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XWLD.L vs. XD9U.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XWLD.L vs. XD9U.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI World UCITS ETF 1C (XWLD.L) and Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XWLD.L is traded in GBp, while XD9U.DE is traded in EUR. To make them comparable, the XD9U.DE values have been converted to GBp using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with XWLD.L having a 10.22% return and XD9U.DE slightly higher at 10.44%. Over the past 10 years, XWLD.L has underperformed XD9U.DE with an annualized return of 13.92%, while XD9U.DE has yielded a comparatively higher 16.04% annualized return.


XWLD.L

1D
0.06%
1M
5.10%
YTD
10.22%
6M
10.38%
1Y
27.30%
3Y*
17.69%
5Y*
13.07%
10Y*
13.92%

XD9U.DE

1D
0.05%
1M
5.61%
YTD
10.44%
6M
10.12%
1Y
28.55%
3Y*
19.19%
5Y*
14.54%
10Y*
16.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XWLD.L vs. XD9U.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XWLD.L
Xtrackers MSCI World UCITS ETF 1C
10.22%12.59%21.09%17.58%-8.42%23.71%12.15%23.21%-3.74%11.80%
XD9U.DE
Xtrackers MSCI USA UCITS ETF 1C
10.44%10.05%26.55%20.92%-11.08%28.92%15.61%27.68%0.09%11.33%

Correlation

The correlation between XWLD.L and XD9U.DE is 0.91, 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

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (5Y)
Calculated over the trailing 5-year period

0.92

Correlation (10Y)
Calculated over the trailing 10-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Jul 29, 2014

0.89

The correlation between XWLD.L and XD9U.DE has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.

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Return for Risk

XWLD.L vs. XD9U.DE — Risk / Return Rank

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

XWLD.L
XWLD.L Risk / Return Rank: 8383
Overall Rank
XWLD.L Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
XWLD.L Sortino Ratio Rank: 8383
Sortino Ratio Rank
XWLD.L Omega Ratio Rank: 8585
Omega Ratio Rank
XWLD.L Calmar Ratio Rank: 8181
Calmar Ratio Rank
XWLD.L Martin Ratio Rank: 8282
Martin Ratio Rank

XD9U.DE
XD9U.DE Risk / Return Rank: 6767
Overall Rank
XD9U.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
XD9U.DE Sortino Ratio Rank: 6363
Sortino Ratio Rank
XD9U.DE Omega Ratio Rank: 6767
Omega Ratio Rank
XD9U.DE Calmar Ratio Rank: 7070
Calmar Ratio Rank
XD9U.DE Martin Ratio Rank: 6666
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.

XWLD.L vs. XD9U.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World UCITS ETF 1C (XWLD.L) and Xtrackers MSCI USA UCITS ETF 1C (XD9U.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.


XWLD.LXD9U.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.24

Omega ratioGain probability vs. loss probability

1.51

1.46

+0.04

Calmar ratioReturn relative to maximum drawdown

4.15

3.82

+0.33

Martin ratioReturn relative to average drawdown

16.43

13.29

+3.14

XWLD.L vs. XD9U.DE - Sharpe Ratio Comparison

The current XWLD.L Sharpe Ratio is 2.67, which is comparable to the XD9U.DE Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of XWLD.L and XD9U.DE, 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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Sharpe Ratios by Period


XWLD.LXD9U.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.67

2.54

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

0.96

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.96

0.99

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.97

-0.07

Drawdowns

XWLD.L vs. XD9U.DE - Drawdown Comparison

The maximum XWLD.L drawdown since its inception was -26.62%, roughly equal to the maximum XD9U.DE drawdown of -26.74%. Use the drawdown chart below to compare losses from any high point for XWLD.L and XD9U.DE.


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Drawdown Indicators


XWLD.LXD9U.DEDifference

Max Drawdown

Largest peak-to-trough decline

-26.62%

-26.74%

+0.12%

Max Drawdown (1Y)

Largest decline over 1 year

-6.55%

-7.44%

+0.89%

Max Drawdown (3Y)

Largest decline over 3 years

-19.00%

-22.40%

+3.40%

Max Drawdown (5Y)

Largest decline over 5 years

-19.00%

-22.40%

+3.40%

Max Drawdown (10Y)

Largest decline over 10 years

-26.62%

-26.74%

+0.12%

Current Drawdown

Current decline from peak

-0.12%

-0.18%

+0.06%

Average Drawdown

Average peak-to-trough decline

-3.39%

-3.54%

+0.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.66%

2.14%

-0.48%

Volatility

XWLD.L vs. XD9U.DE - Volatility Comparison

The current volatility for Xtrackers MSCI World UCITS ETF 1C (XWLD.L) is 2.50%, while Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) has a volatility of 3.08%. This indicates that XWLD.L experiences smaller price fluctuations and is considered to be less risky than XD9U.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XWLD.LXD9U.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.50%

3.08%

-0.58%

Volatility (6M)

Calculated over the trailing 6-month period

7.29%

7.49%

-0.20%

Volatility (1Y)

Calculated over the trailing 1-year period

10.16%

11.21%

-1.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.27%

14.97%

-1.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.56%

16.11%

-1.55%

XWLD.L vs. XD9U.DE - Expense Ratio Comparison

XWLD.L has a 0.19% expense ratio, which is higher than XD9U.DE's 0.07% 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

XWLD.L vs. XD9U.DE - Dividend Comparison

Neither XWLD.L nor XD9U.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.91, XWLD.L and XD9U.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XD9U.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XD9U.DE is cheaper with a 0.07% expense ratio, compared with 0.19% for XWLD.L.

XWLD.L is categorized as Global Equities, while XD9U.DE is Large Cap Blend Equities. XWLD.L tracks MSCI ACWI NR USD, while XD9U.DE tracks MSCI USA. Their fees differ too: 0.19% for XWLD.L and 0.07% for XD9U.DE.

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