2B77.DE vs. XDG3.DE
2B77.DE (iShares Ageing Population UCITS ETF) and XDG3.DE (Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C) are both Health & Biotech Equities funds - 2B77.DE tracks the iSTOXX® FactSet Ageing Population while XDG3.DE tracks the MSCI ACWI IMI SDG 3 Good Health and Well-being Select. Both are passively managed. Over the past 3 years, 2B77.DE returned 10.94%/yr vs 1.94%/yr for XDG3.DE. A 0.62 correlation means they provide meaningful diversification when combined. 2B77.DE charges 0.40%/yr vs 0.35%/yr for XDG3.DE.
Performance
2B77.DE vs. XDG3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B77.DE achieves a 2.83% return, which is significantly higher than XDG3.DE's -6.02% return.
2B77.DE
- 1D
- 1.81%
- 1M
- -0.25%
- YTD
- 2.83%
- 6M
- 4.00%
- 1Y
- 16.35%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
XDG3.DE
- 1D
- 2.88%
- 1M
- 3.23%
- YTD
- -6.02%
- 6M
- -6.40%
- 1Y
- 2.34%
- 3Y*
- 1.94%
- 5Y*
- —
- 10Y*
- —
2B77.DE vs. XDG3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | -0.13% |
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | -6.02% | 1.47% | 9.58% | 2.52% |
Correlation
The correlation between 2B77.DE and XDG3.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.62 |
The correlation between 2B77.DE and XDG3.DE has been stable across timeframes, ranging from 0.62 to 0.62 - a consistent structural relationship.
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Return for Risk
2B77.DE vs. XDG3.DE — Risk / Return Rank
2B77.DE
XDG3.DE
2B77.DE vs. XDG3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.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.
| 2B77.DE | XDG3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.04 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 0.17 | +2.28 |
| Martin ratioReturn relative to average drawdown | 8.32 | 0.44 | +7.88 |
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
| 2B77.DE | XDG3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.16 | +1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.16 | +0.27 |
Drawdowns
2B77.DE vs. XDG3.DE - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.47%, which is greater than XDG3.DE's maximum drawdown of -20.49%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and XDG3.DE.
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Drawdown Indicators
| 2B77.DE | XDG3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.47% | -20.49% | -17.98% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -13.31% | +6.51% |
Max Drawdown (3Y)Largest decline over 3 years | -20.07% | -20.49% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -20.07% | — | — |
Current DrawdownCurrent decline from peak | -1.60% | -11.91% | +10.31% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -5.57% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 5.29% | -3.28% |
Volatility
2B77.DE vs. XDG3.DE - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 3.36%, while Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) has a volatility of 4.95%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than XDG3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B77.DE | XDG3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 4.95% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 10.56% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 14.57% | -2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 13.31% | +1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 13.31% | +3.21% |
2B77.DE vs. XDG3.DE - Expense Ratio Comparison
2B77.DE has a 0.40% expense ratio, which is higher than XDG3.DE's 0.35% expense ratio.
Dividends
2B77.DE vs. XDG3.DE - Dividend Comparison
Neither 2B77.DE nor XDG3.DE has paid dividends to shareholders.
Frequently Asked Questions
2B77.DE and XDG3.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDG3.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDG3.DE is cheaper with a 0.35% expense ratio, compared with 0.40% for 2B77.DE.
2B77.DE tracks iSTOXX® FactSet Ageing Population, while XDG3.DE tracks MSCI ACWI IMI SDG 3 Good Health and Well-being Select. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.40% for 2B77.DE and 0.35% for XDG3.DE.
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