XUEN.DE vs. IS0D.DE
XUEN.DE (Xtrackers MSCI USA Energy UCITS ETF 1D) and IS0D.DE (iShares Oil & Gas Exploration & Production UCITS ETF) are both Energy Equities funds - XUEN.DE tracks the MSCI USA Energy 20/35 Custom while IS0D.DE tracks the S&P Commodity Producers Oil & Gas Exploration & Production. Both are passively managed. Over the past 5 years, XUEN.DE returned 21.22%/yr vs 17.33%/yr for IS0D.DE. Their correlation of 0.91 suggests significant overlap in exposure. XUEN.DE charges 0.12%/yr vs 0.55%/yr for IS0D.DE.
Performance
XUEN.DE vs. IS0D.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XUEN.DE achieves a 32.35% return, which is significantly higher than IS0D.DE's 30.64% return.
XUEN.DE
- 1D
- -0.40%
- 1M
- 4.10%
- YTD
- 32.35%
- 6M
- 28.01%
- 1Y
- 43.05%
- 3Y*
- 14.05%
- 5Y*
- 21.22%
- 10Y*
- —
IS0D.DE
- 1D
- 0.10%
- 1M
- 1.29%
- YTD
- 30.64%
- 6M
- 22.28%
- 1Y
- 36.59%
- 3Y*
- 11.88%
- 5Y*
- 17.33%
- 10Y*
- 6.95%
XUEN.DE vs. IS0D.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% |
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 30.64% | -4.44% | 3.13% | -0.98% | 44.39% | 86.31% | -39.08% | 13.51% | -18.94% | 15.71% |
Correlation
The correlation between XUEN.DE and IS0D.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2017 | 0.91 |
The correlation between XUEN.DE and IS0D.DE has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
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Return for Risk
XUEN.DE vs. IS0D.DE — Risk / Return Rank
XUEN.DE
IS0D.DE
XUEN.DE vs. IS0D.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 Oil & Gas Exploration & Production UCITS ETF (IS0D.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 | IS0D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.24 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.02 | +0.41 |
| Martin ratioReturn relative to average drawdown | 7.67 | 5.02 | +2.65 |
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
| XUEN.DE | IS0D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.33 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.56 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.21 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.09 | +0.27 |
Drawdowns
XUEN.DE vs. IS0D.DE - Drawdown Comparison
The maximum XUEN.DE drawdown since its inception was -64.67%, smaller than the maximum IS0D.DE drawdown of -79.47%. Use the drawdown chart below to compare losses from any high point for XUEN.DE and IS0D.DE.
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Drawdown Indicators
| XUEN.DE | IS0D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.67% | -79.47% | +14.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.12% | -17.75% | +0.63% |
Max Drawdown (3Y)Largest decline over 3 years | -26.63% | -30.80% | +4.17% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -32.34% | +5.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -73.73% | — |
Current DrawdownCurrent decline from peak | -9.21% | -9.82% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -27.09% | +10.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 7.18% | -1.72% |
Volatility
XUEN.DE vs. IS0D.DE - Volatility Comparison
Xtrackers MSCI USA Energy UCITS ETF 1D (XUEN.DE) and iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) have volatilities of 7.71% and 7.78%, 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.
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Volatility by Period
| XUEN.DE | IS0D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 7.78% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 20.26% | 22.48% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.74% | 26.99% | -3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.62% | 30.37% | -3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.68% | 33.12% | -3.44% |
XUEN.DE vs. IS0D.DE - Expense Ratio Comparison
XUEN.DE has a 0.12% expense ratio, which is lower than IS0D.DE's 0.55% expense ratio.
Dividends
XUEN.DE vs. IS0D.DE - Dividend Comparison
XUEN.DE's dividend yield for the trailing twelve months is around 2.07%, while IS0D.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Frequently Asked Questions
XUEN.DE and IS0D.DE have a correlation of 0.87, 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 0.55% for IS0D.DE.
XUEN.DE tracks MSCI USA Energy 20/35 Custom, while IS0D.DE tracks S&P Commodity Producers Oil & Gas Exploration & Production. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XUEN.DE and 0.55% for IS0D.DE.
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