XSOE vs. XGEN.DE
XSOE (WisdomTree Emerging Markets ex-State-Owned Enterprises Fund) and XGEN.DE (Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C) are both exchange-traded funds - XSOE is a Emerging Markets Equities fund tracking the WisdomTree Emerging Markets ex-State-Owned Enterprises Index, while XGEN.DE is a Health & Biotech Equities fund tracking the MSCI ACWI IMI Genomic Innovation Select ESG Screened 100. Both are passively managed. Over the past 3 years, XSOE returned 23.01%/yr vs 4.15%/yr for XGEN.DE. At a 0.44 correlation, their price movements are largely independent. XSOE charges 0.32%/yr vs 0.30%/yr for XGEN.DE.
Performance
XSOE vs. XGEN.DE - Performance Comparison
Loading charts...
Different Trading Currencies
XSOE is traded in USD, while XGEN.DE is traded in EUR. To make them comparable, the XGEN.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XSOE achieves a 26.71% return, which is significantly higher than XGEN.DE's -2.54% return.
XSOE
- 1D
- -1.00%
- 1M
- 6.55%
- YTD
- 26.71%
- 6M
- 29.59%
- 1Y
- 51.24%
- 3Y*
- 23.01%
- 5Y*
- 4.85%
- 10Y*
- 10.50%
XGEN.DE
- 1D
- 4.05%
- 1M
- 5.72%
- YTD
- -2.54%
- 6M
- -4.04%
- 1Y
- 24.48%
- 3Y*
- 4.15%
- 5Y*
- —
- 10Y*
- —
XSOE vs. XGEN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 26.71% | 30.05% | 7.02% | 10.28% | -5.09% |
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C | -2.54% | 21.23% | -2.93% | -2.86% | -5.79% |
Correlation
The correlation between XSOE and XGEN.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2022 | 0.44 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XSOE vs. XGEN.DE — Risk / Return Rank
XSOE
XGEN.DE
XSOE vs. XGEN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) and Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.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.
| XSOE | XGEN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.33 | ||
| Sortino ratioReturn per unit of downside risk | +1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.22 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | 1.57 | +2.30 |
| Martin ratioReturn relative to average drawdown | 14.78 | 3.78 | +11.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| XSOE | XGEN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.61 | 1.28 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.06 | +0.34 |
Drawdowns
XSOE vs. XGEN.DE - Drawdown Comparison
The maximum XSOE drawdown since its inception was -45.23%, which is greater than XGEN.DE's maximum drawdown of -33.22%. Use the drawdown chart below to compare losses from any high point for XSOE and XGEN.DE.
Loading charts...
Drawdown Indicators
| XSOE | XGEN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.23% | -33.22% | -12.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -15.57% | +2.26% |
Max Drawdown (3Y)Largest decline over 3 years | -19.96% | -27.11% | +7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -42.05% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -45.23% | — | — |
Current DrawdownCurrent decline from peak | -2.30% | -7.51% | +5.21% |
Average DrawdownAverage peak-to-trough decline | -17.28% | -14.28% | -3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 6.46% | -2.98% |
Volatility
XSOE vs. XGEN.DE - Volatility Comparison
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) has a higher volatility of 8.52% compared to Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C (XGEN.DE) at 6.81%. This indicates that XSOE's price experiences larger fluctuations and is considered to be riskier than XGEN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XSOE | XGEN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.52% | 6.81% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 14.91% | +2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.80% | 19.10% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.43% | 20.00% | -0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.58% | 20.00% | +0.58% |
XSOE vs. XGEN.DE - Expense Ratio Comparison
XSOE has a 0.32% expense ratio, which is higher than XGEN.DE's 0.30% expense ratio.
Dividends
XSOE vs. XGEN.DE - Dividend Comparison
XSOE's dividend yield for the trailing twelve months is around 1.29%, while XGEN.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XGEN.DE Xtrackers MSCI Genomic Healthcare Innovation 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% |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 1.29% | 1.50% | 1.44% | 1.78% | 2.53% | 1.36% | 1.02% | 2.01% | 1.56% | 0.65% | 1.43% | 3.93% |
Frequently Asked Questions
XSOE and XGEN.DE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGEN.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGEN.DE is cheaper with a 0.30% expense ratio, compared with 0.32% for XSOE.
XSOE is categorized as Emerging Markets Equities, while XGEN.DE is Health & Biotech Equities. XSOE tracks WisdomTree Emerging Markets ex-State-Owned Enterprises Index, while XGEN.DE tracks MSCI ACWI IMI Genomic Innovation Select ESG Screened 100. They also come from different issuers: WisdomTree and Xtrackers. Their fees differ too: 0.32% for XSOE and 0.30% for XGEN.DE.
Find the right allocation for XSOE and XGEN.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer