EXH9.DE vs. XDAX.L
EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) and XDAX.L (Xtrackers DAX UCITS ETF 1C) are both exchange-traded funds - EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities, while XDAX.L is a Europe Equities fund tracking the FSE DAX TR EUR. Both are passively managed. Over the past 5 years, EXH9.DE returned 11.76%/yr vs 9.17%/yr for XDAX.L. At a 0.46 correlation, their price movements are largely independent. EXH9.DE charges 0.47%/yr vs 0.09%/yr for XDAX.L.
Performance
EXH9.DE vs. XDAX.L - Performance Comparison
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Different Trading Currencies
EXH9.DE is traded in EUR, while XDAX.L is traded in GBp. To make them comparable, the XDAX.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EXH9.DE achieves a 12.41% return, which is significantly higher than XDAX.L's 1.21% return.
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.20%
- YTD
- 12.41%
- 6M
- 13.56%
- 1Y
- 25.76%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
XDAX.L
- 1D
- 0.57%
- 1M
- 2.01%
- YTD
- 1.21%
- 6M
- 4.02%
- 1Y
- 2.33%
- 3Y*
- 15.43%
- 5Y*
- 9.17%
- 10Y*
- —
EXH9.DE vs. XDAX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 31.91% | 1.47% | -2.49% |
XDAX.L Xtrackers DAX UCITS ETF 1C | 1.21% | 22.09% | 18.60% | 19.68% | -12.35% | 14.88% | 3.44% | 23.89% | -18.16% | 2.15% |
Correlation
The correlation between EXH9.DE and XDAX.L is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2017 | 0.46 |
Over the past year, the correlation between EXH9.DE and XDAX.L has dropped to 0.25 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
EXH9.DE vs. XDAX.L — Risk / Return Rank
EXH9.DE
XDAX.L
EXH9.DE vs. XDAX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) and Xtrackers DAX UCITS ETF 1C (XDAX.L). 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.
| EXH9.DE | XDAX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.59 | ||
| Sortino ratioReturn per unit of downside risk | +1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.04 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 0.19 | +3.25 |
| Martin ratioReturn relative to average drawdown | 9.54 | 0.59 | +8.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXH9.DE | XDAX.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.15 | +1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.54 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.40 | +0.03 |
Drawdowns
EXH9.DE vs. XDAX.L - Drawdown Comparison
The maximum EXH9.DE drawdown since its inception was -51.33%, which is greater than XDAX.L's maximum drawdown of -39.39%. Use the drawdown chart below to compare losses from any high point for EXH9.DE and XDAX.L.
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Drawdown Indicators
| EXH9.DE | XDAX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -39.39% | -11.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -12.36% | +4.91% |
Max Drawdown (3Y)Largest decline over 3 years | -13.67% | -16.01% | +2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -26.72% | +4.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.21% | — | — |
Current DrawdownCurrent decline from peak | -5.32% | -2.30% | -3.02% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -6.88% | -9.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 3.95% | -1.26% |
Volatility
EXH9.DE vs. XDAX.L - Volatility Comparison
iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a higher volatility of 5.89% compared to Xtrackers DAX UCITS ETF 1C (XDAX.L) at 4.86%. This indicates that EXH9.DE's price experiences larger fluctuations and is considered to be riskier than XDAX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH9.DE | XDAX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 4.86% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 12.46% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 15.56% | -0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 17.11% | -1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 19.19% | -2.16% |
EXH9.DE vs. XDAX.L - Expense Ratio Comparison
EXH9.DE has a 0.47% expense ratio, which is higher than XDAX.L's 0.09% expense ratio.
Dividends
EXH9.DE vs. XDAX.L - Dividend Comparison
EXH9.DE's dividend yield for the trailing twelve months is around 2.61%, while XDAX.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
XDAX.L 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% |
Frequently Asked Questions
EXH9.DE and XDAX.L have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDAX.L is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDAX.L is cheaper with a 0.09% expense ratio, compared with 0.47% for EXH9.DE.
EXH9.DE is categorized as Utilities Equities, while XDAX.L is Europe Equities. EXH9.DE tracks STOXX® Europe 600 Utilities, while XDAX.L tracks FSE DAX TR EUR. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.47% for EXH9.DE and 0.09% for XDAX.L.
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