IUSA.DE vs. XDEW.DE
IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) and XDEW.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 1C) are both S&P 500 funds - IUSA.DE tracks the S&P 500 Index while XDEW.DE tracks the S&P 500 Equal Weight Index. Both are passively managed. Over the past 10 years, IUSA.DE returned 14.31%/yr vs 11.04%/yr for XDEW.DE. Their correlation of 0.90 suggests significant overlap in exposure. IUSA.DE charges 0.07%/yr vs 0.20%/yr for XDEW.DE.
Performance
IUSA.DE vs. XDEW.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IUSA.DE achieves a 11.82% return, which is significantly lower than XDEW.DE's 14.50% return. Over the past 10 years, IUSA.DE has outperformed XDEW.DE with an annualized return of 14.31%, while XDEW.DE has yielded a comparatively lower 11.04% annualized return.
IUSA.DE
- 1D
- -1.23%
- 1M
- 0.80%
- 6M
- 9.52%
- YTD
- 11.82%
- 1Y
- 21.54%
- 3Y*
- 18.64%
- 5Y*
- 13.46%
- 10Y*
- 14.31%
XDEW.DE
- 1D
- -0.34%
- 1M
- 2.32%
- 6M
- 9.75%
- YTD
- 14.50%
- 1Y
- 19.87%
- 3Y*
- 12.62%
- 5Y*
- 9.52%
- 10Y*
- 11.04%
IUSA.DE vs. XDEW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.82% | 4.69% | 32.36% | 22.47% | -14.25% | 40.75% | 6.77% | 34.55% | -1.14% | 6.67% |
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 14.50% | -0.46% | 18.66% | 10.08% | -6.94% | 41.59% | 1.18% | 31.27% | -4.53% | 4.00% |
Correlation
The correlation between IUSA.DE and XDEW.DE is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2014 | 0.90 |
Over the past year, the correlation between IUSA.DE and XDEW.DE has dropped to 0.68 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IUSA.DE vs. XDEW.DE — Risk / Return Rank
IUSA.DE
XDEW.DE
IUSA.DE vs. XDEW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) and Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.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.
| IUSA.DE | XDEW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.35 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.11 | 3.91 | -0.80 |
| Martin ratioReturn relative to average drawdown | 11.06 | 12.05 | -0.99 |
Loading charts...
Drawdowns
IUSA.DE vs. XDEW.DE - Drawdown Comparison
The maximum IUSA.DE drawdown since its inception was -52.05%, which is greater than XDEW.DE's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for IUSA.DE and XDEW.DE.
Loading charts...
Drawdown Indicators
| IUSA.DE | XDEW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.05% | -38.79% | -13.26% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -5.06% | -1.84% |
Max Drawdown (3Y)Largest decline over 3 years | -23.36% | -22.70% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -22.70% | -0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -33.67% | -38.79% | +5.12% |
Current DrawdownCurrent decline from peak | -1.33% | -0.61% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -5.33% | -3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 1.65% | +0.29% |
Volatility
IUSA.DE vs. XDEW.DE - Volatility Comparison
iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) has a higher volatility of 3.00% compared to Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) at 2.81%. This indicates that IUSA.DE's price experiences larger fluctuations and is considered to be riskier than XDEW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IUSA.DE | XDEW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 2.81% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 6.82% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 10.43% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 14.90% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.04% | 16.80% | -0.76% |
IUSA.DE vs. XDEW.DE - Expense Ratio Comparison
IUSA.DE has a 0.07% expense ratio, which is lower than XDEW.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
IUSA.DE vs. XDEW.DE - Dividend Comparison
IUSA.DE's dividend yield for the trailing twelve months is around 0.86%, while XDEW.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.86% | 0.94% | 0.99% | 1.25% | 1.46% | 0.99% | 1.40% | 1.48% | 1.70% | 1.51% | 1.37% | 1.52% |
XDEW.DE Xtrackers S&P 500 Equal Weight 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
IUSA.DE and XDEW.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.DE is cheaper with a 0.07% expense ratio, compared with 0.20% for XDEW.DE.
IUSA.DE tracks S&P 500 Index, while XDEW.DE tracks S&P 500 Equal Weight Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.07% for IUSA.DE and 0.20% for XDEW.DE.
Find the right allocation for IUSA.DE and XDEW.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer