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XY4P.DE vs. EXUS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XY4P.DE vs. EXUS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers iBoxx Sovereigns Eurozone Yield Plus UCITS ETF (XY4P.DE) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XY4P.DE achieves a -0.03% return, which is significantly lower than EXUS.DE's 9.64% return.


XY4P.DE

1D
0.06%
1M
-0.03%
YTD
-0.03%
6M
0.03%
1Y
0.60%
3Y*
3.35%
5Y*
-1.34%
10Y*
0.56%

EXUS.DE

1D
0.19%
1M
1.53%
YTD
9.64%
6M
11.66%
1Y
20.06%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XY4P.DE vs. EXUS.DE - Yearly Performance Comparison


Correlation

The correlation between XY4P.DE and EXUS.DE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Mar 15, 2024

0.29

The correlation between XY4P.DE and EXUS.DE shifts across timeframes, from 0.29 (all time) to 0.46 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

XY4P.DE vs. EXUS.DE — Risk / Return Rank

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

XY4P.DE
XY4P.DE Risk / Return Rank: 1010
Overall Rank
XY4P.DE Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
XY4P.DE Sortino Ratio Rank: 99
Sortino Ratio Rank
XY4P.DE Omega Ratio Rank: 99
Omega Ratio Rank
XY4P.DE Calmar Ratio Rank: 1010
Calmar Ratio Rank
XY4P.DE Martin Ratio Rank: 1010
Martin Ratio Rank

EXUS.DE
EXUS.DE Risk / Return Rank: 4949
Overall Rank
EXUS.DE Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
EXUS.DE Sortino Ratio Rank: 4949
Sortino Ratio Rank
EXUS.DE Omega Ratio Rank: 5050
Omega Ratio Rank
EXUS.DE Calmar Ratio Rank: 4747
Calmar Ratio Rank
EXUS.DE Martin Ratio Rank: 5454
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.

XY4P.DE vs. EXUS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers iBoxx Sovereigns Eurozone Yield Plus UCITS ETF (XY4P.DE) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.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.


XY4P.DEEXUS.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.56

Sortino ratioReturn per unit of downside risk

-2.25

Omega ratioGain probability vs. loss probability

1.01

1.31

-0.29

Calmar ratioReturn relative to maximum drawdown

0.07

2.30

-2.24

Martin ratioReturn relative to average drawdown

0.19

9.01

-8.82

XY4P.DE vs. EXUS.DE - Sharpe Ratio Comparison

The current XY4P.DE Sharpe Ratio is 0.06, which is lower than the EXUS.DE Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of XY4P.DE and EXUS.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


XY4P.DEEXUS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.06

1.62

-1.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

1.10

-0.71

Drawdowns

XY4P.DE vs. EXUS.DE - Drawdown Comparison

The maximum XY4P.DE drawdown since its inception was -20.52%, which is greater than EXUS.DE's maximum drawdown of -16.21%. Use the drawdown chart below to compare losses from any high point for XY4P.DE and EXUS.DE.


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Drawdown Indicators


XY4P.DEEXUS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-20.52%

-16.21%

-4.31%

Max Drawdown (1Y)

Largest decline over 1 year

-3.95%

-8.68%

+4.73%

Max Drawdown (3Y)

Largest decline over 3 years

-4.07%

Max Drawdown (5Y)

Largest decline over 5 years

-20.11%

Max Drawdown (10Y)

Largest decline over 10 years

-20.52%

Current Drawdown

Current decline from peak

-9.19%

-0.76%

-8.43%

Average Drawdown

Average peak-to-trough decline

-5.49%

-1.78%

-3.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.43%

2.23%

-0.80%

Volatility

XY4P.DE vs. EXUS.DE - Volatility Comparison

The current volatility for Xtrackers iBoxx Sovereigns Eurozone Yield Plus UCITS ETF (XY4P.DE) is 1.77%, while Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) has a volatility of 3.28%. This indicates that XY4P.DE experiences smaller price fluctuations and is considered to be less risky than EXUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XY4P.DEEXUS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.77%

3.28%

-1.51%

Volatility (6M)

Calculated over the trailing 6-month period

3.88%

10.06%

-6.18%

Volatility (1Y)

Calculated over the trailing 1-year period

4.57%

12.37%

-7.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.49%

13.39%

-6.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.49%

13.39%

-6.90%

XY4P.DE vs. EXUS.DE - Expense Ratio Comparison

Both XY4P.DE and EXUS.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

XY4P.DE vs. EXUS.DE - Dividend Comparison

Neither XY4P.DE nor EXUS.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


XY4P.DE and EXUS.DE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

XY4P.DE and EXUS.DE have the same expense ratio: 0.15% per year.

XY4P.DE is categorized as European Government Bonds, while EXUS.DE is Global Equities. XY4P.DE tracks iBoxx® EUR Sovereigns Eurozone Yield Plus, while EXUS.DE tracks MSCI World ex USA index.

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