EXXU.DE vs. CXSE
Compare and contrast key facts about iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) and WisdomTree China ex-State-Owned Enterprises Fund (CXSE).
EXXU.DE and CXSE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXXU.DE is a passively managed fund by iShares that tracks the performance of the Dow Jones China Offshore 50. It was launched on Mar 27, 2006. CXSE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree China ex-State-Owned Enterprises Index. It was launched on Sep 19, 2012. Both EXXU.DE and CXSE 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: EXXU.DE or CXSE.
Key characteristics
| EXXU.DE | CXSE | |
|---|---|---|
| YTD Return | 20.57% | 12.01% |
| 1Y Return | 9.61% | 4.23% |
| 3Y Return (Ann) | -8.85% | -16.80% |
| 5Y Return (Ann) | -2.98% | -3.04% |
| 10Y Return (Ann) | 2.17% | 3.37% |
| Sharpe Ratio | 0.41 | 0.17 |
| Sortino Ratio | 0.82 | 0.51 |
| Omega Ratio | 1.09 | 1.06 |
| Calmar Ratio | 0.20 | 0.08 |
| Martin Ratio | 1.22 | 0.46 |
| Ulcer Index | 9.82% | 12.37% |
| Daily Std Dev | 29.73% | 33.38% |
| Max Drawdown | -66.04% | -70.01% |
| Current Drawdown | -44.71% | -59.71% |
Correlation
The correlation between EXXU.DE and CXSE is 0.76, 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
EXXU.DE vs. CXSE - Performance Comparison
In the year-to-date period, EXXU.DE achieves a 20.57% return, which is significantly higher than CXSE's 12.01% return. Over the past 10 years, EXXU.DE has underperformed CXSE with an annualized return of 2.17%, while CXSE has yielded a comparatively higher 3.37% annualized 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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EXXU.DE vs. CXSE - Expense Ratio Comparison
EXXU.DE has a 0.61% expense ratio, which is higher than CXSE's 0.32% expense ratio.
Risk-Adjusted Performance
EXXU.DE vs. CXSE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) and WisdomTree China ex-State-Owned Enterprises Fund (CXSE). 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
EXXU.DE vs. CXSE - Dividend Comparison
EXXU.DE has not paid dividends to shareholders, while CXSE's dividend yield for the trailing twelve months is around 1.76%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXU.DE iShares Dow Jones China Offshore 50 UCITS ETF (DE) | 0.00% | 0.00% | 2.04% | 0.96% | 1.33% | 1.83% | 2.01% | 2.12% | 1.92% | 2.75% | 1.92% | 3.04% |
CXSE WisdomTree China ex-State-Owned Enterprises Fund | 1.76% | 1.71% | 1.55% | 0.86% | 0.54% | 0.96% | 1.49% | 1.24% | 1.39% | 1.02% | 2.29% | 2.75% |
Drawdowns
EXXU.DE vs. CXSE - Drawdown Comparison
The maximum EXXU.DE drawdown since its inception was -66.04%, smaller than the maximum CXSE drawdown of -70.01%. Use the drawdown chart below to compare losses from any high point for EXXU.DE and CXSE. For additional features, visit the drawdowns tool.
Volatility
EXXU.DE vs. CXSE - Volatility Comparison
The current volatility for iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) is 11.11%, while WisdomTree China ex-State-Owned Enterprises Fund (CXSE) has a volatility of 12.09%. This indicates that EXXU.DE experiences smaller price fluctuations and is considered to be less risky than CXSE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.