XDW0.DE vs. 2B76.DE
XDW0.DE (Xtrackers MSCI World Energy UCITS ETF 1C) and 2B76.DE (iShares Automation & Robotics UCITS ETF) are both exchange-traded funds - XDW0.DE is a Energy Equities fund tracking the MSCI World/Energy NR USD, while 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics. Both are passively managed. Over the past 5 years, XDW0.DE returned 19.61%/yr vs 11.53%/yr for 2B76.DE. At a 0.35 correlation, their price movements are largely independent. XDW0.DE charges 0.25%/yr vs 0.40%/yr for 2B76.DE.
Performance
XDW0.DE vs. 2B76.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDW0.DE achieves a 31.10% return, which is significantly higher than 2B76.DE's 29.17% return.
XDW0.DE
- 1D
- -1.42%
- 1M
- 0.33%
- YTD
- 31.10%
- 6M
- 30.99%
- 1Y
- 36.74%
- 3Y*
- 14.54%
- 5Y*
- 19.61%
- 10Y*
- 9.16%
2B76.DE
- 1D
- 3.99%
- 1M
- 3.63%
- YTD
- 29.17%
- 6M
- 29.54%
- 1Y
- 44.07%
- 3Y*
- 17.30%
- 5Y*
- 11.53%
- 10Y*
- —
XDW0.DE vs. 2B76.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 31.10% | 2.24% | 7.48% | 0.19% | 53.95% | 52.21% | -36.99% | 14.05% | -12.13% | -7.68% |
2B76.DE iShares Automation & Robotics UCITS ETF | 29.17% | 4.50% | 12.12% | 35.00% | -31.03% | 32.23% | 26.14% | 41.93% | -15.52% | 29.41% |
Correlation
The correlation between XDW0.DE and 2B76.DE is -0.11, 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 | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.35 |
The correlation between XDW0.DE and 2B76.DE shifts across timeframes, from -0.11 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDW0.DE vs. 2B76.DE — Risk / Return Rank
XDW0.DE
2B76.DE
XDW0.DE vs. 2B76.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) and iShares Automation & Robotics UCITS ETF (2B76.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.
| XDW0.DE | 2B76.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | 3.35 | -0.77 |
| Martin ratioReturn relative to average drawdown | 8.23 | 10.06 | -1.83 |
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Drawdowns
XDW0.DE vs. 2B76.DE - Drawdown Comparison
The maximum XDW0.DE drawdown since its inception was -66.27%, which is greater than 2B76.DE's maximum drawdown of -35.50%. Use the drawdown chart below to compare losses from any high point for XDW0.DE and 2B76.DE.
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Drawdown Indicators
| XDW0.DE | 2B76.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.27% | -35.50% | -30.77% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -12.67% | -2.38% |
Max Drawdown (3Y)Largest decline over 3 years | -23.70% | -29.47% | +5.77% |
Max Drawdown (5Y)Largest decline over 5 years | -23.70% | -35.50% | +11.80% |
Max Drawdown (10Y)Largest decline over 10 years | -61.44% | — | — |
Current DrawdownCurrent decline from peak | -8.52% | -1.05% | -7.47% |
Average DrawdownAverage peak-to-trough decline | -23.00% | -9.61% | -13.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 4.22% | +0.49% |
Volatility
XDW0.DE vs. 2B76.DE - Volatility Comparison
The current volatility for Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) is 6.78%, while iShares Automation & Robotics UCITS ETF (2B76.DE) has a volatility of 8.78%. This indicates that XDW0.DE experiences smaller price fluctuations and is considered to be less risky than 2B76.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDW0.DE | 2B76.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 8.78% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 18.98% | 18.04% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.83% | 22.53% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 21.97% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.55% | 22.42% | +4.13% |
XDW0.DE vs. 2B76.DE - Expense Ratio Comparison
XDW0.DE has a 0.25% expense ratio, which is lower than 2B76.DE's 0.40% expense ratio.
Dividends
XDW0.DE vs. 2B76.DE - Dividend Comparison
Neither XDW0.DE nor 2B76.DE has paid dividends to shareholders.
Frequently Asked Questions
XDW0.DE and 2B76.DE have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDW0.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDW0.DE is cheaper with a 0.25% expense ratio, compared with 0.40% for 2B76.DE.
XDW0.DE is categorized as Energy Equities, while 2B76.DE is Robotics. XDW0.DE tracks MSCI World/Energy NR USD, while 2B76.DE tracks iSTOXX® FactSet Automation & Robotics. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDW0.DE and 0.40% for 2B76.DE.
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