EXIA.DE vs. VGER.DE
Compare and contrast key facts about iShares DAX ESG UCITS ETF (DE) (EXIA.DE) and Vanguard Germany All Cap UCITS ETF Dist (VGER.DE).
EXIA.DE and VGER.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXIA.DE is a passively managed fund by iShares that tracks the performance of the DAX® ESG Target. It was launched on May 18, 2021. VGER.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE Germany All Cap. It was launched on Jul 17, 2018. Both EXIA.DE and VGER.DE 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: EXIA.DE or VGER.DE.
Key characteristics
EXIA.DE | VGER.DE | |
---|---|---|
YTD Return | 12.57% | 10.75% |
1Y Return | 21.02% | 17.46% |
3Y Return (Ann) | 6.19% | 2.94% |
Sharpe Ratio | 1.85 | 1.57 |
Daily Std Dev | 11.76% | 11.78% |
Max Drawdown | -28.15% | -38.64% |
Current Drawdown | -0.89% | -0.84% |
Correlation
The correlation between EXIA.DE and VGER.DE is 0.98, 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
EXIA.DE vs. VGER.DE - Performance Comparison
In the year-to-date period, EXIA.DE achieves a 12.57% return, which is significantly higher than VGER.DE's 10.75% 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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EXIA.DE vs. VGER.DE - Expense Ratio Comparison
EXIA.DE has a 0.12% expense ratio, which is higher than VGER.DE's 0.10% expense ratio. However, 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
EXIA.DE vs. VGER.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares DAX ESG UCITS ETF (DE) (EXIA.DE) and Vanguard Germany All Cap UCITS ETF Dist (VGER.DE). 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
EXIA.DE vs. VGER.DE - Dividend Comparison
EXIA.DE has not paid dividends to shareholders, while VGER.DE's dividend yield for the trailing twelve months is around 2.51%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|
iShares DAX ESG UCITS ETF (DE) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Germany All Cap UCITS ETF Dist | 2.51% | 2.96% | 4.07% | 1.86% | 2.93% | 2.55% |
Drawdowns
EXIA.DE vs. VGER.DE - Drawdown Comparison
The maximum EXIA.DE drawdown since its inception was -28.15%, smaller than the maximum VGER.DE drawdown of -38.64%. Use the drawdown chart below to compare losses from any high point for EXIA.DE and VGER.DE. For additional features, visit the drawdowns tool.
Volatility
EXIA.DE vs. VGER.DE - Volatility Comparison
iShares DAX ESG UCITS ETF (DE) (EXIA.DE) has a higher volatility of 3.88% compared to Vanguard Germany All Cap UCITS ETF Dist (VGER.DE) at 3.67%. This indicates that EXIA.DE's price experiences larger fluctuations and is considered to be riskier than VGER.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.