IU5C.DE vs. XDED.DE
IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) and XDED.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 2D) are both exchange-traded funds - IU5C.DE is a Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services, while XDED.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index. Both are passively managed. Over the past 3 years, IU5C.DE returned 23.65%/yr vs 12.11%/yr for XDED.DE. At a 0.46 correlation, their price movements are largely independent. IU5C.DE charges 0.15%/yr vs 0.20%/yr for XDED.DE.
Performance
IU5C.DE vs. XDED.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IU5C.DE achieves a 3.08% return, which is significantly lower than XDED.DE's 10.41% return.
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.99%
- YTD
- 3.08%
- 6M
- 0.70%
- 1Y
- 17.66%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
XDED.DE
- 1D
- 0.26%
- 1M
- 3.92%
- YTD
- 10.41%
- 6M
- 10.28%
- 1Y
- 18.11%
- 3Y*
- 12.11%
- 5Y*
- —
- 10Y*
- —
IU5C.DE vs. XDED.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 29.46% |
XDED.DE Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 10.41% | -0.44% | 18.53% | 10.75% |
Correlation
The correlation between IU5C.DE and XDED.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2023 | 0.46 |
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Return for Risk
IU5C.DE vs. XDED.DE — Risk / Return Rank
IU5C.DE
XDED.DE
IU5C.DE vs. XDED.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and Xtrackers S&P 500 Equal Weight UCITS ETF 2D (XDED.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.
| IU5C.DE | XDED.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 3.46 | -1.14 |
| Martin ratioReturn relative to average drawdown | 7.89 | 10.28 | -2.39 |
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
| IU5C.DE | XDED.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.65 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.90 | -0.17 |
Drawdowns
IU5C.DE vs. XDED.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, which is greater than XDED.DE's maximum drawdown of -22.63%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and XDED.DE.
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Drawdown Indicators
| IU5C.DE | XDED.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.23% | -22.63% | -16.60% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -5.11% | -2.95% |
Max Drawdown (3Y)Largest decline over 3 years | -23.61% | -22.63% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | — | — |
Current DrawdownCurrent decline from peak | -4.21% | 0.00% | -4.21% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -4.24% | -4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 1.72% | +0.65% |
Volatility
IU5C.DE vs. XDED.DE - Volatility Comparison
iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) has a higher volatility of 4.12% compared to Xtrackers S&P 500 Equal Weight UCITS ETF 2D (XDED.DE) at 2.08%. This indicates that IU5C.DE's price experiences larger fluctuations and is considered to be riskier than XDED.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IU5C.DE | XDED.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 2.08% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 6.76% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 10.72% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 13.39% | +5.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 13.39% | +6.52% |
IU5C.DE vs. XDED.DE - Expense Ratio Comparison
IU5C.DE has a 0.15% expense ratio, which is lower than XDED.DE's 0.20% 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
IU5C.DE vs. XDED.DE - Dividend Comparison
IU5C.DE has not paid dividends to shareholders, while XDED.DE's dividend yield for the trailing twelve months is around 1.25%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
XDED.DE Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 1.25% | 1.35% | 1.61% | 0.83% |
Frequently Asked Questions
IU5C.DE and XDED.DE have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IU5C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IU5C.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for XDED.DE.
IU5C.DE is categorized as Communications Equities, while XDED.DE is S&P 500. IU5C.DE tracks S&P 500 Capped 35/20 Communication Services, while XDED.DE tracks S&P 500 Equal Weight Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for IU5C.DE and 0.20% for XDED.DE.
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