XGEN.DE vs. IDNA
XGEN.DE (Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C) and IDNA (iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund) are both Health & Biotech Equities funds - XGEN.DE tracks the MSCI ACWI IMI Genomic Innovation Select ESG Screened 100 while IDNA tracks the NYSE FactSet Global Genomics and Immuno Biopharma Index. Both are passively managed. Over the past 3 years, XGEN.DE returned 1.39%/yr vs 5.51%/yr for IDNA. A 0.58 correlation means they provide meaningful diversification when combined. XGEN.DE charges 0.30%/yr vs 0.47%/yr for IDNA.
Performance
XGEN.DE vs. IDNA - Performance Comparison
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Different Trading Currencies
XGEN.DE is traded in EUR, while IDNA is traded in USD. To make them comparable, the IDNA values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, XGEN.DE achieves a -1.40% return, which is significantly lower than IDNA's 15.70% return.
XGEN.DE
- 1D
- 3.92%
- 1M
- 6.45%
- YTD
- -1.40%
- 6M
- -3.78%
- 1Y
- 22.37%
- 3Y*
- 1.39%
- 5Y*
- —
- 10Y*
- —
IDNA
- 1D
- 3.56%
- 1M
- 2.17%
- YTD
- 15.70%
- 6M
- 11.88%
- 1Y
- 43.08%
- 3Y*
- 5.51%
- 5Y*
- -6.89%
- 10Y*
- —
XGEN.DE vs. IDNA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C | -1.40% | 7.38% | 2.95% | -5.84% | -9.98% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 15.70% | 3.35% | 5.83% | -10.40% | -26.00% |
Correlation
The correlation between XGEN.DE and IDNA is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2022 | 0.58 |
The correlation between XGEN.DE and IDNA has been stable across timeframes, ranging from 0.58 to 0.62 - a consistent structural relationship.
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Return for Risk
XGEN.DE vs. IDNA — Risk / Return Rank
XGEN.DE
IDNA
XGEN.DE vs. IDNA - Risk-Adjusted Trends 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.
| XGEN.DE | IDNA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.30 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 5.12 | -3.64 |
| Martin ratioReturn relative to average drawdown | 3.61 | 12.25 | -8.64 |
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
| XGEN.DE | IDNA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.85 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.25 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.11 | 0.11 | -0.21 |
Drawdowns
XGEN.DE vs. IDNA - Drawdown Comparison
The maximum XGEN.DE drawdown since its inception was -37.58%, smaller than the maximum IDNA drawdown of -64.58%. Use the drawdown chart below to compare losses from any high point for XGEN.DE and IDNA.
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Drawdown Indicators
| XGEN.DE | IDNA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.58% | -64.58% | +27.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -8.45% | -6.54% |
Max Drawdown (3Y)Largest decline over 3 years | -28.21% | -32.00% | +3.79% |
Max Drawdown (5Y)Largest decline over 5 years | — | -64.58% | — |
Current DrawdownCurrent decline from peak | -14.86% | -42.74% | +27.88% |
Average DrawdownAverage peak-to-trough decline | -19.44% | -33.88% | +14.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.19% | 3.53% | +2.66% |
Volatility
XGEN.DE vs. IDNA - Volatility Comparison
The current volatility for Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) is 6.48%, while iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) has a volatility of 7.49%. 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.
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Volatility by Period
| XGEN.DE | IDNA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 7.49% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 16.96% | -3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 23.35% | -5.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 27.25% | -8.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 28.90% | -10.24% |
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.
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 1.03%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 1.03% | 1.18% | 0.98% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% |
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XGEN.DE and IDNA have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGEN.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGEN.DE is cheaper with a 0.30% expense ratio, compared with 0.47% for IDNA.
XGEN.DE tracks MSCI ACWI IMI Genomic Innovation Select ESG Screened 100, while IDNA tracks NYSE FactSet Global Genomics and Immuno Biopharma Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.30% for XGEN.DE and 0.47% for IDNA.
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