XCHA.L vs. ASHR
Compare and contrast key facts about Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.L) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR).
XCHA.L and ASHR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCHA.L 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. 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 XCHA.L 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: XCHA.L or ASHR.
Key characteristics
| XCHA.L | ASHR | |
|---|---|---|
| YTD Return | -4.54% | -5.65% |
| 1Y Return | -9.13% | -11.14% |
| 3Y Return (Ann) | -12.05% | -14.66% |
| 5Y Return (Ann) | 0.71% | -3.10% |
| 10Y Return (Ann) | 4.96% | 2.44% |
| Sharpe Ratio | -0.54 | -0.65 |
| Daily Std Dev | 16.27% | 16.29% |
| Max Drawdown | -50.88% | -51.30% |
| Current Drawdown | -42.09% | -49.16% |
Correlation
The correlation between XCHA.L and ASHR is 0.85, 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
XCHA.L vs. ASHR - Performance Comparison
In the year-to-date period, XCHA.L achieves a -4.54% return, which is significantly higher than ASHR's -5.65% return. Over the past 10 years, XCHA.L has outperformed ASHR with an annualized return of 4.96%, while ASHR has yielded a comparatively lower 2.44% 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.L vs. ASHR - Expense Ratio Comparison
XCHA.L has a 0.50% expense ratio, which is lower than ASHR's 0.65% expense ratio.
Risk-Adjusted Performance
XCHA.L vs. ASHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.L) 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
XCHA.L vs. ASHR - Dividend Comparison
XCHA.L has not paid dividends to shareholders, while ASHR's dividend yield for the trailing twelve months is around 2.63%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XCHA.L 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% |
ASHR Xtrackers Harvest CSI 300 China A-Shares Fund | 2.63% | 2.48% | 1.13% | 0.88% | 0.81% | 0.98% | 1.32% | 0.84% | 0.73% | 30.13% | 0.27% |
Drawdowns
XCHA.L vs. ASHR - Drawdown Comparison
The maximum XCHA.L drawdown since its inception was -50.88%, roughly equal to the maximum ASHR drawdown of -51.30%. Use the drawdown chart below to compare losses from any high point for XCHA.L and ASHR. For additional features, visit the drawdowns tool.
Volatility
XCHA.L vs. ASHR - Volatility Comparison
Xtrackers CSI 300 Swap UCITS ETF 1C (XCHA.L) has a higher volatility of 3.96% compared to Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) at 3.59%. This indicates that XCHA.L'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.