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CAS vs. AFTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CAS vs. AFTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify China A Shares PLUS Income ETF (CAS) and Pacer CSOP FTSE China A50 ETF (AFTY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


CAS

1D
-0.49%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

AFTY

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

CAS vs. AFTY - Yearly Performance Comparison


CAS vs. AFTY - Sectors Allocation Comparison


Sectors
CAS
AFTY

Financial Services

43.4%
50.4%

Basic Materials

-

15.5%

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

6.1%

Energy

-

11.5%

Healthcare

-

-

Industrials

-

4.7%

Real Estate

-

-

Technology

-

7.4%

Utilities

-

4.4%

Financial Services

CAS
43.4%
AFTY
50.4%

Basic Materials

CAS

-

AFTY
15.5%

Communication Services

CAS

-

AFTY

-

Consumer Cyclical

CAS

-

AFTY

-

Consumer Defensive

CAS

-

AFTY
6.1%

Energy

CAS

-

AFTY
11.5%

Healthcare

CAS

-

AFTY

-

Industrials

CAS

-

AFTY
4.7%

Real Estate

CAS

-

AFTY

-

Technology

CAS

-

AFTY
7.4%

Utilities

CAS

-

AFTY
4.4%

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Return for Risk

CAS vs. AFTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify China A Shares PLUS Income ETF (CAS) and Pacer CSOP FTSE China A50 ETF (AFTY). 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.


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

CAS vs. AFTY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CASAFTYDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-3.61

Drawdowns

CAS vs. AFTY - Drawdown Comparison


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Drawdown Indicators


CASAFTYDifference

Max Drawdown

Largest peak-to-trough decline

-2.59%

Current Drawdown

Current decline from peak

-1.66%

Average Drawdown

Average peak-to-trough decline

-1.72%

Volatility

CAS vs. AFTY - Volatility Comparison


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Volatility by Period


CASAFTYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

20.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.83%

CAS vs. AFTY - Expense Ratio Comparison

CAS has a 0.88% expense ratio, which is higher than AFTY's 0.70% expense ratio.


Dividends

CAS vs. AFTY - Dividend Comparison

Neither CAS nor AFTY has paid dividends to shareholders.


PositionTTM2024202320222021202020192018201720162015
AFTY
Pacer CSOP FTSE China A50 ETF
0.00%0.00%2.23%2.08%1.84%1.48%7.96%1.85%6.62%1.19%16.76%
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, AFTY is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AFTY is cheaper with a 0.70% expense ratio, compared with 0.88% for CAS.

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

They also come from different issuers: Simplify and Pacer. Their fees differ too: 0.88% for CAS and 0.70% for AFTY.

Portfolio Optimizer

Find the right allocation for CAS and AFTY

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