XS7W.DE vs. XDEW.DE
XS7W.DE (Xtrackers Portfolio Income UCITS ETF (Dist)) and XDEW.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 1C) are both exchange-traded funds - XS7W.DE is a Global Allocation fund actively managed by Xtrackers, while XDEW.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index. XS7W.DE is actively managed, while XDEW.DE is passively managed. Over the past 10 years, XS7W.DE returned 3.32%/yr vs 11.04%/yr for XDEW.DE. A 0.51 correlation means they provide meaningful diversification when combined. XS7W.DE charges 0.65%/yr vs 0.20%/yr for XDEW.DE.
Performance
XS7W.DE vs. XDEW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XS7W.DE achieves a 4.28% return, which is significantly lower than XDEW.DE's 14.50% return. Over the past 10 years, XS7W.DE has underperformed XDEW.DE with an annualized return of 3.32%, while XDEW.DE has yielded a comparatively higher 11.04% annualized return.
XS7W.DE
- 1D
- -0.22%
- 1M
- -0.43%
- 6M
- 3.12%
- YTD
- 4.28%
- 1Y
- 7.82%
- 3Y*
- 6.70%
- 5Y*
- 2.35%
- 10Y*
- 3.32%
XDEW.DE
- 1D
- -0.34%
- 1M
- 2.32%
- 6M
- 9.75%
- YTD
- 14.50%
- 1Y
- 19.87%
- 3Y*
- 12.62%
- 5Y*
- 9.52%
- 10Y*
- 11.04%
XS7W.DE vs. XDEW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 4.28% | 3.90% | 7.56% | 8.46% | -12.92% | 8.31% | 1.80% | 14.68% | -4.57% | 2.61% |
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 14.50% | -0.46% | 18.66% | 10.08% | -6.94% | 41.59% | 1.18% | 31.27% | -4.53% | 4.00% |
Correlation
The correlation between XS7W.DE and XDEW.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2014 | 0.51 |
The correlation between XS7W.DE and XDEW.DE has been stable across timeframes, ranging from 0.49 to 0.54 - a consistent structural relationship.
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Return for Risk
XS7W.DE vs. XDEW.DE — Risk / Return Rank
XS7W.DE
XDEW.DE
XS7W.DE vs. XDEW.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 S&P 500 Equal Weight UCITS ETF 1C (XDEW.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 | XDEW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 3.91 | -2.06 |
| Martin ratioReturn relative to average drawdown | 8.28 | 12.05 | -3.77 |
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Drawdowns
XS7W.DE vs. XDEW.DE - Drawdown Comparison
The maximum XS7W.DE drawdown since its inception was -17.71%, smaller than the maximum XDEW.DE drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for XS7W.DE and XDEW.DE.
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Drawdown Indicators
| XS7W.DE | XDEW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.71% | -38.79% | +21.08% |
Max Drawdown (1Y)Largest decline over 1 year | -4.20% | -5.06% | +0.86% |
Max Drawdown (3Y)Largest decline over 3 years | -7.31% | -22.70% | +15.39% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -22.70% | +5.62% |
Max Drawdown (10Y)Largest decline over 10 years | -17.52% | -38.79% | +21.27% |
Current DrawdownCurrent decline from peak | -1.14% | -0.61% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -5.33% | +1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 1.65% | -0.71% |
Volatility
XS7W.DE vs. XDEW.DE - Volatility Comparison
The current volatility for Xtrackers Portfolio Income UCITS ETF (Dist) (XS7W.DE) is 1.32%, while Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) has a volatility of 2.81%. This indicates that XS7W.DE experiences smaller price fluctuations and is considered to be less risky than XDEW.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 | XDEW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | 2.81% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 4.48% | 6.82% | -2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.95% | 10.43% | -4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.57% | 14.90% | -8.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.14% | 16.80% | -9.66% |
XS7W.DE vs. XDEW.DE - Expense Ratio Comparison
XS7W.DE has a 0.65% expense ratio, which is higher than XDEW.DE's 0.20% expense ratio.
Dividends
XS7W.DE vs. XDEW.DE - Dividend Comparison
XS7W.DE's dividend yield for the trailing twelve months is around 2.89%, while XDEW.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
XDEW.DE Xtrackers S&P 500 Equal Weight 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% |
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 2.89% | 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 XDEW.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDEW.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDEW.DE is cheaper with a 0.20% expense ratio, compared with 0.65% for XS7W.DE.
XS7W.DE is categorized as Global Allocation, while XDEW.DE is S&P 500. Their fees differ too: 0.65% for XS7W.DE and 0.20% for XDEW.DE.
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