XD9U.DE vs. EDMU.DE
XD9U.DE (Xtrackers MSCI USA UCITS ETF 1C) and EDMU.DE (iShares MSCI USA ESG Enhanced UCITS ETF USD Acc) are both Large Cap Blend Equities funds - XD9U.DE tracks the MSCI USA while EDMU.DE tracks the MSCI USA ESG Enhanced Focus. Both are passively managed. Over the past 5 years, XD9U.DE returned 14.38%/yr vs 12.84%/yr for EDMU.DE. With a 0.99 correlation, they move nearly in lockstep. Both charge a 0.07% expense ratio.
Performance
XD9U.DE vs. EDMU.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 EDMU.DE's 10.40% 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%
EDMU.DE
- 1D
- -0.09%
- 1M
- 4.59%
- YTD
- 10.40%
- 6M
- 9.74%
- 1Y
- 23.04%
- 3Y*
- 17.44%
- 5Y*
- 12.84%
- 10Y*
- —
XD9U.DE vs. EDMU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 11.32% | 4.60% | 32.32% | 23.38% | -15.69% | 38.71% | 9.43% | 13.42% |
EDMU.DE iShares MSCI USA ESG Enhanced UCITS ETF USD Acc | 10.40% | 2.64% | 31.12% | 22.05% | -17.35% | 38.97% | 10.90% | 13.90% |
Correlation
The correlation between XD9U.DE and EDMU.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 2019 | 0.99 |
The correlation between XD9U.DE and EDMU.DE has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
XD9U.DE vs. EDMU.DE — Risk / Return Rank
XD9U.DE
EDMU.DE
XD9U.DE vs. EDMU.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 iShares MSCI USA ESG Enhanced UCITS ETF USD Acc (EDMU.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 | EDMU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.36 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | 2.85 | +0.58 |
| Martin ratioReturn relative to average drawdown | 11.92 | 9.88 | +2.04 |
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 | EDMU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 1.95 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.82 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.83 | +0.07 |
Drawdowns
XD9U.DE vs. EDMU.DE - Drawdown Comparison
The maximum XD9U.DE drawdown since its inception was -34.11%, roughly equal to the maximum EDMU.DE drawdown of -33.43%. Use the drawdown chart below to compare losses from any high point for XD9U.DE and EDMU.DE.
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Drawdown Indicators
| XD9U.DE | EDMU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.11% | -33.43% | -0.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -8.15% | +0.85% |
Max Drawdown (3Y)Largest decline over 3 years | -23.68% | -24.12% | +0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -24.12% | +0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -34.11% | — | — |
Current DrawdownCurrent decline from peak | -0.38% | -0.41% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -4.37% | -5.36% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.36% | -0.25% |
Volatility
XD9U.DE vs. EDMU.DE - Volatility Comparison
Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) and iShares MSCI USA ESG Enhanced UCITS ETF USD Acc (EDMU.DE) have volatilities of 2.71% and 2.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XD9U.DE | EDMU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 2.69% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.64% | 7.80% | -0.16% |
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% | 15.55% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 17.39% | -1.16% |
XD9U.DE vs. EDMU.DE - Expense Ratio Comparison
Both XD9U.DE and EDMU.DE have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
XD9U.DE vs. EDMU.DE - Dividend Comparison
Neither XD9U.DE nor EDMU.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.99, XD9U.DE and EDMU.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.07% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
XD9U.DE and EDMU.DE have the same expense ratio: 0.07% per year.
XD9U.DE tracks MSCI USA, while EDMU.DE tracks MSCI USA ESG Enhanced Focus. They also come from different issuers: Xtrackers and iShares.
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