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IGIL.L vs. XDEM.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGIL.L vs. XDEM.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Inflation Linked Govt Bond UCITS ETF USD Acc (IGIL.L) and Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IGIL.L is traded in USD, while XDEM.DE is traded in EUR. To make them comparable, the XDEM.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IGIL.L achieves a 0.97% return, which is significantly lower than XDEM.DE's 21.35% return. Over the past 10 years, IGIL.L has underperformed XDEM.DE with an annualized return of 1.03%, while XDEM.DE has yielded a comparatively higher 15.91% annualized return.


IGIL.L

1D
0.08%
1M
-0.27%
YTD
0.97%
6M
1.02%
1Y
3.80%
3Y*
3.28%
5Y*
-2.27%
10Y*
1.03%

XDEM.DE

1D
-0.83%
1M
7.92%
YTD
21.35%
6M
23.39%
1Y
33.77%
3Y*
29.59%
5Y*
13.68%
10Y*
15.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGIL.L vs. XDEM.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IGIL.L
iShares Global Inflation Linked Govt Bond UCITS ETF USD Acc
0.97%8.45%-2.93%5.08%-21.84%2.94%12.21%7.81%-4.02%8.44%
XDEM.DE
Xtrackers MSCI World Momentum Factor UCITS ETF 1C
21.35%22.02%30.33%11.58%-18.60%15.17%27.91%28.85%-3.95%32.49%

Correlation

The correlation between IGIL.L and XDEM.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.21

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

0.20

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

0.14

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2014

0.12

The correlation between IGIL.L and XDEM.DE shifts across timeframes, from 0.12 (all time) to 0.31 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

IGIL.L vs. XDEM.DE — Risk / Return Rank

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

IGIL.L
IGIL.L Risk / Return Rank: 2121
Overall Rank
IGIL.L Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
IGIL.L Sortino Ratio Rank: 1919
Sortino Ratio Rank
IGIL.L Omega Ratio Rank: 1818
Omega Ratio Rank
IGIL.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
IGIL.L Martin Ratio Rank: 2424
Martin Ratio Rank

XDEM.DE
XDEM.DE Risk / Return Rank: 6363
Overall Rank
XDEM.DE Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
XDEM.DE Sortino Ratio Rank: 6060
Sortino Ratio Rank
XDEM.DE Omega Ratio Rank: 5656
Omega Ratio Rank
XDEM.DE Calmar Ratio Rank: 7171
Calmar Ratio Rank
XDEM.DE Martin Ratio Rank: 7272
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.

IGIL.L vs. XDEM.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Inflation Linked Govt Bond UCITS ETF USD Acc (IGIL.L) and Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.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.


IGIL.LXDEM.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.27

Sortino ratioReturn per unit of downside risk

-1.91

Omega ratioGain probability vs. loss probability

1.11

1.34

-0.23

Calmar ratioReturn relative to maximum drawdown

1.10

2.90

-1.80

Martin ratioReturn relative to average drawdown

3.08

12.20

-9.12

IGIL.L vs. XDEM.DE - Sharpe Ratio Comparison

The current IGIL.L Sharpe Ratio is 0.62, which is lower than the XDEM.DE Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of IGIL.L and XDEM.DE, 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


IGIL.LXDEM.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

1.89

-1.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.24

0.73

-0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

0.91

-0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.86

-0.67

Drawdowns

IGIL.L vs. XDEM.DE - Drawdown Comparison

The maximum IGIL.L drawdown since its inception was -31.32%, roughly equal to the maximum XDEM.DE drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for IGIL.L and XDEM.DE.


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Drawdown Indicators


IGIL.LXDEM.DEDifference

Max Drawdown

Largest peak-to-trough decline

-31.32%

-31.42%

+0.10%

Max Drawdown (1Y)

Largest decline over 1 year

-3.44%

-11.58%

+8.14%

Max Drawdown (3Y)

Largest decline over 3 years

-8.47%

-19.87%

+11.40%

Max Drawdown (5Y)

Largest decline over 5 years

-31.32%

-29.82%

-1.50%

Max Drawdown (10Y)

Largest decline over 10 years

-31.32%

-31.42%

+0.10%

Current Drawdown

Current decline from peak

-14.80%

-0.83%

-13.97%

Average Drawdown

Average peak-to-trough decline

-7.47%

-6.75%

-0.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.23%

2.75%

-1.52%

Volatility

IGIL.L vs. XDEM.DE - Volatility Comparison

The current volatility for iShares Global Inflation Linked Govt Bond UCITS ETF USD Acc (IGIL.L) is 2.09%, while Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.DE) has a volatility of 6.15%. This indicates that IGIL.L experiences smaller price fluctuations and is considered to be less risky than XDEM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGIL.LXDEM.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.09%

6.15%

-4.06%

Volatility (6M)

Calculated over the trailing 6-month period

4.60%

15.31%

-10.71%

Volatility (1Y)

Calculated over the trailing 1-year period

6.16%

17.81%

-11.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.63%

18.43%

-8.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.91%

18.57%

-9.66%

IGIL.L vs. XDEM.DE - Expense Ratio Comparison

IGIL.L has a 0.20% expense ratio, which is lower than XDEM.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IGIL.L vs. XDEM.DE - Dividend Comparison

Neither IGIL.L nor XDEM.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IGIL.L and XDEM.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGIL.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGIL.L is cheaper with a 0.20% expense ratio, compared with 0.25% for XDEM.DE.

IGIL.L is categorized as Inflation-Protected Bonds, while XDEM.DE is Momentum. IGIL.L tracks Bloomberg World Government Inflation-Linked Bond Index, while XDEM.DE tracks MSCI World Momentum Index. They also come from different issuers: iShares and DWS. Their fees differ too: 0.20% for IGIL.L and 0.25% for XDEM.DE.

Portfolio Optimizer

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