XD9D.DE vs. 2B7A.DE
Compare and contrast key facts about Xtrackers MSCI USA UCITS ETF (XD9D.DE) and iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE).
XD9D.DE and 2B7A.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XD9D.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA. It was launched on Feb 18, 2021. 2B7A.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Utilities. It was launched on Mar 20, 2017. Both XD9D.DE and 2B7A.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XD9D.DE or 2B7A.DE.
Key characteristics
| XD9D.DE | 2B7A.DE | |
|---|---|---|
| YTD Return | 15.62% | 24.69% |
| 1Y Return | 20.54% | 18.89% |
| 3Y Return (Ann) | 9.25% | 9.83% |
| Sharpe Ratio | 1.80 | 1.33 |
| Daily Std Dev | 11.85% | 15.08% |
| Max Drawdown | -26.28% | -35.70% |
| Current Drawdown | -2.78% | -4.23% |
Correlation
The correlation between XD9D.DE and 2B7A.DE is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XD9D.DE vs. 2B7A.DE - Performance Comparison
In the year-to-date period, XD9D.DE achieves a 15.62% return, which is significantly lower than 2B7A.DE's 24.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XD9D.DE vs. 2B7A.DE - Expense Ratio Comparison
XD9D.DE has a 0.07% expense ratio, which is lower than 2B7A.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%.
Risk-Adjusted Performance
XD9D.DE vs. 2B7A.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF (XD9D.DE) and iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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.
Dividends
XD9D.DE vs. 2B7A.DE - Dividend Comparison
Neither XD9D.DE nor 2B7A.DE has paid dividends to shareholders.
Drawdowns
XD9D.DE vs. 2B7A.DE - Drawdown Comparison
The maximum XD9D.DE drawdown since its inception was -26.28%, smaller than the maximum 2B7A.DE drawdown of -35.70%. Use the drawdown chart below to compare losses from any high point for XD9D.DE and 2B7A.DE. For additional features, visit the drawdowns tool.
Volatility
XD9D.DE vs. 2B7A.DE - Volatility Comparison
Xtrackers MSCI USA UCITS ETF (XD9D.DE) has a higher volatility of 4.28% compared to iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) at 2.43%. This indicates that XD9D.DE's price experiences larger fluctuations and is considered to be riskier than 2B7A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.