XS3R.L vs. ESIS.L

Last updated Jun 5, 2026

XS3R.L (Xtrackers MSCI Europe Consumer Staples ESG Screened UCITS ETF 1C) and ESIS.L (iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)) are both Consumer Staples Equities funds tracking the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, from Xtrackers and iShares respectively. Both are passively managed. Over the past 5 years, XS3R.L returned -2.72%/yr vs 0.80%/yr for ESIS.L. Their correlation of 0.90 suggests significant overlap in exposure. XS3R.L charges 0.20%/yr vs 0.18%/yr for ESIS.L.

Performance

XS3R.L vs. ESIS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI Europe Consumer Staples ESG Screened UCITS ETF 1C (XS3R.L) and iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

XS3R.L is traded in GBp, while ESIS.L is traded in GBP. To make them comparable, the ESIS.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with XS3R.L having a -2.91% return and ESIS.L slightly higher at -2.90%.

XS3R.L

• 1D: -0.16%
• 1M: -0.32%
• YTD: -2.91%
• 6M: -2.78%
• 1Y: -6.99%
• 3Y*: -5.12%
• 5Y*: -2.72%
• 10Y*: 2.67%

ESIS.L

• 1D: -0.53%
• 1M: -0.85%
• YTD: -2.90%
• 6M: -2.91%
• 1Y: -2.62%
• 3Y*: -0.37%
• 5Y*: 0.80%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XS3R.L vs. ESIS.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
XS3R.L Xtrackers MSCI Europe Consumer Staples ESG Screened UCITS ETF 1C	-2.91%	3.47%	-13.00%	-0.64%	-5.40%	12.99%	3.69%
ESIS.L iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)	-2.90%	12.15%	-6.75%	-1.03%	-2.95%	12.22%	2.78%

Correlation

The correlation between XS3R.L and ESIS.L is 0.84, 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	0.84
Correlation (3Y) Calculated over the trailing 3-year period	0.86
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (All Time) Calculated using the full available price history since Nov 24, 2020	0.90

The correlation between XS3R.L and ESIS.L has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.

XS3R.L vs. ESIS.L - Sectors Allocation Comparison

Sectors	XS3R.L	ESIS.L
Consumer Defensive	97.9%	99.2%
Consumer Cyclical	2.1%	0.8%
Basic Materials	-	-
Communication Services	-	-
Energy	-	-
Financial Services	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

XS3R.L vs. ESIS.L — Risk / Return Rank

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

XS3R.L

XS3R.L Risk / Return Rank: 5
XS3R.L Sharpe Ratio Rank: 5
XS3R.L Sortino Ratio Rank: 5
XS3R.L Omega Ratio Rank: 5
XS3R.L Calmar Ratio Rank: 5
XS3R.L Martin Ratio Rank: 5

ESIS.L

ESIS.L Risk / Return Rank: 7
ESIS.L Sharpe Ratio Rank: 7
ESIS.L Sortino Ratio Rank: 7
ESIS.L Omega Ratio Rank: 7
ESIS.L Calmar Ratio Rank: 7
ESIS.L Martin Ratio Rank: 7

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.

XS3R.L vs. ESIS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Consumer Staples ESG Screened UCITS ETF 1C (XS3R.L) and iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.L). 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.

	XS3R.L	ESIS.L	Difference
Sharpe ratio: Return per unit of total volatility	-0.45	-0.19	-0.25
Sortino ratio: Return per unit of downside risk	-0.53	-0.18	-0.36
Omega ratio: Gain probability vs. loss probability	0.94	0.98	-0.04
Calmar ratio: Return relative to maximum drawdown	-0.40	-0.19	-0.21
Martin ratio: Return relative to average drawdown	-0.92	-0.43	-0.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XS3R.L vs. ESIS.L - Sharpe Ratio Comparison

The current XS3R.L Sharpe Ratio is -0.45, which is lower than the ESIS.L Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of XS3R.L and ESIS.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	XS3R.L	ESIS.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.45	-0.19	-0.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.19	0.06	-0.26
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.18	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.63	0.17	+0.46

Drawdowns

XS3R.L vs. ESIS.L - Drawdown Comparison

The maximum XS3R.L drawdown since its inception was -30.38%, which is greater than ESIS.L's maximum drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for XS3R.L and ESIS.L.

Drawdown Indicators

	XS3R.L	ESIS.L	Difference
Max Drawdown Largest peak-to-trough decline	-30.38%	-17.71%	-12.67%
Max Drawdown (1Y) Largest decline over 1 year	-17.25%	-13.78%	-3.47%
Max Drawdown (3Y) Largest decline over 3 years	-18.65%	-13.78%	-4.87%
Max Drawdown (5Y) Largest decline over 5 years	-24.57%	-17.71%	-6.86%
Max Drawdown (10Y) Largest decline over 10 years	-30.38%	—	—
Current Drawdown Current decline from peak	-22.02%	-12.86%	-9.16%
Average Drawdown Average peak-to-trough decline	-8.11%	-7.44%	-0.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.61%	6.04%	+1.57%

Volatility

XS3R.L vs. ESIS.L - Volatility Comparison

Xtrackers MSCI Europe Consumer Staples ESG Screened UCITS ETF 1C (XS3R.L) has a higher volatility of 6.13% compared to iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.L) at 4.54%. This indicates that XS3R.L's price experiences larger fluctuations and is considered to be riskier than ESIS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XS3R.L	ESIS.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.13%	4.54%	+1.59%
Volatility (6M) Calculated over the trailing 6-month period	12.89%	11.16%	+1.73%
Volatility (1Y) Calculated over the trailing 1-year period	15.65%	13.58%	+2.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.02%	12.66%	+1.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.69%	12.67%	+2.02%

XS3R.L vs. ESIS.L - Expense Ratio Comparison

XS3R.L has a 0.20% expense ratio, which is higher than ESIS.L's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

XS3R.L vs. ESIS.L - Dividend Comparison

Neither XS3R.L nor ESIS.L has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both XS3R.L and ESIS.L in my portfolio?

XS3R.L and ESIS.L have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XS3R.L or ESIS.L?

On fees, ESIS.L is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XS3R.L or ESIS.L?

ESIS.L is cheaper with a 0.18% expense ratio, compared with 0.20% for XS3R.L.

What is the main difference between XS3R.L and ESIS.L?

Both ETFs track Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.20% for XS3R.L and 0.18% for ESIS.L.