XDWH.DE vs. 10AJ.DE
XDWH.DE (Xtrackers MSCI World Health Care UCITS ETF 1C) and 10AJ.DE (Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist) are both exchange-traded funds - XDWH.DE is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD, while 10AJ.DE is a REIT fund tracking the FTSE EPRA/NAREIT Developed. Both are passively managed. Over the past 5 years, XDWH.DE returned 5.50%/yr vs 1.87%/yr for 10AJ.DE. At a 0.47 correlation, their price movements are largely independent. XDWH.DE charges 0.25%/yr vs 0.24%/yr for 10AJ.DE.
Performance
XDWH.DE vs. 10AJ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDWH.DE achieves a -1.98% return, which is significantly lower than 10AJ.DE's 7.96% return.
XDWH.DE
- 1D
- 2.85%
- 1M
- 3.94%
- YTD
- -1.98%
- 6M
- -1.54%
- 1Y
- 9.60%
- 3Y*
- 2.67%
- 5Y*
- 5.50%
- 10Y*
- 7.61%
10AJ.DE
- 1D
- -0.04%
- 1M
- -0.87%
- YTD
- 7.96%
- 6M
- 7.45%
- 1Y
- 9.52%
- 3Y*
- 5.94%
- 5Y*
- 1.87%
- 10Y*
- —
XDWH.DE vs. 10AJ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XDWH.DE Xtrackers MSCI World Health Care UCITS ETF 1C | -1.98% | 2.21% | 7.44% | 0.04% | -0.07% | 30.55% | 2.69% | 27.24% | 3.78% |
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 7.96% | -1.85% | 5.52% | 6.85% | -20.55% | 36.79% | -16.96% | 23.88% | 1.63% |
Correlation
The correlation between XDWH.DE and 10AJ.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2018 | 0.47 |
The correlation between XDWH.DE and 10AJ.DE has been stable across timeframes, ranging from 0.47 to 0.51 - a consistent structural relationship.
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Return for Risk
XDWH.DE vs. 10AJ.DE — Risk / Return Rank
XDWH.DE
10AJ.DE
XDWH.DE vs. 10AJ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.DE) and Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.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.
| XDWH.DE | 10AJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.15 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.20 | -0.28 |
| Martin ratioReturn relative to average drawdown | 2.28 | 3.94 | -1.66 |
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
| XDWH.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.85 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.13 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.22 | +0.33 |
Drawdowns
XDWH.DE vs. 10AJ.DE - Drawdown Comparison
The maximum XDWH.DE drawdown since its inception was -26.08%, smaller than the maximum 10AJ.DE drawdown of -42.62%. Use the drawdown chart below to compare losses from any high point for XDWH.DE and 10AJ.DE.
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Drawdown Indicators
| XDWH.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.08% | -42.62% | +16.54% |
Max Drawdown (1Y)Largest decline over 1 year | -10.32% | -7.89% | -2.43% |
Max Drawdown (3Y)Largest decline over 3 years | -21.12% | -20.52% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -21.12% | -30.01% | +8.89% |
Max Drawdown (10Y)Largest decline over 10 years | -26.08% | — | — |
Current DrawdownCurrent decline from peak | -8.51% | -6.63% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -12.13% | +7.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.41% | +1.79% |
Volatility
XDWH.DE vs. 10AJ.DE - Volatility Comparison
Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.DE) has a higher volatility of 4.81% compared to Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) at 2.70%. This indicates that XDWH.DE's price experiences larger fluctuations and is considered to be riskier than 10AJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDWH.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 2.70% | +2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 8.38% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.69% | 11.14% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.43% | 14.60% | -1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.69% | 17.10% | -2.41% |
XDWH.DE vs. 10AJ.DE - Expense Ratio Comparison
XDWH.DE has a 0.25% expense ratio, which is higher than 10AJ.DE's 0.24% 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
XDWH.DE vs. 10AJ.DE - Dividend Comparison
XDWH.DE has not paid dividends to shareholders, while 10AJ.DE's dividend yield for the trailing twelve months is around 2.77%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 2.77% | 2.99% | 2.94% | 2.98% | 3.23% | 2.13% | 3.10% | 2.92% | 2.63% |
XDWH.DE Xtrackers MSCI World Health Care UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XDWH.DE and 10AJ.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 10AJ.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
10AJ.DE is cheaper with a 0.24% expense ratio, compared with 0.25% for XDWH.DE.
XDWH.DE is categorized as Health & Biotech Equities, while 10AJ.DE is REIT. XDWH.DE tracks MSCI World/Health Care NR USD, while 10AJ.DE tracks FTSE EPRA/NAREIT Developed. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.25% for XDWH.DE and 0.24% for 10AJ.DE.
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