2B76.DE vs. XDW0.DE
2B76.DE (iShares Automation & Robotics UCITS ETF) and XDW0.DE (Xtrackers MSCI World Energy UCITS ETF 1C) are both exchange-traded funds - 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics, while XDW0.DE is a Energy Equities fund tracking the MSCI World/Energy NR USD. Both are passively managed. Over the past 5 years, 2B76.DE returned 11.74%/yr vs 20.33%/yr for XDW0.DE. At a 0.35 correlation, their price movements are largely independent. 2B76.DE charges 0.40%/yr vs 0.25%/yr for XDW0.DE.
Performance
2B76.DE vs. XDW0.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B76.DE achieves a 29.76% return, which is significantly lower than XDW0.DE's 32.75% return.
2B76.DE
- 1D
- -0.54%
- 1M
- 8.53%
- YTD
- 29.76%
- 6M
- 27.19%
- 1Y
- 43.85%
- 3Y*
- 18.67%
- 5Y*
- 11.74%
- 10Y*
- —
XDW0.DE
- 1D
- -0.47%
- 1M
- -0.80%
- YTD
- 32.75%
- 6M
- 29.37%
- 1Y
- 45.08%
- 3Y*
- 15.71%
- 5Y*
- 20.33%
- 10Y*
- 9.20%
2B76.DE vs. XDW0.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B76.DE iShares Automation & Robotics UCITS ETF | 29.76% | 4.57% | 12.11% | 34.96% | -31.03% | 32.27% | 26.14% | 41.97% | -15.50% | 29.23% |
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 32.75% | 2.24% | 7.48% | 0.18% | 53.95% | 52.18% | -36.97% | 14.05% | -12.13% | -7.68% |
Correlation
The correlation between 2B76.DE and XDW0.DE is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.35 |
The correlation between 2B76.DE and XDW0.DE shifts across timeframes, from -0.09 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
2B76.DE vs. XDW0.DE — Risk / Return Rank
2B76.DE
XDW0.DE
2B76.DE vs. XDW0.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B76.DE) and Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.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.
| 2B76.DE | XDW0.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.98 | -1.03 |
| Martin ratioReturn relative to average drawdown | 3.97 | 9.92 | -5.95 |
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
| 2B76.DE | XDW0.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 2.10 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.84 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.37 | +0.33 |
Drawdowns
2B76.DE vs. XDW0.DE - Drawdown Comparison
The maximum 2B76.DE drawdown since its inception was -35.52%, smaller than the maximum XDW0.DE drawdown of -61.44%. Use the drawdown chart below to compare losses from any high point for 2B76.DE and XDW0.DE.
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Drawdown Indicators
| 2B76.DE | XDW0.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.52% | -61.44% | +25.92% |
Max Drawdown (1Y)Largest decline over 1 year | -22.42% | -15.05% | -7.37% |
Max Drawdown (3Y)Largest decline over 3 years | -29.46% | -23.71% | -5.75% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -23.71% | -11.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.44% | — |
Current DrawdownCurrent decline from peak | -0.54% | -7.38% | +6.84% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -13.84% | +4.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.01% | 4.53% | +6.48% |
Volatility
2B76.DE vs. XDW0.DE - Volatility Comparison
iShares Automation & Robotics UCITS ETF (2B76.DE) has a higher volatility of 7.32% compared to Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) at 6.96%. This indicates that 2B76.DE's price experiences larger fluctuations and is considered to be riskier than XDW0.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B76.DE | XDW0.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 6.96% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 17.05% | 18.42% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.98% | 21.48% | +9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.95% | 24.04% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 26.02% | -3.50% |
2B76.DE vs. XDW0.DE - Expense Ratio Comparison
2B76.DE has a 0.40% expense ratio, which is higher than XDW0.DE's 0.25% expense ratio.
Dividends
2B76.DE vs. XDW0.DE - Dividend Comparison
Neither 2B76.DE nor XDW0.DE has paid dividends to shareholders.
Frequently Asked Questions
2B76.DE and XDW0.DE have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDW0.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDW0.DE is cheaper with a 0.25% expense ratio, compared with 0.40% for 2B76.DE.
2B76.DE is categorized as Robotics, while XDW0.DE is Energy Equities. 2B76.DE tracks iSTOXX® FactSet Automation & Robotics, while XDW0.DE tracks MSCI World/Energy NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.40% for 2B76.DE and 0.25% for XDW0.DE.
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