ESIF.DE vs. XAIX.DE
ESIF.DE (iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)) and XAIX.DE (Xtrackers Artificial Intelligence & Big Data UCITS ETF) are both exchange-traded funds - ESIF.DE is a Financials Equities fund tracking the MSCI World/Financials NR USD, while XAIX.DE is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data. Both are passively managed. Over the past 5 years, ESIF.DE returned 20.35%/yr vs 21.51%/yr for XAIX.DE. At a 0.45 correlation, their price movements are largely independent. ESIF.DE charges 0.18%/yr vs 0.35%/yr for XAIX.DE.
Performance
ESIF.DE vs. XAIX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIF.DE achieves a 7.54% return, which is significantly lower than XAIX.DE's 35.96% return.
ESIF.DE
- 1D
- 1.42%
- 1M
- 6.38%
- YTD
- 7.54%
- 6M
- 11.44%
- 1Y
- 29.59%
- 3Y*
- 29.86%
- 5Y*
- 20.35%
- 10Y*
- —
XAIX.DE
- 1D
- 2.84%
- 1M
- 10.64%
- YTD
- 35.96%
- 6M
- 40.42%
- 1Y
- 59.79%
- 3Y*
- 34.29%
- 5Y*
- 21.51%
- 10Y*
- —
ESIF.DE vs. XAIX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ESIF.DE iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) | 7.54% | 47.72% | 25.25% | 21.60% | -2.85% | 29.01% | 2.38% |
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 35.96% | 15.25% | 34.63% | 63.77% | -31.80% | 35.85% | 10.45% |
Correlation
The correlation between ESIF.DE and XAIX.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2020 | 0.45 |
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Return for Risk
ESIF.DE vs. XAIX.DE — Risk / Return Rank
ESIF.DE
XAIX.DE
ESIF.DE vs. XAIX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) and Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.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.
| ESIF.DE | XAIX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.47 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 4.92 | -2.53 |
| Martin ratioReturn relative to average drawdown | 8.11 | 13.53 | -5.42 |
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Drawdowns
ESIF.DE vs. XAIX.DE - Drawdown Comparison
The maximum ESIF.DE drawdown since its inception was -22.87%, smaller than the maximum XAIX.DE drawdown of -33.08%. Use the drawdown chart below to compare losses from any high point for ESIF.DE and XAIX.DE.
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Drawdown Indicators
| ESIF.DE | XAIX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.87% | -33.08% | +10.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -12.10% | -0.25% |
Max Drawdown (3Y)Largest decline over 3 years | -17.08% | -27.61% | +10.53% |
Max Drawdown (5Y)Largest decline over 5 years | -22.87% | -33.08% | +10.21% |
Current DrawdownCurrent decline from peak | 0.00% | -3.99% | +3.99% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -7.62% | +3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 4.41% | -0.79% |
Volatility
ESIF.DE vs. XAIX.DE - Volatility Comparison
The current volatility for iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) is 5.58%, while Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) has a volatility of 9.61%. This indicates that ESIF.DE experiences smaller price fluctuations and is considered to be less risky than XAIX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESIF.DE | XAIX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 9.61% | -4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.93% | 17.45% | -2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.27% | 21.48% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.05% | 20.94% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 21.79% | -2.91% |
ESIF.DE vs. XAIX.DE - Expense Ratio Comparison
ESIF.DE has a 0.18% expense ratio, which is lower than XAIX.DE's 0.35% expense ratio.
Dividends
ESIF.DE vs. XAIX.DE - Dividend Comparison
Neither ESIF.DE nor XAIX.DE has paid dividends to shareholders.
Frequently Asked Questions
ESIF.DE and XAIX.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESIF.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESIF.DE is cheaper with a 0.18% expense ratio, compared with 0.35% for XAIX.DE.
ESIF.DE is categorized as Financials Equities, while XAIX.DE is Technology Equities. ESIF.DE tracks MSCI World/Financials NR USD, while XAIX.DE tracks Nasdaq Global Artificial Intelligence and Big Data. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.18% for ESIF.DE and 0.35% for XAIX.DE.
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