CHSR.DE vs. XESP.DE
CHSR.DE (UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc) and XESP.DE (Xtrackers Spanish Equity UCITS ETF) are both Europe Equities funds - CHSR.DE tracks the MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped while XESP.DE tracks the Solactive Spain 40. Both are passively managed. Over the past 5 years, CHSR.DE returned 5.78%/yr vs 18.91%/yr for XESP.DE. A 0.55 correlation means they provide meaningful diversification when combined. CHSR.DE charges 0.28%/yr vs 0.30%/yr for XESP.DE.
Performance
CHSR.DE vs. XESP.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CHSR.DE achieves a 2.12% return, which is significantly lower than XESP.DE's 7.33% return.
CHSR.DE
- 1D
- 0.93%
- 1M
- 0.02%
- YTD
- 2.12%
- 6M
- 4.87%
- 1Y
- 6.29%
- 3Y*
- 8.81%
- 5Y*
- 5.78%
- 10Y*
- —
XESP.DE
- 1D
- 0.58%
- 1M
- 1.35%
- YTD
- 7.33%
- 6M
- 11.94%
- 1Y
- 34.69%
- 3Y*
- 29.44%
- 5Y*
- 18.91%
- 10Y*
- —
CHSR.DE vs. XESP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CHSR.DE UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc | 2.12% | 12.43% | 6.02% | 15.54% | -16.93% | 26.11% |
XESP.DE Xtrackers Spanish Equity UCITS ETF | 7.33% | 58.64% | 14.65% | 26.79% | -1.62% | 5.68% |
Correlation
The correlation between CHSR.DE and XESP.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2021 | 0.55 |
The correlation between CHSR.DE and XESP.DE has been stable across timeframes, ranging from 0.53 to 0.55 - a consistent structural relationship.
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Return for Risk
CHSR.DE vs. XESP.DE — Risk / Return Rank
CHSR.DE
XESP.DE
CHSR.DE vs. XESP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc (CHSR.DE) and Xtrackers Spanish Equity UCITS ETF (XESP.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.
| CHSR.DE | XESP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.26 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.38 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 3.51 | -2.96 |
| Martin ratioReturn relative to average drawdown | 1.55 | 12.31 | -10.76 |
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
| CHSR.DE | XESP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 2.12 | -1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 1.12 | -0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.55 | -0.03 |
Drawdowns
CHSR.DE vs. XESP.DE - Drawdown Comparison
The maximum CHSR.DE drawdown since its inception was -21.84%, smaller than the maximum XESP.DE drawdown of -39.02%. Use the drawdown chart below to compare losses from any high point for CHSR.DE and XESP.DE.
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Drawdown Indicators
| CHSR.DE | XESP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.84% | -39.02% | +17.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -10.17% | -0.93% |
Max Drawdown (3Y)Largest decline over 3 years | -14.70% | -12.93% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.84% | -18.59% | -3.25% |
Current DrawdownCurrent decline from peak | -4.76% | -0.54% | -4.22% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -7.37% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.91% | +1.06% |
Volatility
CHSR.DE vs. XESP.DE - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) Acc (CHSR.DE) is 3.98%, while Xtrackers Spanish Equity UCITS ETF (XESP.DE) has a volatility of 4.48%. This indicates that CHSR.DE experiences smaller price fluctuations and is considered to be less risky than XESP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHSR.DE | XESP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 4.48% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 14.04% | -3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.58% | 16.86% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 16.68% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.53% | 18.78% | -4.25% |
CHSR.DE vs. XESP.DE - Expense Ratio Comparison
CHSR.DE has a 0.28% expense ratio, which is lower than XESP.DE's 0.30% expense ratio.
Dividends
CHSR.DE vs. XESP.DE - Dividend Comparison
Neither CHSR.DE nor XESP.DE has paid dividends to shareholders.
Frequently Asked Questions
CHSR.DE and XESP.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHSR.DE is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHSR.DE is cheaper with a 0.28% expense ratio, compared with 0.30% for XESP.DE.
CHSR.DE tracks MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped, while XESP.DE tracks Solactive Spain 40. They also come from different issuers: UBS and Xtrackers. Their fees differ too: 0.28% for CHSR.DE and 0.30% for XESP.DE.
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