XAIX.DE vs. WFSPX
XAIX.DE (Xtrackers Artificial Intelligence & Big Data UCITS ETF) and WFSPX (iShares S&P 500 Index Fund) are both funds - XAIX.DE is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data, while WFSPX 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 14.32%/yr for WFSPX. A 0.54 correlation means they provide meaningful diversification when combined. XAIX.DE charges 0.35%/yr vs 0.03%/yr for WFSPX.
Performance
XAIX.DE vs. WFSPX - Performance Comparison
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Different Trading Currencies
XAIX.DE is traded in EUR, while WFSPX is traded in USD. To make them comparable, the WFSPX values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, XAIX.DE achieves a 32.20% return, which is significantly higher than WFSPX's 10.16% return.
XAIX.DE
- 1D
- 3.39%
- 1M
- 7.58%
- YTD
- 32.20%
- 6M
- 35.31%
- 1Y
- 55.37%
- 3Y*
- 33.45%
- 5Y*
- 20.87%
- 10Y*
- —
WFSPX
- 1D
- 1.38%
- 1M
- 0.34%
- YTD
- 10.16%
- 6M
- 10.44%
- 1Y
- 24.84%
- 3Y*
- 18.09%
- 5Y*
- 14.32%
- 10Y*
- 15.03%
XAIX.DE vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 32.20% | 15.25% | 34.63% | 63.77% | -31.80% | 35.85% | 24.44% | 6.39% |
WFSPX iShares S&P 500 Index Fund | 10.16% | 3.85% | 33.19% | 22.47% | -13.07% | 38.26% | 8.67% | 26.91% |
Correlation
The correlation between XAIX.DE and WFSPX is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2019 | 0.54 |
The correlation between XAIX.DE and WFSPX has been stable across timeframes, ranging from 0.54 to 0.60 - a consistent structural relationship.
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Return for Risk
XAIX.DE vs. WFSPX — Risk / Return Rank
XAIX.DE
WFSPX
XAIX.DE vs. WFSPX - 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 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.35 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 4.48 | 3.18 | +1.30 |
| Martin ratioReturn relative to average drawdown | 12.35 | 11.96 | +0.39 |
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Drawdowns
XAIX.DE vs. WFSPX - Drawdown Comparison
The maximum XAIX.DE drawdown since its inception was -33.08%, smaller than the maximum WFSPX drawdown of -49.93%. Use the drawdown chart below to compare losses from any high point for XAIX.DE and WFSPX.
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Drawdown Indicators
| XAIX.DE | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.08% | -49.93% | +16.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -7.33% | -4.77% |
Max Drawdown (3Y)Largest decline over 3 years | -27.61% | -23.80% | -3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.08% | -23.80% | -9.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.24% | — |
Current DrawdownCurrent decline from peak | -6.65% | -2.35% | -4.30% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -7.86% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 1.95% | +2.45% |
Volatility
XAIX.DE vs. WFSPX - Volatility Comparison
Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) has a higher volatility of 9.60% compared to iShares S&P 500 Index Fund (WFSPX) at 3.66%. This indicates that XAIX.DE's price experiences larger fluctuations and is considered to be riskier than WFSPX 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 | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.60% | 3.66% | +5.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.26% | 9.07% | +8.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.31% | 12.49% | +8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 16.81% | +4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.77% | 18.57% | +3.20% |
XAIX.DE vs. WFSPX - Expense Ratio Comparison
XAIX.DE has a 0.35% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Dividends
XAIX.DE vs. WFSPX - Dividend Comparison
XAIX.DE has not paid dividends to shareholders, while WFSPX's dividend yield for the trailing twelve months is around 1.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund | 1.61% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 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
XAIX.DE and WFSPX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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