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XRSM.DE vs. VNRT.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XRSM.DE vs. VNRT.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI USA ESG Screened UCITS ETF 1C (XRSM.DE) and Vanguard FTSE North America UCITS ETF Distributing (VNRT.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with XRSM.DE having a 10.32% return and VNRT.DE slightly higher at 10.48%.


XRSM.DE

1D
-1.09%
1M
0.21%
YTD
10.32%
6M
10.25%
1Y
24.87%
3Y*
19.47%
5Y*
13.21%
10Y*
13.75%

VNRT.DE

1D
-0.93%
1M
0.32%
YTD
10.48%
6M
10.85%
1Y
24.44%
3Y*
19.07%
5Y*
13.37%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XRSM.DE vs. VNRT.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XRSM.DE
Xtrackers MSCI USA ESG Screened UCITS ETF 1C
10.32%4.95%33.21%25.49%-17.04%39.25%5.31%33.46%-6.52%4.13%
VNRT.DE
Vanguard FTSE North America UCITS ETF Distributing
10.48%5.38%31.91%22.71%-15.21%38.59%8.35%34.70%-1.98%2.78%

Correlation

The correlation between XRSM.DE and VNRT.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.96

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

0.97

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

0.98

Correlation (All Time)
Calculated using the full available price history since Oct 26, 2017

0.95

The correlation between XRSM.DE and VNRT.DE has been stable across timeframes, ranging from 0.95 to 0.98 - a consistent structural relationship.

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Return for Risk

XRSM.DE vs. VNRT.DE — Risk / Return Rank

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

XRSM.DE
XRSM.DE Risk / Return Rank: 6565
Overall Rank
XRSM.DE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
XRSM.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
XRSM.DE Omega Ratio Rank: 6565
Omega Ratio Rank
XRSM.DE Calmar Ratio Rank: 6666
Calmar Ratio Rank
XRSM.DE Martin Ratio Rank: 6464
Martin Ratio Rank

VNRT.DE
VNRT.DE Risk / Return Rank: 7474
Overall Rank
VNRT.DE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VNRT.DE Sortino Ratio Rank: 7272
Sortino Ratio Rank
VNRT.DE Omega Ratio Rank: 7373
Omega Ratio Rank
VNRT.DE Calmar Ratio Rank: 7777
Calmar Ratio Rank
VNRT.DE Martin Ratio Rank: 7676
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.

XRSM.DE vs. VNRT.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA ESG Screened UCITS ETF 1C (XRSM.DE) and Vanguard FTSE North America UCITS ETF Distributing (VNRT.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.

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.


XRSM.DEVNRT.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.14

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.34

1.38

-0.04

Calmar ratioReturn relative to maximum drawdown

2.91

3.51

-0.60

Martin ratioReturn relative to average drawdown

10.10

12.51

-2.40

XRSM.DE vs. VNRT.DE - Sharpe Ratio Comparison

The current XRSM.DE Sharpe Ratio is 1.93, which is comparable to the VNRT.DE Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of XRSM.DE and VNRT.DE, 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

XRSM.DE vs. VNRT.DE - Drawdown Comparison

The maximum XRSM.DE drawdown since its inception was -40.30%, which is greater than VNRT.DE's maximum drawdown of -34.52%. Use the drawdown chart below to compare losses from any high point for XRSM.DE and VNRT.DE.


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Drawdown Indicators


XRSM.DEVNRT.DEDifference

Max Drawdown

Largest peak-to-trough decline

-40.30%

-34.52%

-5.78%

Max Drawdown (1Y)

Largest decline over 1 year

-8.52%

-6.93%

-1.59%

Max Drawdown (3Y)

Largest decline over 3 years

-24.45%

-23.32%

-1.13%

Max Drawdown (5Y)

Largest decline over 5 years

-24.45%

-23.32%

-1.13%

Max Drawdown (10Y)

Largest decline over 10 years

-40.30%

Current Drawdown

Current decline from peak

-1.28%

-0.98%

-0.30%

Average Drawdown

Average peak-to-trough decline

-7.05%

-4.41%

-2.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

1.95%

+0.51%

Volatility

XRSM.DE vs. VNRT.DE - Volatility Comparison

Xtrackers MSCI USA ESG Screened UCITS ETF 1C (XRSM.DE) has a higher volatility of 3.75% compared to Vanguard FTSE North America UCITS ETF Distributing (VNRT.DE) at 3.34%. This indicates that XRSM.DE's price experiences larger fluctuations and is considered to be riskier than VNRT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XRSM.DEVNRT.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.75%

3.34%

+0.41%

Volatility (6M)

Calculated over the trailing 6-month period

8.94%

7.87%

+1.07%

Volatility (1Y)

Calculated over the trailing 1-year period

12.85%

11.76%

+1.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.09%

15.32%

+0.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.16%

16.79%

+1.37%

XRSM.DE vs. VNRT.DE - Expense Ratio Comparison

XRSM.DE has a 0.07% expense ratio, which is lower than VNRT.DE's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

XRSM.DE vs. VNRT.DE - Dividend Comparison

XRSM.DE has not paid dividends to shareholders, while VNRT.DE's dividend yield for the trailing twelve months is around 0.89%.


PositionTTM202520242023202220212020201920182017
VNRT.DE
Vanguard FTSE North America UCITS ETF Distributing
0.89%0.98%0.99%1.25%1.46%1.00%1.42%1.43%1.78%0.41%
XRSM.DE
Xtrackers MSCI USA ESG Screened UCITS ETF 1C
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.96, XRSM.DE and VNRT.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XRSM.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XRSM.DE is cheaper with a 0.07% expense ratio, compared with 0.10% for VNRT.DE.

XRSM.DE tracks MSCI USA Select ESG Screened, while VNRT.DE tracks Russell 1000 TR USD. They also come from different issuers: Xtrackers and Vanguard. Their fees differ too: 0.07% for XRSM.DE and 0.10% for VNRT.DE.

Portfolio Optimizer

Find the right allocation for XRSM.DE and VNRT.DE

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