XDPG.L vs. IESU.L
XDPG.L (Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged) and IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) are both exchange-traded funds - XDPG.L is a S&P 500 fund tracking the S&P 500 GBP Hedged, while IESU.L is a Energy Equities fund tracking the S&P 500 Capped 35/20 Energy Index NTR. Both are passively managed. Over the past 10 years, XDPG.L returned 13.16%/yr vs 8.50%/yr for IESU.L. At a 0.34 correlation, their price movements are largely independent. XDPG.L charges 0.09%/yr vs 0.15%/yr for IESU.L.
Performance
XDPG.L vs. IESU.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XDPG.L achieves a 8.53% return, which is significantly lower than IESU.L's 28.61% return. Over the past 10 years, XDPG.L has outperformed IESU.L with an annualized return of 13.16%, while IESU.L has yielded a comparatively lower 8.50% annualized return.
XDPG.L
- 1D
- -1.21%
- 1M
- -0.51%
- 6M
- 7.58%
- YTD
- 8.53%
- 1Y
- 19.27%
- 3Y*
- 18.73%
- 5Y*
- 11.48%
- 10Y*
- 13.16%
IESU.L
- 1D
- 1.07%
- 1M
- 4.80%
- 6M
- 20.56%
- YTD
- 28.61%
- 1Y
- 35.99%
- 3Y*
- 13.44%
- 5Y*
- 22.82%
- 10Y*
- 8.50%
XDPG.L vs. IESU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDPG.L Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged | 8.53% | 16.95% | 24.90% | 24.82% | -20.73% | 28.87% | 15.23% | 27.53% | -7.58% | 19.92% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.61% | 2.26% | 5.45% | -5.96% | 83.53% | 53.82% | -35.62% | 5.37% | -13.39% | -10.01% |
Correlation
The correlation between XDPG.L and IESU.L is -0.25, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.34 |
The correlation between XDPG.L and IESU.L shifts across timeframes, from -0.25 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XDPG.L vs. IESU.L — Risk / Return Rank
XDPG.L
IESU.L
XDPG.L vs. IESU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged (XDPG.L) and iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L). 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.
| XDPG.L | IESU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 2.07 | +0.24 |
| Martin ratioReturn relative to average drawdown | 9.32 | 5.01 | +4.31 |
Loading charts...
Drawdowns
XDPG.L vs. IESU.L - Drawdown Comparison
The maximum XDPG.L drawdown since its inception was -35.91%, smaller than the maximum IESU.L drawdown of -63.88%. Use the drawdown chart below to compare losses from any high point for XDPG.L and IESU.L.
Loading charts...
Drawdown Indicators
| XDPG.L | IESU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.91% | -63.88% | +27.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.31% | -17.34% | +9.03% |
Max Drawdown (3Y)Largest decline over 3 years | -19.07% | -26.36% | +7.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.62% | -26.36% | +0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -35.91% | -62.16% | +26.25% |
Current DrawdownCurrent decline from peak | -1.78% | -10.65% | +8.87% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -20.50% | +15.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 7.16% | -5.10% |
Volatility
XDPG.L vs. IESU.L - Volatility Comparison
The current volatility for Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged (XDPG.L) is 2.99%, while iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a volatility of 7.50%. This indicates that XDPG.L experiences smaller price fluctuations and is considered to be less risky than IESU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XDPG.L | IESU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 7.50% | -4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 21.74% | -12.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 24.54% | -12.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 29.08% | -13.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 29.16% | -12.61% |
XDPG.L vs. IESU.L - Expense Ratio Comparison
XDPG.L has a 0.09% expense ratio, which is lower than IESU.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XDPG.L vs. IESU.L - Dividend Comparison
Neither XDPG.L nor IESU.L has paid dividends to shareholders.
Frequently Asked Questions
XDPG.L and IESU.L have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDPG.L is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDPG.L is cheaper with a 0.09% expense ratio, compared with 0.15% for IESU.L.
XDPG.L is categorized as S&P 500, while IESU.L is Energy Equities. XDPG.L tracks S&P 500 GBP Hedged, while IESU.L tracks S&P 500 Capped 35/20 Energy Index NTR. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.09% for XDPG.L and 0.15% for IESU.L.
Find the right allocation for XDPG.L and IESU.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer