CHDVD.SW vs. EXIA.DE

In the year-to-date period, CHDVD.SW achieves a 11.94% return, which is significantly lower than EXIA.DE's 18.20% return.

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CHDVD.SW has a 0.15% expense ratio, which is higher than EXIA.DE's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and iShares DAX ESG UCITS ETF (DE) (EXIA.DE). 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.

The current CHDVD.SW Sharpe Ratio is 0.90, which is lower than the EXIA.DE Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of CHDVD.SW and EXIA.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CHDVD.SW's dividend yield for the trailing twelve months is around 3.47%, while EXIA.DE has not paid dividends to shareholders.

The maximum CHDVD.SW drawdown since its inception was -30.09%, which is greater than EXIA.DE's maximum drawdown of -28.15%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and EXIA.DE.

The current volatility for iShares Swiss Dividend ETF (CH) (CHDVD.SW) is 2.77%, while iShares DAX ESG UCITS ETF (DE) (EXIA.DE) has a volatility of 3.69%. This indicates that CHDVD.SW experiences smaller price fluctuations and is considered to be less risky than EXIA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.