MODR.DE vs. XS7W.DE
MODR.DE (iShares Moderate Portfolio UCITS ETF EUR (Acc)) and XS7W.DE (Xtrackers Portfolio Income UCITS ETF (Dist)) are both Global Allocation funds. Both are actively managed. Over the past 5 years, MODR.DE returned 3.93%/yr vs 2.71%/yr for XS7W.DE. A 0.62 correlation means they provide meaningful diversification when combined. MODR.DE charges 0.25%/yr vs 0.65%/yr for XS7W.DE.
Performance
MODR.DE vs. XS7W.DE - Performance Comparison
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Returns By Period
In the year-to-date period, MODR.DE achieves a 6.71% return, which is significantly higher than XS7W.DE's 5.33% return.
MODR.DE
- 1D
- 0.15%
- 1M
- 0.29%
- 6M
- 6.54%
- YTD
- 6.71%
- 1Y
- 12.69%
- 3Y*
- 9.29%
- 5Y*
- 3.93%
- 10Y*
- —
XS7W.DE
- 1D
- 0.14%
- 1M
- 0.94%
- 6M
- 5.26%
- YTD
- 5.33%
- 1Y
- 9.07%
- 3Y*
- 7.00%
- 5Y*
- 2.71%
- 10Y*
- 3.57%
MODR.DE vs. XS7W.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MODR.DE iShares Moderate Portfolio UCITS ETF EUR (Acc) | 6.71% | 7.37% | 9.34% | 8.76% | -15.49% | 11.65% | 5.35% |
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 5.33% | 3.90% | 7.56% | 8.46% | -12.92% | 8.31% | 4.15% |
Correlation
The correlation between MODR.DE and XS7W.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Sep 10, 2020 | 0.62 |
The correlation between MODR.DE and XS7W.DE has been stable across timeframes, ranging from 0.61 to 0.64 - a consistent structural relationship.
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Return for Risk
MODR.DE vs. XS7W.DE — Risk / Return Rank
MODR.DE
XS7W.DE
MODR.DE vs. XS7W.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Moderate Portfolio UCITS ETF EUR (Acc) (MODR.DE) and Xtrackers Portfolio Income UCITS ETF (Dist) (XS7W.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.
| MODR.DE | XS7W.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.29 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.15 | +0.29 |
| Martin ratioReturn relative to average drawdown | 10.15 | 9.70 | +0.45 |
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Drawdowns
MODR.DE vs. XS7W.DE - Drawdown Comparison
The maximum MODR.DE drawdown since its inception was -17.98%, roughly equal to the maximum XS7W.DE drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for MODR.DE and XS7W.DE.
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Drawdown Indicators
| MODR.DE | XS7W.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.98% | -17.71% | -0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -4.20% | -0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -10.57% | -7.31% | -3.26% |
Max Drawdown (5Y)Largest decline over 5 years | -17.98% | -17.08% | -0.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.52% | — |
Current DrawdownCurrent decline from peak | -0.44% | -0.14% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -5.42% | -4.26% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 0.93% | +0.32% |
Volatility
MODR.DE vs. XS7W.DE - Volatility Comparison
iShares Moderate Portfolio UCITS ETF EUR (Acc) (MODR.DE) has a higher volatility of 2.20% compared to Xtrackers Portfolio Income UCITS ETF (Dist) (XS7W.DE) at 1.58%. This indicates that MODR.DE's price experiences larger fluctuations and is considered to be riskier than XS7W.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MODR.DE | XS7W.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | 1.58% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 6.08% | 4.47% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.35% | 5.94% | +1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.16% | 6.58% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.27% | 7.14% | +1.13% |
MODR.DE vs. XS7W.DE - Expense Ratio Comparison
MODR.DE has a 0.25% expense ratio, which is lower than XS7W.DE's 0.65% expense ratio.
Dividends
MODR.DE vs. XS7W.DE - Dividend Comparison
MODR.DE has not paid dividends to shareholders, while XS7W.DE's dividend yield for the trailing twelve months is around 2.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MODR.DE iShares Moderate Portfolio UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 2.86% | 5.42% | 0.00% | 0.00% | 1.37% | 0.80% | 2.20% | 1.91% | 0.64% | 1.13% | 1.40% |
Frequently Asked Questions
MODR.DE and XS7W.DE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MODR.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MODR.DE is cheaper with a 0.25% expense ratio, compared with 0.65% for XS7W.DE.
They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.25% for MODR.DE and 0.65% for XS7W.DE.
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