XDWI.DE vs. 2B7C.DE
XDWI.DE (Xtrackers MSCI World Industrials UCITS ETF 1C) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both Industrials Equities funds - XDWI.DE tracks the MSCI World/Materials NR USD while 2B7C.DE tracks the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 5 years, XDWI.DE returned 12.48%/yr vs 13.22%/yr for 2B7C.DE. Their correlation of 0.93 suggests significant overlap in exposure. XDWI.DE charges 0.25%/yr vs 0.15%/yr for 2B7C.DE.
Performance
XDWI.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDWI.DE achieves a 12.20% return, which is significantly lower than 2B7C.DE's 13.30% return.
XDWI.DE
- 1D
- 0.11%
- 1M
- 1.18%
- YTD
- 12.20%
- 6M
- 13.38%
- 1Y
- 19.56%
- 3Y*
- 18.27%
- 5Y*
- 12.48%
- 10Y*
- 12.07%
2B7C.DE
- 1D
- -0.23%
- 1M
- 2.46%
- YTD
- 13.30%
- 6M
- 14.07%
- 1Y
- 20.91%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
XDWI.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDWI.DE Xtrackers MSCI World Industrials UCITS ETF 1C | 12.20% | 12.06% | 19.50% | 19.04% | -7.86% | 26.23% | 1.52% | 31.50% | -11.18% | 5.98% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.89% | -0.20% | 32.19% | -0.63% | 32.20% | -10.13% | 4.44% |
Correlation
The correlation between XDWI.DE and 2B7C.DE is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2017 | 0.93 |
The correlation between XDWI.DE and 2B7C.DE has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
XDWI.DE vs. 2B7C.DE — Risk / Return Rank
XDWI.DE
2B7C.DE
XDWI.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Industrials UCITS ETF 1C (XDWI.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
| XDWI.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.34 | -0.24 |
| Martin ratioReturn relative to average drawdown | 7.51 | 7.59 | -0.08 |
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
| XDWI.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.44 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.78 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.60 | +0.11 |
Drawdowns
XDWI.DE vs. 2B7C.DE - Drawdown Comparison
The maximum XDWI.DE drawdown since its inception was -38.10%, smaller than the maximum 2B7C.DE drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for XDWI.DE and 2B7C.DE.
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Drawdown Indicators
| XDWI.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.10% | -41.33% | +3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -8.89% | -0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -19.09% | -22.66% | +3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -19.09% | -22.66% | +3.57% |
Max Drawdown (10Y)Largest decline over 10 years | -38.10% | — | — |
Current DrawdownCurrent decline from peak | -0.98% | -0.47% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -4.30% | -5.04% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.75% | -0.15% |
Volatility
XDWI.DE vs. 2B7C.DE - Volatility Comparison
Xtrackers MSCI World Industrials UCITS ETF 1C (XDWI.DE) has a higher volatility of 3.96% compared to iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) at 3.74%. This indicates that XDWI.DE's price experiences larger fluctuations and is considered to be riskier than 2B7C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDWI.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | 3.74% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 10.98% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 14.45% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 16.73% | -1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 19.35% | -2.57% |
XDWI.DE vs. 2B7C.DE - Expense Ratio Comparison
XDWI.DE has a 0.25% expense ratio, which is higher than 2B7C.DE'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
XDWI.DE vs. 2B7C.DE - Dividend Comparison
Neither XDWI.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.93, XDWI.DE and 2B7C.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, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.25% for XDWI.DE.
XDWI.DE tracks MSCI World/Materials NR USD, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDWI.DE and 0.15% for 2B7C.DE.
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