XDWU.DE vs. NBTK.DE
XDWU.DE (Xtrackers MSCI World Utilities UCITS ETF 1C) and NBTK.DE (Invesco Nasdaq Biotech UCITS ETF) are both exchange-traded funds - XDWU.DE is a Utilities Equities fund tracking the MSCI World/Utilities NR USD, while NBTK.DE is a Health & Biotech Equities fund tracking the Nasdaq Biotechnology. Both are passively managed. Over the past 5 years, XDWU.DE returned 9.86%/yr vs 5.63%/yr for NBTK.DE. At a 0.33 correlation, their price movements are largely independent. XDWU.DE charges 0.25%/yr vs 0.40%/yr for NBTK.DE.
Performance
XDWU.DE vs. NBTK.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 higher than NBTK.DE's 4.27% 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%
NBTK.DE
- 1D
- 2.92%
- 1M
- 0.38%
- YTD
- 4.27%
- 6M
- 3.76%
- 1Y
- 39.20%
- 3Y*
- 9.94%
- 5Y*
- 5.63%
- 10Y*
- —
XDWU.DE vs. NBTK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 5.92% | 11.38% | 19.82% | -3.19% | 2.23% | 19.80% | -4.88% | 1.56% |
NBTK.DE Invesco Nasdaq Biotech UCITS ETF | 4.27% | 18.60% | 4.57% | 2.51% | -6.11% | 7.46% | 14.59% | 17.24% |
Correlation
The correlation between XDWU.DE and NBTK.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2019 | 0.33 |
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Return for Risk
XDWU.DE vs. NBTK.DE — Risk / Return Rank
XDWU.DE
NBTK.DE
XDWU.DE vs. NBTK.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 Invesco Nasdaq Biotech UCITS ETF (NBTK.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 | NBTK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.34 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 6.16 | -4.40 |
| Martin ratioReturn relative to average drawdown | 4.77 | 17.06 | -12.29 |
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 | NBTK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 2.03 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.27 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.42 | +0.13 |
Drawdowns
XDWU.DE vs. NBTK.DE - Drawdown Comparison
The maximum XDWU.DE drawdown since its inception was -33.61%, which is greater than NBTK.DE's maximum drawdown of -30.99%. Use the drawdown chart below to compare losses from any high point for XDWU.DE and NBTK.DE.
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Drawdown Indicators
| XDWU.DE | NBTK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.61% | -30.99% | -2.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -6.24% | -1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -12.68% | -29.35% | +16.67% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -30.99% | +7.73% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | — | — |
Current DrawdownCurrent decline from peak | -7.22% | -1.44% | -5.78% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -10.62% | +3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.26% | +0.45% |
Volatility
XDWU.DE vs. NBTK.DE - Volatility Comparison
The current volatility for Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) is 4.08%, while Invesco Nasdaq Biotech UCITS ETF (NBTK.DE) has a volatility of 6.41%. This indicates that XDWU.DE experiences smaller price fluctuations and is considered to be less risky than NBTK.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 | NBTK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 6.41% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 14.11% | -4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.09% | 19.00% | -6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 20.30% | -6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.16% | 22.05% | -6.89% |
XDWU.DE vs. NBTK.DE - Expense Ratio Comparison
XDWU.DE has a 0.25% expense ratio, which is lower than NBTK.DE's 0.40% expense ratio.
Dividends
XDWU.DE vs. NBTK.DE - Dividend Comparison
Neither XDWU.DE nor NBTK.DE has paid dividends to shareholders.
Frequently Asked Questions
XDWU.DE and NBTK.DE have a correlation of 0.25, 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 0.40% for NBTK.DE.
XDWU.DE is categorized as Utilities Equities, while NBTK.DE is Health & Biotech Equities. XDWU.DE tracks MSCI World/Utilities NR USD, while NBTK.DE tracks Nasdaq Biotechnology. They also come from different issuers: Xtrackers and Invesco. Their fees differ too: 0.25% for XDWU.DE and 0.40% for NBTK.DE.
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