10% expense ratio, which is lower than IESE.AS's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

VEUR.AS vs. IESE.AS - Dividend Comparison

VEUR.AS's dividend yield for the trailing twelve months is around 2.60%, while IESE.AS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IESE.AS
iShares MSCI Europe SRI UCITS ETF EUR (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%
VEUR.AS
Vanguard FTSE Developed Europe UCITS ETF
2.60%2.79%3.04%3.00%3.32%2.66%2.24%3.24%3.62%3.05%3.19%3.10%

Frequently Asked Questions


With a correlation of 0.93, VEUR.AS and IESE.AS 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, VEUR.AS is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VEUR.AS is cheaper with a 0.10% expense ratio, compared with 0.20% for IESE.AS.

Both ETFs track MSCI Europe NR EUR. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.10% for VEUR.AS and 0.20% for IESE.AS.

Portfolio Optimizer

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