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XESP.DE vs. D5BL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XESP.DE vs. D5BL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers Spanish Equity UCITS ETF (XESP.DE) and Xtrackers MSCI Europe Value UCITS ETF (D5BL.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XESP.DE achieves a 7.33% return, which is significantly lower than D5BL.DE's 13.85% return.


XESP.DE

1D
0.58%
1M
3.73%
YTD
7.33%
6M
11.53%
1Y
35.86%
3Y*
29.44%
5Y*
18.91%
10Y*

D5BL.DE

1D
-0.38%
1M
4.90%
YTD
13.85%
6M
17.13%
1Y
33.04%
3Y*
21.76%
5Y*
14.60%
10Y*
10.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XESP.DE vs. D5BL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XESP.DE
Xtrackers Spanish Equity UCITS ETF
7.33%58.64%14.65%26.79%-1.62%10.88%-10.20%15.86%-12.41%-1.69%
D5BL.DE
Xtrackers MSCI Europe Value UCITS ETF
13.85%35.78%10.37%14.14%-4.63%26.83%-8.58%22.90%-13.98%3.80%

Correlation

The correlation between XESP.DE and D5BL.DE is 0.78, 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

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (5Y)
Calculated over the trailing 5-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2017

0.83

The correlation between XESP.DE and D5BL.DE has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.

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Return for Risk

XESP.DE vs. D5BL.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XESP.DE
XESP.DE Risk / Return Rank: 6666
Overall Rank
XESP.DE Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
XESP.DE Sortino Ratio Rank: 6363
Sortino Ratio Rank
XESP.DE Omega Ratio Rank: 6363
Omega Ratio Rank
XESP.DE Calmar Ratio Rank: 7171
Calmar Ratio Rank
XESP.DE Martin Ratio Rank: 6868
Martin Ratio Rank

D5BL.DE
D5BL.DE Risk / Return Rank: 7070
Overall Rank
D5BL.DE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
D5BL.DE Sortino Ratio Rank: 7373
Sortino Ratio Rank
D5BL.DE Omega Ratio Rank: 7171
Omega Ratio Rank
D5BL.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
D5BL.DE Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XESP.DE vs. D5BL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Spanish Equity UCITS ETF (XESP.DE) and Xtrackers MSCI Europe Value UCITS ETF (D5BL.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.


XESP.DED5BL.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.33

Omega ratioGain probability vs. loss probability

1.38

1.42

-0.04

Calmar ratioReturn relative to maximum drawdown

3.51

3.28

+0.23

Martin ratioReturn relative to average drawdown

12.31

12.52

-0.21

XESP.DE vs. D5BL.DE - Sharpe Ratio Comparison

The current XESP.DE Sharpe Ratio is 2.12, which is comparable to the D5BL.DE Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of XESP.DE and D5BL.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XESP.DED5BL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

2.28

-0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

0.93

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.48

+0.07

Drawdowns

XESP.DE vs. D5BL.DE - Drawdown Comparison

The maximum XESP.DE drawdown since its inception was -39.02%, roughly equal to the maximum D5BL.DE drawdown of -40.40%. Use the drawdown chart below to compare losses from any high point for XESP.DE and D5BL.DE.


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Drawdown Indicators


XESP.DED5BL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-39.02%

-40.40%

+1.38%

Max Drawdown (1Y)

Largest decline over 1 year

-10.17%

-10.02%

-0.15%

Max Drawdown (3Y)

Largest decline over 3 years

-12.93%

-17.36%

+4.43%

Max Drawdown (5Y)

Largest decline over 5 years

-18.59%

-19.58%

+0.99%

Max Drawdown (10Y)

Largest decline over 10 years

-40.40%

Current Drawdown

Current decline from peak

-0.54%

-1.22%

+0.68%

Average Drawdown

Average peak-to-trough decline

-7.37%

-7.23%

-0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.91%

2.63%

+0.28%

Volatility

XESP.DE vs. D5BL.DE - Volatility Comparison

The current volatility for Xtrackers Spanish Equity UCITS ETF (XESP.DE) is 4.48%, while Xtrackers MSCI Europe Value UCITS ETF (D5BL.DE) has a volatility of 4.83%. This indicates that XESP.DE experiences smaller price fluctuations and is considered to be less risky than D5BL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XESP.DED5BL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.48%

4.83%

-0.35%

Volatility (6M)

Calculated over the trailing 6-month period

14.04%

11.54%

+2.50%

Volatility (1Y)

Calculated over the trailing 1-year period

16.86%

14.44%

+2.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.68%

15.59%

+1.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.78%

17.76%

+1.02%

XESP.DE vs. D5BL.DE - Expense Ratio Comparison

XESP.DE has a 0.30% expense ratio, which is higher than D5BL.DE's 0.15% expense ratio.


Dividends

XESP.DE vs. D5BL.DE - Dividend Comparison

Neither XESP.DE nor D5BL.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


XESP.DE and D5BL.DE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, D5BL.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

D5BL.DE is cheaper with a 0.15% expense ratio, compared with 0.30% for XESP.DE.

XESP.DE tracks Solactive Spain 40, while D5BL.DE tracks MSCI Europe Enhanced Value. Their fees differ too: 0.30% for XESP.DE and 0.15% for D5BL.DE.

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