XD9E.DE vs. 36B6.DE
XD9E.DE (Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc)) and 36B6.DE (iShares MSCI USA SRI UCITS ETF USD Dist) are both Large Cap Blend Equities funds - XD9E.DE tracks the MSCI USA Index (EUR Hedged) while 36B6.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, XD9E.DE returned 9.77%/yr vs 11.73%/yr for 36B6.DE. Their correlation of 0.82 suggests significant overlap in exposure. XD9E.DE charges 0.12%/yr vs 0.20%/yr for 36B6.DE.
Performance
XD9E.DE vs. 36B6.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XD9E.DE achieves a 7.69% return, which is significantly lower than 36B6.DE's 18.18% return.
XD9E.DE
- 1D
- 0.17%
- 1M
- -0.94%
- 6M
- 8.68%
- YTD
- 7.69%
- 1Y
- 17.37%
- 3Y*
- 17.80%
- 5Y*
- 9.77%
- 10Y*
- —
36B6.DE
- 1D
- 0.59%
- 1M
- 3.05%
- 6M
- 19.11%
- YTD
- 18.18%
- 1Y
- 24.98%
- 3Y*
- 14.35%
- 5Y*
- 11.73%
- 10Y*
- —
XD9E.DE vs. 36B6.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XD9E.DE Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) | 7.69% | 14.99% | 22.93% | 24.29% | -23.21% | 26.83% | 18.09% | 14.06% |
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 18.18% | -0.74% | 20.36% | 20.16% | -14.22% | 43.32% | 13.71% | 21.07% |
Correlation
The correlation between XD9E.DE and 36B6.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.82 |
The correlation between XD9E.DE and 36B6.DE has been stable across timeframes, ranging from 0.73 to 0.82 - a consistent structural relationship.
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Return for Risk
XD9E.DE vs. 36B6.DE — Risk / Return Rank
XD9E.DE
36B6.DE
XD9E.DE vs. 36B6.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) (XD9E.DE) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.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.
| XD9E.DE | 36B6.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 3.47 | -1.51 |
| Martin ratioReturn relative to average drawdown | 7.74 | 11.56 | -3.82 |
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Drawdowns
XD9E.DE vs. 36B6.DE - Drawdown Comparison
The maximum XD9E.DE drawdown since its inception was -34.71%, roughly equal to the maximum 36B6.DE drawdown of -34.22%. Use the drawdown chart below to compare losses from any high point for XD9E.DE and 36B6.DE.
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Drawdown Indicators
| XD9E.DE | 36B6.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.71% | -34.22% | -0.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.82% | -7.16% | -1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -18.85% | -23.76% | +4.91% |
Max Drawdown (5Y)Largest decline over 5 years | -27.10% | -23.76% | -3.34% |
Current DrawdownCurrent decline from peak | -1.50% | -1.39% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -4.92% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 2.16% | +0.08% |
Volatility
XD9E.DE vs. 36B6.DE - Volatility Comparison
The current volatility for Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) (XD9E.DE) is 4.08%, while iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) has a volatility of 4.41%. This indicates that XD9E.DE experiences smaller price fluctuations and is considered to be less risky than 36B6.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XD9E.DE | 36B6.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 4.41% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 9.83% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.19% | 13.35% | -1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.29% | 15.59% | +0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.46% | 17.50% | -0.04% |
XD9E.DE vs. 36B6.DE - Expense Ratio Comparison
XD9E.DE has a 0.12% expense ratio, which is lower than 36B6.DE's 0.20% 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
XD9E.DE vs. 36B6.DE - Dividend Comparison
XD9E.DE has not paid dividends to shareholders, while 36B6.DE's dividend yield for the trailing twelve months is around 0.88%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 0.88% | 0.97% | 1.09% | 1.28% | 1.41% | 0.91% | 1.04% | 1.23% |
XD9E.DE Xtrackers MSCI USA UCITS ETF EUR Hedged (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XD9E.DE and 36B6.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XD9E.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XD9E.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for 36B6.DE.
XD9E.DE tracks MSCI USA Index (EUR Hedged), while 36B6.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XD9E.DE and 0.20% for 36B6.DE.
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