F701.DE vs. XS7W.DE
F701.DE (Amundi Multi-Asset Portfolio UCITS ETF (Dist)) and XS7W.DE (Xtrackers Portfolio Income UCITS ETF (Dist)) are both Global Allocation funds. Both are actively managed. Over the past 10 years, F701.DE returned 7.54%/yr vs 3.57%/yr for XS7W.DE. A 0.57 correlation means they provide meaningful diversification when combined. F701.DE charges 0.41%/yr vs 0.65%/yr for XS7W.DE.
Performance
F701.DE vs. XS7W.DE - Performance Comparison
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Returns By Period
In the year-to-date period, F701.DE achieves a 13.63% return, which is significantly higher than XS7W.DE's 5.33% return. Over the past 10 years, F701.DE has outperformed XS7W.DE with an annualized return of 7.54%, while XS7W.DE has yielded a comparatively lower 3.57% annualized return.
F701.DE
- 1D
- 1.11%
- 1M
- 1.29%
- 6M
- 13.08%
- YTD
- 13.63%
- 1Y
- 21.80%
- 3Y*
- 12.59%
- 5Y*
- 6.97%
- 10Y*
- 7.54%
XS7W.DE
- 1D
- 0.14%
- 1M
- 0.94%
- 6M
- 5.26%
- YTD
- 5.33%
- 1Y
- 9.07%
- 3Y*
- 7.00%
- 5Y*
- 2.71%
- 10Y*
- 3.57%
F701.DE vs. XS7W.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
F701.DE Amundi Multi-Asset Portfolio UCITS ETF (Dist) | 13.63% | 10.07% | 10.15% | 7.70% | -9.59% | 16.55% | 2.60% | 19.49% | -5.68% | 5.23% |
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 5.33% | 3.90% | 7.56% | 8.46% | -12.92% | 8.31% | 1.80% | 14.68% | -4.57% | 2.61% |
Correlation
The correlation between F701.DE and XS7W.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Apr 12, 2016 | 0.57 |
The correlation between F701.DE and XS7W.DE shifts across timeframes, from 0.40 (1 year) to 0.57 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
F701.DE vs. XS7W.DE — Risk / Return Rank
F701.DE
XS7W.DE
F701.DE vs. XS7W.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Multi-Asset Portfolio UCITS ETF (Dist) (F701.DE) and Xtrackers Portfolio Income UCITS ETF (Dist) (XS7W.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.
| F701.DE | XS7W.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.34 | 2.15 | +2.19 |
| Martin ratioReturn relative to average drawdown | 16.04 | 9.70 | +6.34 |
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Drawdowns
F701.DE vs. XS7W.DE - Drawdown Comparison
The maximum F701.DE drawdown since its inception was -23.47%, which is greater than XS7W.DE's maximum drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for F701.DE and XS7W.DE.
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Drawdown Indicators
| F701.DE | XS7W.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.47% | -17.71% | -5.76% |
Max Drawdown (1Y)Largest decline over 1 year | -5.01% | -4.20% | -0.81% |
Max Drawdown (3Y)Largest decline over 3 years | -14.45% | -7.31% | -7.14% |
Max Drawdown (5Y)Largest decline over 5 years | -14.45% | -17.08% | +2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -23.47% | -17.52% | -5.95% |
Current DrawdownCurrent decline from peak | 0.00% | -0.14% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -3.29% | -4.26% | +0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 0.93% | +0.43% |
Volatility
F701.DE vs. XS7W.DE - Volatility Comparison
Amundi Multi-Asset Portfolio UCITS ETF (Dist) (F701.DE) has a higher volatility of 4.73% compared to Xtrackers Portfolio Income UCITS ETF (Dist) (XS7W.DE) at 1.58%. This indicates that F701.DE's price experiences larger fluctuations and is considered to be riskier than XS7W.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| F701.DE | XS7W.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 1.58% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 4.47% | +4.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.20% | 5.94% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.36% | 6.58% | +5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.68% | 7.14% | +4.54% |
F701.DE vs. XS7W.DE - Expense Ratio Comparison
F701.DE has a 0.41% expense ratio, which is lower than XS7W.DE's 0.65% expense ratio.
Dividends
F701.DE vs. XS7W.DE - Dividend Comparison
F701.DE's dividend yield for the trailing twelve months is around 1.16%, less than XS7W.DE's 2.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
F701.DE Amundi Multi-Asset Portfolio UCITS ETF (Dist) | 1.16% | 1.32% | 1.01% | 2.02% | 1.46% | 0.91% | 1.16% | 0.32% | 0.65% | 0.00% | 0.00% |
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 2.86% | 5.42% | 0.00% | 0.00% | 1.37% | 0.80% | 2.20% | 1.91% | 0.64% | 1.13% | 1.40% |
Frequently Asked Questions
F701.DE and XS7W.DE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, F701.DE is cheaper at 0.41% per year. The better choice depends on whether you care most about return, fees, risk, or income.
F701.DE is cheaper with a 0.41% expense ratio, compared with 0.65% for XS7W.DE.
They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.41% for F701.DE and 0.65% for XS7W.DE.
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