WINC.AS vs. EXV1.DE
WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) and EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) are both exchange-traded funds - WINC.AS is a Global Equity Income fund actively managed by iShares, while EXV1.DE is a Financials Equities fund tracking the STOXX® Europe 600 Banks. WINC.AS is actively managed, while EXV1.DE is passively managed. Over the past year, WINC.AS returned 20.24% vs 45.77% for EXV1.DE. A 0.54 correlation means they provide meaningful diversification when combined. WINC.AS charges 0.35%/yr vs 0.47%/yr for EXV1.DE.
Performance
WINC.AS vs. EXV1.DE - Performance Comparison
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Different Trading Currencies
WINC.AS is traded in USD, while EXV1.DE is traded in EUR. To make them comparable, the EXV1.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, WINC.AS achieves a 7.31% return, which is significantly lower than EXV1.DE's 11.15% return.
WINC.AS
- 1D
- 0.00%
- 1M
- -1.00%
- YTD
- 7.31%
- 6M
- 7.78%
- 1Y
- 20.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EXV1.DE
- 1D
- 0.13%
- 1M
- 3.27%
- YTD
- 11.15%
- 6M
- 12.06%
- 1Y
- 45.77%
- 3Y*
- 45.71%
- 5Y*
- 29.85%
- 10Y*
- 17.00%
WINC.AS vs. EXV1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 7.31% | 21.56% | 8.10% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 11.15% | 99.82% | 11.72% |
Correlation
The correlation between WINC.AS and EXV1.DE is 0.67, 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 | 0.67 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2024 | 0.54 |
The correlation between WINC.AS and EXV1.DE shifts across timeframes, from 0.54 (all time) to 0.67 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WINC.AS vs. EXV1.DE — Risk / Return Rank
WINC.AS
EXV1.DE
WINC.AS vs. EXV1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WINC.AS | EXV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.33 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 2.56 | +0.39 |
| Martin ratioReturn relative to average drawdown | 12.16 | 8.46 | +3.70 |
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Drawdowns
WINC.AS vs. EXV1.DE - Drawdown Comparison
The maximum WINC.AS drawdown since its inception was -14.81%, smaller than the maximum EXV1.DE drawdown of -83.96%. Use the drawdown chart below to compare losses from any high point for WINC.AS and EXV1.DE.
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Drawdown Indicators
| WINC.AS | EXV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.81% | -83.96% | +69.15% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -17.78% | +11.01% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.60% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.51% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.46% | — |
Current DrawdownCurrent decline from peak | -2.10% | -2.54% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -1.47% | -58.33% | +56.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 5.39% | -3.74% |
Volatility
WINC.AS vs. EXV1.DE - Volatility Comparison
The current volatility for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) is 3.62%, while iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a volatility of 6.51%. This indicates that WINC.AS experiences smaller price fluctuations and is considered to be less risky than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WINC.AS | EXV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 6.51% | -2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.78% | 20.07% | -11.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 23.66% | -12.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.60% | 25.58% | -12.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.60% | 26.07% | -13.47% |
WINC.AS vs. EXV1.DE - Expense Ratio Comparison
WINC.AS has a 0.35% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Dividends
WINC.AS vs. EXV1.DE - Dividend Comparison
WINC.AS's dividend yield for the trailing twelve months is around 9.78%, more than EXV1.DE's 3.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.37% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.78% | 9.38% | 4.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WINC.AS and EXV1.DE have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WINC.AS is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WINC.AS is cheaper with a 0.35% expense ratio, compared with 0.47% for EXV1.DE.
WINC.AS is categorized as Global Equity Income, while EXV1.DE is Financials Equities. Their fees differ too: 0.35% for WINC.AS and 0.47% for EXV1.DE.
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