CUKX.L vs. XESC.L
Compare and contrast key facts about iShares FTSE 100 UCITS ETF (CUKX.L) and Xtrackers EURO STOXX 50 UCITS ETF 1C (XESC.L).
CUKX.L and XESC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CUKX.L is a passively managed fund by iShares that tracks the performance of the FTSE 100 Index. It was launched on Jan 26, 2010. XESC.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI EMU NR EUR. It was launched on Aug 29, 2008. Both CUKX.L and XESC.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUKX.L or XESC.L.
Key characteristics
| CUKX.L | XESC.L | |
|---|---|---|
| YTD Return | 10.08% | 7.67% |
| 1Y Return | 15.40% | 19.78% |
| 3Y Return (Ann) | 9.67% | 9.77% |
| 5Y Return (Ann) | 6.59% | 9.05% |
| 10Y Return (Ann) | 6.22% | 8.49% |
| Sharpe Ratio | 1.45 | 1.49 |
| Daily Std Dev | 10.13% | 13.27% |
| Max Drawdown | -34.50% | -34.48% |
| Current Drawdown | -1.11% | -4.95% |
Correlation
The correlation between CUKX.L and XESC.L is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CUKX.L vs. XESC.L - Performance Comparison
In the year-to-date period, CUKX.L achieves a 10.08% return, which is significantly higher than XESC.L's 7.67% return. Over the past 10 years, CUKX.L has underperformed XESC.L with an annualized return of 6.22%, while XESC.L has yielded a comparatively higher 8.49% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CUKX.L vs. XESC.L - Expense Ratio Comparison
CUKX.L has a 0.07% expense ratio, which is lower than XESC.L's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CUKX.L vs. XESC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares FTSE 100 UCITS ETF (CUKX.L) and Xtrackers EURO STOXX 50 UCITS ETF 1C (XESC.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.
Dividends
CUKX.L vs. XESC.L - Dividend Comparison
Neither CUKX.L nor XESC.L has paid dividends to shareholders.
Drawdowns
CUKX.L vs. XESC.L - Drawdown Comparison
The maximum CUKX.L drawdown since its inception was -34.50%, roughly equal to the maximum XESC.L drawdown of -34.48%. Use the drawdown chart below to compare losses from any high point for CUKX.L and XESC.L. For additional features, visit the drawdowns tool.
Volatility
CUKX.L vs. XESC.L - Volatility Comparison
The current volatility for iShares FTSE 100 UCITS ETF (CUKX.L) is 3.66%, while Xtrackers EURO STOXX 50 UCITS ETF 1C (XESC.L) has a volatility of 5.69%. This indicates that CUKX.L experiences smaller price fluctuations and is considered to be less risky than XESC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.