XUHC.DE vs. XEON.DE
XUHC.DE (Xtrackers MSCI USA Health Care UCITS ETF 1D) and XEON.DE (Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C) are both exchange-traded funds - XUHC.DE is a Health & Biotech Equities fund tracking the MSCI USA Health Care, while XEON.DE is a Bank Loan fund tracking the Solactive €STR +8.5 Daily Index. Both are passively managed. Over the past 5 years, XUHC.DE returned 6.62%/yr vs 1.94%/yr for XEON.DE. At a correlation of -0.02, they often move in opposite directions. XUHC.DE charges 0.12%/yr vs 0.10%/yr for XEON.DE.
Performance
XUHC.DE vs. XEON.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XUHC.DE achieves a -1.34% return, which is significantly lower than XEON.DE's 0.80% return.
XUHC.DE
- 1D
- 2.83%
- 1M
- 5.38%
- YTD
- -1.34%
- 6M
- -1.19%
- 1Y
- 12.86%
- 3Y*
- 3.62%
- 5Y*
- 6.62%
- 10Y*
- —
XEON.DE
- 1D
- -0.01%
- 1M
- 0.15%
- YTD
- 0.80%
- 6M
- 0.95%
- 1Y
- 1.95%
- 3Y*
- 2.99%
- 5Y*
- 1.94%
- 10Y*
- 0.70%
XUHC.DE vs. XEON.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 | -1.34% | 1.47% | 8.81% | -0.83% | 2.49% | 36.78% | 3.35% | 24.45% | 9.04% | 0.80% |
XEON.DE Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C | 0.80% | 2.25% | 3.78% | 3.30% | -0.04% | -0.58% | -0.57% | -0.49% | -0.47% | -0.15% |
Correlation
The correlation between XUHC.DE and XEON.DE is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.05 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2017 | -0.02 |
The correlation between XUHC.DE and XEON.DE shifts across timeframes, from -0.13 (1 year) to -0.02 (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
XUHC.DE vs. XEON.DE — Risk / Return Rank
XUHC.DE
XEON.DE
XUHC.DE vs. XEON.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 II EUR Overnight Rate Swap UCITS ETF 1C (XEON.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.
| XUHC.DE | XEON.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -8.09 | ||
| Sortino ratioReturn per unit of downside risk | -19.89 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 4.27 | -3.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 69.36 | -68.26 |
| Martin ratioReturn relative to average drawdown | 2.69 | 316.53 | -313.84 |
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
| XUHC.DE | XEON.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 8.94 | -8.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 7.54 | -7.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.74 | -0.17 |
Drawdowns
XUHC.DE vs. XEON.DE - Drawdown Comparison
The maximum XUHC.DE drawdown since its inception was -26.87%, which is greater than XEON.DE's maximum drawdown of -3.71%. Use the drawdown chart below to compare losses from any high point for XUHC.DE and XEON.DE.
Loading charts...
Drawdown Indicators
| XUHC.DE | XEON.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.87% | -3.71% | -23.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | -0.03% | -11.15% |
Max Drawdown (3Y)Largest decline over 3 years | -22.19% | -0.08% | -22.11% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -0.71% | -21.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -3.25% | — |
Current DrawdownCurrent decline from peak | -7.48% | -0.01% | -7.47% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -0.92% | -4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 0.01% | +4.56% |
Volatility
XUHC.DE vs. XEON.DE - Volatility Comparison
Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.DE) has a higher volatility of 5.19% compared to Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C (XEON.DE) at 0.04%. This indicates that XUHC.DE's price experiences larger fluctuations and is considered to be riskier than XEON.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XUHC.DE | XEON.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 0.04% | +5.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 0.16% | +10.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 0.22% | +14.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 0.25% | +14.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.13% | 0.39% | +15.74% |
XUHC.DE vs. XEON.DE - Expense Ratio Comparison
XUHC.DE has a 0.12% expense ratio, which is higher than XEON.DE's 0.10% expense ratio. However, 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. XEON.DE - Dividend Comparison
XUHC.DE's dividend yield for the trailing twelve months is around 1.28%, while XEON.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
XEON.DE Xtrackers II EUR Overnight Rate Swap 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 | 1.28% | 1.29% | 1.21% | 1.86% | 1.63% | 0.82% | 1.13% | 0.96% | 0.55% |
Frequently Asked Questions
XUHC.DE and XEON.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, XEON.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XEON.DE is cheaper with a 0.10% expense ratio, compared with 0.12% for XUHC.DE.
XUHC.DE is categorized as Health & Biotech Equities, while XEON.DE is Bank Loan. XUHC.DE tracks MSCI USA Health Care, while XEON.DE tracks Solactive €STR +8.5 Daily Index. Their fees differ too: 0.12% for XUHC.DE and 0.10% for XEON.DE.
Find the right allocation for XUHC.DE and XEON.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