PortfoliosLab logoPortfoliosLab logo
B500.DE vs. XDEW.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

B500.DE vs. XDEW.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P 500 Buyback ETF (B500.DE) and Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, B500.DE achieves a 10.41% return, which is significantly lower than XDEW.DE's 14.70% return. Over the past 10 years, B500.DE has outperformed XDEW.DE with an annualized return of 13.05%, while XDEW.DE has yielded a comparatively lower 11.62% annualized return.


B500.DE

1D
0.26%
1M
2.22%
6M
11.09%
YTD
10.41%
1Y
18.48%
3Y*
14.36%
5Y*
10.66%
10Y*
13.05%

XDEW.DE

1D
0.04%
1M
4.21%
6M
14.75%
YTD
14.70%
1Y
20.74%
3Y*
12.38%
5Y*
9.39%
10Y*
11.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

B500.DE vs. XDEW.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
B500.DE
Amundi S&P 500 Buyback ETF
10.41%4.76%20.85%12.10%-7.18%47.02%-4.65%34.36%-4.54%6.13%
XDEW.DE
Xtrackers S&P 500 Equal Weight UCITS ETF 1C
14.70%-0.46%18.66%10.08%-6.94%41.59%1.18%31.27%-4.53%4.00%

Correlation

The correlation between B500.DE and XDEW.DE is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.88

Correlation (3Y)
Calculated over the trailing 3-year period

0.91

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2015

0.95

The correlation between B500.DE and XDEW.DE has been stable across timeframes, ranging from 0.88 to 0.95 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

B500.DE vs. XDEW.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

B500.DE
B500.DE Risk / Return Rank: 6161
Overall Rank
B500.DE Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
B500.DE Sortino Ratio Rank: 5252
Sortino Ratio Rank
B500.DE Omega Ratio Rank: 5050
Omega Ratio Rank
B500.DE Calmar Ratio Rank: 8585
Calmar Ratio Rank
B500.DE Martin Ratio Rank: 6868
Martin Ratio Rank

XDEW.DE
XDEW.DE Risk / Return Rank: 7777
Overall Rank
XDEW.DE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
XDEW.DE Sortino Ratio Rank: 7373
Sortino Ratio Rank
XDEW.DE Omega Ratio Rank: 7272
Omega Ratio Rank
XDEW.DE Calmar Ratio Rank: 8787
Calmar Ratio Rank
XDEW.DE Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

B500.DE vs. XDEW.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Buyback ETF (B500.DE) and Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


B500.DEXDEW.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.44

Sortino ratioReturn per unit of downside risk

-0.59

Omega ratioGain probability vs. loss probability

1.27

1.35

-0.08

Calmar ratioReturn relative to maximum drawdown

3.87

4.08

-0.21

Martin ratioReturn relative to average drawdown

10.08

12.46

-2.38

B500.DE vs. XDEW.DE - Sharpe Ratio Comparison

The current B500.DE Sharpe Ratio is 1.49, which is comparable to the XDEW.DE Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of B500.DE and XDEW.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

B500.DE vs. XDEW.DE - Drawdown Comparison

The maximum B500.DE drawdown since its inception was -42.49%, which is greater than XDEW.DE's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for B500.DE and XDEW.DE.


Loading charts...

Drawdown Indicators


B500.DEXDEW.DEDifference

Max Drawdown

Largest peak-to-trough decline

-42.49%

-38.79%

-3.70%

Max Drawdown (1Y)

Largest decline over 1 year

-4.75%

-5.06%

+0.31%

Max Drawdown (3Y)

Largest decline over 3 years

-23.66%

-22.70%

-0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-23.66%

-22.70%

-0.96%

Max Drawdown (10Y)

Largest decline over 10 years

-42.49%

-38.79%

-3.70%

Current Drawdown

Current decline from peak

-0.59%

-0.42%

-0.17%

Average Drawdown

Average peak-to-trough decline

-6.17%

-5.35%

-0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.83%

1.66%

+0.17%

Volatility

B500.DE vs. XDEW.DE - Volatility Comparison

Amundi S&P 500 Buyback ETF (B500.DE) has a higher volatility of 3.36% compared to Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) at 2.63%. This indicates that B500.DE's price experiences larger fluctuations and is considered to be riskier than XDEW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


B500.DEXDEW.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.36%

2.63%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

8.00%

6.89%

+1.11%

Volatility (1Y)

Calculated over the trailing 1-year period

12.38%

10.73%

+1.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.21%

14.91%

+1.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.91%

16.81%

+2.10%

B500.DE vs. XDEW.DE - Expense Ratio Comparison

B500.DE has a 0.15% expense ratio, which is lower than XDEW.DE's 0.20% 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%.


Dividends

B500.DE vs. XDEW.DE - Dividend Comparison

Neither B500.DE nor XDEW.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


B500.DE and XDEW.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, B500.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

B500.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for XDEW.DE.

B500.DE tracks S&P 500 Buyback NTR, while XDEW.DE tracks S&P 500 Equal Weight Index. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.15% for B500.DE and 0.20% for XDEW.DE.

Portfolio Optimizer

Find the right allocation for B500.DE and XDEW.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer