XDW0.L vs. IESU.L
XDW0.L (Xtrackers MSCI World Energy UCITS ETF 1C) and IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) are both Energy Equities funds - XDW0.L tracks the MSCI World/Energy NR USD while IESU.L tracks the S&P 500 Capped 35/20 Energy Index NTR. Both are passively managed. Over the past 10 years, XDW0.L returned 8.85%/yr vs 8.78%/yr for IESU.L. Their correlation of 0.92 suggests significant overlap in exposure. XDW0.L charges 0.25%/yr vs 0.15%/yr for IESU.L.
Performance
XDW0.L vs. IESU.L - Performance Comparison
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Different Trading Currencies
XDW0.L is traded in USD, while IESU.L is traded in GBp. To make them comparable, the IESU.L values have been converted to USD using the latest available exchange rates.
Returns By Period
The year-to-date returns for both investments are quite close, with XDW0.L having a 28.23% return and IESU.L slightly higher at 28.54%. Both investments have delivered pretty close results over the past 10 years, with XDW0.L having a 8.85% annualized return and IESU.L not far behind at 8.78%.
XDW0.L
- 1D
- 1.01%
- 1M
- 4.64%
- 6M
- 21.94%
- YTD
- 28.23%
- 1Y
- 37.62%
- 3Y*
- 16.43%
- 5Y*
- 20.71%
- 10Y*
- 8.85%
IESU.L
- 1D
- 0.85%
- 1M
- 6.06%
- 6M
- 21.20%
- YTD
- 28.54%
- 1Y
- 36.33%
- 3Y*
- 14.63%
- 5Y*
- 22.27%
- 10Y*
- 8.78%
XDW0.L vs. IESU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDW0.L Xtrackers MSCI World Energy UCITS ETF 1C | 28.23% | 14.66% | 2.11% | 3.68% | 46.28% | 39.22% | -30.39% | 10.05% | -15.00% | 4.49% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.54% | 9.98% | 3.69% | -1.00% | 63.91% | 52.43% | -33.64% | 9.60% | -18.29% | -1.45% |
Correlation
The correlation between XDW0.L and IESU.L is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.92 |
The correlation between XDW0.L and IESU.L has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
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Return for Risk
XDW0.L vs. IESU.L — Risk / Return Rank
XDW0.L
IESU.L
XDW0.L vs. IESU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.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.
| XDW0.L | IESU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.26 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.21 | +0.15 |
| Martin ratioReturn relative to average drawdown | 6.82 | 5.65 | +1.17 |
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Drawdowns
XDW0.L vs. IESU.L - Drawdown Comparison
The maximum XDW0.L drawdown since its inception was -68.41%, smaller than the maximum IESU.L drawdown of -72.57%. Use the drawdown chart below to compare losses from any high point for XDW0.L and IESU.L.
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Drawdown Indicators
| XDW0.L | IESU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.41% | -72.57% | +4.16% |
Max Drawdown (1Y)Largest decline over 1 year | -15.85% | -16.37% | +0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -18.89% | -22.55% | +3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.47% | -27.74% | +1.27% |
Max Drawdown (10Y)Largest decline over 10 years | -63.72% | -66.85% | +3.13% |
Current DrawdownCurrent decline from peak | -7.96% | -8.87% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -18.52% | -24.88% | +6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 6.42% | -0.92% |
Volatility
XDW0.L vs. IESU.L - Volatility Comparison
The current volatility for Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.L) is 6.04%, while iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a volatility of 6.97%. This indicates that XDW0.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.
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Volatility by Period
| XDW0.L | IESU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 6.97% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 17.59% | 21.03% | -3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.18% | 23.89% | -3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.25% | 29.47% | -5.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.11% | 29.81% | -3.70% |
XDW0.L vs. IESU.L - Expense Ratio Comparison
XDW0.L has a 0.25% expense ratio, which is higher than IESU.L's 0.15% 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.L vs. IESU.L - Dividend Comparison
Neither XDW0.L nor IESU.L has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.94, XDW0.L and IESU.L 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, IESU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IESU.L is cheaper with a 0.15% expense ratio, compared with 0.25% for XDW0.L.
XDW0.L tracks MSCI World/Energy NR USD, 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: 0.25% for XDW0.L and 0.15% for IESU.L.
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