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XD5E.DE vs. D5BL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XD5E.DE vs. D5BL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI EMU UCITS ETF 1D (XD5E.DE) and Xtrackers MSCI Europe Value UCITS ETF (D5BL.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, XD5E.DE achieves a 8.92% return, which is significantly lower than D5BL.DE's 13.85% return. Over the past 10 years, XD5E.DE has underperformed D5BL.DE with an annualized return of 10.03%, while D5BL.DE has yielded a comparatively higher 10.77% annualized return.


XD5E.DE

1D
0.52%
1M
1.86%
YTD
8.92%
6M
10.72%
1Y
17.76%
3Y*
16.06%
5Y*
10.59%
10Y*
10.03%

D5BL.DE

1D
-0.38%
1M
2.55%
YTD
13.85%
6M
17.04%
1Y
32.33%
3Y*
21.76%
5Y*
14.60%
10Y*
10.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XD5E.DE vs. D5BL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XD5E.DE
Xtrackers MSCI EMU UCITS ETF 1D
8.92%24.71%9.50%18.86%-11.92%22.17%-0.74%27.44%-12.93%13.47%
D5BL.DE
Xtrackers MSCI Europe Value UCITS ETF
13.85%35.78%10.37%14.14%-4.63%26.83%-8.58%22.90%-13.98%9.78%

Correlation

The correlation between XD5E.DE and D5BL.DE is 0.87, 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

0.87

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

0.88

Correlation (5Y)
Calculated over the trailing 5-year period

0.89

Correlation (10Y)
Calculated over the trailing 10-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2012

0.92

The correlation between XD5E.DE and D5BL.DE has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.

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Return for Risk

XD5E.DE vs. D5BL.DE — Risk / Return Rank

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

XD5E.DE
XD5E.DE Risk / Return Rank: 3737
Overall Rank
XD5E.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
XD5E.DE Sortino Ratio Rank: 3737
Sortino Ratio Rank
XD5E.DE Omega Ratio Rank: 3636
Omega Ratio Rank
XD5E.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
XD5E.DE Martin Ratio Rank: 4141
Martin Ratio Rank

D5BL.DE
D5BL.DE Risk / Return Rank: 7070
Overall Rank
D5BL.DE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
D5BL.DE Sortino Ratio Rank: 7373
Sortino Ratio Rank
D5BL.DE Omega Ratio Rank: 7171
Omega Ratio Rank
D5BL.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
D5BL.DE Martin Ratio Rank: 6969
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.

XD5E.DE vs. D5BL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI EMU UCITS ETF 1D (XD5E.DE) and Xtrackers MSCI Europe Value UCITS ETF (D5BL.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.


XD5E.DED5BL.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.04

Sortino ratioReturn per unit of downside risk

-1.37

Omega ratioGain probability vs. loss probability

1.23

1.42

-0.18

Calmar ratioReturn relative to maximum drawdown

1.75

3.28

-1.53

Martin ratioReturn relative to average drawdown

6.40

12.52

-6.12

XD5E.DE vs. D5BL.DE - Sharpe Ratio Comparison

The current XD5E.DE Sharpe Ratio is 1.24, which is lower than the D5BL.DE Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of XD5E.DE and D5BL.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


XD5E.DED5BL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

2.28

-1.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.93

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.60

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.48

+0.07

Drawdowns

XD5E.DE vs. D5BL.DE - Drawdown Comparison

The maximum XD5E.DE drawdown since its inception was -38.04%, smaller than the maximum D5BL.DE drawdown of -40.40%. Use the drawdown chart below to compare losses from any high point for XD5E.DE and D5BL.DE.


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Drawdown Indicators


XD5E.DED5BL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-38.04%

-40.40%

+2.36%

Max Drawdown (1Y)

Largest decline over 1 year

-10.26%

-10.02%

-0.24%

Max Drawdown (3Y)

Largest decline over 3 years

-15.30%

-17.36%

+2.06%

Max Drawdown (5Y)

Largest decline over 5 years

-24.56%

-19.58%

-4.98%

Max Drawdown (10Y)

Largest decline over 10 years

-38.04%

-40.40%

+2.36%

Current Drawdown

Current decline from peak

-0.44%

-1.22%

+0.78%

Average Drawdown

Average peak-to-trough decline

-5.74%

-7.23%

+1.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

2.63%

+0.19%

Volatility

XD5E.DE vs. D5BL.DE - Volatility Comparison

The current volatility for Xtrackers MSCI EMU UCITS ETF 1D (XD5E.DE) is 4.54%, while Xtrackers MSCI Europe Value UCITS ETF (D5BL.DE) has a volatility of 4.83%. This indicates that XD5E.DE experiences smaller price fluctuations and is considered to be less risky than D5BL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XD5E.DED5BL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.54%

4.83%

-0.29%

Volatility (6M)

Calculated over the trailing 6-month period

11.91%

11.54%

+0.37%

Volatility (1Y)

Calculated over the trailing 1-year period

14.52%

14.44%

+0.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.13%

15.59%

+0.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.03%

17.76%

-0.73%

XD5E.DE vs. D5BL.DE - Expense Ratio Comparison

XD5E.DE has a 0.12% expense ratio, which is lower than D5BL.DE's 0.15% 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

XD5E.DE vs. D5BL.DE - Dividend Comparison

XD5E.DE's dividend yield for the trailing twelve months is around 2.42%, while D5BL.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
D5BL.DE
Xtrackers MSCI Europe Value 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%
XD5E.DE
Xtrackers MSCI EMU UCITS ETF 1D
2.42%2.54%2.86%2.74%4.66%1.41%2.94%2.59%1.89%2.51%0.73%0.36%

Frequently Asked Questions


XD5E.DE and D5BL.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XD5E.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XD5E.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for D5BL.DE.

XD5E.DE tracks MSCI EMU NR EUR, while D5BL.DE tracks MSCI Europe Enhanced Value. Their fees differ too: 0.12% for XD5E.DE and 0.15% for D5BL.DE.

Portfolio Optimizer

Find the right allocation for XD5E.DE and D5BL.DE

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