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XS7R.L vs. IPRV.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XS7R.L vs. IPRV.L

Last updated Jun 5, 2026

XS7R.L (Xtrackers MSCI Europe Financials ESG Screened UCITS ETF 1C) and IPRV.L (iShares Listed Private Equity UCITS ETF USD (Dist)) are both Financials Equities funds - XS7R.L tracks the MSCI World/Financials NR USD while IPRV.L tracks the S&P Listed Private Equity Index. Both are passively managed. Over the past 10 years, XS7R.L returned 10.57%/yr vs 12.65%/yr for IPRV.L. A 0.56 correlation means they provide meaningful diversification when combined. XS7R.L charges 0.20%/yr vs 0.75%/yr for IPRV.L.

Performance

XS7R.L vs. IPRV.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI Europe Financials ESG Screened UCITS ETF 1C (XS7R.L) and iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XS7R.L achieves a 2.58% return, which is significantly higher than IPRV.L's -12.08% return. Over the past 10 years, XS7R.L has underperformed IPRV.L with an annualized return of 10.57%, while IPRV.L has yielded a comparatively higher 12.65% annualized return.

XS7R.L

1D
0.42%
1M
3.51%
YTD
2.58%
6M
9.20%
1Y
21.96%
3Y*
26.51%
5Y*
17.60%
10Y*
10.57%

IPRV.L

1D
2.62%
1M
-2.90%
YTD
-12.08%
6M
-10.54%
1Y
-7.71%
3Y*
10.33%
5Y*
6.33%
10Y*
12.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XS7R.L vs. IPRV.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XS7R.L
Xtrackers MSCI Europe Financials ESG Screened UCITS ETF 1C		2.58%47.44%18.33%20.38%3.19%27.29%-19.81%7.94%-24.58%16.49%
IPRV.L
iShares Listed Private Equity UCITS ETF USD (Dist)		-12.08%-4.65%26.96%32.91%-19.32%45.11%2.39%40.72%-7.63%15.66%

Correlation

The correlation between XS7R.L and IPRV.L is 0.63, 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

0.63

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

0.61

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

0.62

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

0.60

Correlation (All Time)
Calculated using the full available price history since Aug 7, 2008

0.56

The correlation between XS7R.L and IPRV.L has been stable across timeframes, ranging from 0.56 to 0.63 - a consistent structural relationship.

XS7R.L vs. IPRV.L - Sectors Allocation Comparison

Sectors
XS7R.L
IPRV.L

Financial Services

97.1%
99.0%

Technology

1.8%
0.1%

Industrials

1.1%
0.7%

Consumer Cyclical

0.3%
0.3%

Basic Materials

-

-

Communication Services

-

-

Consumer Defensive

-

0.0%

Energy

-

-

Healthcare

-

0.0%

Real Estate

-

-

Utilities

-

-

Financial Services

XS7R.L
97.1%
IPRV.L
99.0%

Technology

XS7R.L
1.8%
IPRV.L
0.1%

Industrials

XS7R.L
1.1%
IPRV.L
0.7%

Consumer Cyclical

XS7R.L
0.3%
IPRV.L
0.3%

Basic Materials

XS7R.L

-

IPRV.L

-

Communication Services

XS7R.L

-

IPRV.L

-

Consumer Defensive

XS7R.L

-

IPRV.L
0.0%

Energy

XS7R.L

-

IPRV.L

-

Healthcare

XS7R.L

-

IPRV.L
0.0%

Real Estate

XS7R.L

-

IPRV.L

-

Utilities

XS7R.L

-

IPRV.L

-

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Xtrackers MSCI Europe Financials ESG Screened UCITS ETF 1C

iShares Listed Private Equity UCITS ETF USD (Dist)

Often compared with XS7R.L:
XS7R.L vs. CEUR.LXS7R.L vs. PRAE.DEXS7R.L vs. PRIG.LXS7R.L vs. VGEU.DEXS7R.L vs. VWCE.DEXS7R.L vs. VOOXS7R.L vs. VHYL.AS
Often compared with IPRV.L:
IPRV.L vs. SPYIPRV.L vs. QQQ3.LIPRV.L vs. IWMO.LIPRV.L vs. BRK-BIPRV.L vs. BXIPRV.L vs. SWDA.LIPRV.L vs. HMWO.L

