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XWEV.L vs. EXUS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XWEV.L vs. EXUS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers MSCI World Value ESG UCITS ETF 1C (XWEV.L) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XWEV.L achieves a 18.20% return, which is significantly higher than EXUS.L's 10.47% return.


XWEV.L

1D
-0.36%
1M
5.85%
YTD
18.20%
6M
20.60%
1Y
43.60%
3Y*
5Y*
10Y*

EXUS.L

1D
0.38%
1M
4.38%
YTD
10.47%
6M
12.10%
1Y
22.98%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XWEV.L vs. EXUS.L - Yearly Performance Comparison


2026 (YTD)20252024
XWEV.L
Xtrackers MSCI World Value ESG UCITS ETF 1C
18.20%38.58%4.24%
EXUS.L
Xtrackers MSCI World ex USA UCITS ETF 1C USD
10.47%31.99%1.23%

Correlation

The correlation between XWEV.L and EXUS.L is 0.88, 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

0.88

Correlation (All Time)
Calculated using the full available price history since Mar 6, 2024

0.89

The correlation between XWEV.L and EXUS.L has been stable across timeframes, ranging from 0.88 to 0.89 - a consistent structural relationship.

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Return for Risk

XWEV.L vs. EXUS.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XWEV.L
XWEV.L Risk / Return Rank: 8888
Overall Rank
XWEV.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
XWEV.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
XWEV.L Omega Ratio Rank: 8989
Omega Ratio Rank
XWEV.L Calmar Ratio Rank: 8484
Calmar Ratio Rank
XWEV.L Martin Ratio Rank: 8585
Martin Ratio Rank

EXUS.L
EXUS.L Risk / Return Rank: 4646
Overall Rank
EXUS.L Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
EXUS.L Sortino Ratio Rank: 4949
Sortino Ratio Rank
EXUS.L Omega Ratio Rank: 4646
Omega Ratio Rank
EXUS.L Calmar Ratio Rank: 4444
Calmar Ratio Rank
EXUS.L Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XWEV.L vs. EXUS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Value ESG UCITS ETF 1C (XWEV.L) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.L). 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.


XWEV.LEXUS.LDifference
Sharpe ratioReturn per unit of total volatility

+1.32

Sortino ratioReturn per unit of downside risk

+1.74

Omega ratioGain probability vs. loss probability

1.51

1.29

+0.23

Calmar ratioReturn relative to maximum drawdown

4.18

2.13

+2.05

Martin ratioReturn relative to average drawdown

16.28

7.85

+8.42

XWEV.L vs. EXUS.L - Sharpe Ratio Comparison

The current XWEV.L Sharpe Ratio is 2.86, which is higher than the EXUS.L Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of XWEV.L and EXUS.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XWEV.L vs. EXUS.L - Drawdown Comparison

The maximum XWEV.L drawdown since its inception was -14.23%, which is greater than EXUS.L's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for XWEV.L and EXUS.L.


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Drawdown Indicators


XWEV.LEXUS.LDifference

Max Drawdown

Largest peak-to-trough decline

-14.23%

-12.86%

-1.37%

Max Drawdown (1Y)

Largest decline over 1 year

-10.37%

-10.74%

+0.37%

Current Drawdown

Current decline from peak

-0.91%

0.00%

-0.91%

Average Drawdown

Average peak-to-trough decline

-2.33%

-2.33%

0.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

2.92%

-0.25%

Volatility

XWEV.L vs. EXUS.L - Volatility Comparison

Xtrackers MSCI World Value ESG UCITS ETF 1C (XWEV.L) has a higher volatility of 5.20% compared to Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.L) at 3.81%. This indicates that XWEV.L's price experiences larger fluctuations and is considered to be riskier than EXUS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XWEV.LEXUS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.20%

3.81%

+1.39%

Volatility (6M)

Calculated over the trailing 6-month period

12.30%

12.36%

-0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

15.19%

14.83%

+0.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.10%

15.29%

-0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.10%

15.29%

-0.19%

XWEV.L vs. EXUS.L - Expense Ratio Comparison

XWEV.L has a 0.25% expense ratio, which is higher than EXUS.L's 0.15% 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

XWEV.L vs. EXUS.L - Dividend Comparison

Neither XWEV.L nor EXUS.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


XWEV.L and EXUS.L have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EXUS.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EXUS.L is cheaper with a 0.15% expense ratio, compared with 0.25% for XWEV.L.

XWEV.L tracks MSCI World Value Low Carbon SRI Screened Select, while EXUS.L tracks MSCI World ex USA index. Their fees differ too: 0.25% for XWEV.L and 0.15% for EXUS.L.

Portfolio Optimizer

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