XG12.DE vs. IUSD.DE
XG12.DE (Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C) and IUSD.DE (iShares MSCI World Islamic UCITS ETF USD (Dist)) are both Global Equities funds - XG12.DE tracks the MSCI ACWI IMI SDG 12 Responsible Consumption and Production Select while IUSD.DE tracks the MSCI World Islamic Index. Both are passively managed. Over the past 3 years, XG12.DE returned 12.73%/yr vs 15.20%/yr for IUSD.DE. A 0.67 correlation means they provide meaningful diversification when combined. XG12.DE charges 0.35%/yr vs 0.60%/yr for IUSD.DE.
Performance
XG12.DE vs. IUSD.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 IUSD.DE's 20.34% return.
XG12.DE
- 1D
- -0.39%
- 1M
- 8.41%
- YTD
- 39.92%
- 6M
- 37.25%
- 1Y
- 53.56%
- 3Y*
- 12.73%
- 5Y*
- —
- 10Y*
- —
IUSD.DE
- 1D
- -0.49%
- 1M
- 7.71%
- YTD
- 20.34%
- 6M
- 20.25%
- 1Y
- 34.31%
- 3Y*
- 15.20%
- 5Y*
- 19.36%
- 10Y*
- 11.00%
XG12.DE vs. IUSD.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% |
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 20.34% | 6.31% | 11.81% | 63.24% | 0.00% |
Correlation
The correlation between XG12.DE and IUSD.DE is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2022 | 0.67 |
The correlation between XG12.DE and IUSD.DE shifts across timeframes, from 0.67 (all time) to 0.79 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
XG12.DE vs. IUSD.DE — Risk / Return Rank
XG12.DE
IUSD.DE
XG12.DE vs. IUSD.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 MSCI World Islamic UCITS ETF USD (Dist) (IUSD.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 | IUSD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.49 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 7.95 | 7.08 | +0.87 |
| Martin ratioReturn relative to average drawdown | 25.46 | 22.57 | +2.89 |
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 | IUSD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.33 | 2.74 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.83 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.63 | -0.24 |
Drawdowns
XG12.DE vs. IUSD.DE - Drawdown Comparison
The maximum XG12.DE drawdown since its inception was -32.01%, which is greater than IUSD.DE's maximum drawdown of -23.82%. Use the drawdown chart below to compare losses from any high point for XG12.DE and IUSD.DE.
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Drawdown Indicators
| XG12.DE | IUSD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -23.82% | -8.19% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -4.81% | -1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -24.98% | -22.97% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.97% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.97% | — |
Current DrawdownCurrent decline from peak | -1.67% | -0.49% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -14.28% | -3.61% | -10.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.51% | +0.61% |
Volatility
XG12.DE vs. IUSD.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 MSCI World Islamic UCITS ETF USD (Dist) (IUSD.DE) at 3.98%. This indicates that XG12.DE's price experiences larger fluctuations and is considered to be riskier than IUSD.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 | IUSD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 3.98% | +2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 9.09% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 12.41% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 23.09% | -5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 16.93% | +0.51% |
XG12.DE vs. IUSD.DE - Expense Ratio Comparison
XG12.DE has a 0.35% expense ratio, which is lower than IUSD.DE's 0.60% expense ratio.
Dividends
XG12.DE vs. IUSD.DE - Dividend Comparison
XG12.DE has not paid dividends to shareholders, while IUSD.DE's dividend yield for the trailing twelve months is around 0.81%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 0.81% | 1.00% | 1.26% | 1.47% | 2.75% | 1.80% | 1.55% | 1.94% | 1.57% | 1.45% | 1.45% | 1.60% |
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 IUSD.DE have a correlation of 0.79, 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 0.60% for IUSD.DE.
XG12.DE tracks MSCI ACWI IMI SDG 12 Responsible Consumption and Production Select, while IUSD.DE tracks MSCI World Islamic Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XG12.DE and 0.60% for IUSD.DE.
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