XZEC.DE vs. 36BB.DE
XZEC.DE (Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF) and 36BB.DE (iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist) are both Consumer Staples Equities funds - XZEC.DE tracks the MSCI Europe Consumer Discretionary ESG Screened 20-35 Select while 36BB.DE tracks the MSCI World Consumer Discretionary. Both are passively managed. Over the past 3 years, XZEC.DE returned 2.19%/yr vs 7.40%/yr for 36BB.DE. A 0.71 correlation means they provide meaningful diversification when combined. XZEC.DE charges 0.17%/yr vs 0.18%/yr for 36BB.DE.
Performance
XZEC.DE vs. 36BB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XZEC.DE achieves a 3.52% return, which is significantly higher than 36BB.DE's -2.32% return.
XZEC.DE
- 1D
- 1.36%
- 1M
- 3.79%
- YTD
- 3.52%
- 6M
- 4.05%
- 1Y
- 11.05%
- 3Y*
- 2.19%
- 5Y*
- —
- 10Y*
- —
36BB.DE
- 1D
- 0.28%
- 1M
- 0.04%
- YTD
- -2.32%
- 6M
- -1.63%
- 1Y
- 4.30%
- 3Y*
- 7.40%
- 5Y*
- 4.56%
- 10Y*
- —
XZEC.DE vs. 36BB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XZEC.DE Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF | 3.52% | 1.95% | 3.52% | 16.28% | -16.49% | 0.39% |
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | -2.32% | -5.30% | 22.34% | 32.38% | -29.45% | 10.02% |
Correlation
The correlation between XZEC.DE and 36BB.DE is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2021 | 0.71 |
The correlation between XZEC.DE and 36BB.DE shifts across timeframes, from 0.56 (1 year) to 0.71 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XZEC.DE vs. 36BB.DE — Risk / Return Rank
XZEC.DE
36BB.DE
XZEC.DE vs. 36BB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF (XZEC.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.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.
| XZEC.DE | 36BB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.06 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.28 | +0.69 |
| Martin ratioReturn relative to average drawdown | 2.63 | 0.77 | +1.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XZEC.DE | 36BB.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.26 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.43 | -0.36 |
Drawdowns
XZEC.DE vs. 36BB.DE - Drawdown Comparison
The maximum XZEC.DE drawdown since its inception was -30.22%, smaller than the maximum 36BB.DE drawdown of -35.03%. Use the drawdown chart below to compare losses from any high point for XZEC.DE and 36BB.DE.
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Drawdown Indicators
| XZEC.DE | 36BB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.22% | -35.03% | +4.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -15.07% | +3.80% |
Max Drawdown (3Y)Largest decline over 3 years | -23.79% | -27.35% | +3.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.92% | — |
Current DrawdownCurrent decline from peak | -4.58% | -11.48% | +6.90% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -10.96% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 5.59% | -1.40% |
Volatility
XZEC.DE vs. 36BB.DE - Volatility Comparison
The current volatility for Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF (XZEC.DE) is 4.04%, while iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) has a volatility of 4.81%. This indicates that XZEC.DE experiences smaller price fluctuations and is considered to be less risky than 36BB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XZEC.DE | 36BB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 4.81% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.07% | 12.73% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.07% | 16.71% | -1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.02% | 19.44% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.02% | 20.85% | -0.83% |
XZEC.DE vs. 36BB.DE - Expense Ratio Comparison
XZEC.DE has a 0.17% expense ratio, which is lower than 36BB.DE's 0.18% 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
XZEC.DE vs. 36BB.DE - Dividend Comparison
XZEC.DE has not paid dividends to shareholders, while 36BB.DE's dividend yield for the trailing twelve months is around 0.91%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | 0.91% | 0.89% | 1.01% | 0.99% | 1.43% | 0.77% | 1.30% | 0.28% |
XZEC.DE Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XZEC.DE and 36BB.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XZEC.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XZEC.DE is cheaper with a 0.17% expense ratio, compared with 0.18% for 36BB.DE.
XZEC.DE tracks MSCI Europe Consumer Discretionary ESG Screened 20-35 Select, while 36BB.DE tracks MSCI World Consumer Discretionary. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.17% for XZEC.DE and 0.18% for 36BB.DE.
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