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EXI2.DE vs. XDEV.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXI2.DE vs. XDEV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) and Xtrackers MSCI World Value Factor UCITS ETF 1C (XDEV.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, EXI2.DE achieves a 12.23% return, which is significantly lower than XDEV.DE's 35.07% return. Over the past 10 years, EXI2.DE has outperformed XDEV.DE with an annualized return of 16.14%, while XDEV.DE has yielded a comparatively lower 12.35% annualized return.


EXI2.DE

1D
-0.27%
1M
5.25%
YTD
12.23%
6M
12.47%
1Y
34.12%
3Y*
22.85%
5Y*
17.19%
10Y*
16.14%

XDEV.DE

1D
-0.89%
1M
12.68%
YTD
35.07%
6M
38.48%
1Y
63.09%
3Y*
26.76%
5Y*
17.35%
10Y*
12.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXI2.DE vs. XDEV.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXI2.DE
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
12.23%10.38%38.84%33.44%-21.53%35.62%10.63%35.14%-0.86%6.38%
XDEV.DE
Xtrackers MSCI World Value Factor UCITS ETF 1C
35.07%24.76%11.62%15.67%-4.96%30.90%-12.53%22.09%-10.42%7.82%

Correlation

The correlation between EXI2.DE and XDEV.DE is 0.62, 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

0.62

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

0.57

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

0.65

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

0.70

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2014

0.72

The correlation between EXI2.DE and XDEV.DE shifts across timeframes, from 0.57 (3 years) to 0.72 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

EXI2.DE vs. XDEV.DE — Risk / Return Rank

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

EXI2.DE
EXI2.DE Risk / Return Rank: 7979
Overall Rank
EXI2.DE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
EXI2.DE Sortino Ratio Rank: 7777
Sortino Ratio Rank
EXI2.DE Omega Ratio Rank: 7676
Omega Ratio Rank
EXI2.DE Calmar Ratio Rank: 8282
Calmar Ratio Rank
EXI2.DE Martin Ratio Rank: 8181
Martin Ratio Rank

XDEV.DE
XDEV.DE Risk / Return Rank: 9797
Overall Rank
XDEV.DE Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
XDEV.DE Sortino Ratio Rank: 9797
Sortino Ratio Rank
XDEV.DE Omega Ratio Rank: 9696
Omega Ratio Rank
XDEV.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
XDEV.DE Martin Ratio Rank: 9797
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.

EXI2.DE vs. XDEV.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) and Xtrackers MSCI World Value Factor UCITS ETF 1C (XDEV.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.


EXI2.DEXDEV.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.00

Sortino ratioReturn per unit of downside risk

-2.73

Omega ratioGain probability vs. loss probability

1.44

1.81

-0.36

Calmar ratioReturn relative to maximum drawdown

4.21

10.38

-6.17

Martin ratioReturn relative to average drawdown

15.84

39.12

-23.28

EXI2.DE vs. XDEV.DE - Sharpe Ratio Comparison

The current EXI2.DE Sharpe Ratio is 2.52, which is lower than the XDEV.DE Sharpe Ratio of 4.52. The chart below compares the historical Sharpe Ratios of EXI2.DE and XDEV.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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Sharpe Ratios by Period


EXI2.DEXDEV.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.52

4.52

-2.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.02

1.23

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.97

0.78

+0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.71

-0.30

Drawdowns

EXI2.DE vs. XDEV.DE - Drawdown Comparison

The maximum EXI2.DE drawdown since its inception was -59.21%, which is greater than XDEV.DE's maximum drawdown of -35.28%. Use the drawdown chart below to compare losses from any high point for EXI2.DE and XDEV.DE.


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Drawdown Indicators


EXI2.DEXDEV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-59.21%

-35.28%

-23.93%

Max Drawdown (1Y)

Largest decline over 1 year

-8.07%

-6.05%

-2.02%

Max Drawdown (3Y)

Largest decline over 3 years

-24.75%

-18.02%

-6.73%

Max Drawdown (5Y)

Largest decline over 5 years

-24.75%

-18.02%

-6.73%

Max Drawdown (10Y)

Largest decline over 10 years

-30.00%

-35.28%

+5.28%

Current Drawdown

Current decline from peak

-1.11%

-1.07%

-0.04%

Average Drawdown

Average peak-to-trough decline

-17.44%

-5.56%

-11.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.15%

1.61%

+0.54%

Volatility

EXI2.DE vs. XDEV.DE - Volatility Comparison

The current volatility for iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) is 3.46%, while Xtrackers MSCI World Value Factor UCITS ETF 1C (XDEV.DE) has a volatility of 5.77%. This indicates that EXI2.DE experiences smaller price fluctuations and is considered to be less risky than XDEV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXI2.DEXDEV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.46%

5.77%

-2.31%

Volatility (6M)

Calculated over the trailing 6-month period

9.18%

11.20%

-2.02%

Volatility (1Y)

Calculated over the trailing 1-year period

13.50%

13.89%

-0.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.60%

13.96%

+2.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.57%

15.90%

+0.67%

EXI2.DE vs. XDEV.DE - Expense Ratio Comparison

EXI2.DE has a 0.51% expense ratio, which is higher than XDEV.DE's 0.25% expense ratio.


Dividends

EXI2.DE vs. XDEV.DE - Dividend Comparison

EXI2.DE's dividend yield for the trailing twelve months is around 0.33%, while XDEV.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EXI2.DE
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
0.33%0.41%0.42%0.61%0.84%0.55%0.99%1.28%1.29%2.56%1.77%2.56%
XDEV.DE
Xtrackers MSCI World Value Factor 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


EXI2.DE and XDEV.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XDEV.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XDEV.DE is cheaper with a 0.25% expense ratio, compared with 0.51% for EXI2.DE.

EXI2.DE tracks Dow Jones Global Titans 50, while XDEV.DE tracks MSCI ACWI Value NR USD. They also come from different issuers: iShares and DWS. Their fees differ too: 0.51% for EXI2.DE and 0.25% for XDEV.DE.

Portfolio Optimizer

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