36BB.DE vs. XUCD.DE
36BB.DE (iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist) and XUCD.DE (Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D) are both Consumer Staples Equities funds - 36BB.DE tracks the MSCI World Consumer Discretionary while XUCD.DE tracks the MSCI USA Consumer Discretionary 20/35 Custom. Both are passively managed. Over the past 5 years, 36BB.DE returned 4.56%/yr vs 8.69%/yr for XUCD.DE. With a 0.96 correlation, they move nearly in lockstep. 36BB.DE charges 0.18%/yr vs 0.12%/yr for XUCD.DE.
Performance
36BB.DE vs. XUCD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 36BB.DE achieves a -2.32% return, which is significantly lower than XUCD.DE's 0.22% return.
36BB.DE
- 1D
- 0.28%
- 1M
- -0.46%
- YTD
- -2.32%
- 6M
- -2.30%
- 1Y
- 4.17%
- 3Y*
- 7.40%
- 5Y*
- 4.56%
- 10Y*
- —
XUCD.DE
- 1D
- 0.28%
- 1M
- -0.63%
- YTD
- 0.22%
- 6M
- 0.35%
- 1Y
- 10.06%
- 3Y*
- 14.31%
- 5Y*
- 8.69%
- 10Y*
- —
36BB.DE vs. XUCD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | -2.32% | -5.30% | 22.34% | 32.38% | -29.45% | 27.78% | 25.24% | 4.44% |
XUCD.DE Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | 0.22% | -5.02% | 38.90% | 39.32% | -34.77% | 32.20% | 37.39% | 4.06% |
Correlation
The correlation between 36BB.DE and XUCD.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.96 |
The correlation between 36BB.DE and XUCD.DE has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
36BB.DE vs. XUCD.DE — Risk / Return Rank
36BB.DE
XUCD.DE
36BB.DE vs. XUCD.DE - Risk-Adjusted Trends 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 USA Consumer Discretionary UCITS ETF 1D (XUCD.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.
| 36BB.DE | XUCD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.11 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | 0.73 | -0.45 |
| Martin ratioReturn relative to average drawdown | 0.77 | 2.00 | -1.23 |
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
| 36BB.DE | XUCD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.57 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.39 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.67 | -0.24 |
Drawdowns
36BB.DE vs. XUCD.DE - Drawdown Comparison
The maximum 36BB.DE drawdown since its inception was -35.03%, smaller than the maximum XUCD.DE drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for 36BB.DE and XUCD.DE.
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Drawdown Indicators
| 36BB.DE | XUCD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.03% | -38.43% | +3.40% |
Max Drawdown (1Y)Largest decline over 1 year | -15.07% | -13.88% | -1.19% |
Max Drawdown (3Y)Largest decline over 3 years | -27.35% | -30.82% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -38.43% | +5.51% |
Current DrawdownCurrent decline from peak | -11.48% | -9.43% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -10.96% | -10.09% | -0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.59% | 5.09% | +0.50% |
Volatility
36BB.DE vs. XUCD.DE - Volatility Comparison
The current volatility for iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) is 4.81%, while Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.DE) has a volatility of 5.29%. This indicates that 36BB.DE experiences smaller price fluctuations and is considered to be less risky than XUCD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36BB.DE | XUCD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 5.29% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 13.18% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 17.94% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.44% | 22.03% | -2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 21.90% | -1.05% |
36BB.DE vs. XUCD.DE - Expense Ratio Comparison
36BB.DE has a 0.18% expense ratio, which is higher than XUCD.DE's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
36BB.DE vs. XUCD.DE - Dividend Comparison
36BB.DE's dividend yield for the trailing twelve months is around 0.91%, more than XUCD.DE's 0.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | 0.91% | 0.89% | 1.01% | 0.99% | 1.43% | 0.77% | 1.30% | 0.28% | 0.00% |
XUCD.DE Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | 0.45% | 0.46% | 0.40% | 0.90% | 0.91% | 0.35% | 0.59% | 0.81% | 0.58% |
Frequently Asked Questions
With a correlation of 0.96, 36BB.DE and XUCD.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, XUCD.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUCD.DE is cheaper with a 0.12% expense ratio, compared with 0.18% for 36BB.DE.
36BB.DE tracks MSCI World Consumer Discretionary, while XUCD.DE tracks MSCI USA Consumer Discretionary 20/35 Custom. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.18% for 36BB.DE and 0.12% for XUCD.DE.
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