EXXU.DE vs. XCHA.DE
EXXU.DE (iShares Dow Jones China Offshore 50 UCITS ETF (DE)) and XCHA.DE (Xtrackers CSI 300 Swap UCITS ETF 1C) are both China Equities funds - EXXU.DE tracks the Dow Jones China Offshore 50 while XCHA.DE tracks the MSCI China A Onshore NR CNY. Both are passively managed. Over the past 10 years, EXXU.DE returned 3.37%/yr vs 9.08%/yr for XCHA.DE. A 0.66 correlation means they provide meaningful diversification when combined. EXXU.DE charges 0.61%/yr vs 0.50%/yr for XCHA.DE.
Performance
EXXU.DE vs. XCHA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXXU.DE achieves a -8.32% return, which is significantly lower than XCHA.DE's 12.47% return. Over the past 10 years, EXXU.DE has underperformed XCHA.DE with an annualized return of 3.37%, while XCHA.DE has yielded a comparatively higher 9.08% annualized return.
EXXU.DE
- 1D
- -0.26%
- 1M
- -2.80%
- YTD
- -8.32%
- 6M
- -9.86%
- 1Y
- -4.87%
- 3Y*
- 6.92%
- 5Y*
- -5.15%
- 10Y*
- 3.37%
XCHA.DE
- 1D
- -0.47%
- 1M
- 3.17%
- YTD
- 12.47%
- 6M
- 15.67%
- 1Y
- 39.28%
- 3Y*
- 12.45%
- 5Y*
- 3.01%
- 10Y*
- 9.08%
EXXU.DE vs. XCHA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXXU.DE iShares Dow Jones China Offshore 50 UCITS ETF (DE) | -8.32% | 12.86% | 26.45% | -11.75% | -14.54% | -22.68% | 15.85% | 25.95% | -14.30% | 28.47% |
XCHA.DE Xtrackers CSI 300 Swap UCITS ETF 1C | 12.47% | 14.69% | 24.35% | -14.26% | -19.18% | 13.33% | 31.24% | 44.98% | -21.84% | 18.89% |
Correlation
The correlation between EXXU.DE and XCHA.DE is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2012 | 0.66 |
The correlation between EXXU.DE and XCHA.DE has been stable across timeframes, ranging from 0.59 to 0.67 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXXU.DE vs. XCHA.DE — Risk / Return Rank
EXXU.DE
XCHA.DE
EXXU.DE vs. XCHA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) and Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.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.
| EXXU.DE | XCHA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.73 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.41 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.38 | -2.63 |
| Martin ratioReturn relative to average drawdown | -0.53 | 4.62 | -5.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EXXU.DE | XCHA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | 1.48 | -1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.13 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.39 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.31 | -0.13 |
Drawdowns
EXXU.DE vs. XCHA.DE - Drawdown Comparison
The maximum EXXU.DE drawdown since its inception was -66.04%, which is greater than XCHA.DE's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for EXXU.DE and XCHA.DE.
Loading charts...
Drawdown Indicators
| EXXU.DE | XCHA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.04% | -52.27% | -13.77% |
Max Drawdown (1Y)Largest decline over 1 year | -19.30% | -16.43% | -2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -24.14% | -26.32% | +2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -50.42% | -37.07% | -13.35% |
Max Drawdown (10Y)Largest decline over 10 years | -58.37% | -38.55% | -19.82% |
Current DrawdownCurrent decline from peak | -38.39% | -1.81% | -36.58% |
Average DrawdownAverage peak-to-trough decline | -26.60% | -22.73% | -3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.26% | 8.48% | +0.78% |
Volatility
EXXU.DE vs. XCHA.DE - Volatility Comparison
iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) has a higher volatility of 7.20% compared to Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.DE) at 5.10%. This indicates that EXXU.DE's price experiences larger fluctuations and is considered to be riskier than XCHA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXXU.DE | XCHA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 5.10% | +2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 10.37% | +3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 26.51% | -6.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.10% | 23.27% | +7.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.23% | 23.20% | +4.03% |
EXXU.DE vs. XCHA.DE - Expense Ratio Comparison
EXXU.DE has a 0.61% expense ratio, which is higher than XCHA.DE's 0.50% expense ratio.
Dividends
EXXU.DE vs. XCHA.DE - Dividend Comparison
EXXU.DE's dividend yield for the trailing twelve months is around 4.69%, while XCHA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXU.DE iShares Dow Jones China Offshore 50 UCITS ETF (DE) | 4.69% | 4.28% | 1.95% | 2.92% | 2.04% | 0.96% | 1.32% | 1.66% | 2.07% | 2.12% | 4.23% | 2.75% |
XCHA.DE Xtrackers CSI 300 Swap UCITS ETF 1C | 0.00% | 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
EXXU.DE and XCHA.DE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XCHA.DE is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XCHA.DE is cheaper with a 0.50% expense ratio, compared with 0.61% for EXXU.DE.
EXXU.DE tracks Dow Jones China Offshore 50, while XCHA.DE tracks MSCI China A Onshore NR CNY. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.61% for EXXU.DE and 0.50% for XCHA.DE.
Find the right allocation for EXXU.DE and XCHA.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer