ASHR vs. VOO
Compare and contrast key facts about Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) and Vanguard S&P 500 ETF (VOO).
ASHR and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ASHR is a passively managed fund by DWS that tracks the performance of the CSI 300 Index. It was launched on Nov 6, 2013. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both ASHR and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASHR or VOO.
Key characteristics
| ASHR | VOO | |
|---|---|---|
| YTD Return | 1.09% | 5.43% |
| 1Y Return | -15.11% | 23.09% |
| 3Y Return (Ann) | -14.07% | 7.90% |
| 5Y Return (Ann) | -2.76% | 13.22% |
| 10Y Return (Ann) | 4.64% | 12.47% |
| Sharpe Ratio | -0.93 | 1.97 |
| Daily Std Dev | 18.05% | 11.80% |
| Max Drawdown | -51.30% | -33.99% |
| Current Drawdown | -45.53% | -4.63% |
Correlation
The correlation between ASHR and VOO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ASHR vs. VOO - Performance Comparison
In the year-to-date period, ASHR achieves a 1.09% return, which is significantly lower than VOO's 5.43% return. Over the past 10 years, ASHR has underperformed VOO with an annualized return of 4.64%, while VOO has yielded a comparatively higher 12.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ASHR vs. VOO - Expense Ratio Comparison
ASHR has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ASHR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
ASHR vs. VOO - Dividend Comparison
ASHR's dividend yield for the trailing twelve months is around 2.45%, more than VOO's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASHR Xtrackers Harvest CSI 300 China A-Shares Fund | 2.45% | 2.48% | 1.13% | 0.88% | 0.81% | 0.98% | 1.32% | 0.84% | 0.73% | 30.13% | 0.27% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.40% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ASHR vs. VOO - Drawdown Comparison
The maximum ASHR drawdown since its inception was -51.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ASHR and VOO. For additional features, visit the drawdowns tool.
Volatility
ASHR vs. VOO - Volatility Comparison
Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) has a higher volatility of 4.92% compared to Vanguard S&P 500 ETF (VOO) at 3.25%. This indicates that ASHR's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.