HMUS.L vs. XDUS.L
Compare and contrast key facts about HSBC MSCI USA UCITS ETF (HMUS.L) and Xtrackers MSCI USA UCITS ETF 1C (XDUS.L).
HMUS.L and XDUS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HMUS.L is a passively managed fund by HSBC that tracks the performance of the Russell 1000 TR USD. It was launched on Jun 1, 2010. XDUS.L is a passively managed fund by Xtrackers that tracks the performance of the Russell 1000 TR USD. It was launched on May 9, 2014. Both HMUS.L and XDUS.L 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: HMUS.L or XDUS.L.
Key characteristics
| HMUS.L | XDUS.L | |
|---|---|---|
| YTD Return | 13.95% | 14.10% |
| 1Y Return | 19.83% | 20.92% |
| 3Y Return (Ann) | 11.58% | 10.30% |
| 5Y Return (Ann) | 15.33% | 13.57% |
| 10Y Return (Ann) | 16.87% | 14.96% |
| Sharpe Ratio | 1.87 | 1.75 |
| Daily Std Dev | 11.94% | 11.57% |
| Max Drawdown | -25.78% | -25.82% |
| Current Drawdown | -2.10% | -2.05% |
Correlation
The correlation between HMUS.L and XDUS.L is 0.89, 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
HMUS.L vs. XDUS.L - Performance Comparison
The year-to-date returns for both investments are quite close, with HMUS.L having a 13.95% return and XDUS.L slightly higher at 14.10%. Over the past 10 years, HMUS.L has outperformed XDUS.L with an annualized return of 16.87%, while XDUS.L has yielded a comparatively lower 14.96% 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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HMUS.L vs. XDUS.L - Expense Ratio Comparison
HMUS.L has a 0.30% expense ratio, which is higher than XDUS.L's 0.07% expense ratio.
Risk-Adjusted Performance
HMUS.L vs. XDUS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC MSCI USA UCITS ETF (HMUS.L) and Xtrackers MSCI USA UCITS ETF 1C (XDUS.L). 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
HMUS.L vs. XDUS.L - Dividend Comparison
HMUS.L's dividend yield for the trailing twelve months is around 0.90%, while XDUS.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMUS.L HSBC MSCI USA UCITS ETF | 0.90% | 0.99% | 1.01% | 0.76% | 1.17% | 1.27% | 1.38% | 1.33% | 1.29% | 1.38% | 1.17% | 1.44% |
XDUS.L Xtrackers MSCI USA UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.23% | 0.00% |
Drawdowns
HMUS.L vs. XDUS.L - Drawdown Comparison
The maximum HMUS.L drawdown since its inception was -25.78%, roughly equal to the maximum XDUS.L drawdown of -25.82%. Use the drawdown chart below to compare losses from any high point for HMUS.L and XDUS.L. For additional features, visit the drawdowns tool.
Volatility
HMUS.L vs. XDUS.L - Volatility Comparison
HSBC MSCI USA UCITS ETF (HMUS.L) and Xtrackers MSCI USA UCITS ETF 1C (XDUS.L) have volatilities of 4.43% and 4.48%, 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.