IS0E.DE vs. XLU
IS0E.DE (iShares Gold Producers UCITS ETF) and XLU (State Street Utilities Select Sector SPDR ETF) are both exchange-traded funds - IS0E.DE is a Precious Metals fund tracking the S&P Commodity Producers Gold, while XLU is a Utilities Equities fund tracking the Utilities Select Sector Index. Both are passively managed. Over the past 10 years, IS0E.DE returned 13.92%/yr vs 8.72%/yr for XLU. At a 0.07 correlation, their price movements are largely independent. IS0E.DE charges 0.55%/yr vs 0.08%/yr for XLU.
Performance
IS0E.DE vs. XLU - Performance Comparison
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Different Trading Currencies
IS0E.DE is traded in EUR, while XLU is traded in USD. To make them comparable, the XLU values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IS0E.DE achieves a -0.06% return, which is significantly lower than XLU's 4.55% return. Over the past 10 years, IS0E.DE has outperformed XLU with an annualized return of 13.92%, while XLU has yielded a comparatively lower 8.72% annualized return.
IS0E.DE
- 1D
- 0.88%
- 1M
- -6.27%
- YTD
- -0.06%
- 6M
- 8.72%
- 1Y
- 63.71%
- 3Y*
- 38.14%
- 5Y*
- 19.77%
- 10Y*
- 13.92%
XLU
- 1D
- -1.98%
- 1M
- -0.56%
- YTD
- 4.55%
- 6M
- 4.28%
- 1Y
- 8.91%
- 3Y*
- 10.24%
- 5Y*
- 10.30%
- 10Y*
- 8.72%
IS0E.DE vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS0E.DE iShares Gold Producers UCITS ETF | -0.06% | 129.59% | 18.76% | 6.29% | -3.80% | -3.04% | 13.47% | 44.05% | -4.38% | -6.00% |
XLU State Street Utilities Select Sector SPDR ETF | 4.55% | 2.26% | 31.45% | -9.96% | 7.73% | 26.51% | -7.78% | 28.78% | 8.81% | -1.72% |
Correlation
The correlation between IS0E.DE and XLU is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2012 | 0.07 |
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Return for Risk
IS0E.DE vs. XLU — Risk / Return Rank
IS0E.DE
XLU
IS0E.DE vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Gold Producers UCITS ETF (IS0E.DE) and State Street Utilities Select Sector SPDR ETF (XLU). 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.
| IS0E.DE | XLU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.11 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 0.95 | +1.22 |
| Martin ratioReturn relative to average drawdown | 5.45 | 1.97 | +3.48 |
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
| IS0E.DE | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.58 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.59 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.44 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.46 | -0.29 |
Drawdowns
IS0E.DE vs. XLU - Drawdown Comparison
The maximum IS0E.DE drawdown since its inception was -71.63%, which is greater than XLU's maximum drawdown of -38.13%. Use the drawdown chart below to compare losses from any high point for IS0E.DE and XLU.
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Drawdown Indicators
| IS0E.DE | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.63% | -38.13% | -33.50% |
Max Drawdown (1Y)Largest decline over 1 year | -27.26% | -9.41% | -17.85% |
Max Drawdown (3Y)Largest decline over 3 years | -27.26% | -15.27% | -11.99% |
Max Drawdown (5Y)Largest decline over 5 years | -38.03% | -28.16% | -9.87% |
Max Drawdown (10Y)Largest decline over 10 years | -45.62% | -35.68% | -9.94% |
Current DrawdownCurrent decline from peak | -22.93% | -7.49% | -15.44% |
Average DrawdownAverage peak-to-trough decline | -33.74% | -9.85% | -23.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.85% | 4.54% | +6.31% |
Volatility
IS0E.DE vs. XLU - Volatility Comparison
iShares Gold Producers UCITS ETF (IS0E.DE) has a higher volatility of 12.84% compared to State Street Utilities Select Sector SPDR ETF (XLU) at 5.93%. This indicates that IS0E.DE's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS0E.DE | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.84% | 5.93% | +6.91% |
Volatility (6M)Calculated over the trailing 6-month period | 33.62% | 11.99% | +21.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.58% | 15.34% | +32.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.83% | 17.67% | +16.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.53% | 19.96% | +12.57% |
IS0E.DE vs. XLU - Expense Ratio Comparison
IS0E.DE has a 0.55% expense ratio, which is higher than XLU's 0.08% expense ratio.
Dividends
IS0E.DE vs. XLU - Dividend Comparison
IS0E.DE has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.73%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0E.DE iShares Gold Producers UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLU State Street Utilities Select Sector SPDR ETF | 2.73% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Frequently Asked Questions
IS0E.DE and XLU have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLU is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLU is cheaper with a 0.08% expense ratio, compared with 0.55% for IS0E.DE.
IS0E.DE is categorized as Precious Metals, while XLU is Utilities Equities. IS0E.DE tracks S&P Commodity Producers Gold, while XLU tracks Utilities Select Sector Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.55% for IS0E.DE and 0.08% for XLU.
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