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XZSP.DE vs. XDWD.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XZSP.DE vs. XDWD.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.DE) and Xtrackers MSCI World UCITS ETF 1C (XDWD.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with XZSP.DE having a 11.17% return and XDWD.DE slightly lower at 10.91%.


XZSP.DE

1D
0.61%
1M
5.47%
YTD
11.17%
6M
11.67%
1Y
28.67%
3Y*
18.55%
5Y*
10Y*

XDWD.DE

1D
-0.01%
1M
4.72%
YTD
10.91%
6M
11.37%
1Y
23.85%
3Y*
17.56%
5Y*
12.89%
10Y*
12.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XZSP.DE vs. XDWD.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
XZSP.DE
Xtrackers S&P 500 ESG UCITS ETF 1C
11.17%5.34%31.24%23.89%-4.47%
XDWD.DE
Xtrackers MSCI World UCITS ETF 1C
10.91%7.85%25.98%20.18%-3.79%

Correlation

The correlation between XZSP.DE and XDWD.DE is 0.93, 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

0.93

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

0.94

Correlation (All Time)
Calculated using the full available price history since Dec 13, 2022

0.95

The correlation between XZSP.DE and XDWD.DE has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

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Return for Risk

XZSP.DE vs. XDWD.DE — Risk / Return Rank

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

XZSP.DE
XZSP.DE Risk / Return Rank: 7979
Overall Rank
XZSP.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
XZSP.DE Sortino Ratio Rank: 7676
Sortino Ratio Rank
XZSP.DE Omega Ratio Rank: 7878
Omega Ratio Rank
XZSP.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
XZSP.DE Martin Ratio Rank: 8181
Martin Ratio Rank

XDWD.DE
XDWD.DE Risk / Return Rank: 7070
Overall Rank
XDWD.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
XDWD.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
XDWD.DE Omega Ratio Rank: 6868
Omega Ratio Rank
XDWD.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
XDWD.DE Martin Ratio Rank: 7676
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.

XZSP.DE vs. XDWD.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.DE) and Xtrackers MSCI World UCITS ETF 1C (XDWD.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.


XZSP.DEXDWD.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.34

Sortino ratioReturn per unit of downside risk

+0.38

Omega ratioGain probability vs. loss probability

1.46

1.40

+0.06

Calmar ratioReturn relative to maximum drawdown

4.07

3.63

+0.43

Martin ratioReturn relative to average drawdown

15.72

14.44

+1.28

XZSP.DE vs. XDWD.DE - Sharpe Ratio Comparison

The current XZSP.DE Sharpe Ratio is 2.47, which is comparable to the XDWD.DE Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of XZSP.DE and XDWD.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


XZSP.DEXDWD.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

2.14

+0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

1.31

0.78

+0.52

Drawdowns

XZSP.DE vs. XDWD.DE - Drawdown Comparison

The maximum XZSP.DE drawdown since its inception was -23.40%, smaller than the maximum XDWD.DE drawdown of -33.55%. Use the drawdown chart below to compare losses from any high point for XZSP.DE and XDWD.DE.


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Drawdown Indicators


XZSP.DEXDWD.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.40%

-33.55%

+10.15%

Max Drawdown (1Y)

Largest decline over 1 year

-7.02%

-6.54%

-0.48%

Max Drawdown (3Y)

Largest decline over 3 years

-23.40%

-21.64%

-1.76%

Max Drawdown (5Y)

Largest decline over 5 years

-21.64%

Max Drawdown (10Y)

Largest decline over 10 years

-33.55%

Current Drawdown

Current decline from peak

0.00%

-0.33%

+0.33%

Average Drawdown

Average peak-to-trough decline

-3.09%

-4.55%

+1.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.82%

1.65%

+0.17%

Volatility

XZSP.DE vs. XDWD.DE - Volatility Comparison

Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.DE) has a higher volatility of 2.79% compared to Xtrackers MSCI World UCITS ETF 1C (XDWD.DE) at 2.60%. This indicates that XZSP.DE's price experiences larger fluctuations and is considered to be riskier than XDWD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XZSP.DEXDWD.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.79%

2.60%

+0.19%

Volatility (6M)

Calculated over the trailing 6-month period

7.55%

7.77%

-0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

11.55%

11.12%

+0.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.26%

14.13%

+0.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.26%

15.16%

-0.90%

XZSP.DE vs. XDWD.DE - Expense Ratio Comparison

XZSP.DE has a 0.08% expense ratio, which is lower than XDWD.DE's 0.19% 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

XZSP.DE vs. XDWD.DE - Dividend Comparison

Neither XZSP.DE nor XDWD.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.93, XZSP.DE and XDWD.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, XZSP.DE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XZSP.DE is cheaper with a 0.08% expense ratio, compared with 0.19% for XDWD.DE.

XZSP.DE is categorized as S&P 500, while XDWD.DE is Global Equities. XZSP.DE tracks S&P 500 ESG, while XDWD.DE tracks MSCI World. Their fees differ too: 0.08% for XZSP.DE and 0.19% for XDWD.DE.

Portfolio Optimizer

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