EXXU.DE vs. H4ZP.DE
Compare and contrast key facts about iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) and HSBC MSCI China UCITS ETF USD (H4ZP.DE).
EXXU.DE and H4ZP.DE 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. H4ZP.DE is a passively managed fund by HSBC that tracks the performance of the MSCI China. It was launched on Jan 26, 2011. Both EXXU.DE and H4ZP.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: EXXU.DE or H4ZP.DE.
Key characteristics
| EXXU.DE | H4ZP.DE | |
|---|---|---|
| YTD Return | 20.57% | 19.86% |
| 1Y Return | 9.61% | 8.98% |
| 3Y Return (Ann) | -8.85% | -9.32% |
| 5Y Return (Ann) | -2.98% | -3.05% |
| 10Y Return (Ann) | 2.17% | 1.40% |
| Sharpe Ratio | 0.41 | 0.44 |
| Sortino Ratio | 0.82 | 0.84 |
| Omega Ratio | 1.09 | 1.10 |
| Calmar Ratio | 0.20 | 0.21 |
| Martin Ratio | 1.22 | 1.20 |
| Ulcer Index | 9.82% | 9.88% |
| Daily Std Dev | 29.73% | 27.45% |
| Max Drawdown | -66.04% | -57.68% |
| Current Drawdown | -44.71% | -43.42% |
Correlation
The correlation between EXXU.DE and H4ZP.DE is 0.94, 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. H4ZP.DE - Performance Comparison
The year-to-date returns for both stocks are quite close, with EXXU.DE having a 20.57% return and H4ZP.DE slightly lower at 19.86%. Over the past 10 years, EXXU.DE has outperformed H4ZP.DE with an annualized return of 2.17%, while H4ZP.DE has yielded a comparatively lower 1.40% 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. H4ZP.DE - Expense Ratio Comparison
EXXU.DE has a 0.61% expense ratio, which is higher than H4ZP.DE's 0.28% expense ratio.
Risk-Adjusted Performance
EXXU.DE vs. H4ZP.DE - 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 HSBC MSCI China UCITS ETF USD (H4ZP.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
EXXU.DE vs. H4ZP.DE - Dividend Comparison
Neither EXXU.DE nor H4ZP.DE has paid dividends to shareholders.
| 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% |
H4ZP.DE HSBC MSCI China UCITS ETF USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EXXU.DE vs. H4ZP.DE - Drawdown Comparison
The maximum EXXU.DE drawdown since its inception was -66.04%, which is greater than H4ZP.DE's maximum drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for EXXU.DE and H4ZP.DE. For additional features, visit the drawdowns tool.
Volatility
EXXU.DE vs. H4ZP.DE - Volatility Comparison
iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) and HSBC MSCI China UCITS ETF USD (H4ZP.DE) have volatilities of 11.11% and 10.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.