EMXC.DE vs. GLD
Compare and contrast key facts about Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc (EMXC.DE) and SPDR Gold Trust (GLD).
EMXC.DE and GLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMXC.DE is a passively managed fund by Amundi that tracks the performance of the MSCI EM NR USD. It was launched on Jun 20, 2019. GLD is a passively managed fund by State Street that tracks the performance of the Gold Bullion. It was launched on Nov 18, 2004. Both EMXC.DE and GLD 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: EMXC.DE or GLD.
Key characteristics
| EMXC.DE | GLD | |
|---|---|---|
| YTD Return | 11.88% | 20.99% |
| 1Y Return | 20.49% | 28.48% |
| 3Y Return (Ann) | 3.91% | 10.91% |
| 5Y Return (Ann) | 8.25% | 10.00% |
| Sharpe Ratio | 1.43 | 1.98 |
| Daily Std Dev | 13.04% | 14.30% |
| Max Drawdown | -38.77% | -45.56% |
| Current Drawdown | -2.76% | -0.90% |
Correlation
The correlation between EMXC.DE and GLD is 0.24, 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.
Performance
EMXC.DE vs. GLD - Performance Comparison
In the year-to-date period, EMXC.DE achieves a 11.88% return, which is significantly lower than GLD's 20.99% 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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EMXC.DE vs. GLD - Expense Ratio Comparison
EMXC.DE has a 0.15% expense ratio, which is lower than GLD's 0.40% expense ratio.
Risk-Adjusted Performance
EMXC.DE vs. GLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc (EMXC.DE) and SPDR Gold Trust (GLD). 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
EMXC.DE vs. GLD - Dividend Comparison
Neither EMXC.DE nor GLD has paid dividends to shareholders.
Drawdowns
EMXC.DE vs. GLD - Drawdown Comparison
The maximum EMXC.DE drawdown since its inception was -38.77%, smaller than the maximum GLD drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for EMXC.DE and GLD. For additional features, visit the drawdowns tool.
Volatility
EMXC.DE vs. GLD - Volatility Comparison
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc (EMXC.DE) has a higher volatility of 6.25% compared to SPDR Gold Trust (GLD) at 4.29%. This indicates that EMXC.DE's price experiences larger fluctuations and is considered to be riskier than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.