XESC.DE vs. IS3H.DE
XESC.DE (Xtrackers EURO STOXX 50 UCITS ETF 1C) and IS3H.DE (iShares MSCI EMU Mid Cap UCITS ETF) are both Europe Equities funds - XESC.DE tracks the MSCI EMU NR EUR while IS3H.DE tracks the MSCI EMU Mid Cap. Both are passively managed. Over the past 10 years, XESC.DE returned 10.49%/yr vs 9.47%/yr for IS3H.DE. Their correlation of 0.89 suggests significant overlap in exposure. XESC.DE charges 0.09%/yr vs 0.49%/yr for IS3H.DE.
Performance
XESC.DE vs. IS3H.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XESC.DE achieves a 7.20% return, which is significantly lower than IS3H.DE's 9.28% return. Over the past 10 years, XESC.DE has outperformed IS3H.DE with an annualized return of 10.49%, while IS3H.DE has yielded a comparatively lower 9.47% annualized return.
XESC.DE
- 1D
- 0.76%
- 1M
- 4.61%
- YTD
- 7.20%
- 6M
- 8.63%
- 1Y
- 15.79%
- 3Y*
- 15.59%
- 5Y*
- 11.50%
- 10Y*
- 10.49%
IS3H.DE
- 1D
- 0.47%
- 1M
- 2.04%
- YTD
- 9.28%
- 6M
- 11.50%
- 1Y
- 17.53%
- 3Y*
- 18.25%
- 5Y*
- 9.27%
- 10Y*
- 9.47%
XESC.DE vs. IS3H.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XESC.DE Xtrackers EURO STOXX 50 UCITS ETF 1C | 7.20% | 22.24% | 11.06% | 22.50% | -8.87% | 23.54% | -2.88% | 30.09% | -12.09% | 10.25% |
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 9.28% | 30.84% | 11.73% | 8.69% | -14.80% | 15.42% | 3.89% | 29.25% | -15.98% | 19.16% |
Correlation
The correlation between XESC.DE and IS3H.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 | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2013 | 0.89 |
The correlation between XESC.DE and IS3H.DE has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
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Return for Risk
XESC.DE vs. IS3H.DE — Risk / Return Rank
XESC.DE
IS3H.DE
XESC.DE vs. IS3H.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers EURO STOXX 50 UCITS ETF 1C (XESC.DE) and iShares MSCI EMU Mid Cap UCITS ETF (IS3H.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.
| XESC.DE | IS3H.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.15 | -0.71 |
| Martin ratioReturn relative to average drawdown | 4.94 | 7.71 | -2.78 |
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
| XESC.DE | IS3H.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.40 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.60 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.58 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.56 | -0.24 |
Drawdowns
XESC.DE vs. IS3H.DE - Drawdown Comparison
The maximum XESC.DE drawdown since its inception was -45.38%, which is greater than IS3H.DE's maximum drawdown of -37.63%. Use the drawdown chart below to compare losses from any high point for XESC.DE and IS3H.DE.
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Drawdown Indicators
| XESC.DE | IS3H.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.38% | -37.63% | -7.75% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -8.11% | -2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -16.53% | -14.21% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -23.33% | -26.54% | +3.21% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -37.63% | -0.88% |
Current DrawdownCurrent decline from peak | -0.53% | -1.34% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -6.35% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.27% | +0.92% |
Volatility
XESC.DE vs. IS3H.DE - Volatility Comparison
Xtrackers EURO STOXX 50 UCITS ETF 1C (XESC.DE) has a higher volatility of 4.90% compared to iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) at 3.33%. This indicates that XESC.DE's price experiences larger fluctuations and is considered to be riskier than IS3H.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XESC.DE | IS3H.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 3.33% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 13.02% | 9.77% | +3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 12.45% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 15.31% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.27% | 16.15% | +2.12% |
XESC.DE vs. IS3H.DE - Expense Ratio Comparison
XESC.DE has a 0.09% expense ratio, which is lower than IS3H.DE's 0.49% expense ratio.
Dividends
XESC.DE vs. IS3H.DE - Dividend Comparison
Neither XESC.DE nor IS3H.DE has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid Cap 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% |
XESC.DE Xtrackers EURO STOXX 50 UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.19% |
Frequently Asked Questions
XESC.DE and IS3H.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, XESC.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XESC.DE is cheaper with a 0.09% expense ratio, compared with 0.49% for IS3H.DE.
XESC.DE tracks MSCI EMU NR EUR, while IS3H.DE tracks MSCI EMU Mid Cap. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.09% for XESC.DE and 0.49% for IS3H.DE.
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