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ASHX vs. CAS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ASHX vs. CAS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers MSCI China A Inclusion Equity ETF (ASHX) and Simplify China A Shares PLUS Income ETF (CAS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


ASHX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

CAS

1D
-1.70%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASHX vs. CAS - Yearly Performance Comparison


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Return for Risk

ASHX vs. CAS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI China A Inclusion Equity ETF (ASHX) and Simplify China A Shares PLUS Income ETF (CAS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ASHX vs. CAS - Sharpe Ratio Comparison


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Drawdowns

ASHX vs. CAS - Drawdown Comparison


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Drawdown Indicators


ASHXCASDifference

Max Drawdown

Largest peak-to-trough decline

-5.11%

Current Drawdown

Current decline from peak

-5.11%

Average Drawdown

Average peak-to-trough decline

-3.16%

Volatility

ASHX vs. CAS - Volatility Comparison


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Volatility by Period


ASHXCASDifference

Volatility (1Y)

Calculated over the trailing 1-year period

13.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.51%

ASHX vs. CAS - Expense Ratio Comparison

ASHX has a 0.60% expense ratio, which is lower than CAS's 0.88% expense ratio.


Dividends

ASHX vs. CAS - Dividend Comparison

Neither ASHX nor CAS has paid dividends to shareholders.


PositionTTM2024202320222021202020192018201720162015
ASHX
Xtrackers MSCI China A Inclusion Equity ETF
0.00%0.00%2.38%1.76%0.84%0.80%1.78%1.07%2.48%19.46%2.91%
CAS
Simplify China A Shares PLUS Income ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, ASHX is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ASHX is cheaper with a 0.60% expense ratio, compared with 0.88% for CAS.

ASHX and CAS have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Deutsche Bank and Simplify. Their fees differ too: 0.60% for ASHX and 0.88% for CAS.

Portfolio Optimizer

Find the right allocation for ASHX and CAS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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