36BB.DE vs. XDWC.DE
Compare and contrast key facts about iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) and Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.DE).
36BB.DE and XDWC.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 36BB.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Consumer Discretionary. It was launched on Oct 16, 2019. XDWC.DE is a passively managed fund by Xtrackers that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Mar 14, 2016. Both 36BB.DE and XDWC.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 36BB.DE or XDWC.DE.
Key characteristics
| 36BB.DE | XDWC.DE | |
|---|---|---|
| YTD Return | 7.94% | 10.24% |
| 1Y Return | 16.26% | 17.70% |
| 3Y Return (Ann) | 2.73% | 2.83% |
| Sharpe Ratio | 1.61 | 1.70 |
| Sortino Ratio | 2.12 | 2.26 |
| Omega Ratio | 1.31 | 1.33 |
| Calmar Ratio | 1.04 | 1.07 |
| Martin Ratio | 6.76 | 7.24 |
| Ulcer Index | 3.38% | 3.36% |
| Daily Std Dev | 14.51% | 14.55% |
| Max Drawdown | -35.03% | -35.13% |
| Current Drawdown | -3.19% | -2.91% |
Correlation
The correlation between 36BB.DE and XDWC.DE is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
36BB.DE vs. XDWC.DE - Performance Comparison
In the year-to-date period, 36BB.DE achieves a 7.94% return, which is significantly lower than XDWC.DE's 10.24% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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36BB.DE vs. XDWC.DE - Expense Ratio Comparison
36BB.DE has a 0.18% expense ratio, which is lower than XDWC.DE's 0.25% 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%.
Risk-Adjusted Performance
36BB.DE vs. XDWC.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) and Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.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.
Dividends
36BB.DE vs. XDWC.DE - Dividend Comparison
36BB.DE's dividend yield for the trailing twelve months is around 0.97%, while XDWC.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | 0.97% | 0.99% | 1.43% | 0.77% | 1.30% | 0.28% |
XDWC.DE Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
36BB.DE vs. XDWC.DE - Drawdown Comparison
The maximum 36BB.DE drawdown since its inception was -35.03%, roughly equal to the maximum XDWC.DE drawdown of -35.13%. Use the drawdown chart below to compare losses from any high point for 36BB.DE and XDWC.DE. For additional features, visit the drawdowns tool.
Volatility
36BB.DE vs. XDWC.DE - Volatility Comparison
iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) and Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.DE) have volatilities of 3.89% and 3.87%, 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.