XCHA.DE vs. CXSE
Compare and contrast key facts about Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.DE) and WisdomTree China ex-State-Owned Enterprises Fund (CXSE).
XCHA.DE and CXSE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCHA.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI China A Onshore NR CNY. It was launched on Jun 27, 2012. CXSE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree China ex-State-Owned Enterprises Index. It was launched on Sep 19, 2012. Both XCHA.DE and CXSE 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: XCHA.DE or CXSE.
Key characteristics
| XCHA.DE | CXSE | |
|---|---|---|
| YTD Return | -5.15% | -5.95% |
| 1Y Return | -12.63% | -11.51% |
| 3Y Return (Ann) | -10.33% | -20.47% |
| 5Y Return (Ann) | 0.54% | -5.71% |
| 10Y Return (Ann) | 6.46% | 0.91% |
| Sharpe Ratio | -0.90 | -0.51 |
| Daily Std Dev | 15.31% | 24.19% |
| Max Drawdown | -52.27% | -70.01% |
| Current Drawdown | -37.46% | -66.17% |
Correlation
The correlation between XCHA.DE and CXSE is 0.61, 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
XCHA.DE vs. CXSE - Performance Comparison
In the year-to-date period, XCHA.DE achieves a -5.15% return, which is significantly higher than CXSE's -5.95% return. Over the past 10 years, XCHA.DE has outperformed CXSE with an annualized return of 6.46%, while CXSE has yielded a comparatively lower 0.91% 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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XCHA.DE vs. CXSE - Expense Ratio Comparison
XCHA.DE has a 0.50% expense ratio, which is higher than CXSE's 0.32% expense ratio.
Risk-Adjusted Performance
XCHA.DE vs. CXSE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.DE) and WisdomTree China ex-State-Owned Enterprises Fund (CXSE). 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
XCHA.DE vs. CXSE - Dividend Comparison
XCHA.DE has not paid dividends to shareholders, while CXSE's dividend yield for the trailing twelve months is around 1.97%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XCHA.DE Xtrackers CSI 300 Swap UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CXSE WisdomTree China ex-State-Owned Enterprises Fund | 1.97% | 1.71% | 1.55% | 0.86% | 0.54% | 0.96% | 1.49% | 1.24% | 1.39% | 1.02% | 2.29% | 2.75% |
Drawdowns
XCHA.DE vs. CXSE - Drawdown Comparison
The maximum XCHA.DE drawdown since its inception was -52.27%, smaller than the maximum CXSE drawdown of -70.01%. Use the drawdown chart below to compare losses from any high point for XCHA.DE and CXSE. For additional features, visit the drawdowns tool.
Volatility
XCHA.DE vs. CXSE - Volatility Comparison
The current volatility for Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.DE) is 3.55%, while WisdomTree China ex-State-Owned Enterprises Fund (CXSE) has a volatility of 5.45%. This indicates that XCHA.DE experiences smaller price fluctuations and is considered to be less risky than CXSE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.