DBXD.DE vs. IUSA.DE
DBXD.DE (Xtrackers DAX UCITS ETF 1C) and IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) are both exchange-traded funds - DBXD.DE is a Europe Equities fund tracking the DAX®, while IUSA.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, DBXD.DE returned 9.03%/yr vs 14.31%/yr for IUSA.DE. A 0.64 correlation means they provide meaningful diversification when combined. DBXD.DE charges 0.09%/yr vs 0.07%/yr for IUSA.DE.
Performance
DBXD.DE vs. IUSA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, DBXD.DE achieves a 0.89% return, which is significantly lower than IUSA.DE's 11.82% return. Over the past 10 years, DBXD.DE has underperformed IUSA.DE with an annualized return of 9.03%, while IUSA.DE has yielded a comparatively higher 14.31% annualized return.
DBXD.DE
- 1D
- -0.34%
- 1M
- -0.73%
- 6M
- -2.21%
- YTD
- 0.89%
- 1Y
- 1.76%
- 3Y*
- 14.95%
- 5Y*
- 9.27%
- 10Y*
- 9.03%
IUSA.DE
- 1D
- -1.23%
- 1M
- 0.29%
- 6M
- 9.52%
- YTD
- 11.82%
- 1Y
- 21.99%
- 3Y*
- 18.64%
- 5Y*
- 13.46%
- 10Y*
- 14.31%
DBXD.DE vs. IUSA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DBXD.DE Xtrackers DAX UCITS ETF 1C | 0.89% | 22.65% | 18.18% | 19.60% | -12.74% | 15.26% | 3.11% | 24.69% | -18.52% | 12.12% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.82% | 4.69% | 32.36% | 22.47% | -14.25% | 40.75% | 6.77% | 34.55% | -1.14% | 6.67% |
Correlation
The correlation between DBXD.DE and IUSA.DE is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Jan 19, 2007 | 0.64 |
The correlation between DBXD.DE and IUSA.DE shifts across timeframes, from 0.54 (3 years) to 0.66 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
DBXD.DE vs. IUSA.DE — Risk / Return Rank
DBXD.DE
IUSA.DE
DBXD.DE vs. IUSA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers DAX UCITS ETF 1C (DBXD.DE) and iShares Core S&P 500 UCITS ETF USD Dist (IUSA.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.
| DBXD.DE | IUSA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.33 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.34 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 3.11 | -2.99 |
| Martin ratioReturn relative to average drawdown | 0.36 | 11.06 | -10.70 |
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Drawdowns
DBXD.DE vs. IUSA.DE - Drawdown Comparison
The maximum DBXD.DE drawdown since its inception was -54.83%, which is greater than IUSA.DE's maximum drawdown of -52.05%. Use the drawdown chart below to compare losses from any high point for DBXD.DE and IUSA.DE.
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Drawdown Indicators
| DBXD.DE | IUSA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.83% | -52.05% | -2.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -6.90% | -5.42% |
Max Drawdown (3Y)Largest decline over 3 years | -15.92% | -23.36% | +7.44% |
Max Drawdown (5Y)Largest decline over 5 years | -26.70% | -23.36% | -3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.83% | -33.67% | -5.16% |
Current DrawdownCurrent decline from peak | -3.84% | -1.33% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -8.41% | -2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 1.94% | +2.01% |
Volatility
DBXD.DE vs. IUSA.DE - Volatility Comparison
Xtrackers DAX UCITS ETF 1C (DBXD.DE) has a higher volatility of 4.65% compared to iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) at 3.00%. This indicates that DBXD.DE's price experiences larger fluctuations and is considered to be riskier than IUSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DBXD.DE | IUSA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 3.00% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 7.88% | +5.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.28% | 11.64% | +4.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.19% | 15.21% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 16.04% | +2.05% |
DBXD.DE vs. IUSA.DE - Expense Ratio Comparison
DBXD.DE has a 0.09% expense ratio, which is higher than IUSA.DE's 0.07% 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
DBXD.DE vs. IUSA.DE - Dividend Comparison
DBXD.DE has not paid dividends to shareholders, while IUSA.DE's dividend yield for the trailing twelve months is around 0.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBXD.DE Xtrackers DAX 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% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.86% | 0.94% | 0.99% | 1.25% | 1.46% | 0.99% | 1.40% | 1.48% | 1.70% | 1.51% | 1.37% | 1.52% |
Frequently Asked Questions
DBXD.DE and IUSA.DE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.DE is cheaper with a 0.07% expense ratio, compared with 0.09% for DBXD.DE.
DBXD.DE is categorized as Europe Equities, while IUSA.DE is S&P 500. DBXD.DE tracks DAX®, while IUSA.DE tracks S&P 500 Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.09% for DBXD.DE and 0.07% for IUSA.DE.
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