XS7W.DE vs. XAIX.DE
XS7W.DE (Xtrackers Portfolio Income UCITS ETF (Dist)) and XAIX.DE (Xtrackers Artificial Intelligence & Big Data UCITS ETF) are both exchange-traded funds - XS7W.DE is a Global Allocation fund actively managed by Xtrackers, while XAIX.DE is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data. XS7W.DE is actively managed, while XAIX.DE is passively managed. Over the past 5 years, XS7W.DE returned 2.71%/yr vs 19.96%/yr for XAIX.DE. A 0.58 correlation means they provide meaningful diversification when combined. XS7W.DE charges 0.65%/yr vs 0.35%/yr for XAIX.DE.
Performance
XS7W.DE vs. XAIX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XS7W.DE achieves a 5.33% return, which is significantly lower than XAIX.DE's 32.23% return.
XS7W.DE
- 1D
- 0.14%
- 1M
- 0.94%
- 6M
- 5.26%
- YTD
- 5.33%
- 1Y
- 9.07%
- 3Y*
- 7.00%
- 5Y*
- 2.71%
- 10Y*
- 3.57%
XAIX.DE
- 1D
- 1.61%
- 1M
- -5.58%
- 6M
- 32.49%
- YTD
- 32.23%
- 1Y
- 49.06%
- 3Y*
- 33.40%
- 5Y*
- 19.96%
- 10Y*
- —
XS7W.DE vs. XAIX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 5.33% | 3.90% | 7.56% | 8.46% | -12.92% | 8.31% | 1.80% | 11.40% |
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 32.23% | 15.25% | 34.63% | 63.77% | -31.80% | 35.85% | 24.44% | 6.39% |
Correlation
The correlation between XS7W.DE and XAIX.DE is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2019 | 0.58 |
The correlation between XS7W.DE and XAIX.DE has been stable across timeframes, ranging from 0.53 to 0.58 - a consistent structural relationship.
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Return for Risk
XS7W.DE vs. XAIX.DE — Risk / Return Rank
XS7W.DE
XAIX.DE
XS7W.DE vs. XAIX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Portfolio Income UCITS ETF (Dist) (XS7W.DE) and Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.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.
| XS7W.DE | XAIX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.38 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 4.04 | -1.89 |
| Martin ratioReturn relative to average drawdown | 9.70 | 10.74 | -1.03 |
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Drawdowns
XS7W.DE vs. XAIX.DE - Drawdown Comparison
The maximum XS7W.DE drawdown since its inception was -17.71%, smaller than the maximum XAIX.DE drawdown of -33.08%. Use the drawdown chart below to compare losses from any high point for XS7W.DE and XAIX.DE.
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Drawdown Indicators
| XS7W.DE | XAIX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.71% | -33.08% | +15.37% |
Max Drawdown (1Y)Largest decline over 1 year | -4.20% | -12.10% | +7.90% |
Max Drawdown (3Y)Largest decline over 3 years | -7.31% | -27.61% | +20.30% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -33.08% | +16.00% |
Max Drawdown (10Y)Largest decline over 10 years | -17.52% | — | — |
Current DrawdownCurrent decline from peak | -0.14% | -6.63% | +6.49% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -7.60% | +3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 4.56% | -3.63% |
Volatility
XS7W.DE vs. XAIX.DE - Volatility Comparison
The current volatility for Xtrackers Portfolio Income UCITS ETF (Dist) (XS7W.DE) is 1.58%, while Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) has a volatility of 9.95%. This indicates that XS7W.DE experiences smaller price fluctuations and is considered to be less risky than XAIX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XS7W.DE | XAIX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 9.95% | -8.37% |
Volatility (6M)Calculated over the trailing 6-month period | 4.47% | 18.50% | -14.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.94% | 22.36% | -16.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 21.13% | -14.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.14% | 21.85% | -14.71% |
XS7W.DE vs. XAIX.DE - Expense Ratio Comparison
XS7W.DE has a 0.65% expense ratio, which is higher than XAIX.DE's 0.35% expense ratio.
Dividends
XS7W.DE vs. XAIX.DE - Dividend Comparison
XS7W.DE's dividend yield for the trailing twelve months is around 2.86%, while XAIX.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 2.86% | 5.42% | 0.00% | 0.00% | 1.37% | 0.80% | 2.20% | 1.91% | 0.64% | 1.13% | 1.40% |
Frequently Asked Questions
XS7W.DE and XAIX.DE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XAIX.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XAIX.DE is cheaper with a 0.35% expense ratio, compared with 0.65% for XS7W.DE.
XS7W.DE is categorized as Global Allocation, while XAIX.DE is Technology Equities. Their fees differ too: 0.65% for XS7W.DE and 0.35% for XAIX.DE.
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