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XIEE.DE vs. EZA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XIEE.DE vs. EZA - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI Europe UCITS ETF (XIEE.DE) and iShares MSCI South Africa ETF (EZA). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XIEE.DE is traded in EUR, while EZA is traded in USD. To make them comparable, the EZA values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, XIEE.DE achieves a 9.31% return, which is significantly higher than EZA's -1.31% return. Over the past 10 years, XIEE.DE has outperformed EZA with an annualized return of 10.02%, while EZA has yielded a comparatively lower 7.78% annualized return.


XIEE.DE

1D
1.84%
1M
4.98%
YTD
9.31%
6M
11.06%
1Y
18.17%
3Y*
14.01%
5Y*
10.04%
10Y*
10.02%

EZA

1D
0.97%
1M
-4.32%
YTD
-1.31%
6M
4.29%
1Y
30.53%
3Y*
20.62%
5Y*
10.51%
10Y*
7.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XIEE.DE vs. EZA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XIEE.DE
Xtrackers MSCI Europe UCITS ETF
9.31%20.33%8.08%15.72%-9.15%24.96%-3.13%27.82%-10.98%10.20%
EZA
iShares MSCI South Africa ETF
-1.31%54.41%14.23%-1.54%0.70%15.98%-13.00%12.31%-21.73%19.31%

Correlation

The correlation between XIEE.DE and EZA is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.47

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

0.42

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

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2015

0.41

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Return for Risk

XIEE.DE vs. EZA — Risk / Return Rank

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

XIEE.DE
XIEE.DE Risk / Return Rank: 4343
Overall Rank
XIEE.DE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
XIEE.DE Sortino Ratio Rank: 4242
Sortino Ratio Rank
XIEE.DE Omega Ratio Rank: 4444
Omega Ratio Rank
XIEE.DE Calmar Ratio Rank: 4040
Calmar Ratio Rank
XIEE.DE Martin Ratio Rank: 4848
Martin Ratio Rank

EZA
EZA Risk / Return Rank: 2929
Overall Rank
EZA Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EZA Sortino Ratio Rank: 2828
Sortino Ratio Rank
EZA Omega Ratio Rank: 3030
Omega Ratio Rank
EZA Calmar Ratio Rank: 3131
Calmar Ratio Rank
EZA Martin Ratio Rank: 2828
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.

XIEE.DE vs. EZA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe UCITS ETF (XIEE.DE) and iShares MSCI South Africa ETF (EZA). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XIEE.DEEZADifference
Sharpe ratioReturn per unit of total volatility

+0.28

Sortino ratioReturn per unit of downside risk

+0.41

Omega ratioGain probability vs. loss probability

1.25

1.20

+0.06

Calmar ratioReturn relative to maximum drawdown

1.80

1.42

+0.39

Martin ratioReturn relative to average drawdown

7.32

3.78

+3.54

XIEE.DE vs. EZA - Sharpe Ratio Comparison

The current XIEE.DE Sharpe Ratio is 1.32, which is comparable to the EZA Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of XIEE.DE and EZA, 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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Drawdowns

XIEE.DE vs. EZA - Drawdown Comparison

The maximum XIEE.DE drawdown since its inception was -35.52%, smaller than the maximum EZA drawdown of -59.54%. Use the drawdown chart below to compare losses from any high point for XIEE.DE and EZA.


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Drawdown Indicators


XIEE.DEEZADifference

Max Drawdown

Largest peak-to-trough decline

-35.52%

-59.54%

+24.02%

Max Drawdown (1Y)

Largest decline over 1 year

-10.03%

-21.63%

+11.60%

Max Drawdown (3Y)

Largest decline over 3 years

-16.52%

-21.63%

+5.11%

Max Drawdown (5Y)

Largest decline over 5 years

-19.30%

-30.47%

+11.17%

Max Drawdown (10Y)

Largest decline over 10 years

-35.52%

-56.33%

+20.81%

Current Drawdown

Current decline from peak

0.00%

-16.25%

+16.25%

Average Drawdown

Average peak-to-trough decline

-7.24%

-16.70%

+9.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.48%

8.12%

-5.64%

Volatility

XIEE.DE vs. EZA - Volatility Comparison

The current volatility for Xtrackers MSCI Europe UCITS ETF (XIEE.DE) is 4.10%, while iShares MSCI South Africa ETF (EZA) has a volatility of 10.31%. This indicates that XIEE.DE experiences smaller price fluctuations and is considered to be less risky than EZA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XIEE.DEEZADifference

Volatility (1M)

Calculated over the trailing 1-month period

4.10%

10.31%

-6.21%

Volatility (6M)

Calculated over the trailing 6-month period

11.65%

24.82%

-13.17%

Volatility (1Y)

Calculated over the trailing 1-year period

13.69%

29.45%

-15.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.30%

26.15%

-11.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.60%

29.61%

-12.01%

XIEE.DE vs. EZA - Expense Ratio Comparison

XIEE.DE has a 0.12% expense ratio, which is lower than EZA's 0.59% expense ratio.


Dividends

XIEE.DE vs. EZA - Dividend Comparison

XIEE.DE's dividend yield for the trailing twelve months is around 2.39%, less than EZA's 6.34% yield.


PositionTTM20252024202320222021202020192018201720162015
EZA
iShares MSCI South Africa ETF
6.34%6.16%7.26%2.84%3.90%2.05%5.51%12.27%3.81%1.55%4.10%3.03%
XIEE.DE
Xtrackers MSCI Europe UCITS ETF
2.39%2.49%3.26%2.85%5.70%1.50%3.74%0.30%3.19%0.92%0.09%0.00%

Frequently Asked Questions


XIEE.DE and EZA have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XIEE.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XIEE.DE is cheaper with a 0.12% expense ratio, compared with 0.59% for EZA.

XIEE.DE is categorized as Europe Equities, while EZA is Emerging Markets Equities. XIEE.DE tracks MSCI Europe, while EZA tracks MSCI South Africa Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XIEE.DE and 0.59% for EZA.

Portfolio Optimizer

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