XUEN.DE vs. XDEW.DE
XUEN.DE (Xtrackers MSCI USA Energy UCITS ETF 1D) and XDEW.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 1C) are both exchange-traded funds - XUEN.DE is a Energy Equities fund tracking the MSCI USA Energy 20/35 Custom, while XDEW.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index. Both are passively managed. Over the past 5 years, XUEN.DE returned 22.77%/yr vs 9.52%/yr for XDEW.DE. At a 0.45 correlation, their price movements are largely independent. XUEN.DE charges 0.12%/yr vs 0.20%/yr for XDEW.DE.
Performance
XUEN.DE vs. XDEW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XUEN.DE achieves a 32.88% return, which is significantly higher than XDEW.DE's 14.50% return.
XUEN.DE
- 1D
- 0.84%
- 1M
- 6.94%
- 6M
- 22.81%
- YTD
- 32.88%
- 1Y
- 37.26%
- 3Y*
- 14.24%
- 5Y*
- 22.77%
- 10Y*
- —
XDEW.DE
- 1D
- -0.34%
- 1M
- 2.32%
- 6M
- 9.75%
- YTD
- 14.50%
- 1Y
- 19.87%
- 3Y*
- 12.62%
- 5Y*
- 9.52%
- 10Y*
- 11.04%
XUEN.DE vs. XDEW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XUEN.DE Xtrackers MSCI USA Energy UCITS ETF 1D | 32.88% | -3.28% | 10.56% | -3.65% | 71.07% | 65.19% | -40.00% | 11.42% | -14.98% | -5.10% |
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 14.50% | -0.46% | 18.66% | 10.08% | -6.94% | 41.59% | 1.18% | 31.27% | -4.53% | 8.83% |
Correlation
The correlation between XUEN.DE and XDEW.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2017 | 0.45 |
Over the past year, the correlation between XUEN.DE and XDEW.DE has dropped to 0.13 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.
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Return for Risk
XUEN.DE vs. XDEW.DE — Risk / Return Rank
XUEN.DE
XDEW.DE
XUEN.DE vs. XDEW.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 Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XUEN.DE | XDEW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 3.91 | -1.75 |
| Martin ratioReturn relative to average drawdown | 5.29 | 12.05 | -6.76 |
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Drawdowns
XUEN.DE vs. XDEW.DE - Drawdown Comparison
The maximum XUEN.DE drawdown since its inception was -64.67%, which is greater than XDEW.DE's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for XUEN.DE and XDEW.DE.
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Drawdown Indicators
| XUEN.DE | XDEW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.67% | -38.79% | -25.88% |
Max Drawdown (1Y)Largest decline over 1 year | -17.12% | -5.06% | -12.06% |
Max Drawdown (3Y)Largest decline over 3 years | -26.62% | -22.70% | -3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -26.62% | -22.70% | -3.92% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.79% | — |
Current DrawdownCurrent decline from peak | -8.85% | -0.61% | -8.24% |
Average DrawdownAverage peak-to-trough decline | -17.29% | -5.33% | -11.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.02% | 1.65% | +5.37% |
Volatility
XUEN.DE vs. XDEW.DE - Volatility Comparison
Xtrackers MSCI USA Energy UCITS ETF 1D (XUEN.DE) has a higher volatility of 7.03% compared to Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) at 2.81%. This indicates that XUEN.DE's price experiences larger fluctuations and is considered to be riskier than XDEW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XUEN.DE | XDEW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 2.81% | +4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 21.19% | 6.82% | +14.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.49% | 10.43% | +14.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.79% | 14.90% | +11.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.15% | 16.80% | +13.35% |
XUEN.DE vs. XDEW.DE - Expense Ratio Comparison
XUEN.DE has a 0.12% expense ratio, which is lower than XDEW.DE's 0.20% 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
XUEN.DE vs. XDEW.DE - Dividend Comparison
XUEN.DE's dividend yield for the trailing twelve months is around 2.06%, while XDEW.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 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 | 2.06% | 2.80% | 2.64% | 3.22% | 3.89% | 3.12% | 7.28% | 2.75% | 0.71% |
Frequently Asked Questions
XUEN.DE and XDEW.DE have a correlation of 0.13, 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 0.20% for XDEW.DE.
XUEN.DE is categorized as Energy Equities, while XDEW.DE is S&P 500. XUEN.DE tracks MSCI USA Energy 20/35 Custom, while XDEW.DE tracks S&P 500 Equal Weight Index. Their fees differ too: 0.12% for XUEN.DE and 0.20% for XDEW.DE.
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