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FXI vs. XPEV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FXI vs. XPEV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares China Large-Cap ETF (FXI) and XPeng Inc. (XPEV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FXI achieves a -7.83% return, which is significantly higher than XPEV's -28.55% return.


FXI

1D
1.09%
1M
-2.51%
YTD
-7.83%
6M
-8.72%
1Y
-1.10%
3Y*
10.41%
5Y*
-3.08%
10Y*
3.13%

XPEV

1D
0.21%
1M
-7.23%
YTD
-28.55%
6M
-23.70%
1Y
-20.30%
3Y*
12.09%
5Y*
-18.98%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FXI vs. XPEV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
FXI
iShares China Large-Cap ETF
-7.83%28.95%28.98%-12.42%-20.66%-20.06%5.38%
XPEV
XPeng Inc.
-28.55%71.57%-18.99%46.78%-80.25%17.51%85.41%

Correlation

The correlation between FXI and XPEV is 0.51, 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

0.51

Correlation (3Y)
Calculated over the trailing 3-year period

0.57

Correlation (5Y)
Calculated over the trailing 5-year period

0.62

Correlation (All Time)
Calculated using the full available price history since Aug 27, 2020

0.59

The correlation between FXI and XPEV shifts across timeframes, from 0.51 (1 year) to 0.62 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

FXI vs. XPEV — Risk / Return Rank

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

FXI
FXI Risk / Return Rank: 88
Overall Rank
FXI Sharpe Ratio Rank: 88
Sharpe Ratio Rank
FXI Sortino Ratio Rank: 88
Sortino Ratio Rank
FXI Omega Ratio Rank: 88
Omega Ratio Rank
FXI Calmar Ratio Rank: 88
Calmar Ratio Rank
FXI Martin Ratio Rank: 88
Martin Ratio Rank

XPEV
XPEV Risk / Return Rank: 2424
Overall Rank
XPEV Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
XPEV Sortino Ratio Rank: 2424
Sortino Ratio Rank
XPEV Omega Ratio Rank: 2525
Omega Ratio Rank
XPEV Calmar Ratio Rank: 2525
Calmar Ratio Rank
XPEV Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FXI vs. XPEV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares China Large-Cap ETF (FXI) and XPeng Inc. (XPEV). 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.


FXIXPEVDifference
Sharpe ratioReturn per unit of total volatility

+0.30

Sortino ratioReturn per unit of downside risk

+0.28

Omega ratioGain probability vs. loss probability

0.99

0.96

+0.03

Calmar ratioReturn relative to maximum drawdown

-0.18

-0.51

+0.33

Martin ratioReturn relative to average drawdown

-0.38

-0.89

+0.51

FXI vs. XPEV - Sharpe Ratio Comparison

The current FXI Sharpe Ratio is -0.15, which is higher than the XPEV Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of FXI and XPEV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FXI vs. XPEV - Drawdown Comparison

The maximum FXI drawdown since its inception was -72.68%, smaller than the maximum XPEV drawdown of -91.12%. Use the drawdown chart below to compare losses from any high point for FXI and XPEV.


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Drawdown Indicators


FXIXPEVDifference

Max Drawdown

Largest peak-to-trough decline

-72.68%

-91.12%

+18.44%

Max Drawdown (1Y)

Largest decline over 1 year

-16.03%

-48.49%

+32.46%

Max Drawdown (3Y)

Largest decline over 3 years

-28.72%

-71.65%

+42.93%

Max Drawdown (5Y)

Largest decline over 5 years

-54.94%

-88.35%

+33.41%

Max Drawdown (10Y)

Largest decline over 10 years

-60.81%

Current Drawdown

Current decline from peak

-27.42%

-79.92%

+52.50%

Average Drawdown

Average peak-to-trough decline

-31.21%

-67.89%

+36.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.66%

27.68%

-20.02%

Volatility

FXI vs. XPEV - Volatility Comparison

The current volatility for iShares China Large-Cap ETF (FXI) is 6.22%, while XPeng Inc. (XPEV) has a volatility of 14.02%. This indicates that FXI experiences smaller price fluctuations and is considered to be less risky than XPEV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FXIXPEVDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.22%

14.02%

-7.80%

Volatility (6M)

Calculated over the trailing 6-month period

14.30%

35.62%

-21.32%

Volatility (1Y)

Calculated over the trailing 1-year period

19.90%

55.48%

-35.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.67%

78.68%

-47.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.64%

83.39%

-55.75%

Dividends

FXI vs. XPEV - Dividend Comparison

FXI's dividend yield for the trailing twelve months is around 2.62%, while XPEV has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FXI
iShares China Large-Cap ETF
2.62%2.42%1.76%3.17%2.61%1.60%2.19%2.74%2.69%2.31%2.69%2.90%
XPEV
XPeng Inc.
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


FXI and XPEV have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XPEV has higher volatility (14.02%) compared to FXI (6.22%). In terms of maximum drawdown, FXI dropped -72.68% vs XPEV's -91.12%.

FXI currently has the higher Sharpe Ratio (-0.15 vs -0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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