FEPX.DE vs. XCHA.DE
FEPX.DE (Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF Acc) and XCHA.DE (Xtrackers CSI 300 Swap UCITS ETF 1C) are both exchange-traded funds - FEPX.DE is a Asia Pacific Equities fund tracking the Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity, while XCHA.DE is a China Equities fund tracking the MSCI China A Onshore NR CNY. Both are passively managed. Over the past 5 years, FEPX.DE returned 6.25%/yr vs 2.22%/yr for XCHA.DE. At a 0.43 correlation, their price movements are largely independent. FEPX.DE charges 0.30%/yr vs 0.50%/yr for XCHA.DE.
Performance
FEPX.DE vs. XCHA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, FEPX.DE achieves a 11.30% return, which is significantly higher than XCHA.DE's 6.51% return.
FEPX.DE
- 1D
- 0.00%
- 1M
- 2.13%
- 6M
- 8.37%
- YTD
- 11.30%
- 1Y
- 15.54%
- 3Y*
- 10.93%
- 5Y*
- 6.25%
- 10Y*
- —
XCHA.DE
- 1D
- -3.31%
- 1M
- -6.11%
- 6M
- 2.94%
- YTD
- 6.51%
- 1Y
- 27.27%
- 3Y*
- 11.94%
- 5Y*
- 2.22%
- 10Y*
- 7.73%
FEPX.DE vs. XCHA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FEPX.DE Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF Acc | 11.30% | 6.54% | 11.04% | 2.40% | -1.28% | -7.23% | 4.20% |
XCHA.DE Xtrackers CSI 300 Swap UCITS ETF 1C | 6.51% | 14.66% | 24.36% | -14.24% | -19.19% | 13.31% | 0.07% |
Correlation
The correlation between FEPX.DE and XCHA.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2020 | 0.43 |
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Return for Risk
FEPX.DE vs. XCHA.DE — Risk / Return Rank
FEPX.DE
XCHA.DE
FEPX.DE vs. XCHA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF Acc (FEPX.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.
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.
| FEPX.DE | XCHA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.27 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 2.70 | -0.44 |
| Martin ratioReturn relative to average drawdown | 6.43 | 10.18 | -3.75 |
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Drawdowns
FEPX.DE vs. XCHA.DE - Drawdown Comparison
The maximum FEPX.DE drawdown since its inception was -20.59%, smaller than the maximum XCHA.DE drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for FEPX.DE and XCHA.DE.
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Drawdown Indicators
| FEPX.DE | XCHA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.59% | -52.27% | +31.68% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -10.04% | +3.14% |
Max Drawdown (3Y)Largest decline over 3 years | -20.59% | -26.34% | +5.75% |
Max Drawdown (5Y)Largest decline over 5 years | -20.59% | -37.05% | +16.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.54% | — |
Current DrawdownCurrent decline from peak | -0.40% | -10.04% | +9.64% |
Average DrawdownAverage peak-to-trough decline | -6.61% | -24.36% | +17.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.67% | -0.25% |
Volatility
FEPX.DE vs. XCHA.DE - Volatility Comparison
The current volatility for Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF Acc (FEPX.DE) is 2.56%, while Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.DE) has a volatility of 9.02%. This indicates that FEPX.DE experiences smaller price fluctuations and is considered to be less risky than XCHA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEPX.DE | XCHA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 9.02% | -6.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 13.52% | -4.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 18.07% | -5.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 21.48% | -6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 22.27% | -5.37% |
FEPX.DE vs. XCHA.DE - Expense Ratio Comparison
FEPX.DE has a 0.30% expense ratio, which is lower than XCHA.DE's 0.50% expense ratio.
Dividends
FEPX.DE vs. XCHA.DE - Dividend Comparison
Neither FEPX.DE nor XCHA.DE has paid dividends to shareholders.
Frequently Asked Questions
FEPX.DE and XCHA.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FEPX.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FEPX.DE is cheaper with a 0.30% expense ratio, compared with 0.50% for XCHA.DE.
FEPX.DE is categorized as Asia Pacific Equities, while XCHA.DE is China Equities. FEPX.DE tracks Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity, while XCHA.DE tracks MSCI China A Onshore NR CNY. They also come from different issuers: Fidelity and Xtrackers. Their fees differ too: 0.30% for FEPX.DE and 0.50% for XCHA.DE.
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