XDW0.DE vs. 5MVW.DE
XDW0.DE (Xtrackers MSCI World Energy UCITS ETF 1C) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both Energy Equities funds - XDW0.DE tracks the MSCI World/Energy NR USD while 5MVW.DE tracks the MSCI World Energy. Both are passively managed. Over the past 5 years, XDW0.DE returned 20.33%/yr vs 20.31%/yr for 5MVW.DE. With a 0.99 correlation, they move nearly in lockstep. XDW0.DE charges 0.25%/yr vs 0.18%/yr for 5MVW.DE.
Performance
XDW0.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with XDW0.DE having a 32.75% return and 5MVW.DE slightly higher at 32.79%.
XDW0.DE
- 1D
- -0.47%
- 1M
- 3.29%
- YTD
- 32.75%
- 6M
- 28.86%
- 1Y
- 45.88%
- 3Y*
- 15.71%
- 5Y*
- 20.33%
- 10Y*
- 9.20%
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
XDW0.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 32.75% | 2.24% | 7.48% | 0.18% | 53.95% | 52.18% | -36.97% | 4.69% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
Correlation
The correlation between XDW0.DE and 5MVW.DE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.99 |
The correlation between XDW0.DE and 5MVW.DE has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
XDW0.DE vs. 5MVW.DE — Risk / Return Rank
XDW0.DE
5MVW.DE
XDW0.DE vs. 5MVW.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 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.
| XDW0.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | 2.97 | +0.01 |
| Martin ratioReturn relative to average drawdown | 9.92 | 9.81 | +0.11 |
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
| XDW0.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 2.10 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.84 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.45 | -0.08 |
Drawdowns
XDW0.DE vs. 5MVW.DE - Drawdown Comparison
The maximum XDW0.DE drawdown since its inception was -61.44%, which is greater than 5MVW.DE's maximum drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for XDW0.DE and 5MVW.DE.
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Drawdown Indicators
| XDW0.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.44% | -56.87% | -4.57% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -15.05% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -23.71% | -23.76% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -23.76% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -61.44% | — | — |
Current DrawdownCurrent decline from peak | -7.38% | -7.49% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -13.84% | -13.53% | -0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 4.56% | -0.03% |
Volatility
XDW0.DE vs. 5MVW.DE - Volatility Comparison
Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) have volatilities of 6.96% and 6.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDW0.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.96% | 6.76% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 18.42% | 18.33% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 21.33% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.04% | 23.99% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.02% | 29.20% | -3.18% |
XDW0.DE vs. 5MVW.DE - Expense Ratio Comparison
XDW0.DE has a 0.25% expense ratio, which is higher than 5MVW.DE's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XDW0.DE vs. 5MVW.DE - Dividend Comparison
XDW0.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% |
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.98, XDW0.DE and 5MVW.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.25% for XDW0.DE.
XDW0.DE tracks MSCI World/Energy NR USD, while 5MVW.DE tracks MSCI World Energy. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDW0.DE and 0.18% for 5MVW.DE.
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