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D5BM.DE vs. SSO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

D5BM.DE vs. SSO - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers S&P 500 Swap UCITS ETF 1C (D5BM.DE) and ProShares Ultra S&P500 (SSO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

D5BM.DE is traded in EUR, while SSO is traded in USD. To make them comparable, the SSO values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, D5BM.DE achieves a 11.37% return, which is significantly lower than SSO's 16.19% return. Over the past 10 years, D5BM.DE has underperformed SSO with an annualized return of 15.17%, while SSO has yielded a comparatively higher 23.29% annualized return.


D5BM.DE

1D
-0.13%
1M
4.39%
YTD
11.37%
6M
10.87%
1Y
25.59%
3Y*
18.95%
5Y*
14.88%
10Y*
15.17%

SSO

1D
-4.44%
1M
2.36%
YTD
16.19%
6M
14.08%
1Y
46.45%
3Y*
32.13%
5Y*
19.81%
10Y*
23.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

D5BM.DE vs. SSO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
D5BM.DE
Xtrackers S&P 500 Swap UCITS ETF 1C
11.37%4.79%32.48%22.66%-14.28%41.10%7.10%34.88%-0.79%7.04%
SSO
ProShares Ultra S&P500
16.19%11.21%52.95%42.26%-35.20%72.58%11.52%67.14%-10.59%26.61%

Correlation

The correlation between D5BM.DE and SSO is 0.64, 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

0.64

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

0.56

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

0.56

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

0.58

Correlation (All Time)
Calculated using the full available price history since May 18, 2010

0.57

The correlation between D5BM.DE and SSO has been stable across timeframes, ranging from 0.56 to 0.64 - a consistent structural relationship.

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Return for Risk

D5BM.DE vs. SSO — Risk / Return Rank

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

D5BM.DE
D5BM.DE Risk / Return Rank: 6969
Overall Rank
D5BM.DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
D5BM.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
D5BM.DE Omega Ratio Rank: 7070
Omega Ratio Rank
D5BM.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
D5BM.DE Martin Ratio Rank: 7070
Martin Ratio Rank

SSO
SSO Risk / Return Rank: 5757
Overall Rank
SSO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
SSO Sortino Ratio Rank: 5353
Sortino Ratio Rank
SSO Omega Ratio Rank: 5555
Omega Ratio Rank
SSO Calmar Ratio Rank: 5454
Calmar Ratio Rank
SSO Martin Ratio Rank: 6464
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.

D5BM.DE vs. SSO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Swap UCITS ETF 1C (D5BM.DE) and ProShares Ultra S&P500 (SSO). 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.


D5BM.DESSODifference
Sharpe ratioReturn per unit of total volatility

+0.22

Sortino ratioReturn per unit of downside risk

+0.54

Omega ratioGain probability vs. loss probability

1.41

1.34

+0.07

Calmar ratioReturn relative to maximum drawdown

3.58

2.79

+0.79

Martin ratioReturn relative to average drawdown

12.76

11.43

+1.33

D5BM.DE vs. SSO - Sharpe Ratio Comparison

The current D5BM.DE Sharpe Ratio is 2.20, which is comparable to the SSO Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of D5BM.DE and SSO, 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


D5BM.DESSODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.20

1.98

+0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

0.61

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.94

0.66

+0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.91

0.43

+0.48

Drawdowns

D5BM.DE vs. SSO - Drawdown Comparison

The maximum D5BM.DE drawdown since its inception was -33.77%, smaller than the maximum SSO drawdown of -82.84%. Use the drawdown chart below to compare losses from any high point for D5BM.DE and SSO.


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Drawdown Indicators


D5BM.DESSODifference

Max Drawdown

Largest peak-to-trough decline

-33.77%

-82.84%

+49.07%

Max Drawdown (1Y)

Largest decline over 1 year

-7.13%

-16.71%

+9.58%

Max Drawdown (3Y)

Largest decline over 3 years

-23.22%

-38.36%

+15.14%

Max Drawdown (5Y)

Largest decline over 5 years

-23.22%

-38.89%

+15.67%

Max Drawdown (10Y)

Largest decline over 10 years

-33.77%

-59.03%

+25.26%

Current Drawdown

Current decline from peak

-0.46%

-4.98%

+4.52%

Average Drawdown

Average peak-to-trough decline

-4.12%

-20.04%

+15.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

4.08%

-2.07%

Volatility

D5BM.DE vs. SSO - Volatility Comparison

The current volatility for Xtrackers S&P 500 Swap UCITS ETF 1C (D5BM.DE) is 2.69%, while ProShares Ultra S&P500 (SSO) has a volatility of 6.58%. This indicates that D5BM.DE experiences smaller price fluctuations and is considered to be less risky than SSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


D5BM.DESSODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.69%

6.58%

-3.89%

Volatility (6M)

Calculated over the trailing 6-month period

7.59%

17.55%

-9.96%

Volatility (1Y)

Calculated over the trailing 1-year period

11.59%

23.61%

-12.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.18%

32.67%

-17.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.06%

35.67%

-19.61%

D5BM.DE vs. SSO - Expense Ratio Comparison

D5BM.DE has a 0.15% expense ratio, which is lower than SSO's 0.87% expense ratio.


Dividends

D5BM.DE vs. SSO - Dividend Comparison

D5BM.DE has not paid dividends to shareholders, while SSO's dividend yield for the trailing twelve months is around 0.65%.


PositionTTM20252024202320222021202020192018201720162015
D5BM.DE
Xtrackers S&P 500 Swap 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%
SSO
ProShares Ultra S&P500
0.65%0.68%0.85%0.18%0.50%0.18%0.20%0.50%0.75%0.39%0.51%0.63%

Frequently Asked Questions


D5BM.DE and SSO have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, D5BM.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

D5BM.DE is cheaper with a 0.15% expense ratio, compared with 0.87% for SSO.

D5BM.DE is categorized as S&P 500, while SSO is Leveraged Equities. D5BM.DE tracks S&P 500 Index, while SSO tracks S&P 500. They also come from different issuers: Xtrackers and ProShares. Their fees differ too: 0.15% for D5BM.DE and 0.87% for SSO.

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