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XBAE.DE vs. 8OUU.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XBAE.DE vs. 8OUU.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers II ESG Global Aggregate Bond UCITS ETF 5C EUR hedged (XBAE.DE) and Amundi Global Aggregate SRI UCITS ETF (8OUU.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XBAE.DE achieves a -0.55% return, which is significantly lower than 8OUU.DE's 0.38% return.


XBAE.DE

1D
0.05%
1M
-0.24%
YTD
-0.55%
6M
-0.54%
1Y
1.07%
3Y*
1.72%
5Y*
-1.74%
10Y*
-0.46%

8OUU.DE

1D
0.02%
1M
0.29%
YTD
0.38%
6M
-0.14%
1Y
-0.73%
3Y*
-0.08%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XBAE.DE vs. 8OUU.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
XBAE.DE
Xtrackers II ESG Global Aggregate Bond UCITS ETF 5C EUR hedged
-0.55%2.65%0.52%4.36%-8.04%
8OUU.DE
Amundi Global Aggregate SRI UCITS ETF
0.38%-3.96%2.49%1.79%-7.74%

Correlation

The correlation between XBAE.DE and 8OUU.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.49

Correlation (3Y)
Calculated over the trailing 3-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Apr 13, 2022

0.58

The correlation between XBAE.DE and 8OUU.DE shifts across timeframes, from 0.49 (1 year) to 0.60 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

XBAE.DE vs. 8OUU.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XBAE.DE
XBAE.DE Risk / Return Rank: 1212
Overall Rank
XBAE.DE Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
XBAE.DE Sortino Ratio Rank: 1212
Sortino Ratio Rank
XBAE.DE Omega Ratio Rank: 1212
Omega Ratio Rank
XBAE.DE Calmar Ratio Rank: 1212
Calmar Ratio Rank
XBAE.DE Martin Ratio Rank: 1313
Martin Ratio Rank

8OUU.DE
8OUU.DE Risk / Return Rank: 66
Overall Rank
8OUU.DE Sharpe Ratio Rank: 66
Sharpe Ratio Rank
8OUU.DE Sortino Ratio Rank: 66
Sortino Ratio Rank
8OUU.DE Omega Ratio Rank: 66
Omega Ratio Rank
8OUU.DE Calmar Ratio Rank: 55
Calmar Ratio Rank
8OUU.DE Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XBAE.DE vs. 8OUU.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers II ESG Global Aggregate Bond UCITS ETF 5C EUR hedged (XBAE.DE) and Amundi Global Aggregate SRI UCITS ETF (8OUU.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.


XBAE.DE8OUU.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.55

Sortino ratioReturn per unit of downside risk

+0.79

Omega ratioGain probability vs. loss probability

1.05

0.96

+0.09

Calmar ratioReturn relative to maximum drawdown

0.30

-0.42

+0.72

Martin ratioReturn relative to average drawdown

0.83

-0.80

+1.63

XBAE.DE vs. 8OUU.DE - Sharpe Ratio Comparison

The current XBAE.DE Sharpe Ratio is 0.27, which is higher than the 8OUU.DE Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of XBAE.DE and 8OUU.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XBAE.DE8OUU.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.27

-0.28

+0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

-0.30

+0.37

Drawdowns

XBAE.DE vs. 8OUU.DE - Drawdown Comparison

The maximum XBAE.DE drawdown since its inception was -19.04%, which is greater than 8OUU.DE's maximum drawdown of -12.83%. Use the drawdown chart below to compare losses from any high point for XBAE.DE and 8OUU.DE.


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Drawdown Indicators


XBAE.DE8OUU.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.04%

-12.83%

-6.21%

Max Drawdown (1Y)

Largest decline over 1 year

-3.11%

-2.46%

-0.65%

Max Drawdown (3Y)

Largest decline over 3 years

-4.58%

-6.94%

+2.36%

Max Drawdown (5Y)

Largest decline over 5 years

-18.29%

Max Drawdown (10Y)

Largest decline over 10 years

-19.04%

Current Drawdown

Current decline from peak

-10.88%

-9.22%

-1.66%

Average Drawdown

Average peak-to-trough decline

-5.91%

-8.03%

+2.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.11%

1.30%

-0.19%

Volatility

XBAE.DE vs. 8OUU.DE - Volatility Comparison

Xtrackers II ESG Global Aggregate Bond UCITS ETF 5C EUR hedged (XBAE.DE) has a higher volatility of 1.32% compared to Amundi Global Aggregate SRI UCITS ETF (8OUU.DE) at 1.00%. This indicates that XBAE.DE's price experiences larger fluctuations and is considered to be riskier than 8OUU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XBAE.DE8OUU.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.32%

1.00%

+0.32%

Volatility (6M)

Calculated over the trailing 6-month period

2.86%

2.66%

+0.20%

Volatility (1Y)

Calculated over the trailing 1-year period

3.46%

3.69%

-0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.00%

6.05%

-1.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.63%

6.05%

-1.42%

XBAE.DE vs. 8OUU.DE - Expense Ratio Comparison

XBAE.DE has a 0.10% expense ratio, which is lower than 8OUU.DE's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

XBAE.DE vs. 8OUU.DE - Dividend Comparison

Neither XBAE.DE nor 8OUU.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


XBAE.DE and 8OUU.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XBAE.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XBAE.DE is cheaper with a 0.10% expense ratio, compared with 0.14% for 8OUU.DE.

XBAE.DE tracks Bloomberg MSCI Global Aggregate Sustainable and SRI Currency Neutral (EUR Hedged), while 8OUU.DE tracks Bloomberg MSCI Global Aggregate 500MM ex Securitized Sustainable SRI Sector Neutral. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.10% for XBAE.DE and 0.14% for 8OUU.DE.

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