XDG7.DE vs. 5MVW.DE
XDG7.DE (Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both Energy Equities funds - XDG7.DE tracks the MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select while 5MVW.DE tracks the MSCI World Energy. Both are passively managed. Over the past 3 years, XDG7.DE returned 4.63%/yr vs 15.65%/yr for 5MVW.DE. At a 0.21 correlation, their price movements are largely independent. XDG7.DE charges 0.35%/yr vs 0.18%/yr for 5MVW.DE.
Performance
XDG7.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with XDG7.DE having a 34.27% return and 5MVW.DE slightly lower at 32.79%.
XDG7.DE
- 1D
- -2.33%
- 1M
- 2.75%
- YTD
- 34.27%
- 6M
- 33.93%
- 1Y
- 72.40%
- 3Y*
- 4.63%
- 5Y*
- —
- 10Y*
- —
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
XDG7.DE vs. 5MVW.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% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | -3.84% |
Correlation
The correlation between XDG7.DE and 5MVW.DE is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.21 |
The correlation between XDG7.DE and 5MVW.DE shifts across timeframes, from -0.02 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDG7.DE vs. 5MVW.DE — Risk / Return Rank
XDG7.DE
5MVW.DE
XDG7.DE vs. 5MVW.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 MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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 | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.37 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.19 | 2.97 | +1.22 |
| Martin ratioReturn relative to average drawdown | 10.86 | 9.81 | +1.05 |
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 | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.10 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.45 | -0.39 |
Drawdowns
XDG7.DE vs. 5MVW.DE - Drawdown Comparison
The maximum XDG7.DE drawdown since its inception was -48.68%, smaller than the maximum 5MVW.DE drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for XDG7.DE and 5MVW.DE.
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Drawdown Indicators
| XDG7.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.68% | -56.87% | +8.19% |
Max Drawdown (1Y)Largest decline over 1 year | -17.21% | -15.05% | -2.16% |
Max Drawdown (3Y)Largest decline over 3 years | -43.66% | -23.76% | -19.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.76% | — |
Current DrawdownCurrent decline from peak | -2.95% | -7.49% | +4.54% |
Average DrawdownAverage peak-to-trough decline | -26.59% | -13.53% | -13.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 4.56% | +2.08% |
Volatility
XDG7.DE vs. 5MVW.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 MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) at 6.76%. This indicates that XDG7.DE's price experiences larger fluctuations and is considered to be riskier than 5MVW.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 | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 6.76% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 18.33% | -4.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.00% | 21.33% | +8.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.08% | 23.99% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 29.20% | -5.12% |
XDG7.DE vs. 5MVW.DE - Expense Ratio Comparison
XDG7.DE has a 0.35% expense ratio, which is higher than 5MVW.DE's 0.18% expense ratio.
Dividends
XDG7.DE vs. 5MVW.DE - Dividend Comparison
XDG7.DE has not paid dividends to shareholders, while 5MVW.DE's dividend yield for the trailing twelve months is around 2.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
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% | 0.00% |
Frequently Asked Questions
XDG7.DE and 5MVW.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.35% for XDG7.DE.
XDG7.DE tracks MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select, while 5MVW.DE tracks MSCI World Energy. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XDG7.DE and 0.18% for 5MVW.DE.
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