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IESE.AS vs. XDNS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IESE.AS vs. XDNS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI Europe SRI UCITS ETF EUR (Acc) (IESE.AS) and Xtrackers MSCI Japan ESG Screened UCITS ETF 1D (XDNS.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IESE.AS is traded in EUR, while XDNS.L is traded in GBp. To make them comparable, the XDNS.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IESE.AS achieves a 6.26% return, which is significantly lower than XDNS.L's 17.26% return. Over the past 10 years, IESE.AS has underperformed XDNS.L with an annualized return of 7.82%, while XDNS.L has yielded a comparatively higher 8.85% annualized return.


IESE.AS

1D
-0.98%
1M
4.02%
YTD
6.26%
6M
8.13%
1Y
5.45%
3Y*
6.57%
5Y*
5.21%
10Y*
7.82%

XDNS.L

1D
0.88%
1M
7.90%
YTD
17.26%
6M
18.23%
1Y
29.06%
3Y*
14.63%
5Y*
9.38%
10Y*
8.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IESE.AS vs. XDNS.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IESE.AS
iShares MSCI Europe SRI UCITS ETF EUR (Acc)
6.26%2.40%6.46%16.38%-14.87%27.26%3.74%29.04%-6.71%11.41%
XDNS.L
Xtrackers MSCI Japan ESG Screened UCITS ETF 1D
17.26%10.75%14.92%13.93%-12.19%7.70%6.03%21.80%-11.46%10.37%

Correlation

The correlation between IESE.AS and XDNS.L is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (10Y)
Calculated over the trailing 10-year period

0.52

Correlation (All Time)
Calculated using the full available price history since Aug 18, 2015

0.53

The correlation between IESE.AS and XDNS.L has been stable across timeframes, ranging from 0.45 to 0.53 - a consistent structural relationship.

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Return for Risk

IESE.AS vs. XDNS.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IESE.AS
IESE.AS Risk / Return Rank: 1515
Overall Rank
IESE.AS Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
IESE.AS Sortino Ratio Rank: 1414
Sortino Ratio Rank
IESE.AS Omega Ratio Rank: 1414
Omega Ratio Rank
IESE.AS Calmar Ratio Rank: 1515
Calmar Ratio Rank
IESE.AS Martin Ratio Rank: 1616
Martin Ratio Rank

XDNS.L
XDNS.L Risk / Return Rank: 6666
Overall Rank
XDNS.L Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
XDNS.L Sortino Ratio Rank: 6363
Sortino Ratio Rank
XDNS.L Omega Ratio Rank: 6565
Omega Ratio Rank
XDNS.L Calmar Ratio Rank: 7676
Calmar Ratio Rank
XDNS.L Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IESE.AS vs. XDNS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe SRI UCITS ETF EUR (Acc) (IESE.AS) and Xtrackers MSCI Japan ESG Screened UCITS ETF 1D (XDNS.L). 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.


IESE.ASXDNS.LDifference
Sharpe ratioReturn per unit of total volatility

-1.42

Sortino ratioReturn per unit of downside risk

-1.97

Omega ratioGain probability vs. loss probability

1.08

1.34

-0.26

Calmar ratioReturn relative to maximum drawdown

0.54

3.55

-3.02

Martin ratioReturn relative to average drawdown

1.41

10.90

-9.49

IESE.AS vs. XDNS.L - Sharpe Ratio Comparison

The current IESE.AS Sharpe Ratio is 0.40, which is lower than the XDNS.L Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of IESE.AS and XDNS.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IESE.ASXDNS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.40

1.82

-1.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.65

-0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.59

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.45

+0.05

Drawdowns

IESE.AS vs. XDNS.L - Drawdown Comparison

The maximum IESE.AS drawdown since its inception was -33.34%, which is greater than XDNS.L's maximum drawdown of -29.03%. Use the drawdown chart below to compare losses from any high point for IESE.AS and XDNS.L.


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Drawdown Indicators


IESE.ASXDNS.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.34%

-29.03%

-4.31%

Max Drawdown (1Y)

Largest decline over 1 year

-10.05%

-10.25%

+0.20%

Max Drawdown (3Y)

Largest decline over 3 years

-15.79%

-16.70%

+0.91%

Max Drawdown (5Y)

Largest decline over 5 years

-23.66%

-19.77%

-3.89%

Max Drawdown (10Y)

Largest decline over 10 years

-33.34%

-29.03%

-4.31%

Current Drawdown

Current decline from peak

-1.88%

0.00%

-1.88%

Average Drawdown

Average peak-to-trough decline

-6.13%

-6.27%

+0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.84%

4.54%

-0.70%

Volatility

IESE.AS vs. XDNS.L - Volatility Comparison

iShares MSCI Europe SRI UCITS ETF EUR (Acc) (IESE.AS) has a higher volatility of 4.74% compared to Xtrackers MSCI Japan ESG Screened UCITS ETF 1D (XDNS.L) at 3.76%. This indicates that IESE.AS's price experiences larger fluctuations and is considered to be riskier than XDNS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IESE.ASXDNS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.74%

3.76%

+0.98%

Volatility (6M)

Calculated over the trailing 6-month period

10.86%

14.75%

-3.89%

Volatility (1Y)

Calculated over the trailing 1-year period

13.40%

20.01%

-6.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.49%

18.73%

-4.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.29%

17.89%

-2.60%

IESE.AS vs. XDNS.L - Expense Ratio Comparison

IESE.AS has a 0.20% expense ratio, which is higher than XDNS.L's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IESE.AS vs. XDNS.L - Dividend Comparison

IESE.AS has not paid dividends to shareholders, while XDNS.L's dividend yield for the trailing twelve months is around 1.43%.


PositionTTM2025202420232022202120202019201820172016
IESE.AS
iShares MSCI Europe SRI UCITS ETF EUR (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XDNS.L
Xtrackers MSCI Japan ESG Screened UCITS ETF 1D
1.43%1.63%1.65%1.81%2.83%1.46%1.79%1.77%1.20%1.97%0.64%

Frequently Asked Questions


IESE.AS and XDNS.L have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XDNS.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XDNS.L is cheaper with a 0.15% expense ratio, compared with 0.20% for IESE.AS.

IESE.AS is categorized as Europe Equities, while XDNS.L is Japan Equities. IESE.AS tracks MSCI Europe NR EUR, while XDNS.L tracks TOPIX TR JPY. They also come from different issuers: iShares and DWS. Their fees differ too: 0.20% for IESE.AS and 0.15% for XDNS.L.

Portfolio Optimizer

Find the right allocation for IESE.AS and XDNS.L

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