XUCD.DE vs. 36BB.DE

Last updated Apr 2, 2026

Compare and contrast key facts about Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE).

XUCD.DE and 36BB.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUCD.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA Consumer Discretionary 20/35 Custom. It was launched on Sep 12, 2017. 36BB.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Consumer Discretionary. It was launched on Oct 16, 2019. Both XUCD.DE and 36BB.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

XUCD.DE vs. 36BB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE). The values are adjusted to include any dividend payments, if applicable.

XUCD.DE vs. 36BB.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
XUCD.DE Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D	-7.23%	-5.02%	38.90%	39.32%	-34.77%	32.20%	37.39%	4.06%
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist	-8.54%	-5.30%	22.34%	32.38%	-29.45%	27.78%	25.24%	4.44%

Returns By Period

In the year-to-date period, XUCD.DE achieves a -7.23% return, which is significantly higher than 36BB.DE's -8.54% return.

XUCD.DE

• 1D: 2.01%
• 1M: -2.35%
• YTD: -7.23%
• 6M: -6.16%
• 1Y: 4.94%
• 3Y*: 14.22%
• 5Y*: 6.41%
• 10Y*: —

36BB.DE

• 1D: 2.61%
• 1M: -3.32%
• YTD: -8.54%
• 6M: -8.60%
• 1Y: -1.68%
• 3Y*: 7.15%
• 5Y*: 3.12%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XUCD.DE vs. 36BB.DE - Expense Ratio Comparison

XUCD.DE has a 0.12% expense ratio, which is lower than 36BB.DE's 0.18% 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%.

36BB.DE

iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist

XUCD.DE

Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D

Return for Risk

XUCD.DE vs. 36BB.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XUCD.DE

XUCD.DE Risk / Return Rank: 17
XUCD.DE Sharpe Ratio Rank: 17
XUCD.DE Sortino Ratio Rank: 17
XUCD.DE Omega Ratio Rank: 17
XUCD.DE Calmar Ratio Rank: 18
XUCD.DE Martin Ratio Rank: 17

36BB.DE

36BB.DE Risk / Return Rank: 10
36BB.DE Sharpe Ratio Rank: 10
36BB.DE Sortino Ratio Rank: 10
36BB.DE Omega Ratio Rank: 10
36BB.DE Calmar Ratio Rank: 10
36BB.DE Martin Ratio Rank: 9

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XUCD.DE vs. 36BB.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.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.

	XUCD.DE	36BB.DE	Difference
Sharpe ratio Return per unit of total volatility	0.22	-0.08	+0.30
Sortino ratio Return per unit of downside risk	0.46	0.03	+0.43
Omega ratio Gain probability vs. loss probability	1.06	1.00	+0.06
Calmar ratio Return relative to maximum drawdown	0.33	-0.10	+0.43
Martin ratio Return relative to average drawdown	0.93	-0.30	+1.23
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XUCD.DE vs. 36BB.DE - Sharpe Ratio Comparison

The current XUCD.DE Sharpe Ratio is 0.22, which is higher than the 36BB.DE Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of XUCD.DE and 36BB.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	XUCD.DE	36BB.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.22	-0.08	+0.30
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.29	0.16	+0.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.64	0.39	+0.25

Correlation

The correlation between XUCD.DE and 36BB.DE is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

XUCD.DE vs. 36BB.DE - Dividend Comparison

XUCD.DE's dividend yield for the trailing twelve months is around 0.49%, less than 36BB.DE's 0.97% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
XUCD.DE Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D	0.49%	0.46%	0.40%	0.90%	0.91%	0.35%	0.59%	0.81%	0.58%
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist	0.97%	0.89%	1.01%	0.99%	1.43%	0.77%	1.30%	0.28%	0.00%

Drawdowns

XUCD.DE vs. 36BB.DE - Drawdown Comparison

The maximum XUCD.DE drawdown since its inception was -38.43%, which is greater than 36BB.DE's maximum drawdown of -35.03%. Use the drawdown chart below to compare losses from any high point for XUCD.DE and 36BB.DE.

Drawdown Indicators

	XUCD.DE	36BB.DE	Difference
Max Drawdown Largest peak-to-trough decline	-38.43%	-35.03%	-3.40%
Max Drawdown (1Y) Largest decline over 1 year	-13.88%	-15.07%	+1.19%
Max Drawdown (5Y) Largest decline over 5 years	-38.43%	-32.92%	-5.51%
Current Drawdown Current decline from peak	-16.16%	-17.12%	+0.96%
Average Drawdown Average peak-to-trough decline	-10.09%	-10.93%	+0.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.87%	5.11%	-0.24%

Volatility

XUCD.DE vs. 36BB.DE - Volatility Comparison

Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) have volatilities of 6.91% and 6.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XUCD.DE	36BB.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.91%	6.95%	-0.04%
Volatility (6M) Calculated over the trailing 6-month period	13.15%	12.44%	+0.71%
Volatility (1Y) Calculated over the trailing 1-year period	22.48%	20.78%	+1.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.96%	19.33%	+2.63%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.95%	20.90%	+1.05%