5MVW.DE vs. XDG7.DE
5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) and XDG7.DE (Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C) are both Energy Equities funds - 5MVW.DE tracks the MSCI World Energy while XDG7.DE tracks the MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select. Both are passively managed. Over the past 3 years, 5MVW.DE returned 15.65%/yr vs 4.63%/yr for XDG7.DE. At a 0.21 correlation, their price movements are largely independent. 5MVW.DE charges 0.18%/yr vs 0.35%/yr for XDG7.DE.
Performance
5MVW.DE vs. XDG7.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with 5MVW.DE having a 32.79% return and XDG7.DE slightly higher at 34.27%.
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
XDG7.DE
- 1D
- -2.33%
- 1M
- 2.34%
- YTD
- 34.27%
- 6M
- 33.11%
- 1Y
- 73.03%
- 3Y*
- 4.63%
- 5Y*
- —
- 10Y*
- —
5MVW.DE vs. XDG7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | -3.84% |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 34.27% | 23.57% | -15.19% | -25.56% |
Correlation
The correlation between 5MVW.DE and XDG7.DE is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.21 |
The correlation between 5MVW.DE and XDG7.DE shifts across timeframes, from -0.02 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
5MVW.DE vs. XDG7.DE — Risk / Return Rank
5MVW.DE
XDG7.DE
5MVW.DE vs. XDG7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) and Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.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.
| 5MVW.DE | XDG7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.56 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 4.19 | -1.22 |
| Martin ratioReturn relative to average drawdown | 9.81 | 10.86 | -1.05 |
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
| 5MVW.DE | XDG7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 2.40 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.06 | +0.39 |
Drawdowns
5MVW.DE vs. XDG7.DE - Drawdown Comparison
The maximum 5MVW.DE drawdown since its inception was -56.87%, which is greater than XDG7.DE's maximum drawdown of -48.68%. Use the drawdown chart below to compare losses from any high point for 5MVW.DE and XDG7.DE.
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Drawdown Indicators
| 5MVW.DE | XDG7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.87% | -48.68% | -8.19% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -17.21% | +2.16% |
Max Drawdown (3Y)Largest decline over 3 years | -23.76% | -43.66% | +19.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | — | — |
Current DrawdownCurrent decline from peak | -7.49% | -2.95% | -4.54% |
Average DrawdownAverage peak-to-trough decline | -13.53% | -26.59% | +13.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 6.64% | -2.08% |
Volatility
5MVW.DE vs. XDG7.DE - Volatility Comparison
The current volatility for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) is 6.76%, while Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.DE) has a volatility of 7.88%. This indicates that 5MVW.DE experiences smaller price fluctuations and is considered to be less risky than XDG7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 5MVW.DE | XDG7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 7.88% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | 13.49% | +4.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.33% | 30.00% | -8.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 24.08% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.20% | 24.08% | +5.12% |
5MVW.DE vs. XDG7.DE - Expense Ratio Comparison
5MVW.DE has a 0.18% expense ratio, which is lower than XDG7.DE's 0.35% expense ratio.
Dividends
5MVW.DE vs. XDG7.DE - Dividend Comparison
5MVW.DE's dividend yield for the trailing twelve months is around 2.48%, while XDG7.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
5MVW.DE and XDG7.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.35% for XDG7.DE.
5MVW.DE tracks MSCI World Energy, while XDG7.DE tracks MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.18% for 5MVW.DE and 0.35% for XDG7.DE.
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