XS7W.DE vs. XDWD.DE
XS7W.DE (Xtrackers Portfolio Income UCITS ETF (Dist)) and XDWD.DE (Xtrackers MSCI World UCITS ETF 1C) are both exchange-traded funds - XS7W.DE is a Global Allocation fund actively managed by Xtrackers, while XDWD.DE is a Global Equities fund tracking the MSCI World. XS7W.DE is actively managed, while XDWD.DE is passively managed. Over the past 10 years, XS7W.DE returned 3.57%/yr vs 13.00%/yr for XDWD.DE. A 0.59 correlation means they provide meaningful diversification when combined. XS7W.DE charges 0.65%/yr vs 0.19%/yr for XDWD.DE.
Performance
XS7W.DE vs. XDWD.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 XDWD.DE's 12.57% return. Over the past 10 years, XS7W.DE has underperformed XDWD.DE with an annualized return of 3.57%, while XDWD.DE has yielded a comparatively higher 13.00% annualized 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%
XDWD.DE
- 1D
- 0.32%
- 1M
- 1.49%
- 6M
- 12.36%
- YTD
- 12.57%
- 1Y
- 24.32%
- 3Y*
- 17.54%
- 5Y*
- 12.27%
- 10Y*
- 13.00%
XS7W.DE vs. XDWD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XS7W.DE Xtrackers Portfolio Income UCITS ETF (Dist) | 5.33% | 3.90% | 7.56% | 8.46% | -12.92% | 8.31% | 1.80% | 14.68% | -4.57% | 2.61% |
XDWD.DE Xtrackers MSCI World UCITS ETF 1C | 12.57% | 7.85% | 25.98% | 20.19% | -13.68% | 32.75% | 5.47% | 31.26% | -4.94% | 7.84% |
Correlation
The correlation between XS7W.DE and XDWD.DE is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2014 | 0.59 |
The correlation between XS7W.DE and XDWD.DE has been stable across timeframes, ranging from 0.59 to 0.67 - a consistent structural relationship.
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Return for Risk
XS7W.DE vs. XDWD.DE — Risk / Return Rank
XS7W.DE
XDWD.DE
XS7W.DE vs. XDWD.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 MSCI World UCITS ETF 1C (XDWD.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 | XDWD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.40 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 3.82 | -1.67 |
| Martin ratioReturn relative to average drawdown | 9.70 | 15.31 | -5.61 |
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Drawdowns
XS7W.DE vs. XDWD.DE - Drawdown Comparison
The maximum XS7W.DE drawdown since its inception was -17.71%, smaller than the maximum XDWD.DE drawdown of -33.55%. Use the drawdown chart below to compare losses from any high point for XS7W.DE and XDWD.DE.
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Drawdown Indicators
| XS7W.DE | XDWD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.71% | -33.55% | +15.84% |
Max Drawdown (1Y)Largest decline over 1 year | -4.20% | -6.34% | +2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -7.31% | -21.64% | +14.33% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -21.64% | +4.56% |
Max Drawdown (10Y)Largest decline over 10 years | -17.52% | -33.55% | +16.03% |
Current DrawdownCurrent decline from peak | -0.14% | -0.11% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -4.52% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 1.58% | -0.65% |
Volatility
XS7W.DE vs. XDWD.DE - Volatility Comparison
The current volatility for Xtrackers Portfolio Income UCITS ETF (Dist) (XS7W.DE) is 1.58%, while Xtrackers MSCI World UCITS ETF 1C (XDWD.DE) has a volatility of 3.15%. This indicates that XS7W.DE experiences smaller price fluctuations and is considered to be less risky than XDWD.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 | XDWD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 3.15% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 4.47% | 7.97% | -3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.94% | 11.30% | -5.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 14.15% | -7.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.14% | 15.09% | -7.95% |
XS7W.DE vs. XDWD.DE - Expense Ratio Comparison
XS7W.DE has a 0.65% expense ratio, which is higher than XDWD.DE's 0.19% expense ratio.
Dividends
XS7W.DE vs. XDWD.DE - Dividend Comparison
XS7W.DE's dividend yield for the trailing twelve months is around 2.86%, while XDWD.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
XDWD.DE Xtrackers MSCI World 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) | 2.86% | 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 XDWD.DE have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDWD.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDWD.DE is cheaper with a 0.19% expense ratio, compared with 0.65% for XS7W.DE.
XS7W.DE is categorized as Global Allocation, while XDWD.DE is Global Equities. Their fees differ too: 0.65% for XS7W.DE and 0.19% for XDWD.DE.
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