XAMB.DE vs. ISPA.DE
XAMB.DE (Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds - XAMB.DE tracks the MSCI World SRI Filtered PAB while ISPA.DE tracks the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, XAMB.DE returned 10.09%/yr vs 11.00%/yr for ISPA.DE. A 0.73 correlation means they provide meaningful diversification when combined. XAMB.DE charges 0.18%/yr vs 0.46%/yr for ISPA.DE.
Performance
XAMB.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with XAMB.DE having a 13.11% return and ISPA.DE slightly higher at 13.48%.
XAMB.DE
- 1D
- 0.27%
- 1M
- 6.31%
- YTD
- 13.11%
- 6M
- 13.74%
- 1Y
- 20.74%
- 3Y*
- 12.56%
- 5Y*
- 10.09%
- 10Y*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
XAMB.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XAMB.DE Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | 13.11% | 2.25% | 15.42% | 20.65% | -17.81% | 36.43% | 7.63% | 32.88% | -7.35% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -5.71% |
Correlation
The correlation between XAMB.DE and ISPA.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2018 | 0.73 |
The correlation between XAMB.DE and ISPA.DE has been stable across timeframes, ranging from 0.66 to 0.73 - a consistent structural relationship.
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Return for Risk
XAMB.DE vs. ISPA.DE — Risk / Return Rank
XAMB.DE
ISPA.DE
XAMB.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| XAMB.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.62 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 8.10 | -5.60 |
| Martin ratioReturn relative to average drawdown | 9.16 | 28.73 | -19.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XAMB.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 3.35 | -1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.91 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.68 | +0.06 |
Drawdowns
XAMB.DE vs. ISPA.DE - Drawdown Comparison
The maximum XAMB.DE drawdown since its inception was -31.83%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for XAMB.DE and ISPA.DE.
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Drawdown Indicators
| XAMB.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.83% | -38.91% | +7.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -3.63% | -4.65% |
Max Drawdown (3Y)Largest decline over 3 years | -22.09% | -15.10% | -6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -22.09% | -15.10% | -6.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.09% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -4.46% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 1.03% | +1.23% |
Volatility
XAMB.DE vs. ISPA.DE - Volatility Comparison
Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.DE) has a higher volatility of 3.89% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that XAMB.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XAMB.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 2.62% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 6.51% | +3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.16% | 8.77% | +4.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 12.00% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 14.79% | +1.61% |
XAMB.DE vs. ISPA.DE - Expense Ratio Comparison
XAMB.DE has a 0.18% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
XAMB.DE vs. ISPA.DE - Dividend Comparison
XAMB.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
XAMB.DE Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | 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
XAMB.DE and ISPA.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XAMB.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XAMB.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for ISPA.DE.
XAMB.DE tracks MSCI World SRI Filtered PAB, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for XAMB.DE and 0.46% for ISPA.DE.
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