CXSE vs. ISVBF
Compare and contrast key facts about WisdomTree China ex-State-Owned Enterprises Fund (CXSE) and iShares MSCI China A UCITS ETF (ISVBF).
CXSE and ISVBF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CXSE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree China ex-State-Owned Enterprises Index. It was launched on Sep 19, 2012. ISVBF is a passively managed fund by iShares that tracks the performance of the MSCI China A Inclusion Index. It was launched on Apr 8, 2015. Both CXSE and ISVBF 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
CXSE vs. ISVBF - Performance Comparison
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CXSE vs. ISVBF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CXSE WisdomTree China ex-State-Owned Enterprises Fund | -5.37% | 37.00% | 8.56% | -18.02% | -29.32% | -22.66% |
ISVBF iShares MSCI China A UCITS ETF | -6.48% | 30.64% | 18.96% | -9.28% | -23.01% | -22.12% |
Returns By Period
In the year-to-date period, CXSE achieves a -5.37% return, which is significantly higher than ISVBF's -6.48% return.
CXSE
- 1D
- 0.30%
- 1M
- -3.35%
- YTD
- -5.37%
- 6M
- -14.60%
- 1Y
- 13.26%
- 3Y*
- 4.84%
- 5Y*
- -9.25%
- 10Y*
- 6.57%
ISVBF
- 1D
- 0.60%
- 1M
- -4.98%
- YTD
- -6.48%
- 6M
- -13.49%
- 1Y
- 6.38%
- 3Y*
- 8.03%
- 5Y*
- —
- 10Y*
- —
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CXSE vs. ISVBF - Expense Ratio Comparison
CXSE has a 0.32% expense ratio, which is lower than ISVBF's 0.40% expense ratio.
Return for Risk
CXSE vs. ISVBF — Risk / Return Rank
CXSE
ISVBF
CXSE vs. ISVBF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree China ex-State-Owned Enterprises Fund (CXSE) and iShares MSCI China A UCITS ETF (ISVBF). 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.
| CXSE | ISVBF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.20 | +0.33 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.49 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.07 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.33 | +0.43 |
Martin ratioReturn relative to average drawdown | 1.80 | 0.98 | +0.82 |
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
| CXSE | ISVBF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.20 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | -0.16 | +0.33 |
Correlation
The correlation between CXSE and ISVBF is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CXSE vs. ISVBF - Dividend Comparison
CXSE's dividend yield for the trailing twelve months is around 2.12%, while ISVBF has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CXSE WisdomTree China ex-State-Owned Enterprises Fund | 2.12% | 1.95% | 1.70% | 1.71% | 1.55% | 0.86% | 0.54% | 0.96% | 1.49% | 1.24% | 1.39% | 2.50% |
ISVBF iShares MSCI China A UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CXSE vs. ISVBF - Drawdown Comparison
The maximum CXSE drawdown since its inception was -70.01%, which is greater than ISVBF's maximum drawdown of -53.78%. Use the drawdown chart below to compare losses from any high point for CXSE and ISVBF.
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Drawdown Indicators
| CXSE | ISVBF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.01% | -53.78% | -16.23% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -19.18% | +1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -64.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -70.01% | — | — |
Current DrawdownCurrent decline from peak | -49.38% | -24.20% | -25.18% |
Average DrawdownAverage peak-to-trough decline | -27.59% | -33.12% | +5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 6.49% | +1.15% |
Volatility
CXSE vs. ISVBF - Volatility Comparison
The current volatility for WisdomTree China ex-State-Owned Enterprises Fund (CXSE) is 6.47%, while iShares MSCI China A UCITS ETF (ISVBF) has a volatility of 17.49%. This indicates that CXSE experiences smaller price fluctuations and is considered to be less risky than ISVBF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CXSE | ISVBF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 17.49% | -11.02% |
Volatility (6M)Calculated over the trailing 6-month period | 15.27% | 24.96% | -9.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.92% | 31.35% | -6.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.28% | 30.03% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.64% | 30.03% | -1.39% |