XDWU.DE vs. IBTS.L
XDWU.DE (Xtrackers MSCI World Utilities UCITS ETF 1C) and IBTS.L (iShares $ Treasury Bond 1-3yr UCITS ETF) are both exchange-traded funds - XDWU.DE is a Utilities Equities fund tracking the MSCI World/Utilities NR USD, while IBTS.L is a Government Bonds fund tracking the ICE U.S. Treasury 1-3 Year Bond Index. Both are passively managed. Over the past 10 years, XDWU.DE returned 8.54%/yr vs 1.40%/yr for IBTS.L. At a 0.14 correlation, their price movements are largely independent. XDWU.DE charges 0.25%/yr vs 0.07%/yr for IBTS.L.
Performance
XDWU.DE vs. IBTS.L - Performance Comparison
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Different Trading Currencies
XDWU.DE is traded in EUR, while IBTS.L is traded in GBP. To make them comparable, the IBTS.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, XDWU.DE achieves a 8.31% return, which is significantly higher than IBTS.L's 1.86% return. Over the past 10 years, XDWU.DE has outperformed IBTS.L with an annualized return of 8.54%, while IBTS.L has yielded a comparatively lower 1.40% annualized return.
XDWU.DE
- 1D
- -0.17%
- 1M
- 0.29%
- YTD
- 8.31%
- 6M
- 9.68%
- 1Y
- 16.59%
- 3Y*
- 12.51%
- 5Y*
- 10.11%
- 10Y*
- 8.54%
IBTS.L
- 1D
- -0.57%
- 1M
- 1.28%
- YTD
- 1.86%
- 6M
- 2.11%
- 1Y
- 3.19%
- 3Y*
- 1.79%
- 5Y*
- 2.76%
- 10Y*
- 1.40%
XDWU.DE vs. IBTS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 8.31% | 11.38% | 19.84% | -3.21% | 2.24% | 19.80% | -4.88% | 25.27% | 6.79% | -0.21% |
IBTS.L iShares $ Treasury Bond 1-3yr UCITS ETF | 1.86% | -7.03% | 10.89% | 0.68% | 2.06% | 7.18% | -5.75% | 6.75% | 5.90% | -12.21% |
Correlation
The correlation between XDWU.DE and IBTS.L is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Nov 22, 2010 | 0.14 |
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Return for Risk
XDWU.DE vs. IBTS.L — Risk / Return Rank
XDWU.DE
IBTS.L
XDWU.DE vs. IBTS.L - 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 $ Treasury Bond 1-3yr UCITS ETF (IBTS.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.
| XDWU.DE | IBTS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.10 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 0.91 | +1.35 |
| Martin ratioReturn relative to average drawdown | 5.85 | 2.16 | +3.68 |
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Drawdowns
XDWU.DE vs. IBTS.L - Drawdown Comparison
The maximum XDWU.DE drawdown since its inception was -42.00%, which is greater than IBTS.L's maximum drawdown of -25.99%. Use the drawdown chart below to compare losses from any high point for XDWU.DE and IBTS.L.
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Drawdown Indicators
| XDWU.DE | IBTS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.00% | -25.99% | -16.01% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -3.49% | -3.81% |
Max Drawdown (3Y)Largest decline over 3 years | -12.69% | -10.85% | -1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -12.74% | -10.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | -16.79% | -16.82% |
Current DrawdownCurrent decline from peak | -5.13% | -6.66% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -12.50% | -9.34% | -3.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 1.47% | +1.36% |
Volatility
XDWU.DE vs. IBTS.L - Volatility Comparison
Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) has a higher volatility of 4.62% compared to iShares $ Treasury Bond 1-3yr UCITS ETF (IBTS.L) at 1.29%. This indicates that XDWU.DE's price experiences larger fluctuations and is considered to be riskier than IBTS.L 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 | IBTS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 1.29% | +3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 4.16% | +6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.93% | 5.81% | +7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 7.68% | +6.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 7.75% | +10.25% |
XDWU.DE vs. IBTS.L - Expense Ratio Comparison
XDWU.DE has a 0.25% expense ratio, which is higher than IBTS.L's 0.07% 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
XDWU.DE vs. IBTS.L - Dividend Comparison
XDWU.DE has not paid dividends to shareholders, while IBTS.L's dividend yield for the trailing twelve months is around 3.99%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTS.L iShares $ Treasury Bond 1-3yr UCITS ETF | 3.99% | 4.22% | 4.12% | 3.08% | 0.75% | 0.61% | 1.84% | 2.39% | 1.49% | 1.01% | 0.67% | 0.49% |
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 IBTS.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBTS.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBTS.L is cheaper with a 0.07% expense ratio, compared with 0.25% for XDWU.DE.
XDWU.DE is categorized as Utilities Equities, while IBTS.L is Government Bonds. XDWU.DE tracks MSCI World/Utilities NR USD, while IBTS.L tracks ICE U.S. Treasury 1-3 Year Bond Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDWU.DE and 0.07% for IBTS.L.
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