IU5C.DE vs. XUCM.DE
IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) and XUCM.DE (Xtrackers MSCI USA Communication Services UCITS ETF 1D) are both Communications Equities funds - IU5C.DE tracks the S&P 500 Capped 35/20 Communication Services while XUCM.DE tracks the MSCI World/Comm Services NR USD. Both are passively managed. Over the past 5 years, IU5C.DE returned 12.43%/yr vs 11.09%/yr for XUCM.DE. With a 0.99 correlation, they move nearly in lockstep. IU5C.DE charges 0.15%/yr vs 0.12%/yr for XUCM.DE.
Performance
IU5C.DE vs. XUCM.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 higher than XUCM.DE's 2.35% 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*
- —
XUCM.DE
- 1D
- 1.39%
- 1M
- -2.88%
- YTD
- 2.35%
- 6M
- -0.01%
- 1Y
- 15.97%
- 3Y*
- 22.36%
- 5Y*
- 11.09%
- 10Y*
- —
IU5C.DE vs. XUCM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -37.12% | 29.10% |
XUCM.DE Xtrackers MSCI USA Communication Services UCITS ETF 1D | 2.35% | 10.39% | 45.87% | 50.47% | -38.22% | 26.16% |
Correlation
The correlation between IU5C.DE and XUCM.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 2021 | 0.99 |
The correlation between IU5C.DE and XUCM.DE has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
IU5C.DE vs. XUCM.DE — Risk / Return Rank
IU5C.DE
XUCM.DE
IU5C.DE vs. XUCM.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 MSCI USA Communication Services UCITS ETF 1D (XUCM.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 | XUCM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 2.04 | +0.28 |
| Martin ratioReturn relative to average drawdown | 7.89 | 6.97 | +0.92 |
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 | XUCM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.21 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.56 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.67 | +0.06 |
Drawdowns
IU5C.DE vs. XUCM.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, roughly equal to the maximum XUCM.DE drawdown of -40.85%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and XUCM.DE.
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Drawdown Indicators
| IU5C.DE | XUCM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.23% | -40.85% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -8.34% | +0.28% |
Max Drawdown (3Y)Largest decline over 3 years | -23.61% | -25.07% | +1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -40.85% | +1.62% |
Current DrawdownCurrent decline from peak | -4.21% | -4.13% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -10.96% | +2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.45% | -0.08% |
Volatility
IU5C.DE vs. XUCM.DE - Volatility Comparison
iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and Xtrackers MSCI USA Communication Services UCITS ETF 1D (XUCM.DE) have volatilities of 4.12% and 4.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IU5C.DE | XUCM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 4.25% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 9.71% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 14.07% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 19.62% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 19.44% | +0.47% |
IU5C.DE vs. XUCM.DE - Expense Ratio Comparison
IU5C.DE has a 0.15% expense ratio, which is higher than XUCM.DE's 0.12% expense ratio. However, 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. XUCM.DE - Dividend Comparison
IU5C.DE has not paid dividends to shareholders, while XUCM.DE's dividend yield for the trailing twelve months is around 0.70%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XUCM.DE Xtrackers MSCI USA Communication Services UCITS ETF 1D | 0.70% | 0.77% | 0.60% | 0.60% | 0.54% |
Frequently Asked Questions
With a correlation of 0.99, IU5C.DE and XUCM.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, XUCM.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUCM.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for IU5C.DE.
IU5C.DE tracks S&P 500 Capped 35/20 Communication Services, while XUCM.DE tracks MSCI World/Comm Services NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for IU5C.DE and 0.12% for XUCM.DE.
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