IDWP.L vs. XGEN.DE
IDWP.L (iShares Developed Markets Property Yield UCITS) and XGEN.DE (Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C) are both exchange-traded funds - IDWP.L is a REIT fund tracking the FTSE EPRA Nareit Global TR USD, while XGEN.DE is a Health & Biotech Equities fund tracking the MSCI ACWI IMI Genomic Innovation Select ESG Screened 100. Both are passively managed. Over the past 3 years, IDWP.L returned 8.57%/yr vs 4.15%/yr for XGEN.DE. A 0.53 correlation means they provide meaningful diversification when combined. IDWP.L charges 0.59%/yr vs 0.30%/yr for XGEN.DE.
Performance
IDWP.L vs. XGEN.DE - Performance Comparison
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Different Trading Currencies
IDWP.L is traded in USD, while XGEN.DE is traded in EUR. To make them comparable, the XGEN.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IDWP.L achieves a 6.84% return, which is significantly higher than XGEN.DE's -2.54% return.
IDWP.L
- 1D
- 0.28%
- 1M
- -1.02%
- YTD
- 6.84%
- 6M
- 7.80%
- 1Y
- 10.53%
- 3Y*
- 8.57%
- 5Y*
- 0.73%
- 10Y*
- 3.24%
XGEN.DE
- 1D
- 4.05%
- 1M
- 5.72%
- YTD
- -2.54%
- 6M
- -4.04%
- 1Y
- 24.48%
- 3Y*
- 4.15%
- 5Y*
- —
- 10Y*
- —
IDWP.L vs. XGEN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IDWP.L iShares Developed Markets Property Yield UCITS | 6.84% | 9.19% | 0.18% | 9.37% | -7.26% |
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C | -2.54% | 21.23% | -2.93% | -2.86% | -5.79% |
Correlation
The correlation between IDWP.L and XGEN.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2022 | 0.53 |
The correlation between IDWP.L and XGEN.DE shifts across timeframes, from 0.37 (1 year) to 0.53 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IDWP.L vs. XGEN.DE — Risk / Return Rank
IDWP.L
XGEN.DE
IDWP.L vs. XGEN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Markets Property Yield UCITS (IDWP.L) and Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.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.
| IDWP.L | XGEN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.57 | -0.49 |
| Martin ratioReturn relative to average drawdown | 3.64 | 3.78 | -0.14 |
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
| IDWP.L | XGEN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.28 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.06 | +0.09 |
Drawdowns
IDWP.L vs. XGEN.DE - Drawdown Comparison
The maximum IDWP.L drawdown since its inception was -70.51%, which is greater than XGEN.DE's maximum drawdown of -33.22%. Use the drawdown chart below to compare losses from any high point for IDWP.L and XGEN.DE.
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Drawdown Indicators
| IDWP.L | XGEN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.51% | -33.22% | -37.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -15.57% | +5.79% |
Max Drawdown (3Y)Largest decline over 3 years | -18.07% | -27.11% | +9.04% |
Max Drawdown (5Y)Largest decline over 5 years | -33.95% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.82% | — | — |
Current DrawdownCurrent decline from peak | -3.98% | -7.51% | +3.53% |
Average DrawdownAverage peak-to-trough decline | -13.58% | -14.28% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 6.46% | -3.57% |
Volatility
IDWP.L vs. XGEN.DE - Volatility Comparison
The current volatility for iShares Developed Markets Property Yield UCITS (IDWP.L) is 3.63%, while Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) has a volatility of 6.81%. This indicates that IDWP.L experiences smaller price fluctuations and is considered to be less risky than XGEN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDWP.L | XGEN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 6.81% | -3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 14.91% | -5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.98% | 19.10% | -7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 20.00% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 20.00% | -2.77% |
IDWP.L vs. XGEN.DE - Expense Ratio Comparison
IDWP.L has a 0.59% expense ratio, which is higher than XGEN.DE's 0.30% expense ratio.
Dividends
IDWP.L vs. XGEN.DE - Dividend Comparison
IDWP.L's dividend yield for the trailing twelve months is around 3.01%, while XGEN.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDWP.L iShares Developed Markets Property Yield UCITS | 3.01% | 3.07% | 3.22% | 3.07% | 3.66% | 2.22% | 2.91% | 2.89% | 3.94% | 2.91% | 3.27% | 3.01% |
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation 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
IDWP.L and XGEN.DE have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGEN.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGEN.DE is cheaper with a 0.30% expense ratio, compared with 0.59% for IDWP.L.
IDWP.L is categorized as REIT, while XGEN.DE is Health & Biotech Equities. IDWP.L tracks FTSE EPRA Nareit Global TR USD, while XGEN.DE tracks MSCI ACWI IMI Genomic Innovation Select ESG Screened 100. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.59% for IDWP.L and 0.30% for XGEN.DE.
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