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.
Key characteristics
VT | ASHR | |
---|---|---|
YTD Return | 4.17% | 0.96% |
1Y Return | 19.58% | -13.16% |
3Y Return (Ann) | 3.70% | -13.68% |
5Y Return (Ann) | 9.50% | -2.44% |
10Y Return (Ann) | 8.41% | 4.78% |
Sharpe Ratio | 1.67 | -0.72 |
Daily Std Dev | 11.58% | 17.95% |
Max Drawdown | -50.27% | -51.30% |
Current Drawdown | -3.38% | -45.60% |
Correlation
The correlation between VT and ASHR is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VT vs. ASHR - Performance Comparison
In the year-to-date period, VT achieves a 4.17% return, which is significantly higher than ASHR's 0.96% return. Over the past 10 years, VT has outperformed ASHR with an annualized return of 8.41%, while ASHR has yielded a comparatively lower 4.78% 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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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 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.
Dividends
VT vs. ASHR - Dividend Comparison
VT's dividend yield for the trailing twelve months is around 2.13%, less than ASHR's 2.45% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Total World Stock ETF | 2.13% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Xtrackers Harvest CSI 300 China A-Shares Fund | 2.45% | 2.48% | 1.13% | 0.88% | 0.81% | 0.98% | 1.32% | 0.84% | 0.73% | 30.13% | 0.27% | 0.00% |
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.
Volatility
VT vs. ASHR - Volatility Comparison
The current volatility for Vanguard Total World Stock ETF (VT) is 3.35%, while Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) has a volatility of 4.74%. This indicates that VT experiences smaller price fluctuations and is considered to be less risky than ASHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.