Return for Risk

XS7R.L vs. IPRV.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XS7R.L
XS7R.L Risk / Return Rank: 3939
Overall Rank
XS7R.L Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
XS7R.L Sortino Ratio Rank: 3737
Sortino Ratio Rank
XS7R.L Omega Ratio Rank: 3737
Omega Ratio Rank
XS7R.L Calmar Ratio Rank: 4040
Calmar Ratio Rank
XS7R.L Martin Ratio Rank: 4242
Martin Ratio Rank
IPRV.L
IPRV.L Risk / Return Rank: 66
Overall Rank
IPRV.L Sharpe Ratio Rank: 55
Sharpe Ratio Rank
IPRV.L Sortino Ratio Rank: 55
Sortino Ratio Rank
IPRV.L Omega Ratio Rank: 55
Omega Ratio Rank
IPRV.L Calmar Ratio Rank: 66
Calmar Ratio Rank
IPRV.L Martin Ratio Rank: 66
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.

XS7R.L vs. IPRV.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Financials ESG Screened UCITS ETF 1C (XS7R.L) and iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.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.

XS7R.LIPRV.LDifference
Sharpe ratioReturn per unit of total volatility
1.35
-0.41

+1.75

Sortino ratioReturn per unit of downside risk
1.88
-0.45

+2.33

Omega ratioGain probability vs. loss probability

1.24

0.95

+0.29

Calmar ratioReturn relative to maximum drawdown

1.93

-0.33

+2.26

Martin ratioReturn relative to average drawdown

6.59

-0.69

+7.29

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XS7R.L vs. IPRV.L - Sharpe Ratio Comparison

The current XS7R.L Sharpe Ratio is 1.35, which is higher than the IPRV.L Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of XS7R.L and IPRV.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.

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Sharpe Ratios by Period

XS7R.LIPRV.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

-0.41

+1.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

0.32

+0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.62

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.16

-0.07

Drawdowns

XS7R.L vs. IPRV.L - Drawdown Comparison

The maximum XS7R.L drawdown since its inception was -66.04%, smaller than the maximum IPRV.L drawdown of -74.08%. Use the drawdown chart below to compare losses from any high point for XS7R.L and IPRV.L.

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Drawdown Indicators

XS7R.LIPRV.LDifference

Max Drawdown

Largest peak-to-trough decline

-66.04%

-74.08%

+8.04%

Max Drawdown (1Y)

Largest decline over 1 year

-11.33%

-23.47%

+12.14%

Max Drawdown (3Y)

Largest decline over 3 years

-15.17%

-27.90%

+12.73%

Max Drawdown (5Y)

Largest decline over 5 years

-23.60%

-27.90%

+4.30%

Max Drawdown (10Y)

Largest decline over 10 years

-55.42%

-44.53%

-10.89%

Current Drawdown

Current decline from peak

-2.39%

-22.45%

+20.06%

Average Drawdown

Average peak-to-trough decline

-26.41%

-11.64%

-14.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.32%

11.08%

-7.76%

Volatility

XS7R.L vs. IPRV.L - Volatility Comparison

The current volatility for Xtrackers MSCI Europe Financials ESG Screened UCITS ETF 1C (XS7R.L) is 5.07%, while iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) has a volatility of 5.75%. This indicates that XS7R.L experiences smaller price fluctuations and is considered to be less risky than IPRV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XS7R.LIPRV.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.07%

5.75%

-0.68%

Volatility (6M)

Calculated over the trailing 6-month period

13.42%

15.11%

-1.69%

Volatility (1Y)

Calculated over the trailing 1-year period

16.25%

18.90%

-2.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.86%

19.52%

-0.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.52%

20.36%

+2.16%

XS7R.L vs. IPRV.L - Expense Ratio Comparison

XS7R.L has a 0.20% expense ratio, which is lower than IPRV.L's 0.75% expense ratio.

Dividends

XS7R.L vs. IPRV.L - Dividend Comparison

XS7R.L has not paid dividends to shareholders, while IPRV.L's dividend yield for the trailing twelve months is around 5.23%.

PositionTTM20252024202320222021202020192018201720162015
IPRV.L
iShares Listed Private Equity UCITS ETF USD (Dist)		5.23%3.98%3.81%4.27%5.26%3.42%4.85%4.28%6.46%6.70%5.33%8.21%
XS7R.L
Xtrackers MSCI Europe Financials 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%0.00%0.00%

Frequently Asked Questions

XS7R.L and IPRV.L have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XS7R.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XS7R.L is cheaper with a 0.20% expense ratio, compared with 0.75% for IPRV.L.

XS7R.L tracks MSCI World/Financials NR USD, while IPRV.L tracks S&P Listed Private Equity Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.20% for XS7R.L and 0.75% for IPRV.L.

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