USSG vs. ICLN
Compare and contrast key facts about Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) and iShares Global Clean Energy ETF (ICLN).
USSG and ICLN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USSG is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI USA ESG Leaders. It was launched on Mar 7, 2019. ICLN is a passively managed fund by iShares that tracks the performance of the S&P Global Clean Energy Index. It was launched on Jun 24, 2008. Both USSG and ICLN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSG or ICLN.
Correlation
The correlation between USSG and ICLN is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
USSG vs. ICLN - Performance Comparison
Key characteristics
USSG:
1.82
ICLN:
-0.94
USSG:
2.48
ICLN:
-1.26
USSG:
1.34
ICLN:
0.86
USSG:
2.64
ICLN:
-0.33
USSG:
11.07
ICLN:
-1.77
USSG:
2.25%
ICLN:
12.84%
USSG:
13.69%
ICLN:
24.01%
USSG:
-34.10%
ICLN:
-87.15%
USSG:
-4.22%
ICLN:
-69.55%
Returns By Period
In the year-to-date period, USSG achieves a 23.63% return, which is significantly higher than ICLN's -25.65% return.
USSG
23.63%
-1.17%
5.90%
24.16%
14.76%
N/A
ICLN
-25.65%
-5.26%
-18.66%
-24.72%
0.73%
3.61%
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USSG vs. ICLN - Expense Ratio Comparison
USSG has a 0.10% expense ratio, which is lower than ICLN's 0.46% expense ratio.
Risk-Adjusted Performance
USSG vs. ICLN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) and iShares Global Clean Energy ETF (ICLN). 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.
Dividends
USSG vs. ICLN - Dividend Comparison
USSG's dividend yield for the trailing twelve months is around 0.75%, less than ICLN's 2.92% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Xtrackers MSCI USA ESG Leaders Equity ETF | 0.75% | 1.60% | 1.52% | 1.14% | 1.42% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
iShares Global Clean Energy ETF | 2.92% | 1.59% | 0.89% | 1.18% | 0.34% | 1.36% | 2.77% | 2.49% | 3.88% | 2.36% | 2.83% | 2.11% |
Drawdowns
USSG vs. ICLN - Drawdown Comparison
The maximum USSG drawdown since its inception was -34.10%, smaller than the maximum ICLN drawdown of -87.15%. Use the drawdown chart below to compare losses from any high point for USSG and ICLN. For additional features, visit the drawdowns tool.
Volatility
USSG vs. ICLN - Volatility Comparison
The current volatility for Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) is 3.96%, while iShares Global Clean Energy ETF (ICLN) has a volatility of 5.51%. This indicates that USSG experiences smaller price fluctuations and is considered to be less risky than ICLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.