XUHC.DE vs. XDEW.DE
XUHC.DE (Xtrackers MSCI USA Health Care UCITS ETF 1D) and XDEW.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 1C) are both exchange-traded funds - XUHC.DE is a Health & Biotech Equities fund tracking the MSCI USA Health Care, 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, XUHC.DE returned 6.04%/yr vs 9.45%/yr for XDEW.DE. A 0.68 correlation means they provide meaningful diversification when combined. XUHC.DE charges 0.12%/yr vs 0.20%/yr for XDEW.DE.
Performance
XUHC.DE vs. XDEW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XUHC.DE achieves a 5.27% return, which is significantly lower than XDEW.DE's 14.15% return.
XUHC.DE
- 1D
- 0.54%
- 1M
- 5.79%
- 6M
- 3.67%
- YTD
- 5.27%
- 1Y
- 22.54%
- 3Y*
- 7.29%
- 5Y*
- 6.04%
- 10Y*
- —
XDEW.DE
- 1D
- -0.02%
- 1M
- 1.80%
- 6M
- 10.18%
- YTD
- 14.15%
- 1Y
- 19.97%
- 3Y*
- 12.88%
- 5Y*
- 9.45%
- 10Y*
- 11.05%
XUHC.DE vs. XDEW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XUHC.DE Xtrackers MSCI USA Health Care UCITS ETF 1D | 5.27% | 1.47% | 8.80% | -1.46% | 2.49% | 36.78% | 3.35% | 24.43% | 9.06% | -16.05% |
XDEW.DE Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 14.15% | -0.46% | 18.66% | 10.08% | -6.94% | 41.59% | 1.18% | 31.27% | -4.53% | 8.83% |
Correlation
The correlation between XUHC.DE and XDEW.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2017 | 0.68 |
The correlation between XUHC.DE and XDEW.DE shifts across timeframes, from 0.49 (1 year) to 0.68 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XUHC.DE vs. XDEW.DE — Risk / Return Rank
XUHC.DE
XDEW.DE
XUHC.DE vs. XDEW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.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.
| XUHC.DE | XDEW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | 3.93 | -1.92 |
| Martin ratioReturn relative to average drawdown | 4.93 | 12.11 | -7.18 |
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Drawdowns
XUHC.DE vs. XDEW.DE - Drawdown Comparison
The maximum XUHC.DE drawdown since its inception was -26.86%, smaller than the maximum XDEW.DE drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for XUHC.DE and XDEW.DE.
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Drawdown Indicators
| XUHC.DE | XDEW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.86% | -38.79% | +11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | -5.06% | -6.12% |
Max Drawdown (3Y)Largest decline over 3 years | -22.18% | -22.70% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -22.18% | -22.70% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.79% | — |
Current DrawdownCurrent decline from peak | -3.53% | -0.92% | -2.61% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -5.33% | -0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 1.65% | +2.91% |
Volatility
XUHC.DE vs. XDEW.DE - Volatility Comparison
Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.DE) has a higher volatility of 5.50% compared to Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDEW.DE) at 2.73%. This indicates that XUHC.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
| XUHC.DE | XDEW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.50% | 2.73% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 6.91% | +4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 10.64% | +4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.58% | 14.91% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 16.80% | +0.27% |
XUHC.DE vs. XDEW.DE - Expense Ratio Comparison
XUHC.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
XUHC.DE vs. XDEW.DE - Dividend Comparison
XUHC.DE's dividend yield for the trailing twelve months is around 1.20%, 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% |
XUHC.DE Xtrackers MSCI USA Health Care UCITS ETF 1D | 1.20% | 1.29% | 1.21% | 1.22% | 1.63% | 0.82% | 1.13% | 0.96% | 0.55% |
Frequently Asked Questions
XUHC.DE and XDEW.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUHC.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUHC.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for XDEW.DE.
XUHC.DE is categorized as Health & Biotech Equities, while XDEW.DE is S&P 500. XUHC.DE tracks MSCI USA Health Care, while XDEW.DE tracks S&P 500 Equal Weight Index. Their fees differ too: 0.12% for XUHC.DE and 0.20% for XDEW.DE.
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