XAIX.DE vs. V
Compare and contrast key facts about Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) and Visa Inc. (V).
XAIX.DE is a passively managed fund by Xtrackers that tracks the performance of the Nasdaq Global Artificial Intelligence and Big Data. It was launched on Jan 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XAIX.DE or V.
Performance
XAIX.DE vs. V - Performance Comparison
Returns By Period
In the year-to-date period, XAIX.DE achieves a 32.66% return, which is significantly higher than V's 20.82% return.
XAIX.DE
32.66%
5.07%
15.37%
40.98%
20.44%
N/A
V
20.82%
7.62%
12.51%
26.04%
12.27%
18.13%
Key characteristics
| XAIX.DE | V | |
|---|---|---|
| Sharpe Ratio | 2.16 | 1.61 |
| Sortino Ratio | 2.83 | 2.16 |
| Omega Ratio | 1.40 | 1.31 |
| Calmar Ratio | 2.73 | 2.13 |
| Martin Ratio | 9.47 | 5.42 |
| Ulcer Index | 4.08% | 4.90% |
| Daily Std Dev | 17.83% | 16.50% |
| Max Drawdown | -33.08% | -51.90% |
| Current Drawdown | -1.96% | 0.00% |
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Correlation
The correlation between XAIX.DE and V is 0.41, 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.
Risk-Adjusted Performance
XAIX.DE vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) and Visa Inc. (V). 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
XAIX.DE vs. V - Dividend Comparison
XAIX.DE has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.69%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XAIX.DE Xtrackers Artificial Intelligence & Big Data UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
V Visa Inc. | 0.69% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
XAIX.DE vs. V - Drawdown Comparison
The maximum XAIX.DE drawdown since its inception was -33.08%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for XAIX.DE and V. For additional features, visit the drawdowns tool.
Volatility
XAIX.DE vs. V - Volatility Comparison
The current volatility for Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) is 5.07%, while Visa Inc. (V) has a volatility of 6.08%. This indicates that XAIX.DE experiences smaller price fluctuations and is considered to be less risky than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.