XDG7.DE vs. SMLP.DE
XDG7.DE (Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C) and SMLP.DE (Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Acc) are both Energy Equities funds - XDG7.DE tracks the MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select while SMLP.DE tracks the Morningstar MLP Composite. Both are passively managed. Over the past 3 years, XDG7.DE returned 4.63%/yr vs 15.69%/yr for SMLP.DE. At a 0.18 correlation, their price movements are largely independent. XDG7.DE charges 0.35%/yr vs 0.50%/yr for SMLP.DE.
Performance
XDG7.DE vs. SMLP.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 SMLP.DE's 21.07% return.
XDG7.DE
- 1D
- -2.33%
- 1M
- 2.34%
- YTD
- 34.27%
- 6M
- 33.11%
- 1Y
- 73.03%
- 3Y*
- 4.63%
- 5Y*
- —
- 10Y*
- —
SMLP.DE
- 1D
- -0.67%
- 1M
- 3.80%
- YTD
- 21.07%
- 6M
- 13.97%
- 1Y
- 14.90%
- 3Y*
- 15.69%
- 5Y*
- 18.35%
- 10Y*
- 6.71%
XDG7.DE vs. SMLP.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% |
SMLP.DE Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Acc | 21.07% | -9.11% | 28.88% | 7.55% |
Correlation
The correlation between XDG7.DE and SMLP.DE is -0.03, 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 | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.18 |
The correlation between XDG7.DE and SMLP.DE shifts across timeframes, from -0.03 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDG7.DE vs. SMLP.DE — Risk / Return Rank
XDG7.DE
SMLP.DE
XDG7.DE vs. SMLP.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 Acc (SMLP.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 | SMLP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.57 | ||
| Sortino ratioReturn per unit of downside risk | +2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.15 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 4.19 | 1.41 | +2.77 |
| Martin ratioReturn relative to average drawdown | 10.86 | 3.20 | +7.66 |
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 | SMLP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 0.83 | +1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.89 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.10 | -0.04 |
Drawdowns
XDG7.DE vs. SMLP.DE - Drawdown Comparison
The maximum XDG7.DE drawdown since its inception was -48.68%, smaller than the maximum SMLP.DE drawdown of -79.34%. Use the drawdown chart below to compare losses from any high point for XDG7.DE and SMLP.DE.
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Drawdown Indicators
| XDG7.DE | SMLP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.68% | -79.34% | +30.66% |
Max Drawdown (1Y)Largest decline over 1 year | -17.21% | -9.62% | -7.59% |
Max Drawdown (3Y)Largest decline over 3 years | -43.66% | -22.58% | -21.08% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.25% | — |
Current DrawdownCurrent decline from peak | -2.95% | -3.45% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -26.59% | -25.61% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 4.25% | +2.39% |
Volatility
XDG7.DE vs. SMLP.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 Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Acc (SMLP.DE) at 5.21%. This indicates that XDG7.DE's price experiences larger fluctuations and is considered to be riskier than SMLP.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 | SMLP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 5.21% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 12.78% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.00% | 16.31% | +13.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.08% | 20.44% | +3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 28.59% | -4.51% |
XDG7.DE vs. SMLP.DE - Expense Ratio Comparison
XDG7.DE has a 0.35% expense ratio, which is lower than SMLP.DE's 0.50% expense ratio.
Dividends
XDG7.DE vs. SMLP.DE - Dividend Comparison
Neither XDG7.DE nor SMLP.DE has paid dividends to shareholders.
Frequently Asked Questions
XDG7.DE and SMLP.DE have a correlation of -0.03, 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 SMLP.DE.
XDG7.DE tracks MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select, while SMLP.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 SMLP.DE.
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