XDW0.DE vs. JMLP.DE
XDW0.DE (Xtrackers MSCI World Energy UCITS ETF 1C) and JMLP.DE (HANetf Alerian Midstream Energy Dividend UCITS ETF) are both Energy Equities funds - XDW0.DE tracks the MSCI World/Energy NR USD while JMLP.DE tracks the Alerian Midstream Energy Dividend. Both are passively managed. Over the past 5 years, XDW0.DE returned 20.85%/yr vs 20.75%/yr for JMLP.DE. A 0.77 correlation means they provide meaningful diversification when combined. XDW0.DE charges 0.25%/yr vs 0.40%/yr for JMLP.DE.
Performance
XDW0.DE vs. JMLP.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 lower than JMLP.DE's 34.01% 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%
JMLP.DE
- 1D
- 0.00%
- 1M
- 5.39%
- 6M
- 31.51%
- YTD
- 34.01%
- 1Y
- 36.54%
- 3Y*
- 24.87%
- 5Y*
- 20.75%
- 10Y*
- —
XDW0.DE vs. JMLP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 28.70% | 2.24% | 7.48% | 0.19% | 53.95% | 52.21% | 3.02% |
JMLP.DE HANetf Alerian Midstream Energy Dividend UCITS ETF | 34.01% | -5.93% | 40.86% | 9.97% | 28.08% | 44.11% | 1.59% |
Correlation
The correlation between XDW0.DE and JMLP.DE is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2020 | 0.77 |
The correlation between XDW0.DE and JMLP.DE has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.
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Return for Risk
XDW0.DE vs. JMLP.DE — Risk / Return Rank
XDW0.DE
JMLP.DE
XDW0.DE vs. JMLP.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 HANetf Alerian Midstream Energy Dividend UCITS ETF (JMLP.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 | JMLP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.31 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 3.33 | -1.09 |
| Martin ratioReturn relative to average drawdown | 5.78 | 9.43 | -3.65 |
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Drawdowns
XDW0.DE vs. JMLP.DE - Drawdown Comparison
The maximum XDW0.DE drawdown since its inception was -66.27%, which is greater than JMLP.DE's maximum drawdown of -22.29%. Use the drawdown chart below to compare losses from any high point for XDW0.DE and JMLP.DE.
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Drawdown Indicators
| XDW0.DE | JMLP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.27% | -22.29% | -43.98% |
Max Drawdown (1Y)Largest decline over 1 year | -15.55% | -11.02% | -4.53% |
Max Drawdown (3Y)Largest decline over 3 years | -23.70% | -22.29% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -23.70% | -22.29% | -1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -61.44% | — | — |
Current DrawdownCurrent decline from peak | -10.20% | -0.22% | -9.98% |
Average DrawdownAverage peak-to-trough decline | -22.94% | -6.40% | -16.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 3.89% | +2.14% |
Volatility
XDW0.DE vs. JMLP.DE - Volatility Comparison
Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) has a higher volatility of 6.81% compared to HANetf Alerian Midstream Energy Dividend UCITS ETF (JMLP.DE) at 5.32%. This indicates that XDW0.DE's price experiences larger fluctuations and is considered to be riskier than JMLP.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 | JMLP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 5.32% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 19.48% | 16.12% | +3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.56% | 19.46% | +3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.24% | 20.40% | +3.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.60% | 21.42% | +5.18% |
XDW0.DE vs. JMLP.DE - Expense Ratio Comparison
XDW0.DE has a 0.25% expense ratio, which is lower than JMLP.DE's 0.40% expense ratio.
Dividends
XDW0.DE vs. JMLP.DE - Dividend Comparison
XDW0.DE has not paid dividends to shareholders, while JMLP.DE's dividend yield for the trailing twelve months is around 2.74%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
JMLP.DE HANetf Alerian Midstream Energy Dividend UCITS ETF | 2.74% | 3.38% | 3.34% | 6.50% | 6.31% | 6.46% | 4.11% |
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XDW0.DE and JMLP.DE have a correlation of 0.74, 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 JMLP.DE.
XDW0.DE tracks MSCI World/Energy NR USD, while JMLP.DE tracks Alerian Midstream Energy Dividend. They also come from different issuers: Xtrackers and HANetf. Their fees differ too: 0.25% for XDW0.DE and 0.40% for JMLP.DE.
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