XDG7.DE vs. SMLD.DE
XDG7.DE (Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C) and SMLD.DE (Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist) are both Energy Equities funds - XDG7.DE tracks the MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select while SMLD.DE tracks the Morningstar MLP Composite. Both are passively managed. Over the past 3 years, XDG7.DE returned 3.83%/yr vs 16.24%/yr for SMLD.DE. At a 0.16 correlation, their price movements are largely independent. XDG7.DE charges 0.35%/yr vs 0.50%/yr for SMLD.DE.
Performance
XDG7.DE vs. SMLD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDG7.DE achieves a 25.25% return, which is significantly higher than SMLD.DE's 18.69% return.
XDG7.DE
- 1D
- 0.00%
- 1M
- -8.94%
- YTD
- 25.25%
- 6M
- 26.21%
- 1Y
- 59.10%
- 3Y*
- 3.83%
- 5Y*
- —
- 10Y*
- —
SMLD.DE
- 1D
- 0.39%
- 1M
- 1.02%
- YTD
- 18.69%
- 6M
- 18.95%
- 1Y
- 13.96%
- 3Y*
- 16.24%
- 5Y*
- 17.39%
- 10Y*
- 6.57%
XDG7.DE vs. SMLD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 25.25% | 23.57% | -15.19% | -33.13% |
SMLD.DE Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist | 18.69% | -8.84% | 28.79% | 10.92% |
Correlation
The correlation between XDG7.DE and SMLD.DE is -0.05, 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 | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2023 | 0.16 |
The correlation between XDG7.DE and SMLD.DE shifts across timeframes, from -0.05 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDG7.DE vs. SMLD.DE — Risk / Return Rank
XDG7.DE
SMLD.DE
XDG7.DE vs. SMLD.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 Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist (SMLD.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.
| XDG7.DE | SMLD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.16 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 1.58 | +1.86 |
| Martin ratioReturn relative to average drawdown | 8.55 | 3.51 | +5.04 |
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Drawdowns
XDG7.DE vs. SMLD.DE - Drawdown Comparison
The maximum XDG7.DE drawdown since its inception was -53.98%, smaller than the maximum SMLD.DE drawdown of -83.65%. Use the drawdown chart below to compare losses from any high point for XDG7.DE and SMLD.DE.
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Drawdown Indicators
| XDG7.DE | SMLD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -83.65% | +29.67% |
Max Drawdown (1Y)Largest decline over 1 year | -17.21% | -9.68% | -7.53% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -22.99% | -19.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.99% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.32% | — |
Current DrawdownCurrent decline from peak | -13.50% | -5.10% | -8.40% |
Average DrawdownAverage peak-to-trough decline | -33.06% | -34.05% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.91% | 4.35% | +2.56% |
Volatility
XDG7.DE vs. SMLD.DE - Volatility Comparison
Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.DE) has a higher volatility of 7.72% compared to Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist (SMLD.DE) at 5.19%. This indicates that XDG7.DE's price experiences larger fluctuations and is considered to be riskier than SMLD.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 | SMLD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 5.19% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.97% | 13.06% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.68% | 16.55% | +14.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.43% | 20.36% | +4.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.43% | 29.10% | -4.67% |
XDG7.DE vs. SMLD.DE - Expense Ratio Comparison
XDG7.DE has a 0.35% expense ratio, which is lower than SMLD.DE's 0.50% expense ratio.
Dividends
XDG7.DE vs. SMLD.DE - Dividend Comparison
XDG7.DE has not paid dividends to shareholders, while SMLD.DE's dividend yield for the trailing twelve months is around 7.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMLD.DE Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist | 7.83% | 8.45% | 7.99% | 8.81% | 8.09% | 8.24% | 11.54% | 9.90% | 9.70% | 8.60% | 7.76% | 9.80% |
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% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XDG7.DE and SMLD.DE have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDG7.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDG7.DE is cheaper with a 0.35% expense ratio, compared with 0.50% for SMLD.DE.
XDG7.DE tracks MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select, while SMLD.DE tracks Morningstar MLP Composite. They also come from different issuers: Xtrackers and Invesco. Their fees differ too: 0.35% for XDG7.DE and 0.50% for SMLD.DE.
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