CHDVD.SW vs. XAIX

Last updated Jun 5, 2026

CHDVD.SW (iShares Swiss Dividend ETF (CH)) and XAIX (Xtrackers Artificial Intelligence and Big Data ETF) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while XAIX is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data Index. Both are passively managed. Over the past year, CHDVD.SW returned 7.23% vs 50.22% for XAIX. At a 0.10 correlation, their price movements are largely independent. CHDVD.SW charges 0.15%/yr vs 0.35%/yr for XAIX.

Performance

CHDVD.SW vs. XAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

CHDVD.SW is traded in CHF, while XAIX is traded in USD. To make them comparable, the XAIX 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 XAIX's 30.97% return.

CHDVD.SW

• 1D: 0.86%
• 1M: 0.63%
• YTD: 1.10%
• 6M: 4.21%
• 1Y: 7.23%
• 3Y*: 9.63%
• 5Y*: 6.89%
• 10Y*: 9.56%

XAIX

• 1D: 2.79%
• 1M: 8.12%
• YTD: 30.97%
• 6M: 28.75%
• 1Y: 50.22%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CHDVD.SW vs. XAIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CHDVD.SW iShares Swiss Dividend ETF (CH)	1.10%	18.82%	-0.75%
XAIX Xtrackers Artificial Intelligence and Big Data ETF	30.97%	12.76%	22.33%

Correlation

The correlation between CHDVD.SW and XAIX is 0.03, 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	0.03
Correlation (All Time) Calculated using the full available price history since Aug 5, 2024	0.10

Return for Risk

CHDVD.SW vs. XAIX — Risk / Return Rank

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

CHDVD.SW

CHDVD.SW Risk / Return Rank: 21
CHDVD.SW Sharpe Ratio Rank: 21
CHDVD.SW Sortino Ratio Rank: 20
CHDVD.SW Omega Ratio Rank: 20
CHDVD.SW Calmar Ratio Rank: 20
CHDVD.SW Martin Ratio Rank: 22

XAIX

XAIX Risk / Return Rank: 80
XAIX Sharpe Ratio Rank: 84
XAIX Sortino Ratio Rank: 76
XAIX Omega Ratio Rank: 80
XAIX Calmar Ratio Rank: 82
XAIX Martin Ratio Rank: 80

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.

CHDVD.SW vs. XAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX). 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	XAIX	Difference
Sharpe ratio: Return per unit of total volatility	0.66	2.22	-1.55
Sortino ratio: Return per unit of downside risk	1.01	2.79	-1.78
Omega ratio: Gain probability vs. loss probability	1.13	1.38	-0.26
Calmar ratio: Return relative to maximum drawdown	0.82	3.47	-2.65
Martin ratio: Return relative to average drawdown	2.56	10.11	-7.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CHDVD.SW vs. XAIX - Sharpe Ratio Comparison

The current CHDVD.SW Sharpe Ratio is 0.66, which is lower than the XAIX Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of CHDVD.SW and XAIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CHDVD.SW	XAIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.66	2.22	-1.55
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	1.43	-0.87

Drawdowns

CHDVD.SW vs. XAIX - Drawdown Comparison

The maximum CHDVD.SW drawdown since its inception was -30.09%, roughly equal to the maximum XAIX drawdown of -28.73%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and XAIX.

Drawdown Indicators

	CHDVD.SW	XAIX	Difference
Max Drawdown Largest peak-to-trough decline	-30.09%	-28.73%	-1.36%
Max Drawdown (1Y) Largest decline over 1 year	-9.49%	-14.52%	+5.03%
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 Drawdown Current decline from peak	-4.02%	-7.09%	+3.07%
Average Drawdown Average peak-to-trough decline	-4.55%	-5.53%	+0.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.02%	4.98%	-1.96%

Volatility

CHDVD.SW vs. XAIX - Volatility Comparison

The current volatility for iShares Swiss Dividend ETF (CH) (CHDVD.SW) is 3.95%, while Xtrackers Artificial Intelligence and Big Data ETF (XAIX) has a volatility of 12.24%. This indicates that CHDVD.SW experiences smaller price fluctuations and is considered to be less risky than XAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CHDVD.SW	XAIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.95%	12.24%	-8.29%
Volatility (6M) Calculated over the trailing 6-month period	9.42%	19.06%	-9.64%
Volatility (1Y) Calculated over the trailing 1-year period	11.75%	22.79%	-11.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.93%	26.70%	-13.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.62%	26.70%	-12.08%

CHDVD.SW vs. XAIX - Expense Ratio Comparison

CHDVD.SW has a 0.15% expense ratio, which is lower than XAIX's 0.35% expense ratio.

Dividends

CHDVD.SW vs. XAIX - Dividend Comparison

CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, more than XAIX's 0.41% yield.

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%
XAIX Xtrackers Artificial Intelligence and Big Data ETF	0.41%	0.54%	0.08%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CHDVD.SW and XAIX in my portfolio?

CHDVD.SW and XAIX have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CHDVD.SW or XAIX?

On fees, CHDVD.SW is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CHDVD.SW or XAIX?

CHDVD.SW is cheaper with a 0.15% expense ratio, compared with 0.35% for XAIX.

What is the main difference between CHDVD.SW and XAIX?

CHDVD.SW is categorized as Europe Equities, while XAIX is Technology Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while XAIX tracks Nasdaq Global Artificial Intelligence and Big Data Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for CHDVD.SW and 0.35% for XAIX.