XAIX.DE vs. I500.DE
XAIX.DE (Xtrackers Artificial Intelligence & Big Data UCITS ETF) and I500.DE (iShares S&P 500 Swap UCITS ETF USD (Acc)) are both exchange-traded funds - XAIX.DE is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data, while I500.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, XAIX.DE returned 20.87%/yr vs 15.00%/yr for I500.DE. Their correlation of 0.85 suggests significant overlap in exposure. XAIX.DE charges 0.35%/yr vs 0.07%/yr for I500.DE.
Performance
XAIX.DE vs. I500.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XAIX.DE achieves a 32.20% return, which is significantly higher than I500.DE's 11.45% return.
XAIX.DE
- 1D
- 3.39%
- 1M
- 7.41%
- YTD
- 32.20%
- 6M
- 35.31%
- 1Y
- 54.48%
- 3Y*
- 33.45%
- 5Y*
- 20.87%
- 10Y*
- —
I500.DE
- 1D
- -0.12%
- 1M
- 2.96%
- YTD
- 11.45%
- 6M
- 12.73%
- 1Y
- 26.34%
- 3Y*
- 19.08%
- 5Y*
- 15.00%
- 10Y*
- —
XAIX.DE vs. I500.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 32.20% | 15.25% | 34.63% | 63.77% | -31.80% | 35.85% | 17.73% |
I500.DE iShares S&P 500 Swap UCITS ETF USD (Acc) | 11.45% | 4.94% | 32.50% | 22.82% | -14.07% | 41.05% | 6.32% |
Correlation
The correlation between XAIX.DE and I500.DE is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2020 | 0.85 |
The correlation between XAIX.DE and I500.DE has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.
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Return for Risk
XAIX.DE vs. I500.DE — Risk / Return Rank
XAIX.DE
I500.DE
XAIX.DE vs. I500.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) and iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.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.
| XAIX.DE | I500.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.41 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.48 | 3.60 | +0.88 |
| Martin ratioReturn relative to average drawdown | 12.35 | 12.82 | -0.48 |
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Drawdowns
XAIX.DE vs. I500.DE - Drawdown Comparison
The maximum XAIX.DE drawdown since its inception was -33.08%, which is greater than I500.DE's maximum drawdown of -23.24%. Use the drawdown chart below to compare losses from any high point for XAIX.DE and I500.DE.
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Drawdown Indicators
| XAIX.DE | I500.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.08% | -23.24% | -9.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -7.12% | -4.98% |
Max Drawdown (3Y)Largest decline over 3 years | -27.61% | -23.24% | -4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -33.08% | -23.24% | -9.84% |
Current DrawdownCurrent decline from peak | -6.65% | -0.46% | -6.19% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -4.06% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 2.01% | +2.39% |
Volatility
XAIX.DE vs. I500.DE - Volatility Comparison
Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) has a higher volatility of 9.60% compared to iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) at 2.65%. This indicates that XAIX.DE's price experiences larger fluctuations and is considered to be riskier than I500.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XAIX.DE | I500.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.60% | 2.65% | +6.95% |
Volatility (6M)Calculated over the trailing 6-month period | 17.26% | 7.60% | +9.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.31% | 11.65% | +9.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 15.19% | +5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.77% | 15.13% | +6.64% |
XAIX.DE vs. I500.DE - Expense Ratio Comparison
XAIX.DE has a 0.35% expense ratio, which is higher than I500.DE's 0.07% expense ratio.
Dividends
XAIX.DE vs. I500.DE - Dividend Comparison
Neither XAIX.DE nor I500.DE has paid dividends to shareholders.
Frequently Asked Questions
XAIX.DE and I500.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, I500.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
I500.DE is cheaper with a 0.07% expense ratio, compared with 0.35% for XAIX.DE.
XAIX.DE is categorized as Technology Equities, while I500.DE is S&P 500. XAIX.DE tracks Nasdaq Global Artificial Intelligence and Big Data, while I500.DE tracks S&P 500 Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XAIX.DE and 0.07% for I500.DE.
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