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CA vs. DBJP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CA vs. DBJP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers California Municipal Bond ETF (CA) and Xtrackers MSCI Japan Hedged Equity ETF (DBJP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CA achieves a 1.20% return, which is significantly lower than DBJP's 20.51% return.


CA

1D
0.00%
1M
0.38%
YTD
1.20%
6M
1.44%
1Y
6.67%
3Y*
5Y*
10Y*

DBJP

1D
0.81%
1M
8.88%
YTD
20.51%
6M
24.02%
1Y
52.66%
3Y*
29.04%
5Y*
21.44%
10Y*
16.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CA vs. DBJP - Yearly Performance Comparison


2026 (YTD)202520242023
CA
Xtrackers California Municipal Bond ETF
1.20%3.05%1.51%0.79%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
20.51%29.51%25.53%1.87%

Correlation

The correlation between CA and DBJP is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2023

-0.02

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Return for Risk

CA vs. DBJP — Risk / Return Rank

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

CA
CA Risk / Return Rank: 7373
Overall Rank
CA Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
CA Sortino Ratio Rank: 8585
Sortino Ratio Rank
CA Omega Ratio Rank: 9090
Omega Ratio Rank
CA Calmar Ratio Rank: 5353
Calmar Ratio Rank
CA Martin Ratio Rank: 5656
Martin Ratio Rank

DBJP
DBJP Risk / Return Rank: 8686
Overall Rank
DBJP Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
DBJP Sortino Ratio Rank: 8585
Sortino Ratio Rank
DBJP Omega Ratio Rank: 8383
Omega Ratio Rank
DBJP Calmar Ratio Rank: 8888
Calmar Ratio Rank
DBJP Martin Ratio Rank: 8888
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.

CA vs. DBJP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers California Municipal Bond ETF (CA) and Xtrackers MSCI Japan Hedged Equity ETF (DBJP). 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.


CADBJPDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.06

Omega ratioGain probability vs. loss probability

1.58

1.51

+0.08

Calmar ratioReturn relative to maximum drawdown

2.61

5.09

-2.48

Martin ratioReturn relative to average drawdown

9.84

19.86

-10.02

CA vs. DBJP - Sharpe Ratio Comparison

The current CA Sharpe Ratio is 2.54, which is comparable to the DBJP Sharpe Ratio of 2.83. The chart below compares the historical Sharpe Ratios of CA and DBJP, 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


CADBJPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.54

2.83

-0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.68

-0.01

Drawdowns

CA vs. DBJP - Drawdown Comparison

The maximum CA drawdown since its inception was -5.24%, smaller than the maximum DBJP drawdown of -31.30%. Use the drawdown chart below to compare losses from any high point for CA and DBJP.


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Drawdown Indicators


CADBJPDifference

Max Drawdown

Largest peak-to-trough decline

-5.24%

-31.30%

+26.06%

Max Drawdown (1Y)

Largest decline over 1 year

-2.57%

-10.39%

+7.82%

Max Drawdown (3Y)

Largest decline over 3 years

-21.50%

Max Drawdown (5Y)

Largest decline over 5 years

-21.50%

Max Drawdown (10Y)

Largest decline over 10 years

-31.30%

Current Drawdown

Current decline from peak

-0.75%

0.00%

-0.75%

Average Drawdown

Average peak-to-trough decline

-1.27%

-7.29%

+6.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.68%

2.66%

-1.98%

Volatility

CA vs. DBJP - Volatility Comparison

The current volatility for Xtrackers California Municipal Bond ETF (CA) is 0.31%, while Xtrackers MSCI Japan Hedged Equity ETF (DBJP) has a volatility of 3.85%. This indicates that CA experiences smaller price fluctuations and is considered to be less risky than DBJP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CADBJPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.31%

3.85%

-3.54%

Volatility (6M)

Calculated over the trailing 6-month period

1.83%

13.79%

-11.96%

Volatility (1Y)

Calculated over the trailing 1-year period

2.64%

18.69%

-16.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.99%

18.93%

-14.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.99%

19.46%

-15.47%

CA vs. DBJP - Expense Ratio Comparison

CA has a 0.07% expense ratio, which is lower than DBJP's 0.45% expense ratio.


Dividends

CA vs. DBJP - Dividend Comparison

CA's dividend yield for the trailing twelve months is around 2.96%, more than DBJP's 2.34% yield.


PositionTTM20252024202320222021202020192018201720162015
CA
Xtrackers California Municipal Bond ETF
2.96%3.14%3.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
2.34%2.81%2.80%5.21%0.80%2.30%2.53%2.56%3.87%2.07%1.13%5.95%

Frequently Asked Questions


CA and DBJP have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBJP has higher volatility (3.85%) compared to CA (0.31%). In terms of maximum drawdown, CA dropped -5.24% vs DBJP's -31.30%.

On 1-year performance, DBJP leads with 52.66% vs 6.67% for CA. On fees, CA is cheaper at 0.07% per year. On volatility, CA has been the lower-risk option at 0.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DBJP has performed better with a 52.66% return vs 6.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CA is cheaper with a 0.07% expense ratio, compared with 0.45% for DBJP.

CA has the higher dividend yield at 2.96%, compared with 2.34% for DBJP.

CA is categorized as Municipal Bonds, while DBJP is Japan Equities. CA tracks ICE AMT-Free Broad Liquid California Municipal Index - Benchmark TR Gross, while DBJP tracks MSCI Japan US Dollar Hedged Index. Their fees differ too: 0.07% for CA and 0.45% for DBJP.

DBJP currently has the higher Sharpe Ratio (2.83 vs 2.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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