XUEN.DE vs. EXH1.DE
XUEN.DE (Xtrackers MSCI USA Energy UCITS ETF 1D) and EXH1.DE (iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)) are both Energy Equities funds - XUEN.DE tracks the MSCI USA Energy 20/35 Custom while EXH1.DE tracks the STOXX® Europe 600 Oil & Gas. Both are passively managed. Over the past 5 years, XUEN.DE returned 21.22%/yr vs 19.54%/yr for EXH1.DE. A 0.77 correlation means they provide meaningful diversification when combined. XUEN.DE charges 0.12%/yr vs 0.47%/yr for EXH1.DE.
Performance
XUEN.DE vs. EXH1.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with XUEN.DE having a 32.35% return and EXH1.DE slightly higher at 32.64%.
XUEN.DE
- 1D
- -0.40%
- 1M
- 4.10%
- YTD
- 32.35%
- 6M
- 28.01%
- 1Y
- 43.05%
- 3Y*
- 14.05%
- 5Y*
- 21.22%
- 10Y*
- —
EXH1.DE
- 1D
- -0.74%
- 1M
- -1.97%
- YTD
- 32.64%
- 6M
- 31.85%
- 1Y
- 55.75%
- 3Y*
- 21.27%
- 5Y*
- 19.54%
- 10Y*
- 11.26%
XUEN.DE vs. EXH1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XUEN.DE Xtrackers MSCI USA Energy UCITS ETF 1D | 32.35% | -3.28% | 10.56% | -3.66% | 71.12% | 65.12% | -40.59% | 12.55% | -14.61% | 11.19% |
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 32.64% | 27.13% | -3.22% | 7.61% | 29.31% | 20.65% | -21.80% | 11.26% | -1.32% | 9.11% |
Correlation
The correlation between XUEN.DE and EXH1.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2017 | 0.77 |
The correlation between XUEN.DE and EXH1.DE shifts across timeframes, from 0.65 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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
XUEN.DE vs. EXH1.DE — Risk / Return Rank
XUEN.DE
EXH1.DE
XUEN.DE vs. EXH1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Energy UCITS ETF 1D (XUEN.DE) and iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.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.
| XUEN.DE | EXH1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.52 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 8.05 | -5.62 |
| Martin ratioReturn relative to average drawdown | 7.67 | 26.11 | -18.45 |
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
| XUEN.DE | EXH1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 3.05 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.89 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.25 | +0.12 |
Drawdowns
XUEN.DE vs. EXH1.DE - Drawdown Comparison
The maximum XUEN.DE drawdown since its inception was -64.67%, which is greater than EXH1.DE's maximum drawdown of -55.76%. Use the drawdown chart below to compare losses from any high point for XUEN.DE and EXH1.DE.
Loading charts...
Drawdown Indicators
| XUEN.DE | EXH1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.67% | -55.76% | -8.91% |
Max Drawdown (1Y)Largest decline over 1 year | -17.12% | -6.87% | -10.25% |
Max Drawdown (3Y)Largest decline over 3 years | -26.63% | -20.96% | -5.67% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -20.96% | -5.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.76% | — |
Current DrawdownCurrent decline from peak | -9.21% | -4.62% | -4.59% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -13.64% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 2.12% | +3.34% |
Volatility
XUEN.DE vs. EXH1.DE - Volatility Comparison
Xtrackers MSCI USA Energy UCITS ETF 1D (XUEN.DE) has a higher volatility of 7.71% compared to iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) at 5.94%. This indicates that XUEN.DE's price experiences larger fluctuations and is considered to be riskier than EXH1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XUEN.DE | EXH1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 5.94% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 20.26% | 14.85% | +5.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.74% | 18.20% | +5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.62% | 21.63% | +4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.68% | 24.08% | +5.60% |
XUEN.DE vs. EXH1.DE - Expense Ratio Comparison
XUEN.DE has a 0.12% expense ratio, which is lower than EXH1.DE's 0.47% expense ratio.
Dividends
XUEN.DE vs. EXH1.DE - Dividend Comparison
XUEN.DE's dividend yield for the trailing twelve months is around 2.07%, less than EXH1.DE's 2.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 2.98% | 4.05% | 4.54% | 4.44% | 3.38% | 3.26% | 5.05% | 4.00% | 2.85% | 5.39% | 4.20% | 5.08% |
XUEN.DE Xtrackers MSCI USA Energy UCITS ETF 1D | 2.07% | 2.80% | 2.64% | 3.22% | 3.89% | 3.12% | 7.28% | 2.72% | 0.71% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XUEN.DE and EXH1.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUEN.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUEN.DE is cheaper with a 0.12% expense ratio, compared with 0.47% for EXH1.DE.
XUEN.DE tracks MSCI USA Energy 20/35 Custom, while EXH1.DE tracks STOXX® Europe 600 Oil & Gas. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XUEN.DE and 0.47% for EXH1.DE.
Find the right allocation for XUEN.DE and EXH1.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