INRG.L vs. XDG7.DE
INRG.L (iShares Global Clean Energy UCITS ETF USD (Dist)) and XDG7.DE (Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C) are both Energy Equities funds - INRG.L tracks the S&P Global Clean Energy TR USD while XDG7.DE tracks the MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select. Both are passively managed. Over the past 3 years, INRG.L returned 5.64%/yr vs 4.79%/yr for XDG7.DE. Their correlation of 0.89 suggests significant overlap in exposure. INRG.L charges 0.65%/yr vs 0.35%/yr for XDG7.DE.
Performance
INRG.L vs. XDG7.DE - Performance Comparison
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Different Trading Currencies
INRG.L is traded in GBp, while XDG7.DE is traded in EUR. To make them comparable, the XDG7.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, INRG.L achieves a 39.09% return, which is significantly higher than XDG7.DE's 33.22% return.
INRG.L
- 1D
- -2.01%
- 1M
- 8.39%
- YTD
- 39.09%
- 6M
- 35.51%
- 1Y
- 82.63%
- 3Y*
- 5.64%
- 5Y*
- 2.72%
- 10Y*
- 12.64%
XDG7.DE
- 1D
- -2.21%
- 1M
- 2.98%
- YTD
- 33.22%
- 6M
- 32.64%
- 1Y
- 77.06%
- 3Y*
- 4.79%
- 5Y*
- —
- 10Y*
- —
INRG.L vs. XDG7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
INRG.L iShares Global Clean Energy UCITS ETF USD (Dist) | 39.09% | 34.75% | -24.39% | -23.39% |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 33.22% | 30.00% | -18.89% | -27.11% |
Correlation
The correlation between INRG.L and XDG7.DE is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.89 |
The correlation between INRG.L and XDG7.DE has been stable across timeframes, ranging from 0.87 to 0.89 - a consistent structural relationship.
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Return for Risk
INRG.L vs. XDG7.DE — Risk / Return Rank
INRG.L
XDG7.DE
INRG.L vs. XDG7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) and Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.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.
| INRG.L | XDG7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.86 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.60 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 6.64 | 4.60 | +2.04 |
| Martin ratioReturn relative to average drawdown | 19.87 | 11.57 | +8.29 |
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
| INRG.L | XDG7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.42 | 2.56 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.03 | -0.01 |
Drawdowns
INRG.L vs. XDG7.DE - Drawdown Comparison
The maximum INRG.L drawdown since its inception was -85.09%, which is greater than XDG7.DE's maximum drawdown of -50.79%. Use the drawdown chart below to compare losses from any high point for INRG.L and XDG7.DE.
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Drawdown Indicators
| INRG.L | XDG7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.09% | -50.79% | -34.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -16.68% | +4.30% |
Max Drawdown (3Y)Largest decline over 3 years | -44.29% | -44.05% | -0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -57.38% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -65.47% | — | — |
Current DrawdownCurrent decline from peak | -27.35% | -2.75% | -24.60% |
Average DrawdownAverage peak-to-trough decline | -56.54% | -29.07% | -27.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 6.64% | -2.49% |
Volatility
INRG.L vs. XDG7.DE - Volatility Comparison
iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) has a higher volatility of 9.58% compared to Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.DE) at 7.90%. This indicates that INRG.L's price experiences larger fluctuations and is considered to be riskier than XDG7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INRG.L | XDG7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.58% | 7.90% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 17.61% | 13.27% | +4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.04% | 30.00% | -5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 24.13% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.33% | 24.13% | +1.20% |
INRG.L vs. XDG7.DE - Expense Ratio Comparison
INRG.L has a 0.65% expense ratio, which is higher than XDG7.DE's 0.35% expense ratio.
Dividends
INRG.L vs. XDG7.DE - Dividend Comparison
INRG.L's dividend yield for the trailing twelve months is around 1.09%, while XDG7.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INRG.L iShares Global Clean Energy UCITS ETF USD (Dist) | 1.09% | 1.77% | 1.58% | 1.00% | 0.62% | 1.01% | 0.61% | 2.05% | 3.68% | 3.69% | 3.65% | 3.90% |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy 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
INRG.L and XDG7.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDG7.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDG7.DE is cheaper with a 0.35% expense ratio, compared with 0.65% for INRG.L.
INRG.L tracks S&P Global Clean Energy TR USD, while XDG7.DE tracks MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.65% for INRG.L and 0.35% for XDG7.DE.
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