XDG3.DE vs. 2B77.DE
XDG3.DE (Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C) and 2B77.DE (iShares Ageing Population UCITS ETF) are both Health & Biotech Equities funds - XDG3.DE tracks the MSCI ACWI IMI SDG 3 Good Health and Well-being Select while 2B77.DE tracks the iSTOXX® FactSet Ageing Population. Both are passively managed. Over the past 3 years, XDG3.DE returned 1.94%/yr vs 10.94%/yr for 2B77.DE. A 0.62 correlation means they provide meaningful diversification when combined. XDG3.DE charges 0.35%/yr vs 0.40%/yr for 2B77.DE.
Performance
XDG3.DE vs. 2B77.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDG3.DE achieves a -6.02% return, which is significantly lower than 2B77.DE's 2.83% return.
XDG3.DE
- 1D
- 2.88%
- 1M
- 2.53%
- YTD
- -6.02%
- 6M
- -6.54%
- 1Y
- 2.67%
- 3Y*
- 1.94%
- 5Y*
- —
- 10Y*
- —
2B77.DE
- 1D
- 1.81%
- 1M
- -0.25%
- YTD
- 2.83%
- 6M
- 4.00%
- 1Y
- 16.35%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
XDG3.DE vs. 2B77.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | -6.02% | 1.47% | 9.58% | 2.52% |
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | -0.13% |
Correlation
The correlation between XDG3.DE and 2B77.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.62 |
The correlation between XDG3.DE and 2B77.DE has been stable across timeframes, ranging from 0.62 to 0.62 - a consistent structural relationship.
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Return for Risk
XDG3.DE vs. 2B77.DE — Risk / Return Rank
XDG3.DE
2B77.DE
XDG3.DE vs. 2B77.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) and iShares Ageing Population UCITS ETF (2B77.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.
| XDG3.DE | 2B77.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.24 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 2.45 | -2.28 |
| Martin ratioReturn relative to average drawdown | 0.44 | 8.32 | -7.88 |
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
| XDG3.DE | 2B77.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.36 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.43 | -0.27 |
Drawdowns
XDG3.DE vs. 2B77.DE - Drawdown Comparison
The maximum XDG3.DE drawdown since its inception was -20.49%, smaller than the maximum 2B77.DE drawdown of -38.47%. Use the drawdown chart below to compare losses from any high point for XDG3.DE and 2B77.DE.
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Drawdown Indicators
| XDG3.DE | 2B77.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.49% | -38.47% | +17.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -6.80% | -6.51% |
Max Drawdown (3Y)Largest decline over 3 years | -20.49% | -20.07% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.07% | — |
Current DrawdownCurrent decline from peak | -11.91% | -1.60% | -10.31% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -5.47% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.29% | 2.01% | +3.28% |
Volatility
XDG3.DE vs. 2B77.DE - Volatility Comparison
Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) has a higher volatility of 4.95% compared to iShares Ageing Population UCITS ETF (2B77.DE) at 3.36%. This indicates that XDG3.DE's price experiences larger fluctuations and is considered to be riskier than 2B77.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDG3.DE | 2B77.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 3.36% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 9.17% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 12.28% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.31% | 15.09% | -1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.31% | 16.52% | -3.21% |
XDG3.DE vs. 2B77.DE - Expense Ratio Comparison
XDG3.DE has a 0.35% expense ratio, which is lower than 2B77.DE's 0.40% expense ratio.
Dividends
XDG3.DE vs. 2B77.DE - Dividend Comparison
Neither XDG3.DE nor 2B77.DE has paid dividends to shareholders.
Frequently Asked Questions
XDG3.DE and 2B77.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDG3.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDG3.DE is cheaper with a 0.35% expense ratio, compared with 0.40% for 2B77.DE.
XDG3.DE tracks MSCI ACWI IMI SDG 3 Good Health and Well-being Select, while 2B77.DE tracks iSTOXX® FactSet Ageing Population. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XDG3.DE and 0.40% for 2B77.DE.
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