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CEMT.DE vs. D5BL.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CEMT.DE vs. D5BL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge MSCI Europe Size Factor UCITS ETF (CEMT.DE) and Xtrackers MSCI Europe Value UCITS ETF (D5BL.DE). The values are adjusted to include any dividend payments, if applicable.

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CEMT.DE vs. D5BL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CEMT.DE
iShares Edge MSCI Europe Size Factor UCITS ETF
0.00%17.53%5.08%14.19%-18.24%19.63%1.61%28.81%-13.99%13.62%
D5BL.DE
Xtrackers MSCI Europe Value UCITS ETF
4.82%35.78%10.37%14.14%-4.63%26.83%-8.58%22.90%-13.98%9.78%

Returns By Period

Over the past 10 years, CEMT.DE has underperformed D5BL.DE with an annualized return of 6.77%, while D5BL.DE has yielded a comparatively higher 10.39% annualized return.


CEMT.DE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
2.05%
1Y
11.76%
3Y*
9.56%
5Y*
5.03%
10Y*
6.77%

D5BL.DE

1D
2.51%
1M
-2.45%
YTD
4.82%
6M
15.14%
1Y
28.23%
3Y*
18.62%
5Y*
13.82%
10Y*
10.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CEMT.DE vs. D5BL.DE - Expense Ratio Comparison

CEMT.DE has a 0.25% expense ratio, which is higher than D5BL.DE's 0.15% 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%.


Return for Risk

CEMT.DE vs. D5BL.DE — Risk / Return Rank

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

CEMT.DE
CEMT.DE Risk / Return Rank: 5757
Overall Rank
CEMT.DE Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
CEMT.DE Sortino Ratio Rank: 5151
Sortino Ratio Rank
CEMT.DE Omega Ratio Rank: 7979
Omega Ratio Rank
CEMT.DE Calmar Ratio Rank: 3737
Calmar Ratio Rank
CEMT.DE Martin Ratio Rank: 5959
Martin Ratio Rank

D5BL.DE
D5BL.DE Risk / Return Rank: 8383
Overall Rank
D5BL.DE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
D5BL.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
D5BL.DE Omega Ratio Rank: 8383
Omega Ratio Rank
D5BL.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
D5BL.DE Martin Ratio Rank: 8383
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.

CEMT.DE vs. D5BL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Europe Size Factor UCITS ETF (CEMT.DE) and Xtrackers MSCI Europe Value UCITS ETF (D5BL.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.


CEMT.DED5BL.DEDifference

Sharpe ratio

Return per unit of total volatility

1.08

1.68

-0.61

Sortino ratio

Return per unit of downside risk

1.43

2.17

-0.74

Omega ratio

Gain probability vs. loss probability

1.32

1.34

-0.02

Calmar ratio

Return relative to maximum drawdown

1.06

2.64

-1.59

Martin ratio

Return relative to average drawdown

6.26

10.10

-3.85

CEMT.DE vs. D5BL.DE - Sharpe Ratio Comparison

The current CEMT.DE Sharpe Ratio is 1.08, which is lower than the D5BL.DE Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of CEMT.DE and D5BL.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CEMT.DED5BL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

1.68

-0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.88

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.58

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.46

-0.08

Correlation

The correlation between CEMT.DE and D5BL.DE is 0.87, 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.


Dividends

CEMT.DE vs. D5BL.DE - Dividend Comparison

Neither CEMT.DE nor D5BL.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

CEMT.DE vs. D5BL.DE - Drawdown Comparison

The maximum CEMT.DE drawdown since its inception was -37.66%, smaller than the maximum D5BL.DE drawdown of -40.40%. Use the drawdown chart below to compare losses from any high point for CEMT.DE and D5BL.DE.


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Drawdown Indicators


CEMT.DED5BL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-37.66%

-40.40%

+2.74%

Max Drawdown (1Y)

Largest decline over 1 year

-11.13%

-13.82%

+2.69%

Max Drawdown (5Y)

Largest decline over 5 years

-29.23%

-19.58%

-9.65%

Max Drawdown (10Y)

Largest decline over 10 years

-37.66%

-40.40%

+2.74%

Current Drawdown

Current decline from peak

-0.39%

-4.63%

+4.24%

Average Drawdown

Average peak-to-trough decline

-7.18%

-7.30%

+0.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.88%

2.87%

-0.99%

Volatility

CEMT.DE vs. D5BL.DE - Volatility Comparison

The current volatility for iShares Edge MSCI Europe Size Factor UCITS ETF (CEMT.DE) is 0.00%, while Xtrackers MSCI Europe Value UCITS ETF (D5BL.DE) has a volatility of 6.30%. This indicates that CEMT.DE experiences smaller price fluctuations and is considered to be less risky than D5BL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CEMT.DED5BL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

6.30%

-6.30%

Volatility (6M)

Calculated over the trailing 6-month period

2.43%

10.58%

-8.15%

Volatility (1Y)

Calculated over the trailing 1-year period

11.90%

16.71%

-4.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.79%

15.45%

-0.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.20%

17.76%

-1.56%