XDG7.DE vs. 36BA.DE
XDG7.DE (Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C) and 36BA.DE (iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist)) are both exchange-traded funds - XDG7.DE is a Energy Equities fund tracking the MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select, while 36BA.DE is a Corporate Bonds fund tracking the Bloomberg MSCI US Corporate Sustainable SRI Index (EUR Hedged). Both are passively managed. Over the past 3 years, XDG7.DE returned 4.63%/yr vs 2.93%/yr for 36BA.DE. At a 0.24 correlation, their price movements are largely independent. XDG7.DE charges 0.35%/yr vs 0.17%/yr for 36BA.DE.
Performance
XDG7.DE vs. 36BA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDG7.DE achieves a 34.27% return, which is significantly higher than 36BA.DE's -0.71% return.
XDG7.DE
- 1D
- -2.33%
- 1M
- 2.75%
- YTD
- 34.27%
- 6M
- 33.93%
- 1Y
- 72.40%
- 3Y*
- 4.63%
- 5Y*
- —
- 10Y*
- —
36BA.DE
- 1D
- 0.27%
- 1M
- 0.18%
- YTD
- -0.71%
- 6M
- -0.48%
- 1Y
- 2.78%
- 3Y*
- 2.93%
- 5Y*
- -1.61%
- 10Y*
- —
XDG7.DE vs. 36BA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 34.27% | 23.57% | -15.19% | -25.56% |
36BA.DE iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) | -0.71% | 5.40% | 0.20% | 3.74% |
Correlation
The correlation between XDG7.DE and 36BA.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.24 |
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Return for Risk
XDG7.DE vs. 36BA.DE — Risk / Return Rank
XDG7.DE
36BA.DE
XDG7.DE vs. 36BA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.DE) and iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.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.
| XDG7.DE | 36BA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.81 | ||
| Sortino ratioReturn per unit of downside risk | +2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.10 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 4.19 | 0.92 | +3.27 |
| Martin ratioReturn relative to average drawdown | 10.86 | 2.43 | +8.43 |
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
| XDG7.DE | 36BA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 0.59 | +1.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.22 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | -0.10 | +0.16 |
Drawdowns
XDG7.DE vs. 36BA.DE - Drawdown Comparison
The maximum XDG7.DE drawdown since its inception was -48.68%, which is greater than 36BA.DE's maximum drawdown of -23.68%. Use the drawdown chart below to compare losses from any high point for XDG7.DE and 36BA.DE.
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Drawdown Indicators
| XDG7.DE | 36BA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.68% | -23.68% | -25.00% |
Max Drawdown (1Y)Largest decline over 1 year | -17.21% | -3.02% | -14.19% |
Max Drawdown (3Y)Largest decline over 3 years | -43.66% | -6.31% | -37.35% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.18% | — |
Current DrawdownCurrent decline from peak | -2.95% | -10.87% | +7.92% |
Average DrawdownAverage peak-to-trough decline | -26.59% | -11.35% | -15.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 1.14% | +5.50% |
Volatility
XDG7.DE vs. 36BA.DE - Volatility Comparison
Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.DE) has a higher volatility of 7.88% compared to iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) at 1.83%. This indicates that XDG7.DE's price experiences larger fluctuations and is considered to be riskier than 36BA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDG7.DE | 36BA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 1.83% | +6.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 3.63% | +9.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.00% | 4.67% | +25.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.08% | 7.09% | +16.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 6.86% | +17.22% |
XDG7.DE vs. 36BA.DE - Expense Ratio Comparison
XDG7.DE has a 0.35% expense ratio, which is higher than 36BA.DE's 0.17% expense ratio.
Dividends
XDG7.DE vs. 36BA.DE - Dividend Comparison
XDG7.DE has not paid dividends to shareholders, while 36BA.DE's dividend yield for the trailing twelve months is around 4.95%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
36BA.DE iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) | 4.95% | 4.73% | 4.75% | 4.15% | 2.94% | 1.76% | 0.87% |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XDG7.DE and 36BA.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 36BA.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36BA.DE is cheaper with a 0.17% expense ratio, compared with 0.35% for XDG7.DE.
XDG7.DE is categorized as Energy Equities, while 36BA.DE is Corporate Bonds. XDG7.DE tracks MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select, while 36BA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI Index (EUR Hedged). They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XDG7.DE and 0.17% for 36BA.DE.
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