XGEN.DE vs. IDNA
Compare and contrast key facts about Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA).
XGEN.DE and IDNA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XGEN.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI ACWI IMI Genomic Innovation Select ESG Screened 100. It was launched on Jul 12, 2022. IDNA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet Global Genomics and Immuno Biopharma Index. It was launched on Jun 11, 2019. Both XGEN.DE and IDNA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XGEN.DE or IDNA.
Key characteristics
| XGEN.DE | IDNA | |
|---|---|---|
| YTD Return | 6.68% | 9.68% |
| 1Y Return | 9.30% | 20.16% |
| Sharpe Ratio | 0.76 | 0.73 |
| Daily Std Dev | 15.67% | 24.75% |
| Max Drawdown | -32.55% | -68.26% |
| Current Drawdown | -16.68% | -53.55% |
Correlation
The correlation between XGEN.DE and IDNA is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XGEN.DE vs. IDNA - Performance Comparison
In the year-to-date period, XGEN.DE achieves a 6.68% return, which is significantly lower than IDNA's 9.68% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XGEN.DE vs. IDNA - Expense Ratio Comparison
XGEN.DE has a 0.30% expense ratio, which is lower than IDNA's 0.47% expense ratio.
Risk-Adjusted Performance
XGEN.DE vs. IDNA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA). 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.
Dividends
XGEN.DE vs. IDNA - Dividend Comparison
XGEN.DE has not paid dividends to shareholders, while IDNA's dividend yield for the trailing twelve months is around 1.12%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 1.12% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% |
Drawdowns
XGEN.DE vs. IDNA - Drawdown Comparison
The maximum XGEN.DE drawdown since its inception was -32.55%, smaller than the maximum IDNA drawdown of -68.26%. Use the drawdown chart below to compare losses from any high point for XGEN.DE and IDNA. For additional features, visit the drawdowns tool.
Volatility
XGEN.DE vs. IDNA - Volatility Comparison
The current volatility for Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) is 3.99%, while iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) has a volatility of 5.01%. This indicates that XGEN.DE experiences smaller price fluctuations and is considered to be less risky than IDNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.