D5BK.DE vs. EZA
D5BK.DE (Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C) and EZA (iShares MSCI South Africa ETF) are both exchange-traded funds - D5BK.DE is a REIT fund tracking the FTSE EPRA/NAREIT Developed Europe, while EZA is a Emerging Markets Equities fund tracking the MSCI South Africa Index. Both are passively managed. Over the past 10 years, D5BK.DE returned 0.42%/yr vs 7.78%/yr for EZA. At a 0.33 correlation, their price movements are largely independent. D5BK.DE charges 0.33%/yr vs 0.59%/yr for EZA.
Performance
D5BK.DE vs. EZA - Performance Comparison
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Different Trading Currencies
D5BK.DE is traded in EUR, while EZA is traded in USD. To make them comparable, the EZA values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, D5BK.DE achieves a 1.25% return, which is significantly higher than EZA's -1.31% return. Over the past 10 years, D5BK.DE has underperformed EZA with an annualized return of 0.42%, while EZA has yielded a comparatively higher 7.78% annualized return.
D5BK.DE
- 1D
- 1.84%
- 1M
- 2.19%
- YTD
- 1.25%
- 6M
- 4.38%
- 1Y
- -0.90%
- 3Y*
- 7.63%
- 5Y*
- -4.66%
- 10Y*
- 0.42%
EZA
- 1D
- 0.97%
- 1M
- -4.32%
- YTD
- -1.31%
- 6M
- 4.29%
- 1Y
- 30.53%
- 3Y*
- 20.62%
- 5Y*
- 10.51%
- 10Y*
- 7.78%
D5BK.DE vs. EZA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
D5BK.DE Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C | 1.25% | 5.96% | -4.03% | 15.92% | -36.47% | 16.81% | -10.27% | 29.66% | -8.93% | 12.62% |
EZA iShares MSCI South Africa ETF | -1.31% | 54.41% | 14.23% | -1.54% | 0.70% | 15.98% | -13.00% | 12.31% | -21.73% | 19.31% |
Correlation
The correlation between D5BK.DE and EZA is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Mar 25, 2010 | 0.33 |
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Return for Risk
D5BK.DE vs. EZA — Risk / Return Rank
D5BK.DE
EZA
D5BK.DE vs. EZA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (D5BK.DE) and iShares MSCI South Africa ETF (EZA). 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.
| D5BK.DE | EZA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.20 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.06 | 1.42 | -1.48 |
| Martin ratioReturn relative to average drawdown | -0.14 | 3.78 | -3.92 |
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Drawdowns
D5BK.DE vs. EZA - Drawdown Comparison
The maximum D5BK.DE drawdown since its inception was -46.42%, smaller than the maximum EZA drawdown of -59.54%. Use the drawdown chart below to compare losses from any high point for D5BK.DE and EZA.
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Drawdown Indicators
| D5BK.DE | EZA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.42% | -59.54% | +13.12% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -21.63% | +6.04% |
Max Drawdown (3Y)Largest decline over 3 years | -21.63% | -21.63% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -46.42% | -30.47% | -15.95% |
Max Drawdown (10Y)Largest decline over 10 years | -46.42% | -56.33% | +9.91% |
Current DrawdownCurrent decline from peak | -26.88% | -16.25% | -10.63% |
Average DrawdownAverage peak-to-trough decline | -13.25% | -16.70% | +3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.27% | 8.12% | -1.85% |
Volatility
D5BK.DE vs. EZA - Volatility Comparison
The current volatility for Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (D5BK.DE) is 5.11%, while iShares MSCI South Africa ETF (EZA) has a volatility of 10.31%. This indicates that D5BK.DE experiences smaller price fluctuations and is considered to be less risky than EZA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| D5BK.DE | EZA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 10.31% | -5.20% |
Volatility (6M)Calculated over the trailing 6-month period | 13.34% | 24.82% | -11.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.97% | 29.45% | -13.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.54% | 26.15% | -4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.94% | 29.61% | -9.67% |
D5BK.DE vs. EZA - Expense Ratio Comparison
D5BK.DE has a 0.33% expense ratio, which is lower than EZA's 0.59% expense ratio.
Dividends
D5BK.DE vs. EZA - Dividend Comparison
D5BK.DE has not paid dividends to shareholders, while EZA's dividend yield for the trailing twelve months is around 6.34%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
D5BK.DE Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EZA iShares MSCI South Africa ETF | 6.34% | 6.16% | 7.26% | 2.84% | 3.90% | 2.05% | 5.51% | 12.27% | 3.81% | 1.55% | 4.10% | 3.03% |
Frequently Asked Questions
D5BK.DE and EZA have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, D5BK.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
D5BK.DE is cheaper with a 0.33% expense ratio, compared with 0.59% for EZA.
D5BK.DE is categorized as REIT, while EZA is Emerging Markets Equities. D5BK.DE tracks FTSE EPRA/NAREIT Developed Europe, while EZA tracks MSCI South Africa Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.33% for D5BK.DE and 0.59% for EZA.
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