PortfoliosLab logoPortfoliosLab logo
XRSM.DE vs. XNAS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XRSM.DE vs. XNAS.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 Xtrackers Nasdaq 100 UCITS ETF 1C (XNAS.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, XRSM.DE achieves a 10.32% return, which is significantly lower than XNAS.DE's 19.94% return.


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%

XNAS.DE

1D
0.00%
1M
0.95%
YTD
19.94%
6M
20.20%
1Y
36.43%
3Y*
24.62%
5Y*
17.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024202320222021
XRSM.DE
Xtrackers MSCI USA ESG Screened UCITS ETF 1C
10.32%4.95%33.21%25.49%-17.04%32.82%
XNAS.DE
Xtrackers Nasdaq 100 UCITS ETF 1C
19.94%7.11%33.75%51.36%-29.99%31.23%

Correlation

The correlation between XRSM.DE and XNAS.DE is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.91

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

0.92

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

0.92

Correlation (All Time)
Calculated using the full available price history since Jan 27, 2021

0.90

The correlation between XRSM.DE and XNAS.DE has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

XRSM.DE vs. XNAS.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

XNAS.DE
XNAS.DE Risk / Return Rank: 7575
Overall Rank
XNAS.DE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
XNAS.DE Sortino Ratio Rank: 7676
Sortino Ratio Rank
XNAS.DE Omega Ratio Rank: 7575
Omega Ratio Rank
XNAS.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
XNAS.DE Martin Ratio Rank: 6868
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. XNAS.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 Xtrackers Nasdaq 100 UCITS ETF 1C (XNAS.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.DEXNAS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.34

1.38

-0.04

Calmar ratioReturn relative to maximum drawdown

2.91

3.66

-0.75

Martin ratioReturn relative to average drawdown

10.10

10.65

-0.55

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

The current XRSM.DE Sharpe Ratio is 1.93, which is comparable to the XNAS.DE Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of XRSM.DE and XNAS.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.


Loading charts...

Drawdowns

XRSM.DE vs. XNAS.DE - Drawdown Comparison

The maximum XRSM.DE drawdown since its inception was -40.30%, which is greater than XNAS.DE's maximum drawdown of -31.25%. Use the drawdown chart below to compare losses from any high point for XRSM.DE and XNAS.DE.


Loading charts...

Drawdown Indicators


XRSM.DEXNAS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-40.30%

-31.25%

-9.05%

Max Drawdown (1Y)

Largest decline over 1 year

-8.52%

-10.00%

+1.48%

Max Drawdown (3Y)

Largest decline over 3 years

-24.45%

-26.72%

+2.27%

Max Drawdown (5Y)

Largest decline over 5 years

-24.45%

-31.25%

+6.80%

Max Drawdown (10Y)

Largest decline over 10 years

-40.30%

Current Drawdown

Current decline from peak

-1.28%

-1.87%

+0.59%

Average Drawdown

Average peak-to-trough decline

-7.05%

-7.77%

+0.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

3.43%

-0.97%

Volatility

XRSM.DE vs. XNAS.DE - Volatility Comparison

The current volatility for Xtrackers MSCI USA ESG Screened UCITS ETF 1C (XRSM.DE) is 3.75%, while Xtrackers Nasdaq 100 UCITS ETF 1C (XNAS.DE) has a volatility of 5.98%. This indicates that XRSM.DE experiences smaller price fluctuations and is considered to be less risky than XNAS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


XRSM.DEXNAS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.75%

5.98%

-2.23%

Volatility (6M)

Calculated over the trailing 6-month period

8.94%

11.96%

-3.02%

Volatility (1Y)

Calculated over the trailing 1-year period

12.85%

16.70%

-3.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.09%

20.02%

-3.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.16%

19.91%

-1.75%

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

XRSM.DE has a 0.07% expense ratio, which is lower than XNAS.DE's 0.20% 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. XNAS.DE - Dividend Comparison

Neither XRSM.DE nor XNAS.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.91, XRSM.DE and XNAS.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 0.20% for XNAS.DE.

XRSM.DE is categorized as Large Cap Blend Equities, while XNAS.DE is Nasdaq-100. XRSM.DE tracks MSCI USA Select ESG Screened, while XNAS.DE tracks Nasdaq 100®. Their fees differ too: 0.07% for XRSM.DE and 0.20% for XNAS.DE.

Portfolio Optimizer

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

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer