EXXV.DE vs. XESD.DE
EXXV.DE (iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE)) and XESD.DE (Xtrackers Spanish Equity UCITS ETF) are both Europe Equities funds - EXXV.DE tracks the Dow Jones Sustainability Eurozone ex Alcohol, Tobacco, Gambling and others while XESD.DE tracks the Solactive Spain 40. Both are passively managed. Over the past 5 years, EXXV.DE returned 11.39%/yr vs 18.89%/yr for XESD.DE. Their correlation of 0.82 suggests significant overlap in exposure. EXXV.DE charges 0.43%/yr vs 0.30%/yr for XESD.DE.
Performance
EXXV.DE vs. XESD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXXV.DE achieves a 6.78% return, which is significantly lower than XESD.DE's 7.26% return.
EXXV.DE
- 1D
- 0.22%
- 1M
- 3.91%
- YTD
- 6.78%
- 6M
- 8.78%
- 1Y
- 17.47%
- 3Y*
- 17.68%
- 5Y*
- 11.39%
- 10Y*
- 10.77%
XESD.DE
- 1D
- 0.58%
- 1M
- 3.65%
- YTD
- 7.26%
- 6M
- 11.32%
- 1Y
- 35.71%
- 3Y*
- 29.40%
- 5Y*
- 18.89%
- 10Y*
- —
EXXV.DE vs. XESD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXXV.DE iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) | 6.78% | 26.53% | 11.43% | 23.88% | -13.61% | 24.15% | -3.88% | 27.75% | -10.41% | 2.50% |
XESD.DE Xtrackers Spanish Equity UCITS ETF | 7.26% | 58.73% | 14.57% | 26.73% | -1.59% | 10.90% | -10.12% | 15.71% | -12.40% | -1.58% |
Correlation
The correlation between EXXV.DE and XESD.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2017 | 0.82 |
The correlation between EXXV.DE and XESD.DE has been stable across timeframes, ranging from 0.79 to 0.87 - a consistent structural relationship.
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Return for Risk
EXXV.DE vs. XESD.DE — Risk / Return Rank
EXXV.DE
XESD.DE
EXXV.DE vs. XESD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) (EXXV.DE) and Xtrackers Spanish Equity UCITS ETF (XESD.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.
| EXXV.DE | XESD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 3.46 | -1.89 |
| Martin ratioReturn relative to average drawdown | 5.56 | 12.05 | -6.49 |
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
| EXXV.DE | XESD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 2.10 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 1.12 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.55 | -0.24 |
Drawdowns
EXXV.DE vs. XESD.DE - Drawdown Comparison
The maximum EXXV.DE drawdown since its inception was -59.63%, which is greater than XESD.DE's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for EXXV.DE and XESD.DE.
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Drawdown Indicators
| EXXV.DE | XESD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.63% | -38.77% | -20.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -10.27% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -16.06% | -12.49% | -3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -28.82% | -18.59% | -10.23% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | — | — |
Current DrawdownCurrent decline from peak | -0.86% | -0.56% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -14.86% | -7.38% | -7.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.96% | +0.17% |
Volatility
EXXV.DE vs. XESD.DE - Volatility Comparison
iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) (EXXV.DE) has a higher volatility of 5.15% compared to Xtrackers Spanish Equity UCITS ETF (XESD.DE) at 4.46%. This indicates that EXXV.DE's price experiences larger fluctuations and is considered to be riskier than XESD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXXV.DE | XESD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 4.46% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 14.06% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.71% | 16.93% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.70% | 16.73% | +0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 18.81% | -0.73% |
EXXV.DE vs. XESD.DE - Expense Ratio Comparison
EXXV.DE has a 0.43% expense ratio, which is higher than XESD.DE's 0.30% expense ratio.
Dividends
EXXV.DE vs. XESD.DE - Dividend Comparison
EXXV.DE's dividend yield for the trailing twelve months is around 2.19%, less than XESD.DE's 2.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXV.DE iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) | 2.19% | 2.16% | 2.62% | 2.43% | 2.65% | 1.91% | 1.83% | 2.96% | 3.06% | 4.06% | 3.71% | 3.16% |
XESD.DE Xtrackers Spanish Equity UCITS ETF | 2.50% | 2.43% | 3.14% | 2.57% | 3.98% | 1.51% | 4.30% | 3.35% | 4.48% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXXV.DE and XESD.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XESD.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XESD.DE is cheaper with a 0.30% expense ratio, compared with 0.43% for EXXV.DE.
EXXV.DE tracks Dow Jones Sustainability Eurozone ex Alcohol, Tobacco, Gambling and others, while XESD.DE tracks Solactive Spain 40. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.43% for EXXV.DE and 0.30% for XESD.DE.
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