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CAS vs. ASHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CAS vs. ASHX - Performance Comparison

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

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Returns By Period


CAS

1D
1.08%
1M
-11.07%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

ASHX

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

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$38.47K$52.48K$79.55K

CAS vs. ASHX - Yearly Performance Comparison


CAS vs. ASHX - Sectors Allocation Comparison


Sectors
CAS
ASHX

Financial Services

46.5%
19.6%

Basic Materials

-

9.6%

Communication Services

-

1.5%

Consumer Cyclical

-

7.1%

Consumer Defensive

-

14.3%

Energy

-

4.2%

Healthcare

-

7.9%

Industrials

-

16.0%

Real Estate

-

1.4%

Technology

-

14.1%

Utilities

-

4.3%

Financial Services

CAS
46.5%
ASHX
19.6%

Basic Materials

CAS

-

ASHX
9.6%

Communication Services

CAS

-

ASHX
1.5%

Consumer Cyclical

CAS

-

ASHX
7.1%

Consumer Defensive

CAS

-

ASHX
14.3%

Energy

CAS

-

ASHX
4.2%

Healthcare

CAS

-

ASHX
7.9%

Industrials

CAS

-

ASHX
16.0%

Real Estate

CAS

-

ASHX
1.4%

Technology

CAS

-

ASHX
14.1%

Utilities

CAS

-

ASHX
4.3%

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Return for Risk

CAS vs. ASHX - Risk-Adjusted Trends Comparison

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

CAS vs. ASHX - Sharpe Ratio Comparison


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Drawdowns

CAS vs. ASHX - Drawdown Comparison


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Drawdown Indicators


CASASHXDifference

Max Drawdown

Largest peak-to-trough decline

-15.89%

Current Drawdown

Current decline from peak

-14.28%

Average Drawdown

Average peak-to-trough decline

-6.19%

Volatility

CAS vs. ASHX - Volatility Comparison


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Volatility by Period


CASASHXDifference

Volatility (1Y)

Calculated over the trailing 1-year period

33.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.97%

CAS vs. ASHX - Expense Ratio Comparison

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


Dividends

CAS vs. ASHX - Dividend Comparison

CAS's dividend yield for the trailing twelve months is around 2.46%, while ASHX has not 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
2.46%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.

CAS has the higher dividend yield at 2.46%, compared with 0.00% for ASHX.

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

Portfolio Optimizer

Find the right allocation for CAS and ASHX

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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