IS3V.DE vs. XDEM.DE
IS3V.DE (iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc) and XDEM.DE (Xtrackers MSCI World Momentum Factor UCITS ETF 1C) are both exchange-traded funds - IS3V.DE is a Inflation-Protected Bonds fund tracking the Bloomberg World Government Inflation-Linked Bond (EUR Hedged), while XDEM.DE is a Momentum fund tracking the MSCI World Momentum Index. Both are passively managed. Over the past 5 years, IS3V.DE returned -3.15%/yr vs 13.15%/yr for XDEM.DE. At a 0.04 correlation, their price movements are largely independent. IS3V.DE charges 0.20%/yr vs 0.25%/yr for XDEM.DE.
Performance
IS3V.DE vs. XDEM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3V.DE achieves a 0.22% return, which is significantly lower than XDEM.DE's 17.77% return.
IS3V.DE
- 1D
- 0.22%
- 1M
- -0.66%
- 6M
- -0.22%
- YTD
- 0.22%
- 1Y
- 1.56%
- 3Y*
- 0.74%
- 5Y*
- -3.15%
- 10Y*
- —
XDEM.DE
- 1D
- -1.69%
- 1M
- -6.97%
- 6M
- 13.50%
- YTD
- 17.77%
- 1Y
- 26.04%
- 3Y*
- 23.96%
- 5Y*
- 13.15%
- 10Y*
- 14.74%
IS3V.DE vs. XDEM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IS3V.DE iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc | 0.22% | 2.48% | -2.21% | 1.80% | -19.24% | 4.95% | 5.21% |
XDEM.DE Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 17.77% | 8.09% | 38.22% | 8.18% | -13.65% | 24.74% | 23.62% |
Correlation
The correlation between IS3V.DE and XDEM.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Apr 27, 2020 | 0.04 |
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Return for Risk
IS3V.DE vs. XDEM.DE — Risk / Return Rank
IS3V.DE
XDEM.DE
IS3V.DE vs. XDEM.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc (IS3V.DE) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IS3V.DE | XDEM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.25 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | 2.63 | -2.11 |
| Martin ratioReturn relative to average drawdown | 1.12 | 9.37 | -8.25 |
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Drawdowns
IS3V.DE vs. XDEM.DE - Drawdown Comparison
The maximum IS3V.DE drawdown since its inception was -24.46%, smaller than the maximum XDEM.DE drawdown of -30.94%. Use the drawdown chart below to compare losses from any high point for IS3V.DE and XDEM.DE.
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Drawdown Indicators
| IS3V.DE | XDEM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -30.94% | +6.48% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -9.86% | +6.86% |
Max Drawdown (3Y)Largest decline over 3 years | -5.40% | -23.51% | +18.11% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | -23.51% | -0.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.94% | — |
Current DrawdownCurrent decline from peak | -18.75% | -9.86% | -8.89% |
Average DrawdownAverage peak-to-trough decline | -13.49% | -7.37% | -6.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 2.77% | -1.38% |
Volatility
IS3V.DE vs. XDEM.DE - Volatility Comparison
The current volatility for iShares Global Inflation Linked Government Bond UCITS ETF (EUR Hedged) Acc (IS3V.DE) is 1.23%, while Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.DE) has a volatility of 8.34%. This indicates that IS3V.DE 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
| IS3V.DE | XDEM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 8.34% | -7.11% |
Volatility (6M)Calculated over the trailing 6-month period | 3.81% | 16.56% | -12.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.01% | 19.33% | -14.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.80% | 17.78% | -9.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.33% | 18.25% | -10.92% |
IS3V.DE vs. XDEM.DE - Expense Ratio Comparison
IS3V.DE 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
IS3V.DE vs. XDEM.DE - Dividend Comparison
Neither IS3V.DE nor XDEM.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3V.DE and XDEM.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3V.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3V.DE is cheaper with a 0.20% expense ratio, compared with 0.25% for XDEM.DE.
IS3V.DE is categorized as Inflation-Protected Bonds, while XDEM.DE is Momentum. IS3V.DE tracks Bloomberg World Government Inflation-Linked Bond (EUR Hedged), while XDEM.DE tracks MSCI World Momentum Index. They also come from different issuers: iShares and DWS. Their fees differ too: 0.20% for IS3V.DE and 0.25% for XDEM.DE.
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