CHTE.L vs. CM5S.L
Compare and contrast key facts about UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc (CHTE.L) and Invesco S&P China A MidCap 500 Swap UCITS ETF Acc (CM5S.L).
CHTE.L and CM5S.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CHTE.L is a passively managed fund by UBS that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Mar 5, 2021. CM5S.L is a passively managed fund by Invesco that tracks the performance of the MSCI China A Onshore NR CNY. It was launched on May 5, 2022. Both CHTE.L and CM5S.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
CHTE.L vs. CM5S.L - Performance Comparison
Loading graphics...
CHTE.L vs. CM5S.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CHTE.L UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc | -7.50% | 32.47% | 12.40% | -15.02% | 1.94% |
CM5S.L Invesco S&P China A MidCap 500 Swap UCITS ETF Acc | 5.54% | 42.07% | 14.29% | -14.04% | 13.69% |
Returns By Period
In the year-to-date period, CHTE.L achieves a -7.50% return, which is significantly lower than CM5S.L's 5.54% return.
CHTE.L
- 1D
- -0.71%
- 1M
- 2.89%
- YTD
- -7.50%
- 6M
- -24.22%
- 1Y
- 2.11%
- 3Y*
- 4.46%
- 5Y*
- —
- 10Y*
- —
CM5S.L
- 1D
- -1.23%
- 1M
- -3.00%
- YTD
- 5.54%
- 6M
- 10.36%
- 1Y
- 44.25%
- 3Y*
- 11.80%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CHTE.L vs. CM5S.L - Expense Ratio Comparison
CHTE.L has a 0.47% expense ratio, which is higher than CM5S.L's 0.35% expense ratio.
Return for Risk
CHTE.L vs. CM5S.L — Risk / Return Rank
CHTE.L
CM5S.L
CHTE.L vs. CM5S.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc (CHTE.L) and Invesco S&P China A MidCap 500 Swap UCITS ETF Acc (CM5S.L). 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.
| CHTE.L | CM5S.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 2.04 | -1.96 |
Sortino ratioReturn per unit of downside risk | 0.29 | 2.53 | -2.24 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.36 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 3.79 | -3.61 |
Martin ratioReturn relative to average drawdown | 0.40 | 15.15 | -14.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CHTE.L | CM5S.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 2.04 | -1.96 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.56 | -0.61 |
Correlation
The correlation between CHTE.L and CM5S.L is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CHTE.L vs. CM5S.L - Dividend Comparison
Neither CHTE.L nor CM5S.L has paid dividends to shareholders.
Drawdowns
CHTE.L vs. CM5S.L - Drawdown Comparison
The maximum CHTE.L drawdown since its inception was -45.52%, which is greater than CM5S.L's maximum drawdown of -38.57%. Use the drawdown chart below to compare losses from any high point for CHTE.L and CM5S.L.
Loading graphics...
Drawdown Indicators
| CHTE.L | CM5S.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.52% | -38.57% | -6.95% |
Max Drawdown (1Y)Largest decline over 1 year | -26.34% | -12.93% | -13.41% |
Current DrawdownCurrent decline from peak | -24.22% | -9.48% | -14.74% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -13.90% | -9.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.12% | 3.24% | +8.88% |
Volatility
CHTE.L vs. CM5S.L - Volatility Comparison
UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc (CHTE.L) and Invesco S&P China A MidCap 500 Swap UCITS ETF Acc (CM5S.L) have volatilities of 7.01% and 6.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CHTE.L | CM5S.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 6.77% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 17.12% | 15.70% | +1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.75% | 21.61% | +5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.91% | 25.18% | +13.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.91% | 25.18% | +13.73% |