XSXD.DE vs. IU5C.DE
XSXD.DE (Xtrackers S&P 500 Swap UCITS ETF 1D) and IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) are both exchange-traded funds - XSXD.DE is a S&P 500 fund tracking the S&P 500 Index, while IU5C.DE is a Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services. Both are passively managed. Over the past 3 years, XSXD.DE returned 19.04%/yr vs 23.65%/yr for IU5C.DE. A 0.73 correlation means they provide meaningful diversification when combined. XSXD.DE charges 0.07%/yr vs 0.15%/yr for IU5C.DE.
Performance
XSXD.DE vs. IU5C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XSXD.DE achieves a 11.41% return, which is significantly higher than IU5C.DE's 3.08% return.
XSXD.DE
- 1D
- -0.13%
- 1M
- 4.37%
- YTD
- 11.41%
- 6M
- 10.90%
- 1Y
- 25.68%
- 3Y*
- 19.04%
- 5Y*
- —
- 10Y*
- —
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.99%
- YTD
- 3.08%
- 6M
- 0.70%
- 1Y
- 17.66%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
XSXD.DE vs. IU5C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XSXD.DE Xtrackers S&P 500 Swap UCITS ETF 1D | 11.41% | 4.89% | 32.52% | 22.75% | 0.51% |
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -14.82% |
Correlation
The correlation between XSXD.DE and IU5C.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2022 | 0.73 |
The correlation between XSXD.DE and IU5C.DE shifts across timeframes, from 0.56 (1 year) to 0.73 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XSXD.DE vs. IU5C.DE — Risk / Return Rank
XSXD.DE
IU5C.DE
XSXD.DE vs. IU5C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Swap UCITS ETF 1D (XSXD.DE) and iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.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.
| XSXD.DE | IU5C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.23 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 2.32 | +1.30 |
| Martin ratioReturn relative to average drawdown | 12.87 | 7.89 | +4.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XSXD.DE | IU5C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.35 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.20 | 0.73 | +0.48 |
Drawdowns
XSXD.DE vs. IU5C.DE - Drawdown Comparison
The maximum XSXD.DE drawdown since its inception was -23.31%, smaller than the maximum IU5C.DE drawdown of -39.23%. Use the drawdown chart below to compare losses from any high point for XSXD.DE and IU5C.DE.
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Drawdown Indicators
| XSXD.DE | IU5C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.31% | -39.23% | +15.92% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -8.06% | +0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -23.31% | -23.61% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.23% | — |
Current DrawdownCurrent decline from peak | -0.46% | -4.21% | +3.75% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -8.63% | +4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.37% | -0.38% |
Volatility
XSXD.DE vs. IU5C.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Swap UCITS ETF 1D (XSXD.DE) is 2.67%, while iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) has a volatility of 4.12%. This indicates that XSXD.DE experiences smaller price fluctuations and is considered to be less risky than IU5C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSXD.DE | IU5C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 4.12% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 9.51% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.57% | 13.87% | -2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 19.30% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.59% | 19.91% | -5.32% |
XSXD.DE vs. IU5C.DE - Expense Ratio Comparison
XSXD.DE has a 0.07% expense ratio, which is lower than IU5C.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XSXD.DE vs. IU5C.DE - Dividend Comparison
XSXD.DE's dividend yield for the trailing twelve months is around 0.81%, while IU5C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSXD.DE Xtrackers S&P 500 Swap UCITS ETF 1D | 0.81% | 0.94% | 1.09% | 1.30% | 0.38% |
Frequently Asked Questions
XSXD.DE and IU5C.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XSXD.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XSXD.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for IU5C.DE.
XSXD.DE is categorized as S&P 500, while IU5C.DE is Communications Equities. XSXD.DE tracks S&P 500 Index, while IU5C.DE tracks S&P 500 Capped 35/20 Communication Services. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.07% for XSXD.DE and 0.15% for IU5C.DE.
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