XDWU.DE vs. EXH9.DE
XDWU.DE (Xtrackers MSCI World Utilities UCITS ETF 1C) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both Utilities Equities funds - XDWU.DE tracks the MSCI World/Utilities NR USD while EXH9.DE tracks the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 10 years, XDWU.DE returned 8.32%/yr vs 10.74%/yr for EXH9.DE. A 0.68 correlation means they provide meaningful diversification when combined. XDWU.DE charges 0.25%/yr vs 0.47%/yr for EXH9.DE.
Performance
XDWU.DE vs. EXH9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDWU.DE achieves a 5.92% return, which is significantly lower than EXH9.DE's 12.41% return. Over the past 10 years, XDWU.DE has underperformed EXH9.DE with an annualized return of 8.32%, while EXH9.DE has yielded a comparatively higher 10.74% annualized return.
XDWU.DE
- 1D
- -1.48%
- 1M
- -3.92%
- YTD
- 5.92%
- 6M
- 5.19%
- 1Y
- 13.84%
- 3Y*
- 11.70%
- 5Y*
- 9.86%
- 10Y*
- 8.32%
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.27%
- YTD
- 12.41%
- 6M
- 14.24%
- 1Y
- 26.10%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
XDWU.DE vs. EXH9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 5.92% | 11.38% | 19.82% | -3.19% | 2.23% | 19.80% | -4.88% | 25.27% | 6.79% | -0.21% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 31.91% | 1.47% | 9.93% |
Correlation
The correlation between XDWU.DE and EXH9.DE is 0.69, 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 | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2016 | 0.68 |
The correlation between XDWU.DE and EXH9.DE has been stable across timeframes, ranging from 0.66 to 0.69 - a consistent structural relationship.
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Return for Risk
XDWU.DE vs. EXH9.DE — Risk / Return Rank
XDWU.DE
EXH9.DE
XDWU.DE vs. EXH9.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 STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.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 | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.32 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 3.44 | -1.68 |
| Martin ratioReturn relative to average drawdown | 4.77 | 9.54 | -4.77 |
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 | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.74 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.73 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.63 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.42 | +0.13 |
Drawdowns
XDWU.DE vs. EXH9.DE - Drawdown Comparison
The maximum XDWU.DE drawdown since its inception was -33.61%, smaller than the maximum EXH9.DE drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for XDWU.DE and EXH9.DE.
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Drawdown Indicators
| XDWU.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.61% | -51.33% | +17.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -7.45% | +0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -12.68% | -13.67% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -22.71% | -0.55% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | -33.21% | -0.40% |
Current DrawdownCurrent decline from peak | -7.22% | -5.32% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -16.67% | +9.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.69% | +0.02% |
Volatility
XDWU.DE vs. EXH9.DE - Volatility Comparison
The current volatility for Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) is 4.08%, while iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a volatility of 5.89%. This indicates that XDWU.DE experiences smaller price fluctuations and is considered to be less risky than EXH9.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 | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 5.89% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 12.89% | -2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.09% | 14.75% | -2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 16.00% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.16% | 17.03% | -1.87% |
XDWU.DE vs. EXH9.DE - Expense Ratio Comparison
XDWU.DE has a 0.25% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
XDWU.DE vs. EXH9.DE - Dividend Comparison
XDWU.DE has not paid dividends to shareholders, while EXH9.DE's dividend yield for the trailing twelve months is around 2.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XDWU.DE and EXH9.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDWU.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDWU.DE is cheaper with a 0.25% expense ratio, compared with 0.47% for EXH9.DE.
XDWU.DE tracks MSCI World/Utilities NR USD, while EXH9.DE tracks STOXX® Europe 600 Utilities. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDWU.DE and 0.47% for EXH9.DE.
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