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XDEE.DE vs. EXUS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XDEE.DE vs. EXUS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) (XDEE.DE) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XDEE.DE achieves a 10.42% return, which is significantly lower than EXUS.DE's 13.41% return.


XDEE.DE

1D
0.08%
1M
2.61%
6M
11.12%
YTD
10.42%
1Y
14.68%
3Y*
11.69%
5Y*
10Y*

EXUS.DE

1D
0.66%
1M
3.63%
6M
13.12%
YTD
13.41%
1Y
25.65%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDEE.DE vs. EXUS.DE - Yearly Performance Comparison


Correlation

The correlation between XDEE.DE and EXUS.DE is 0.71, 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

0.71

Correlation (All Time)
Calculated using the full available price history since Mar 14, 2024

0.68

The correlation between XDEE.DE and EXUS.DE has been stable across timeframes, ranging from 0.68 to 0.71 - a consistent structural relationship.

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Return for Risk

XDEE.DE vs. EXUS.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XDEE.DE
XDEE.DE Risk / Return Rank: 4848
Overall Rank
XDEE.DE Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
XDEE.DE Sortino Ratio Rank: 5050
Sortino Ratio Rank
XDEE.DE Omega Ratio Rank: 4343
Omega Ratio Rank
XDEE.DE Calmar Ratio Rank: 4848
Calmar Ratio Rank
XDEE.DE Martin Ratio Rank: 5050
Martin Ratio Rank

EXUS.DE
EXUS.DE Risk / Return Rank: 7777
Overall Rank
EXUS.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
EXUS.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
EXUS.DE Omega Ratio Rank: 7878
Omega Ratio Rank
EXUS.DE Calmar Ratio Rank: 7272
Calmar Ratio Rank
EXUS.DE Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XDEE.DE vs. EXUS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) (XDEE.DE) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.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.


XDEE.DEEXUS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.69

Sortino ratioReturn per unit of downside risk

-0.83

Omega ratioGain probability vs. loss probability

1.24

1.38

-0.14

Calmar ratioReturn relative to maximum drawdown

2.02

2.94

-0.92

Martin ratioReturn relative to average drawdown

7.08

11.77

-4.69

XDEE.DE vs. EXUS.DE - Sharpe Ratio Comparison

The current XDEE.DE Sharpe Ratio is 1.34, which is lower than the EXUS.DE Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of XDEE.DE and EXUS.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XDEE.DE vs. EXUS.DE - Drawdown Comparison

The maximum XDEE.DE drawdown since its inception was -22.64%, which is greater than EXUS.DE's maximum drawdown of -16.21%. Use the drawdown chart below to compare losses from any high point for XDEE.DE and EXUS.DE.


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Drawdown Indicators


XDEE.DEEXUS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-22.64%

-16.21%

-6.43%

Max Drawdown (1Y)

Largest decline over 1 year

-7.23%

-8.67%

+1.44%

Max Drawdown (3Y)

Largest decline over 3 years

-18.93%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-7.31%

-1.75%

-5.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

2.17%

-0.10%

Volatility

XDEE.DE vs. EXUS.DE - Volatility Comparison

Xtrackers S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) (XDEE.DE) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) have volatilities of 3.13% and 3.18%, 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


XDEE.DEEXUS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.13%

3.18%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

7.70%

10.31%

-2.61%

Volatility (1Y)

Calculated over the trailing 1-year period

10.92%

12.59%

-1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.23%

13.36%

+2.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.23%

13.36%

+2.87%

XDEE.DE vs. EXUS.DE - Expense Ratio Comparison

XDEE.DE has a 0.30% expense ratio, which is higher than EXUS.DE's 0.15% expense ratio.


Dividends

XDEE.DE vs. EXUS.DE - Dividend Comparison

Neither XDEE.DE nor EXUS.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


XDEE.DE and EXUS.DE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EXUS.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EXUS.DE is cheaper with a 0.15% expense ratio, compared with 0.30% for XDEE.DE.

XDEE.DE is categorized as S&P 500, while EXUS.DE is Global Equities. XDEE.DE tracks S&P 500 Equal Weight Index (EUR Hedged), while EXUS.DE tracks MSCI World ex USA index. Their fees differ too: 0.30% for XDEE.DE and 0.15% for EXUS.DE.

Portfolio Optimizer

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