VGER.DE vs. EXIA.DE
Compare and contrast key facts about Vanguard Germany All Cap UCITS ETF Dist (VGER.DE) and iShares DAX ESG UCITS ETF (DE) (EXIA.DE).
VGER.DE and EXIA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VGER.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE Germany All Cap. It was launched on Jul 17, 2018. EXIA.DE is a passively managed fund by iShares that tracks the performance of the DAX® ESG Target. It was launched on May 18, 2021. Both VGER.DE and EXIA.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: VGER.DE or EXIA.DE.
Key characteristics
| VGER.DE | EXIA.DE | |
|---|---|---|
| YTD Return | 10.75% | 12.57% |
| 1Y Return | 17.46% | 21.02% |
| 3Y Return (Ann) | 2.94% | 6.19% |
| Sharpe Ratio | 1.57 | 1.85 |
| Daily Std Dev | 11.78% | 11.76% |
| Max Drawdown | -38.64% | -28.15% |
| Current Drawdown | -0.84% | -0.89% |
Correlation
The correlation between VGER.DE and EXIA.DE is 0.98, 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
VGER.DE vs. EXIA.DE - Performance Comparison
In the year-to-date period, VGER.DE achieves a 10.75% return, which is significantly lower than EXIA.DE's 12.57% 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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VGER.DE vs. EXIA.DE - Expense Ratio Comparison
VGER.DE has a 0.10% expense ratio, which is lower than EXIA.DE's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VGER.DE vs. EXIA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Germany All Cap UCITS ETF Dist (VGER.DE) and iShares DAX ESG UCITS ETF (DE) (EXIA.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
VGER.DE vs. EXIA.DE - Dividend Comparison
VGER.DE's dividend yield for the trailing twelve months is around 2.51%, while EXIA.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
VGER.DE Vanguard Germany All Cap UCITS ETF Dist | 2.51% | 2.96% | 4.07% | 1.86% | 2.93% | 2.55% |
EXIA.DE iShares DAX ESG UCITS ETF (DE) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGER.DE vs. EXIA.DE - Drawdown Comparison
The maximum VGER.DE drawdown since its inception was -38.64%, which is greater than EXIA.DE's maximum drawdown of -28.15%. Use the drawdown chart below to compare losses from any high point for VGER.DE and EXIA.DE. For additional features, visit the drawdowns tool.
Volatility
VGER.DE vs. EXIA.DE - Volatility Comparison
The current volatility for Vanguard Germany All Cap UCITS ETF Dist (VGER.DE) is 3.67%, while iShares DAX ESG UCITS ETF (DE) (EXIA.DE) has a volatility of 3.88%. This indicates that VGER.DE experiences smaller price fluctuations and is considered to be less risky than EXIA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.