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EXUS.L vs. VWRP.L
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EXUS.L and VWRP.L is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

EXUS.L vs. VWRP.L - 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.L) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

EXUS.L:

0.86

VWRP.L:

0.52

Sortino Ratio

EXUS.L:

1.17

VWRP.L:

0.84

Omega Ratio

EXUS.L:

1.16

VWRP.L:

1.12

Calmar Ratio

EXUS.L:

1.02

VWRP.L:

0.46

Martin Ratio

EXUS.L:

3.09

VWRP.L:

1.61

Ulcer Index

EXUS.L:

4.24%

VWRP.L:

5.00%

Daily Std Dev

EXUS.L:

16.64%

VWRP.L:

14.43%

Max Drawdown

EXUS.L:

-12.85%

VWRP.L:

-25.10%

Current Drawdown

EXUS.L:

-0.74%

VWRP.L:

-6.90%

Returns By Period

In the year-to-date period, EXUS.L achieves a 16.19% return, which is significantly higher than VWRP.L's -2.68% return.


EXUS.L

YTD

16.19%

1M

5.30%

6M

13.03%

1Y

14.45%

3Y*

N/A

5Y*

N/A

10Y*

N/A

VWRP.L

YTD

-2.68%

1M

5.18%

6M

-3.21%

1Y

7.51%

3Y*

9.74%

5Y*

11.45%

10Y*

N/A

*Annualized

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EXUS.L vs. VWRP.L - Expense Ratio Comparison

EXUS.L has a 0.15% expense ratio, which is lower than VWRP.L's 0.22% 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%.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

EXUS.L vs. VWRP.L — Risk-Adjusted Performance Rank

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

EXUS.L
The Risk-Adjusted Performance Rank of EXUS.L is 7070
Overall Rank
The Sharpe Ratio Rank of EXUS.L is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of EXUS.L is 6767
Sortino Ratio Rank
The Omega Ratio Rank of EXUS.L is 6565
Omega Ratio Rank
The Calmar Ratio Rank of EXUS.L is 8080
Calmar Ratio Rank
The Martin Ratio Rank of EXUS.L is 7171
Martin Ratio Rank

VWRP.L
The Risk-Adjusted Performance Rank of VWRP.L is 4747
Overall Rank
The Sharpe Ratio Rank of VWRP.L is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of VWRP.L is 4747
Sortino Ratio Rank
The Omega Ratio Rank of VWRP.L is 5050
Omega Ratio Rank
The Calmar Ratio Rank of VWRP.L is 4949
Calmar Ratio Rank
The Martin Ratio Rank of VWRP.L is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EXUS.L vs. VWRP.L - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.L) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L). 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.


The current EXUS.L Sharpe Ratio is 0.86, which is higher than the VWRP.L Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of EXUS.L and VWRP.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

EXUS.L vs. VWRP.L - Dividend Comparison

Neither EXUS.L nor VWRP.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

EXUS.L vs. VWRP.L - Drawdown Comparison

The maximum EXUS.L drawdown since its inception was -12.85%, smaller than the maximum VWRP.L drawdown of -25.10%. Use the drawdown chart below to compare losses from any high point for EXUS.L and VWRP.L.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

EXUS.L vs. VWRP.L - Volatility Comparison

The current volatility for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.L) is 2.86%, while Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L) has a volatility of 4.21%. This indicates that EXUS.L experiences smaller price fluctuations and is considered to be less risky than VWRP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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