VT vs. ASHR
Compare and contrast key facts about Vanguard Total World Stock ETF (VT) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR).
VT and ASHR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008. ASHR is a passively managed fund by DWS that tracks the performance of the CSI 300 Index. It was launched on Nov 6, 2013. Both VT and ASHR 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: VT or ASHR.
Correlation
The correlation between VT and ASHR is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VT vs. ASHR - Performance Comparison
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Key characteristics
VT:
0.55
ASHR:
0.17
VT:
0.94
ASHR:
0.51
VT:
1.14
ASHR:
1.08
VT:
0.62
ASHR:
0.13
VT:
2.74
ASHR:
0.33
VT:
3.77%
ASHR:
18.88%
VT:
17.61%
ASHR:
33.25%
VT:
-50.27%
ASHR:
-51.30%
VT:
-3.87%
ASHR:
-39.72%
Returns By Period
In the year-to-date period, VT achieves a 1.45% return, which is significantly higher than ASHR's -0.08% return. Over the past 10 years, VT has outperformed ASHR with an annualized return of 8.82%, while ASHR has yielded a comparatively lower -2.27% annualized return.
VT
1.45%
9.12%
-1.10%
9.52%
13.52%
8.82%
ASHR
-0.08%
4.75%
-4.24%
6.26%
0.35%
-2.27%
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VT vs. ASHR - Expense Ratio Comparison
VT has a 0.07% expense ratio, which is lower than ASHR's 0.65% expense ratio.
Risk-Adjusted Performance
VT vs. ASHR — Risk-Adjusted Performance Rank
VT
ASHR
VT vs. ASHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock ETF (VT) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR). 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.
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Dividends
VT vs. ASHR - Dividend Comparison
VT's dividend yield for the trailing twelve months is around 1.90%, more than ASHR's 1.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VT Vanguard Total World Stock ETF | 1.90% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
ASHR Xtrackers Harvest CSI 300 China A-Shares Fund | 1.13% | 1.13% | 2.48% | 1.13% | 0.88% | 0.81% | 0.98% | 1.32% | 0.84% | 0.73% | 30.13% | 0.27% |
Drawdowns
VT vs. ASHR - Drawdown Comparison
The maximum VT drawdown since its inception was -50.27%, roughly equal to the maximum ASHR drawdown of -51.30%. Use the drawdown chart below to compare losses from any high point for VT and ASHR. For additional features, visit the drawdowns tool.
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Volatility
VT vs. ASHR - Volatility Comparison
Vanguard Total World Stock ETF (VT) has a higher volatility of 5.59% compared to Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) at 4.39%. This indicates that VT's price experiences larger fluctuations and is considered to be riskier than ASHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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