XDWU.DE vs. 2B7A.DE
Compare and contrast key facts about Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) and iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE).
XDWU.DE and 2B7A.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDWU.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Mar 16, 2016. 2B7A.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Utilities. It was launched on Mar 20, 2017. Both XDWU.DE and 2B7A.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XDWU.DE vs. 2B7A.DE - Performance Comparison
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XDWU.DE vs. 2B7A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 11.16% | 11.38% | 19.82% | -3.19% | 2.23% | 19.80% | -4.88% | 25.27% | 6.79% | -5.23% |
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 10.77% | 2.79% | 29.83% | -11.29% | 8.44% | 28.42% | -10.08% | 27.08% | 8.53% | -7.26% |
Returns By Period
The year-to-date returns for both stocks are quite close, with XDWU.DE having a 11.16% return and 2B7A.DE slightly lower at 10.77%.
XDWU.DE
- 1D
- 0.88%
- 1M
- -1.52%
- YTD
- 11.16%
- 6M
- 12.96%
- 1Y
- 18.86%
- 3Y*
- 13.57%
- 5Y*
- 10.76%
- 10Y*
- 9.08%
2B7A.DE
- 1D
- 1.43%
- 1M
- 0.67%
- YTD
- 10.77%
- 6M
- 8.25%
- 1Y
- 12.04%
- 3Y*
- 11.86%
- 5Y*
- 10.94%
- 10Y*
- —
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XDWU.DE vs. 2B7A.DE - Expense Ratio Comparison
XDWU.DE has a 0.25% expense ratio, which is higher than 2B7A.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%.
Return for Risk
XDWU.DE vs. 2B7A.DE — Risk / Return Rank
XDWU.DE
2B7A.DE
XDWU.DE vs. 2B7A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) and iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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.
| XDWU.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.71 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.05 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.55 | +0.38 |
Martin ratioReturn relative to average drawdown | 7.11 | 3.32 | +3.79 |
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
| XDWU.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.71 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.64 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.49 | +0.10 |
Correlation
The correlation between XDWU.DE and 2B7A.DE is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XDWU.DE vs. 2B7A.DE - Dividend Comparison
Neither XDWU.DE nor 2B7A.DE has paid dividends to shareholders.
Drawdowns
XDWU.DE vs. 2B7A.DE - Drawdown Comparison
The maximum XDWU.DE drawdown since its inception was -33.61%, smaller than the maximum 2B7A.DE drawdown of -35.70%. Use the drawdown chart below to compare losses from any high point for XDWU.DE and 2B7A.DE.
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Drawdown Indicators
| XDWU.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.61% | -35.70% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -10.00% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -29.81% | +6.55% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | — | — |
Current DrawdownCurrent decline from peak | -2.40% | -1.90% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -10.13% | +3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 4.30% | -1.65% |
Volatility
XDWU.DE vs. 2B7A.DE - Volatility Comparison
The current volatility for Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) is 5.19%, while iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a volatility of 5.67%. This indicates that XDWU.DE experiences smaller price fluctuations and is considered to be less risky than 2B7A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDWU.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 5.67% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.79% | 10.56% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.15% | 16.93% | -2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.97% | 16.84% | -2.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 19.68% | -4.57% |