XAIX.DE vs. XUEN.DE
XAIX.DE (Xtrackers Artificial Intelligence & Big Data UCITS ETF) and XUEN.DE (Xtrackers MSCI USA Energy UCITS ETF 1D) are both exchange-traded funds - XAIX.DE is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data, while XUEN.DE is a Energy Equities fund tracking the MSCI USA Energy 20/35 Custom. Both are passively managed. Over the past 5 years, XAIX.DE returned 19.08%/yr vs 22.77%/yr for XUEN.DE. At a 0.23 correlation, their price movements are largely independent. XAIX.DE charges 0.35%/yr vs 0.12%/yr for XUEN.DE.
Performance
XAIX.DE vs. XUEN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XAIX.DE achieves a 24.31% return, which is significantly lower than XUEN.DE's 32.88% return.
XAIX.DE
- 1D
- -1.35%
- 1M
- -7.72%
- 6M
- 22.72%
- YTD
- 24.31%
- 1Y
- 37.89%
- 3Y*
- 30.51%
- 5Y*
- 19.08%
- 10Y*
- —
XUEN.DE
- 1D
- 0.84%
- 1M
- 6.94%
- 6M
- 22.81%
- YTD
- 32.88%
- 1Y
- 37.26%
- 3Y*
- 14.24%
- 5Y*
- 22.77%
- 10Y*
- —
XAIX.DE vs. XUEN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 24.31% | 15.25% | 34.63% | 63.77% | -31.80% | 35.85% | 24.44% | 6.39% |
XUEN.DE Xtrackers MSCI USA Energy UCITS ETF 1D | 32.88% | -3.28% | 10.56% | -3.65% | 71.07% | 65.19% | -40.00% | 0.52% |
Correlation
The correlation between XAIX.DE and XUEN.DE is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2019 | 0.23 |
The correlation between XAIX.DE and XUEN.DE shifts across timeframes, from -0.15 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XAIX.DE vs. XUEN.DE — Risk / Return Rank
XAIX.DE
XUEN.DE
XAIX.DE vs. XUEN.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 Xtrackers MSCI USA Energy UCITS ETF 1D (XUEN.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 | XUEN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | 2.17 | +0.92 |
| Martin ratioReturn relative to average drawdown | 7.75 | 5.29 | +2.46 |
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Drawdowns
XAIX.DE vs. XUEN.DE - Drawdown Comparison
The maximum XAIX.DE drawdown since its inception was -33.08%, smaller than the maximum XUEN.DE drawdown of -64.67%. Use the drawdown chart below to compare losses from any high point for XAIX.DE and XUEN.DE.
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Drawdown Indicators
| XAIX.DE | XUEN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.08% | -64.67% | +31.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -17.12% | +4.90% |
Max Drawdown (3Y)Largest decline over 3 years | -27.61% | -26.62% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -33.08% | -26.62% | -6.46% |
Current DrawdownCurrent decline from peak | -12.22% | -8.85% | -3.37% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -17.29% | +9.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 7.02% | -2.14% |
Volatility
XAIX.DE vs. XUEN.DE - Volatility Comparison
Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) has a higher volatility of 8.90% compared to Xtrackers MSCI USA Energy UCITS ETF 1D (XUEN.DE) at 7.03%. This indicates that XAIX.DE's price experiences larger fluctuations and is considered to be riskier than XUEN.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 | XUEN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.90% | 7.03% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 19.36% | 21.19% | -1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 24.49% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.30% | 26.79% | -5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 30.15% | -8.22% |
XAIX.DE vs. XUEN.DE - Expense Ratio Comparison
XAIX.DE has a 0.35% expense ratio, which is higher than XUEN.DE's 0.12% expense ratio.
Dividends
XAIX.DE vs. XUEN.DE - Dividend Comparison
XAIX.DE has not paid dividends to shareholders, while XUEN.DE's dividend yield for the trailing twelve months is around 2.06%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
XUEN.DE Xtrackers MSCI USA Energy UCITS ETF 1D | 2.06% | 2.80% | 2.64% | 3.22% | 3.89% | 3.12% | 7.28% | 2.75% | 0.71% |
Frequently Asked Questions
XAIX.DE and XUEN.DE have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUEN.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUEN.DE is cheaper with a 0.12% expense ratio, compared with 0.35% for XAIX.DE.
XAIX.DE is categorized as Technology Equities, while XUEN.DE is Energy Equities. XAIX.DE tracks Nasdaq Global Artificial Intelligence and Big Data, while XUEN.DE tracks MSCI USA Energy 20/35 Custom. Their fees differ too: 0.35% for XAIX.DE and 0.12% for XUEN.DE.
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