XG12.DE vs. ISPA.DE
XG12.DE (Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds - XG12.DE tracks the MSCI ACWI IMI SDG 12 Responsible Consumption and Production Select while ISPA.DE tracks the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 3 years, XG12.DE returned 12.73%/yr vs 18.65%/yr for ISPA.DE. A 0.67 correlation means they provide meaningful diversification when combined. XG12.DE charges 0.35%/yr vs 0.46%/yr for ISPA.DE.
Performance
XG12.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XG12.DE achieves a 39.92% return, which is significantly higher than ISPA.DE's 13.48% return.
XG12.DE
- 1D
- -0.39%
- 1M
- 10.62%
- YTD
- 39.92%
- 6M
- 38.31%
- 1Y
- 54.12%
- 3Y*
- 12.73%
- 5Y*
- —
- 10Y*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
XG12.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XG12.DE Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C | 39.92% | 8.69% | -4.44% | -8.34% | -5.33% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | -2.81% |
Correlation
The correlation between XG12.DE and ISPA.DE is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2022 | 0.67 |
The correlation between XG12.DE and ISPA.DE has been stable across timeframes, ranging from 0.61 to 0.67 - a consistent structural relationship.
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Return for Risk
XG12.DE vs. ISPA.DE — Risk / Return Rank
XG12.DE
ISPA.DE
XG12.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C (XG12.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| XG12.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.62 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 7.95 | 8.10 | -0.15 |
| Martin ratioReturn relative to average drawdown | 25.46 | 28.73 | -3.27 |
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
| XG12.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.33 | 3.35 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.91 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.68 | -0.28 |
Drawdowns
XG12.DE vs. ISPA.DE - Drawdown Comparison
The maximum XG12.DE drawdown since its inception was -32.01%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for XG12.DE and ISPA.DE.
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Drawdown Indicators
| XG12.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -38.91% | +6.90% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -3.63% | -3.14% |
Max Drawdown (3Y)Largest decline over 3 years | -24.98% | -15.10% | -9.88% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -1.67% | -1.09% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -14.28% | -4.46% | -9.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.03% | +1.09% |
Volatility
XG12.DE vs. ISPA.DE - Volatility Comparison
Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C (XG12.DE) has a higher volatility of 6.86% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that XG12.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XG12.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 2.62% | +4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 6.51% | +6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 8.77% | +7.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 12.00% | +5.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 14.79% | +2.65% |
XG12.DE vs. ISPA.DE - Expense Ratio Comparison
XG12.DE has a 0.35% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
XG12.DE vs. ISPA.DE - Dividend Comparison
XG12.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
XG12.DE Xtrackers MSCI Global SDG 12 Circular Economy 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
XG12.DE and ISPA.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XG12.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XG12.DE is cheaper with a 0.35% expense ratio, compared with 0.46% for ISPA.DE.
XG12.DE tracks MSCI ACWI IMI SDG 12 Responsible Consumption and Production Select, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XG12.DE and 0.46% for ISPA.DE.
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