CHDVD.SW vs. EXUS.DE
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and EXUS.DE (Xtrackers MSCI World ex USA UCITS ETF 1C USD) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while EXUS.DE is a Global Equities fund tracking the MSCI World ex USA index. Both are passively managed. Over the past year, CHDVD.SW returned 7.23% vs 17.84% for EXUS.DE. A 0.55 correlation means they provide meaningful diversification when combined. Both charge a 0.15% expense ratio.
Performance
CHDVD.SW vs. EXUS.DE - Performance Comparison
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Different Trading Currencies
CHDVD.SW is traded in CHF, while EXUS.DE is traded in EUR. To make them comparable, the EXUS.DE values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHDVD.SW achieves a 1.10% return, which is significantly lower than EXUS.DE's 8.10% return.
CHDVD.SW
- 1D
- 0.86%
- 1M
- 0.63%
- YTD
- 1.10%
- 6M
- 3.92%
- 1Y
- 7.23%
- 3Y*
- 9.63%
- 5Y*
- 6.89%
- 10Y*
- 9.56%
EXUS.DE
- 1D
- -0.01%
- 1M
- 2.89%
- YTD
- 8.10%
- 6M
- 9.15%
- 1Y
- 17.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CHDVD.SW vs. EXUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 1.10% | 18.82% | 3.96% |
EXUS.DE Xtrackers MSCI World ex USA UCITS ETF 1C USD | 8.10% | 16.50% | 2.80% |
Correlation
The correlation between CHDVD.SW and EXUS.DE is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 2024 | 0.55 |
The correlation between CHDVD.SW and EXUS.DE has been stable across timeframes, ranging from 0.51 to 0.55 - a consistent structural relationship.
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Return for Risk
CHDVD.SW vs. EXUS.DE — Risk / Return Rank
CHDVD.SW
EXUS.DE
CHDVD.SW vs. EXUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.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.
| CHDVD.SW | EXUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.26 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.03 | -1.21 |
| Martin ratioReturn relative to average drawdown | 2.56 | 7.77 | -5.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHDVD.SW | EXUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.41 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.85 | -0.29 |
Drawdowns
CHDVD.SW vs. EXUS.DE - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, which is greater than EXUS.DE's maximum drawdown of -16.77%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and EXUS.DE.
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Drawdown Indicators
| CHDVD.SW | EXUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -16.77% | -13.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -8.78% | -0.71% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | — | — |
Current DrawdownCurrent decline from peak | -4.02% | -0.12% | -3.90% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -2.63% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.30% | +0.72% |
Volatility
CHDVD.SW vs. EXUS.DE - Volatility Comparison
iShares Swiss Dividend ETF (CH) (CHDVD.SW) has a higher volatility of 3.95% compared to Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) at 3.18%. This indicates that CHDVD.SW's price experiences larger fluctuations and is considered to be riskier than EXUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHDVD.SW | EXUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 3.18% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 9.91% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 12.58% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 14.43% | -1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 14.43% | +0.19% |
CHDVD.SW vs. EXUS.DE - Expense Ratio Comparison
Both CHDVD.SW and EXUS.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
CHDVD.SW vs. EXUS.DE - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, while EXUS.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.23% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
EXUS.DE Xtrackers MSCI World ex USA UCITS ETF 1C USD | 0.00% | 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
CHDVD.SW and EXUS.DE have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
CHDVD.SW and EXUS.DE have the same expense ratio: 0.15% per year.
CHDVD.SW is categorized as Europe Equities, while EXUS.DE is Global Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while EXUS.DE tracks MSCI World ex USA index. They also come from different issuers: iShares and Xtrackers.
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