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

Performance

D5BL.DE vs. XESD.DE - Performance Comparison

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

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Returns By Period

In the year-to-date period, D5BL.DE achieves a 16.17% return, which is significantly higher than XESD.DE's 14.69% return. Over the past 10 years, D5BL.DE has underperformed XESD.DE with an annualized return of 12.23%, while XESD.DE has yielded a comparatively higher 14.01% annualized return.


D5BL.DE

1D
1.22%
1M
1.52%
YTD
16.17%
6M
16.96%
1Y
37.82%
3Y*
22.81%
5Y*
15.10%
10Y*
12.23%

XESD.DE

1D
0.62%
1M
6.78%
YTD
14.69%
6M
15.76%
1Y
47.75%
3Y*
32.29%
5Y*
20.35%
10Y*
14.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
D5BL.DE
Xtrackers MSCI Europe Value UCITS ETF
16.17%35.80%10.37%14.11%-4.61%26.80%-8.55%22.92%-14.01%9.78%
XESD.DE
Xtrackers Spanish Equity UCITS ETF
14.69%58.72%14.57%26.76%-1.63%10.91%-10.10%15.69%-12.39%12.92%

Correlation

The correlation between D5BL.DE and XESD.DE is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.76

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

0.78

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

0.81

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

0.82

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2013

0.84

The correlation between D5BL.DE and XESD.DE has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.

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Return for Risk

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

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

D5BL.DE
D5BL.DE Risk / Return Rank: 8686
Overall Rank
D5BL.DE Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
D5BL.DE Sortino Ratio Rank: 9090
Sortino Ratio Rank
D5BL.DE Omega Ratio Rank: 8888
Omega Ratio Rank
D5BL.DE Calmar Ratio Rank: 8181
Calmar Ratio Rank
D5BL.DE Martin Ratio Rank: 8282
Martin Ratio Rank

XESD.DE
XESD.DE Risk / Return Rank: 9090
Overall Rank
XESD.DE Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
XESD.DE Sortino Ratio Rank: 9191
Sortino Ratio Rank
XESD.DE Omega Ratio Rank: 9090
Omega Ratio Rank
XESD.DE Calmar Ratio Rank: 8888
Calmar Ratio Rank
XESD.DE Martin Ratio Rank: 8787
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.

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

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Value UCITS ETF (D5BL.DE) and Xtrackers Spanish Equity UCITS ETF (XESD.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.


D5BL.DEXESD.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

1.47

1.50

-0.03

Calmar ratioReturn relative to maximum drawdown

3.76

4.62

-0.87

Martin ratioReturn relative to average drawdown

14.42

16.31

-1.90

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

The current D5BL.DE Sharpe Ratio is 2.57, which is comparable to the XESD.DE Sharpe Ratio of 2.80. The chart below compares the historical Sharpe Ratios of D5BL.DE and XESD.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.


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Drawdowns

D5BL.DE vs. XESD.DE - Drawdown Comparison

The maximum D5BL.DE drawdown since its inception was -40.39%, roughly equal to the maximum XESD.DE drawdown of -38.76%. Use the drawdown chart below to compare losses from any high point for D5BL.DE and XESD.DE.


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Drawdown Indicators


D5BL.DEXESD.DEDifference

Max Drawdown

Largest peak-to-trough decline

-40.39%

-38.76%

-1.63%

Max Drawdown (1Y)

Largest decline over 1 year

-10.02%

-10.28%

+0.26%

Max Drawdown (3Y)

Largest decline over 3 years

-17.36%

-12.49%

-4.87%

Max Drawdown (5Y)

Largest decline over 5 years

-19.58%

-18.55%

-1.03%

Max Drawdown (10Y)

Largest decline over 10 years

-40.39%

-38.76%

-1.63%

Current Drawdown

Current decline from peak

0.00%

-0.18%

+0.18%

Average Drawdown

Average peak-to-trough decline

-7.35%

-8.46%

+1.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

2.92%

-0.30%

Volatility

D5BL.DE vs. XESD.DE - Volatility Comparison

The current volatility for Xtrackers MSCI Europe Value UCITS ETF (D5BL.DE) is 3.63%, while Xtrackers Spanish Equity UCITS ETF (XESD.DE) has a volatility of 4.05%. This indicates that D5BL.DE experiences smaller price fluctuations and is considered to be less risky than XESD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


D5BL.DEXESD.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.63%

4.05%

-0.42%

Volatility (6M)

Calculated over the trailing 6-month period

11.84%

14.41%

-2.57%

Volatility (1Y)

Calculated over the trailing 1-year period

14.65%

17.06%

-2.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.62%

16.77%

-1.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.43%

18.49%

-1.06%

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

D5BL.DE has a 0.15% expense ratio, which is lower than XESD.DE's 0.30% expense ratio.


Dividends

D5BL.DE vs. XESD.DE - Dividend Comparison

D5BL.DE has not paid dividends to shareholders, while XESD.DE's dividend yield for the trailing twelve months is around 2.34%.


PositionTTM20252024202320222021202020192018201720162015
D5BL.DE
Xtrackers MSCI Europe Value UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XESD.DE
Xtrackers Spanish Equity UCITS ETF
2.34%2.43%3.14%2.56%3.98%1.51%4.30%3.35%4.48%2.51%1.14%0.42%

Frequently Asked Questions


D5BL.DE and XESD.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, D5BL.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

D5BL.DE is cheaper with a 0.15% expense ratio, compared with 0.30% for XESD.DE.

D5BL.DE tracks MSCI Europe Enhanced Value, while XESD.DE tracks Solactive Spain 40. Their fees differ too: 0.15% for D5BL.DE and 0.30% for XESD.DE.

Portfolio Optimizer

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