IBC3.DE vs. XAIX
IBC3.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF) and XAIX (Xtrackers Artificial Intelligence and Big Data ETF) are both exchange-traded funds - IBC3.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI), while XAIX is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data Index. Both are passively managed. Over the past year, IBC3.DE returned 47.26% vs 62.96% for XAIX. A 0.53 correlation means they provide meaningful diversification when combined. IBC3.DE charges 0.18%/yr vs 0.35%/yr for XAIX.
Performance
IBC3.DE vs. XAIX - Performance Comparison
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Different Trading Currencies
IBC3.DE is traded in EUR, while XAIX is traded in USD. To make them comparable, the XAIX values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IBC3.DE achieves a 25.91% return, which is significantly lower than XAIX's 39.06% return.
IBC3.DE
- 1D
- -1.44%
- 1M
- 5.28%
- YTD
- 25.91%
- 6M
- 27.63%
- 1Y
- 47.26%
- 3Y*
- 20.30%
- 5Y*
- 8.85%
- 10Y*
- —
XAIX
- 1D
- -1.84%
- 1M
- 18.55%
- YTD
- 39.06%
- 6M
- 39.02%
- 1Y
- 62.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBC3.DE vs. XAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 25.91% | 17.59% | 7.16% |
XAIX Xtrackers Artificial Intelligence and Big Data ETF | 39.06% | 13.74% | 21.71% |
Correlation
The correlation between IBC3.DE and XAIX is 0.61, 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 | 0.61 |
Correlation (All Time) Calculated using the full available price history since Aug 5, 2024 | 0.53 |
The correlation between IBC3.DE and XAIX has been stable across timeframes, ranging from 0.53 to 0.61 - a consistent structural relationship.
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Return for Risk
IBC3.DE vs. XAIX — Risk / Return Rank
IBC3.DE
XAIX
IBC3.DE vs. XAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX). 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.
| IBC3.DE | XAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.50 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.51 | 4.81 | -0.29 |
| Martin ratioReturn relative to average drawdown | 16.28 | 14.37 | +1.92 |
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
| IBC3.DE | XAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.71 | 3.05 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.76 | -1.29 |
Drawdowns
IBC3.DE vs. XAIX - Drawdown Comparison
The maximum IBC3.DE drawdown since its inception was -31.89%, which is greater than XAIX's maximum drawdown of -27.79%. Use the drawdown chart below to compare losses from any high point for IBC3.DE and XAIX.
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Drawdown Indicators
| IBC3.DE | XAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.89% | -27.79% | -4.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -13.17% | +2.75% |
Max Drawdown (3Y)Largest decline over 3 years | -19.08% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | — | — |
Current DrawdownCurrent decline from peak | -2.52% | -3.06% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -5.11% | -2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 4.40% | -1.51% |
Volatility
IBC3.DE vs. XAIX - Volatility Comparison
The current volatility for iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) is 7.06%, while Xtrackers Artificial Intelligence and Big Data ETF (XAIX) has a volatility of 8.79%. This indicates that IBC3.DE experiences smaller price fluctuations and is considered to be less risky than XAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBC3.DE | XAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 8.79% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 14.60% | 16.70% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 20.73% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.23% | 24.48% | -8.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 24.48% | -6.06% |
IBC3.DE vs. XAIX - Expense Ratio Comparison
IBC3.DE has a 0.18% expense ratio, which is lower than XAIX's 0.35% expense ratio.
Dividends
IBC3.DE vs. XAIX - Dividend Comparison
IBC3.DE's dividend yield for the trailing twelve months is around 1.88%, more than XAIX's 0.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 1.88% | 2.26% | 2.44% | 2.69% | 3.36% | 2.18% | 2.09% | 2.56% | 2.08% |
XAIX Xtrackers Artificial Intelligence and Big Data ETF | 0.39% | 0.54% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBC3.DE and XAIX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBC3.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBC3.DE is cheaper with a 0.18% expense ratio, compared with 0.35% for XAIX.
IBC3.DE is categorized as Emerging Markets Equities, while XAIX is Technology Equities. IBC3.DE tracks MSCI Emerging Markets Investable Market (IMI), while XAIX tracks Nasdaq Global Artificial Intelligence and Big Data Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.18% for IBC3.DE and 0.35% for XAIX.
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