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EXUS.DE vs. CGB.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXUS.DE vs. CGB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) and Xtrackers II Harvest China Government Bond UCITS ETF (Dist) (CGB.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EXUS.DE achieves a 12.81% return, which is significantly higher than CGB.DE's 8.16% return.


EXUS.DE

1D
0.13%
1M
1.69%
6M
9.00%
YTD
12.81%
1Y
25.26%
3Y*
5Y*
10Y*

CGB.DE

1D
0.35%
1M
1.57%
6M
7.02%
YTD
8.16%
1Y
9.96%
3Y*
4.67%
5Y*
3.09%
10Y*
2.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXUS.DE vs. CGB.DE - Yearly Performance Comparison


Correlation

The correlation between EXUS.DE and CGB.DE is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.08

Correlation (All Time)
Calculated using the full available price history since Mar 14, 2024

-0.05

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Return for Risk

EXUS.DE vs. CGB.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXUS.DE
EXUS.DE Risk / Return Rank: 7777
Overall Rank
EXUS.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
EXUS.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
EXUS.DE Omega Ratio Rank: 7979
Omega Ratio Rank
EXUS.DE Calmar Ratio Rank: 7272
Calmar Ratio Rank
EXUS.DE Martin Ratio Rank: 7777
Martin Ratio Rank

CGB.DE
CGB.DE Risk / Return Rank: 6969
Overall Rank
CGB.DE Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
CGB.DE Sortino Ratio Rank: 6868
Sortino Ratio Rank
CGB.DE Omega Ratio Rank: 5858
Omega Ratio Rank
CGB.DE Calmar Ratio Rank: 8282
Calmar Ratio Rank
CGB.DE Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXUS.DE vs. CGB.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) and Xtrackers II Harvest China Government Bond UCITS ETF (Dist) (CGB.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EXUS.DECGB.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.28

Sortino ratioReturn per unit of downside risk

+0.31

Omega ratioGain probability vs. loss probability

1.37

1.29

+0.08

Calmar ratioReturn relative to maximum drawdown

2.90

3.51

-0.61

Martin ratioReturn relative to average drawdown

11.57

10.39

+1.19

EXUS.DE vs. CGB.DE - Sharpe Ratio Comparison

The current EXUS.DE Sharpe Ratio is 1.99, which is comparable to the CGB.DE Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of EXUS.DE and CGB.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EXUS.DE vs. CGB.DE - Drawdown Comparison

The maximum EXUS.DE drawdown since its inception was -16.21%, smaller than the maximum CGB.DE drawdown of -20.06%. Use the drawdown chart below to compare losses from any high point for EXUS.DE and CGB.DE.


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Drawdown Indicators


EXUS.DECGB.DEDifference

Max Drawdown

Largest peak-to-trough decline

-16.21%

-20.06%

+3.85%

Max Drawdown (1Y)

Largest decline over 1 year

-8.67%

-2.83%

-5.84%

Max Drawdown (3Y)

Largest decline over 3 years

-11.08%

Max Drawdown (5Y)

Largest decline over 5 years

-13.94%

Max Drawdown (10Y)

Largest decline over 10 years

-14.64%

Current Drawdown

Current decline from peak

-0.58%

-0.79%

+0.21%

Average Drawdown

Average peak-to-trough decline

-1.74%

-9.26%

+7.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.18%

0.96%

+1.22%

Volatility

EXUS.DE vs. CGB.DE - Volatility Comparison

Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) has a higher volatility of 2.95% compared to Xtrackers II Harvest China Government Bond UCITS ETF (Dist) (CGB.DE) at 1.78%. This indicates that EXUS.DE's price experiences larger fluctuations and is considered to be riskier than CGB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXUS.DECGB.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.95%

1.78%

+1.17%

Volatility (6M)

Calculated over the trailing 6-month period

10.43%

4.02%

+6.41%

Volatility (1Y)

Calculated over the trailing 1-year period

12.64%

5.84%

+6.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.34%

6.74%

+6.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.34%

11.06%

+2.28%

EXUS.DE vs. CGB.DE - Expense Ratio Comparison

EXUS.DE has a 0.15% expense ratio, which is lower than CGB.DE's 0.20% 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%.


Dividends

EXUS.DE vs. CGB.DE - Dividend Comparison

EXUS.DE has not paid dividends to shareholders, while CGB.DE's dividend yield for the trailing twelve months is around 1.99%.


PositionTTM2025202420232022202120202019201820172016
CGB.DE
Xtrackers II Harvest China Government Bond UCITS ETF (Dist)
1.99%2.40%2.37%2.97%4.40%2.17%2.15%2.56%0.72%2.64%0.38%
EXUS.DE
Xtrackers MSCI World ex USA UCITS ETF 1C USD
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EXUS.DE and CGB.DE have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EXUS.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EXUS.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for CGB.DE.

EXUS.DE is categorized as Global Equities, while CGB.DE is Emerging Markets Bonds. EXUS.DE tracks MSCI World ex USA index, while CGB.DE tracks FTSE Chinese Government and Policy Bank Bond 1-10 Years Capped Index. Their fees differ too: 0.15% for EXUS.DE and 0.20% for CGB.DE.

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