XD9U.DE vs. IS3H.DE
XD9U.DE (Xtrackers MSCI USA UCITS ETF 1C) and IS3H.DE (iShares MSCI EMU Mid Cap UCITS ETF) are both exchange-traded funds - XD9U.DE is a Large Cap Blend Equities fund tracking the MSCI USA, while IS3H.DE is a Europe Equities fund tracking the MSCI EMU Mid Cap. Both are passively managed. Over the past 10 years, XD9U.DE returned 15.09%/yr vs 11.07%/yr for IS3H.DE. A 0.67 correlation means they provide meaningful diversification when combined. XD9U.DE charges 0.07%/yr vs 0.49%/yr for IS3H.DE.
Performance
XD9U.DE vs. IS3H.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XD9U.DE achieves a 10.62% return, which is significantly lower than IS3H.DE's 12.80% return. Over the past 10 years, XD9U.DE has outperformed IS3H.DE with an annualized return of 15.09%, while IS3H.DE has yielded a comparatively lower 11.07% annualized return.
XD9U.DE
- 1D
- -1.03%
- 1M
- 0.25%
- YTD
- 10.62%
- 6M
- 10.86%
- 1Y
- 24.34%
- 3Y*
- 19.00%
- 5Y*
- 13.39%
- 10Y*
- 15.09%
IS3H.DE
- 1D
- 0.19%
- 1M
- 2.45%
- YTD
- 12.80%
- 6M
- 13.33%
- 1Y
- 23.07%
- 3Y*
- 20.17%
- 5Y*
- 9.59%
- 10Y*
- 11.07%
XD9U.DE vs. IS3H.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 10.62% | 4.61% | 32.32% | 23.38% | -15.69% | 38.72% | 9.42% | 34.69% | -1.29% | 6.77% |
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 12.80% | 30.84% | 11.73% | 8.69% | -14.80% | 15.41% | 3.89% | 29.27% | -15.98% | 19.16% |
Correlation
The correlation between XD9U.DE and IS3H.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since May 28, 2014 | 0.67 |
The correlation between XD9U.DE and IS3H.DE shifts across timeframes, from 0.54 (3 years) to 0.67 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XD9U.DE vs. IS3H.DE — Risk / Return Rank
XD9U.DE
IS3H.DE
XD9U.DE vs. IS3H.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 EMU Mid Cap UCITS ETF (IS3H.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.
| XD9U.DE | IS3H.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.35 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 2.83 | +0.49 |
| Martin ratioReturn relative to average drawdown | 11.39 | 10.27 | +1.12 |
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Drawdowns
XD9U.DE vs. IS3H.DE - Drawdown Comparison
The maximum XD9U.DE drawdown since its inception was -34.10%, smaller than the maximum IS3H.DE drawdown of -37.64%. Use the drawdown chart below to compare losses from any high point for XD9U.DE and IS3H.DE.
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Drawdown Indicators
| XD9U.DE | IS3H.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.10% | -37.64% | +3.54% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -8.11% | +0.81% |
Max Drawdown (3Y)Largest decline over 3 years | -23.68% | -14.21% | -9.47% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -26.54% | +2.86% |
Max Drawdown (10Y)Largest decline over 10 years | -34.10% | -37.64% | +3.54% |
Current DrawdownCurrent decline from peak | -1.03% | -0.57% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -6.29% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.24% | -0.11% |
Volatility
XD9U.DE vs. IS3H.DE - Volatility Comparison
Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) has a higher volatility of 3.39% compared to iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) at 2.30%. This indicates that XD9U.DE's price experiences larger fluctuations and is considered to be riskier than IS3H.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 | IS3H.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 2.30% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 9.90% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.95% | 12.34% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 15.32% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 15.91% | +0.32% |
XD9U.DE vs. IS3H.DE - Expense Ratio Comparison
XD9U.DE has a 0.07% expense ratio, which is lower than IS3H.DE's 0.49% expense ratio.
Dividends
XD9U.DE vs. IS3H.DE - Dividend Comparison
Neither XD9U.DE nor IS3H.DE has paid dividends to shareholders.
Frequently Asked Questions
XD9U.DE and IS3H.DE have a correlation of 0.55, 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 0.49% for IS3H.DE.
XD9U.DE is categorized as Large Cap Blend Equities, while IS3H.DE is Europe Equities. XD9U.DE tracks MSCI USA, while IS3H.DE tracks MSCI EMU Mid Cap. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.07% for XD9U.DE and 0.49% for IS3H.DE.
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