XZEM.DE vs. ESRI.DE
XZEM.DE (Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C) and ESRI.DE (BNP Paribas Easy MSCI Emerging SRI S-Series PAB 5% Capped UCITS ETF USD Acc) are both Emerging Markets Equities funds - XZEM.DE tracks the MSCI Emerging Markets Low Carbon SRI Leaders while ESRI.DE tracks the MSCI Emerging SRI S-Series PAB 5% Capped. Both are passively managed. Over the past 5 years, XZEM.DE returned 3.14%/yr vs 4.48%/yr for ESRI.DE. Their correlation of 0.87 suggests significant overlap in exposure. XZEM.DE charges 0.25%/yr vs 0.30%/yr for ESRI.DE.
Performance
XZEM.DE vs. ESRI.DE - Performance Comparison
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Different Trading Currencies
XZEM.DE is traded in EUR, while ESRI.DE is traded in USD. To make them comparable, the ESRI.DE values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, XZEM.DE achieves a 11.70% return, which is significantly lower than ESRI.DE's 16.43% return.
XZEM.DE
- 1D
- -1.27%
- 1M
- 1.22%
- YTD
- 11.70%
- 6M
- 11.70%
- 1Y
- 27.23%
- 3Y*
- 14.21%
- 5Y*
- 3.14%
- 10Y*
- —
ESRI.DE
- 1D
- -1.46%
- 1M
- 4.09%
- YTD
- 16.43%
- 6M
- 17.44%
- 1Y
- 27.38%
- 3Y*
- 11.63%
- 5Y*
- 4.48%
- 10Y*
- —
XZEM.DE vs. ESRI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XZEM.DE Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C | 11.70% | 16.53% | 16.91% | 0.19% | -14.31% | -4.19% | 6.11% | 9.91% |
ESRI.DE BNP Paribas Easy MSCI Emerging SRI S-Series PAB 5% Capped UCITS ETF USD Acc | 16.44% | 11.11% | 6.74% | 1.56% | -10.79% | 9.06% | 7.41% | 6.80% |
Correlation
The correlation between XZEM.DE and ESRI.DE is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2019 | 0.87 |
The correlation between XZEM.DE and ESRI.DE has been stable across timeframes, ranging from 0.86 to 0.87 - a consistent structural relationship.
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Return for Risk
XZEM.DE vs. ESRI.DE — Risk / Return Rank
XZEM.DE
ESRI.DE
XZEM.DE vs. ESRI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C (XZEM.DE) and BNP Paribas Easy MSCI Emerging SRI S-Series PAB 5% Capped UCITS ETF USD Acc (ESRI.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.
| XZEM.DE | ESRI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.31 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | 2.39 | +0.18 |
| Martin ratioReturn relative to average drawdown | 8.36 | 8.77 | -0.42 |
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
| XZEM.DE | ESRI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 1.61 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.29 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.39 | -0.11 |
Drawdowns
XZEM.DE vs. ESRI.DE - Drawdown Comparison
The maximum XZEM.DE drawdown since its inception was -37.16%, roughly equal to the maximum ESRI.DE drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for XZEM.DE and ESRI.DE.
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Drawdown Indicators
| XZEM.DE | ESRI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -36.06% | -1.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.55% | -11.40% | +0.85% |
Max Drawdown (3Y)Largest decline over 3 years | -20.90% | -19.30% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -32.73% | -20.43% | -12.30% |
Current DrawdownCurrent decline from peak | -3.21% | -2.28% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -16.68% | -7.76% | -8.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.11% | +0.14% |
Volatility
XZEM.DE vs. ESRI.DE - Volatility Comparison
The current volatility for Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C (XZEM.DE) is 5.92%, while BNP Paribas Easy MSCI Emerging SRI S-Series PAB 5% Capped UCITS ETF USD Acc (ESRI.DE) has a volatility of 6.34%. This indicates that XZEM.DE experiences smaller price fluctuations and is considered to be less risky than ESRI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XZEM.DE | ESRI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 6.34% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 14.55% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.03% | 16.97% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 15.36% | +3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.72% | 18.08% | +2.64% |
XZEM.DE vs. ESRI.DE - Expense Ratio Comparison
XZEM.DE has a 0.25% expense ratio, which is lower than ESRI.DE's 0.30% expense ratio.
Dividends
XZEM.DE vs. ESRI.DE - Dividend Comparison
Neither XZEM.DE nor ESRI.DE has paid dividends to shareholders.
Frequently Asked Questions
XZEM.DE and ESRI.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XZEM.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XZEM.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for ESRI.DE.
XZEM.DE tracks MSCI Emerging Markets Low Carbon SRI Leaders, while ESRI.DE tracks MSCI Emerging SRI S-Series PAB 5% Capped. They also come from different issuers: Xtrackers and BNP Paribas. Their fees differ too: 0.25% for XZEM.DE and 0.30% for ESRI.DE.
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