I500.DE vs. XAIX.DE
I500.DE (iShares S&P 500 Swap UCITS ETF USD (Acc)) and XAIX.DE (Xtrackers Artificial Intelligence & Big Data UCITS ETF) are both exchange-traded funds - I500.DE is a S&P 500 fund tracking the S&P 500 Index, while XAIX.DE is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data. Both are passively managed. Over the past 5 years, I500.DE returned 15.00%/yr vs 20.87%/yr for XAIX.DE. Their correlation of 0.85 suggests significant overlap in exposure. I500.DE charges 0.07%/yr vs 0.35%/yr for XAIX.DE.
Performance
I500.DE vs. XAIX.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, I500.DE achieves a 11.45% return, which is significantly lower than XAIX.DE's 32.20% return.
I500.DE
- 1D
- -0.12%
- 1M
- 2.96%
- YTD
- 11.45%
- 6M
- 12.73%
- 1Y
- 26.34%
- 3Y*
- 19.08%
- 5Y*
- 15.00%
- 10Y*
- —
XAIX.DE
- 1D
- 3.39%
- 1M
- 7.41%
- YTD
- 32.20%
- 6M
- 35.31%
- 1Y
- 54.48%
- 3Y*
- 33.45%
- 5Y*
- 20.87%
- 10Y*
- —
I500.DE vs. XAIX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
I500.DE iShares S&P 500 Swap UCITS ETF USD (Acc) | 11.45% | 4.94% | 32.50% | 22.82% | -14.07% | 41.05% | 6.32% |
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 32.20% | 15.25% | 34.63% | 63.77% | -31.80% | 35.85% | 17.73% |
Correlation
The correlation between I500.DE and XAIX.DE is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2020 | 0.85 |
The correlation between I500.DE and XAIX.DE has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
I500.DE vs. XAIX.DE — Risk / Return Rank
I500.DE
XAIX.DE
I500.DE vs. XAIX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) and Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.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.
| I500.DE | XAIX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.44 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 4.48 | -0.88 |
| Martin ratioReturn relative to average drawdown | 12.82 | 12.35 | +0.48 |
Loading charts...
Drawdowns
I500.DE vs. XAIX.DE - Drawdown Comparison
The maximum I500.DE drawdown since its inception was -23.24%, smaller than the maximum XAIX.DE drawdown of -33.08%. Use the drawdown chart below to compare losses from any high point for I500.DE and XAIX.DE.
Loading charts...
Drawdown Indicators
| I500.DE | XAIX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.24% | -33.08% | +9.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -12.10% | +4.98% |
Max Drawdown (3Y)Largest decline over 3 years | -23.24% | -27.61% | +4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -23.24% | -33.08% | +9.84% |
Current DrawdownCurrent decline from peak | -0.46% | -6.65% | +6.19% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -7.63% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 4.40% | -2.39% |
Volatility
I500.DE vs. XAIX.DE - Volatility Comparison
The current volatility for iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) is 2.65%, while Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) has a volatility of 9.60%. This indicates that I500.DE experiences smaller price fluctuations and is considered to be less risky than XAIX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| I500.DE | XAIX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 9.60% | -6.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 17.26% | -9.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.65% | 21.31% | -9.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 20.90% | -5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.13% | 21.77% | -6.64% |
I500.DE vs. XAIX.DE - Expense Ratio Comparison
I500.DE has a 0.07% expense ratio, which is lower than XAIX.DE's 0.35% expense ratio.
Dividends
I500.DE vs. XAIX.DE - Dividend Comparison
Neither I500.DE nor XAIX.DE has paid dividends to shareholders.
Frequently Asked Questions
I500.DE and XAIX.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, I500.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
I500.DE is cheaper with a 0.07% expense ratio, compared with 0.35% for XAIX.DE.
I500.DE is categorized as S&P 500, while XAIX.DE is Technology Equities. I500.DE tracks S&P 500 Index, while XAIX.DE tracks Nasdaq Global Artificial Intelligence and Big Data. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.07% for I500.DE and 0.35% for XAIX.DE.
Find the right allocation for I500.DE and XAIX.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer