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CEMS.DE vs. XS6R.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CEMS.DE vs. XS6R.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) and Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF 1C (XS6R.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CEMS.DE is traded in EUR, while XS6R.L is traded in GBp. To make them comparable, the XS6R.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, CEMS.DE achieves a 13.72% return, which is significantly higher than XS6R.L's 11.82% return. Both investments have delivered pretty close results over the past 10 years, with CEMS.DE having a 10.71% annualized return and XS6R.L not far behind at 10.47%.


CEMS.DE

1D
0.10%
1M
2.64%
YTD
13.72%
6M
16.98%
1Y
32.08%
3Y*
21.63%
5Y*
14.47%
10Y*
10.71%

XS6R.L

1D
-0.42%
1M
-2.43%
YTD
11.82%
6M
13.24%
1Y
24.36%
3Y*
15.99%
5Y*
11.23%
10Y*
10.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CEMS.DE vs. XS6R.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CEMS.DE
iShares Edge MSCI Europe Value Factor UCITS ETF
13.72%35.97%9.93%13.90%-4.54%26.62%-8.86%23.48%-14.04%10.16%
XS6R.L
Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF 1C
11.84%31.13%3.57%13.91%-8.79%7.75%11.65%30.63%2.12%9.60%

Correlation

The correlation between CEMS.DE and XS6R.L is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.32

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

0.37

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

0.44

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

0.46

Correlation (All Time)
Calculated using the full available price history since Jan 21, 2015

0.51

The correlation between CEMS.DE and XS6R.L shifts across timeframes, from 0.32 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

CEMS.DE vs. XS6R.L — Risk / Return Rank

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

CEMS.DE
CEMS.DE Risk / Return Rank: 7171
Overall Rank
CEMS.DE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
CEMS.DE Sortino Ratio Rank: 7373
Sortino Ratio Rank
CEMS.DE Omega Ratio Rank: 7474
Omega Ratio Rank
CEMS.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
CEMS.DE Martin Ratio Rank: 6868
Martin Ratio Rank

XS6R.L
XS6R.L Risk / Return Rank: 5454
Overall Rank
XS6R.L Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
XS6R.L Sortino Ratio Rank: 4949
Sortino Ratio Rank
XS6R.L Omega Ratio Rank: 5353
Omega Ratio Rank
XS6R.L Calmar Ratio Rank: 6262
Calmar Ratio Rank
XS6R.L Martin Ratio Rank: 5454
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.

CEMS.DE vs. XS6R.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) and Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF 1C (XS6R.L). 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.


CEMS.DEXS6R.LDifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+1.13

Omega ratioGain probability vs. loss probability

1.43

1.29

+0.14

Calmar ratioReturn relative to maximum drawdown

3.29

3.07

+0.22

Martin ratioReturn relative to average drawdown

12.37

9.15

+3.21

CEMS.DE vs. XS6R.L - Sharpe Ratio Comparison

The current CEMS.DE Sharpe Ratio is 2.37, which is higher than the XS6R.L Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of CEMS.DE and XS6R.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CEMS.DEXS6R.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.37

1.63

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

0.68

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.60

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.35

+0.14

Drawdowns

CEMS.DE vs. XS6R.L - Drawdown Comparison

The maximum CEMS.DE drawdown since its inception was -40.20%, which is greater than XS6R.L's maximum drawdown of -34.72%. Use the drawdown chart below to compare losses from any high point for CEMS.DE and XS6R.L.


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Drawdown Indicators


CEMS.DEXS6R.LDifference

Max Drawdown

Largest peak-to-trough decline

-40.20%

-34.72%

-5.48%

Max Drawdown (1Y)

Largest decline over 1 year

-9.99%

-7.89%

-2.10%

Max Drawdown (3Y)

Largest decline over 3 years

-17.57%

-13.68%

-3.89%

Max Drawdown (5Y)

Largest decline over 5 years

-19.55%

-23.38%

+3.83%

Max Drawdown (10Y)

Largest decline over 10 years

-40.20%

-32.40%

-7.80%

Current Drawdown

Current decline from peak

-1.26%

-5.32%

+4.06%

Average Drawdown

Average peak-to-trough decline

-7.49%

-8.15%

+0.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.66%

2.65%

+0.01%

Volatility

CEMS.DE vs. XS6R.L - Volatility Comparison

The current volatility for iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) is 4.65%, while Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF 1C (XS6R.L) has a volatility of 5.70%. This indicates that CEMS.DE experiences smaller price fluctuations and is considered to be less risky than XS6R.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CEMS.DEXS6R.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.65%

5.70%

-1.05%

Volatility (6M)

Calculated over the trailing 6-month period

11.17%

12.95%

-1.78%

Volatility (1Y)

Calculated over the trailing 1-year period

13.87%

14.88%

-1.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.23%

16.40%

-1.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.43%

17.33%

+0.10%

CEMS.DE vs. XS6R.L - Expense Ratio Comparison

CEMS.DE has a 0.25% expense ratio, which is higher than XS6R.L's 0.20% 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

CEMS.DE vs. XS6R.L - Dividend Comparison

Neither CEMS.DE nor XS6R.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


CEMS.DE and XS6R.L have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XS6R.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XS6R.L is cheaper with a 0.20% expense ratio, compared with 0.25% for CEMS.DE.

CEMS.DE is categorized as Europe Equities, while XS6R.L is Utilities Equities. CEMS.DE tracks MSCI Europe Enhanced Value, while XS6R.L tracks MSCI World/Utilities NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.25% for CEMS.DE and 0.20% for XS6R.L.

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