EXV4.DE vs. XDG3.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and XDG3.DE (Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C) are both Health & Biotech Equities funds - EXV4.DE tracks the STOXX® Europe 600 Health Care while XDG3.DE tracks the MSCI ACWI IMI SDG 3 Good Health and Well-being Select. Both are passively managed. Over the past 3 years, EXV4.DE returned 2.32%/yr vs 1.94%/yr for XDG3.DE. A 0.72 correlation means they provide meaningful diversification when combined. EXV4.DE charges 0.46%/yr vs 0.35%/yr for XDG3.DE.
Performance
EXV4.DE vs. XDG3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV4.DE achieves a -2.60% return, which is significantly higher than XDG3.DE's -6.02% return.
EXV4.DE
- 1D
- 2.82%
- 1M
- 0.11%
- YTD
- -2.60%
- 6M
- -1.19%
- 1Y
- 4.38%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
XDG3.DE
- 1D
- 2.88%
- 1M
- 2.53%
- YTD
- -6.02%
- 6M
- -6.54%
- 1Y
- 2.67%
- 3Y*
- 1.94%
- 5Y*
- —
- 10Y*
- —
EXV4.DE vs. XDG3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 6.17% |
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | -6.02% | 1.47% | 9.58% | 2.52% |
Correlation
The correlation between EXV4.DE and XDG3.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.72 |
The correlation between EXV4.DE and XDG3.DE has been stable across timeframes, ranging from 0.72 to 0.74 - a consistent structural relationship.
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Return for Risk
EXV4.DE vs. XDG3.DE — Risk / Return Rank
EXV4.DE
XDG3.DE
EXV4.DE vs. XDG3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) and Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.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.
| EXV4.DE | XDG3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.04 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.17 | +0.21 |
| Martin ratioReturn relative to average drawdown | 0.84 | 0.44 | +0.40 |
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
| EXV4.DE | XDG3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.16 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.16 | +0.16 |
Drawdowns
EXV4.DE vs. XDG3.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, which is greater than XDG3.DE's maximum drawdown of -20.49%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and XDG3.DE.
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Drawdown Indicators
| EXV4.DE | XDG3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -20.49% | -24.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -13.31% | +0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -20.49% | -6.06% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | — | — |
Current DrawdownCurrent decline from peak | -11.65% | -11.91% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -5.57% | -5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 5.29% | +0.43% |
Volatility
EXV4.DE vs. XDG3.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 5.58% compared to Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) at 4.95%. This indicates that EXV4.DE's price experiences larger fluctuations and is considered to be riskier than XDG3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV4.DE | XDG3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.95% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 10.56% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 14.57% | +2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 13.31% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 13.31% | +2.43% |
EXV4.DE vs. XDG3.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than XDG3.DE's 0.35% expense ratio.
Dividends
EXV4.DE vs. XDG3.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while XDG3.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health 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
EXV4.DE and XDG3.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDG3.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDG3.DE is cheaper with a 0.35% expense ratio, compared with 0.46% for EXV4.DE.
EXV4.DE tracks STOXX® Europe 600 Health Care, while XDG3.DE tracks MSCI ACWI IMI SDG 3 Good Health and Well-being Select. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.46% for EXV4.DE and 0.35% for XDG3.DE.
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