CYB vs. ASHR
Compare and contrast key facts about WisdomTree Chinese Yuan Strategy Fund (CYB) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR).
CYB and ASHR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CYB is an actively managed fund by WisdomTree. It was launched on May 14, 2008. ASHR is a passively managed fund by DWS that tracks the performance of the CSI 300 Index. It was launched on Nov 6, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CYB or ASHR.
Performance
CYB vs. ASHR - Performance Comparison
Returns By Period
CYB
N/A
N/A
N/A
N/A
N/A
N/A
ASHR
15.10%
-1.61%
11.28%
12.32%
1.15%
3.04%
Key characteristics
| CYB | ASHR |
|---|
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CYB vs. ASHR - Expense Ratio Comparison
CYB has a 0.45% expense ratio, which is lower than ASHR's 0.65% expense ratio.
Correlation
The correlation between CYB and ASHR is 0.27, 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.
Risk-Adjusted Performance
CYB vs. ASHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Chinese Yuan Strategy Fund (CYB) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR). 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
CYB vs. ASHR - Dividend Comparison
CYB has not paid dividends to shareholders, while ASHR's dividend yield for the trailing twelve months is around 2.15%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CYB WisdomTree Chinese Yuan Strategy Fund | 0.00% | 100.63% | 0.84% | 6.52% | 0.41% | 2.04% | 1.16% | 0.00% | 0.00% | 0.00% | 0.39% | 0.84% |
ASHR Xtrackers Harvest CSI 300 China A-Shares Fund | 2.15% | 2.48% | 1.13% | 0.88% | 0.81% | 0.98% | 1.32% | 0.84% | 0.73% | 30.13% | 0.27% | 0.00% |
Drawdowns
CYB vs. ASHR - Drawdown Comparison
Volatility
CYB vs. ASHR - Volatility Comparison
The current volatility for WisdomTree Chinese Yuan Strategy Fund (CYB) is 0.00%, while Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) has a volatility of 10.35%. This indicates that CYB experiences smaller price fluctuations and is considered to be less risky than ASHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.