XDEW.DE vs. JMLP.DE
XDEW.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 1C) and JMLP.DE (HANetf Alerian Midstream Energy Dividend UCITS ETF) are both exchange-traded funds - XDEW.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index, while JMLP.DE is a Energy Equities fund tracking the Alerian Midstream Energy Dividend. Both are passively managed. Over the past 5 years, XDEW.DE returned 9.59%/yr vs 19.33%/yr for JMLP.DE. A 0.52 correlation means they provide meaningful diversification when combined. XDEW.DE charges 0.20%/yr vs 0.40%/yr for JMLP.DE.
Performance
XDEW.DE vs. JMLP.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDEW.DE achieves a 14.06% return, which is significantly lower than JMLP.DE's 30.05% return.
XDEW.DE
- 1D
- 0.17%
- 1M
- 4.79%
- YTD
- 14.06%
- 6M
- 14.66%
- 1Y
- 22.92%
- 3Y*
- 13.41%
- 5Y*
- 9.59%
- 10Y*
- 11.95%
JMLP.DE
- 1D
- 0.00%
- 1M
- -1.15%
- YTD
- 30.05%
- 6M
- 31.37%
- 1Y
- 32.86%
- 3Y*
- 23.81%
- 5Y*
- 19.33%
- 10Y*
- —
XDEW.DE vs. JMLP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 14.06% | -0.46% | 18.66% | 10.08% | -6.94% | 41.59% | 13.40% |
JMLP.DE HANetf Alerian Midstream Energy Dividend UCITS ETF | 30.05% | -5.93% | 40.86% | 9.97% | 28.08% | 44.11% | 1.59% |
Correlation
The correlation between XDEW.DE and JMLP.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2020 | 0.52 |
Over the past year, the correlation between XDEW.DE and JMLP.DE has dropped to 0.17 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
XDEW.DE vs. JMLP.DE — Risk / Return Rank
XDEW.DE
JMLP.DE
XDEW.DE vs. JMLP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) and HANetf Alerian Midstream Energy Dividend UCITS ETF (JMLP.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.
| XDEW.DE | JMLP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.28 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.51 | 2.99 | +1.52 |
| Martin ratioReturn relative to average drawdown | 13.76 | 8.41 | +5.35 |
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Drawdowns
XDEW.DE vs. JMLP.DE - Drawdown Comparison
The maximum XDEW.DE drawdown since its inception was -38.79%, which is greater than JMLP.DE's maximum drawdown of -22.29%. Use the drawdown chart below to compare losses from any high point for XDEW.DE and JMLP.DE.
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Drawdown Indicators
| XDEW.DE | JMLP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -22.29% | -16.50% |
Max Drawdown (1Y)Largest decline over 1 year | -5.06% | -11.02% | +5.96% |
Max Drawdown (3Y)Largest decline over 3 years | -22.70% | -22.29% | -0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -22.70% | -22.29% | -0.41% |
Max Drawdown (10Y)Largest decline over 10 years | -38.79% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -3.17% | +3.17% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -6.44% | +1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 3.92% | -2.26% |
Volatility
XDEW.DE vs. JMLP.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) is 2.27%, while HANetf Alerian Midstream Energy Dividend UCITS ETF (JMLP.DE) has a volatility of 6.84%. This indicates that XDEW.DE experiences smaller price fluctuations and is considered to be less risky than JMLP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDEW.DE | JMLP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.27% | 6.84% | -4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 6.85% | 15.71% | -8.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.74% | 19.25% | -8.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 20.38% | -5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.84% | 21.43% | -4.59% |
XDEW.DE vs. JMLP.DE - Expense Ratio Comparison
XDEW.DE has a 0.20% expense ratio, which is lower than JMLP.DE's 0.40% expense ratio.
Dividends
XDEW.DE vs. JMLP.DE - Dividend Comparison
XDEW.DE has not paid dividends to shareholders, while JMLP.DE's dividend yield for the trailing twelve months is around 2.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
JMLP.DE HANetf Alerian Midstream Energy Dividend UCITS ETF | 2.83% | 3.38% | 3.34% | 6.50% | 6.31% | 6.46% | 4.11% |
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XDEW.DE and JMLP.DE have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDEW.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDEW.DE is cheaper with a 0.20% expense ratio, compared with 0.40% for JMLP.DE.
XDEW.DE is categorized as S&P 500, while JMLP.DE is Energy Equities. XDEW.DE tracks S&P 500 Equal Weight Index, while JMLP.DE tracks Alerian Midstream Energy Dividend. They also come from different issuers: Xtrackers and HANetf. Their fees differ too: 0.20% for XDEW.DE and 0.40% for JMLP.DE.
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