XDW0.DE vs. IS3N.DE
XDW0.DE (Xtrackers MSCI World Energy UCITS ETF 1C) and IS3N.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)) are both exchange-traded funds - XDW0.DE is a Energy Equities fund tracking the MSCI World/Energy NR USD, while IS3N.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market Index (IMI). Both are passively managed. Over the past 10 years, XDW0.DE returned 8.15%/yr vs 8.85%/yr for IS3N.DE. At a 0.44 correlation, their price movements are largely independent. XDW0.DE charges 0.25%/yr vs 0.18%/yr for IS3N.DE.
Performance
XDW0.DE vs. IS3N.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDW0.DE achieves a 28.70% return, which is significantly higher than IS3N.DE's 21.93% return. Over the past 10 years, XDW0.DE has underperformed IS3N.DE with an annualized return of 8.15%, while IS3N.DE has yielded a comparatively higher 8.85% annualized return.
XDW0.DE
- 1D
- -0.93%
- 1M
- 2.25%
- 6M
- 19.90%
- YTD
- 28.70%
- 1Y
- 34.95%
- 3Y*
- 15.05%
- 5Y*
- 20.85%
- 10Y*
- 8.15%
IS3N.DE
- 1D
- -0.30%
- 1M
- -4.79%
- 6M
- 14.75%
- YTD
- 21.93%
- 1Y
- 36.45%
- 3Y*
- 18.54%
- 5Y*
- 7.88%
- 10Y*
- 8.85%
XDW0.DE vs. IS3N.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 28.70% | 2.24% | 7.48% | 0.19% | 53.95% | 52.21% | -36.99% | 14.05% | -12.13% | -7.68% |
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 21.93% | 17.14% | 13.88% | 7.20% | -13.85% | 7.09% | 7.07% | 20.99% | -11.06% | 20.43% |
Correlation
The correlation between XDW0.DE and IS3N.DE is -0.14, 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 | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2014 | 0.44 |
The correlation between XDW0.DE and IS3N.DE shifts across timeframes, from -0.14 (1 year) to 0.44 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDW0.DE vs. IS3N.DE — Risk / Return Rank
XDW0.DE
IS3N.DE
XDW0.DE vs. IS3N.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 Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.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 | IS3N.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.34 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 3.45 | -1.21 |
| Martin ratioReturn relative to average drawdown | 5.78 | 10.72 | -4.94 |
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Drawdowns
XDW0.DE vs. IS3N.DE - Drawdown Comparison
The maximum XDW0.DE drawdown since its inception was -66.27%, which is greater than IS3N.DE's maximum drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for XDW0.DE and IS3N.DE.
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Drawdown Indicators
| XDW0.DE | IS3N.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.27% | -35.06% | -31.21% |
Max Drawdown (1Y)Largest decline over 1 year | -15.55% | -10.52% | -5.03% |
Max Drawdown (3Y)Largest decline over 3 years | -23.70% | -19.18% | -4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -23.70% | -21.99% | -1.71% |
Max Drawdown (10Y)Largest decline over 10 years | -61.44% | -32.51% | -28.93% |
Current DrawdownCurrent decline from peak | -10.20% | -7.75% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -22.94% | -9.23% | -13.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 3.39% | +2.64% |
Volatility
XDW0.DE vs. IS3N.DE - Volatility Comparison
The current volatility for Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) is 6.81%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) has a volatility of 8.26%. This indicates that XDW0.DE experiences smaller price fluctuations and is considered to be less risky than IS3N.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 | IS3N.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 8.26% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 19.48% | 17.21% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.56% | 19.58% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.24% | 16.70% | +7.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.60% | 18.18% | +8.42% |
XDW0.DE vs. IS3N.DE - Expense Ratio Comparison
XDW0.DE has a 0.25% expense ratio, which is higher than IS3N.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. IS3N.DE - Dividend Comparison
Neither XDW0.DE nor IS3N.DE has paid dividends to shareholders.
Frequently Asked Questions
XDW0.DE and IS3N.DE have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3N.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3N.DE is cheaper with a 0.18% expense ratio, compared with 0.25% for XDW0.DE.
XDW0.DE is categorized as Energy Equities, while IS3N.DE is Emerging Markets Equities. XDW0.DE tracks MSCI World/Energy NR USD, while IS3N.DE tracks MSCI Emerging Markets Investable Market Index (IMI). They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDW0.DE and 0.18% for IS3N.DE.
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