XD9U.DE vs. DJAM.DE
XD9U.DE (Xtrackers MSCI USA UCITS ETF 1C) and DJAM.DE (Lyxor Dow Jones Industrial Average UCITS ETF Dist) are both Large Cap Blend Equities funds - XD9U.DE tracks the MSCI USA while DJAM.DE tracks the Dow Jones Industrial Average. Both are passively managed. Over the past 10 years, XD9U.DE returned 14.92%/yr vs 12.59%/yr for DJAM.DE. Their correlation of 0.89 suggests significant overlap in exposure. XD9U.DE charges 0.07%/yr vs 0.50%/yr for DJAM.DE.
Performance
XD9U.DE vs. DJAM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XD9U.DE achieves a 11.32% return, which is significantly higher than DJAM.DE's 8.12% return. Over the past 10 years, XD9U.DE has outperformed DJAM.DE with an annualized return of 14.92%, while DJAM.DE has yielded a comparatively lower 12.59% annualized return.
XD9U.DE
- 1D
- -0.07%
- 1M
- 4.48%
- YTD
- 11.32%
- 6M
- 10.63%
- 1Y
- 25.16%
- 3Y*
- 19.02%
- 5Y*
- 14.38%
- 10Y*
- 14.92%
DJAM.DE
- 1D
- 1.22%
- 1M
- 4.72%
- YTD
- 8.12%
- 6M
- 8.16%
- 1Y
- 20.50%
- 3Y*
- 13.60%
- 5Y*
- 10.75%
- 10Y*
- 12.59%
XD9U.DE vs. DJAM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 11.32% | 4.60% | 32.32% | 23.38% | -15.69% | 38.71% | 9.43% | 34.69% | -1.30% | 6.77% |
DJAM.DE Lyxor Dow Jones Industrial Average UCITS ETF Dist | 8.12% | 2.01% | 21.39% | 11.90% | -2.34% | 31.92% | -1.77% | 28.23% | -0.54% | 12.02% |
Correlation
The correlation between XD9U.DE and DJAM.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.89 |
The correlation between XD9U.DE and DJAM.DE shifts across timeframes, from 0.77 (1 year) to 0.89 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XD9U.DE vs. DJAM.DE — Risk / Return Rank
XD9U.DE
DJAM.DE
XD9U.DE vs. DJAM.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) and Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.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.
| XD9U.DE | DJAM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.31 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | 2.77 | +0.66 |
| Martin ratioReturn relative to average drawdown | 11.92 | 9.22 | +2.70 |
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
| XD9U.DE | DJAM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 1.70 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.76 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 0.78 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.62 | +0.28 |
Drawdowns
XD9U.DE vs. DJAM.DE - Drawdown Comparison
The maximum XD9U.DE drawdown since its inception was -34.11%, smaller than the maximum DJAM.DE drawdown of -47.32%. Use the drawdown chart below to compare losses from any high point for XD9U.DE and DJAM.DE.
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Drawdown Indicators
| XD9U.DE | DJAM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.11% | -47.32% | +13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -7.34% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -23.68% | -21.15% | -2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -21.15% | -2.53% |
Max Drawdown (10Y)Largest decline over 10 years | -34.11% | -36.30% | +2.19% |
Current DrawdownCurrent decline from peak | -0.38% | 0.00% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -4.37% | -7.81% | +3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.21% | -0.10% |
Volatility
XD9U.DE vs. DJAM.DE - Volatility Comparison
The current volatility for Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) is 2.71%, while Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.DE) has a volatility of 2.87%. This indicates that XD9U.DE experiences smaller price fluctuations and is considered to be less risky than DJAM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XD9U.DE | DJAM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 2.87% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.64% | 8.34% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.68% | 11.93% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.42% | 14.07% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 16.09% | +0.14% |
XD9U.DE vs. DJAM.DE - Expense Ratio Comparison
XD9U.DE has a 0.07% expense ratio, which is lower than DJAM.DE's 0.50% expense ratio.
Dividends
XD9U.DE vs. DJAM.DE - Dividend Comparison
XD9U.DE has not paid dividends to shareholders, while DJAM.DE's dividend yield for the trailing twelve months is around 0.73%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJAM.DE Lyxor Dow Jones Industrial Average UCITS ETF Dist | 0.73% | 0.79% | 1.17% | 1.06% | 1.80% | 1.11% | 1.62% | 1.25% | 1.90% | 1.71% | 2.26% | 2.44% |
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 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
XD9U.DE and DJAM.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XD9U.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XD9U.DE is cheaper with a 0.07% expense ratio, compared with 0.50% for DJAM.DE.
XD9U.DE tracks MSCI USA, while DJAM.DE tracks Dow Jones Industrial Average. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.07% for XD9U.DE and 0.50% for DJAM.DE.
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