XCMC.DE vs. IVV
Compare and contrast key facts about Xtrackers Bloomberg Commodity Swap UCITS ETF 1C (XCMC.DE) and iShares Core S&P 500 ETF (IVV).
XCMC.DE and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCMC.DE is a passively managed fund by Xtrackers that tracks the performance of the Bloomberg Commodity 3 Month Forward. It was launched on Nov 3, 2021. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both XCMC.DE and IVV 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: XCMC.DE or IVV.
Key characteristics
| XCMC.DE | IVV | |
|---|---|---|
| YTD Return | 2.31% | 18.92% |
| 1Y Return | -6.22% | 28.22% |
| Sharpe Ratio | -0.48 | 2.22 |
| Daily Std Dev | 11.10% | 12.61% |
| Max Drawdown | -22.91% | -55.25% |
| Current Drawdown | -19.99% | -0.61% |
Correlation
The correlation between XCMC.DE and IVV is 0.22, 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
XCMC.DE vs. IVV - Performance Comparison
In the year-to-date period, XCMC.DE achieves a 2.31% return, which is significantly lower than IVV's 18.92% 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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XCMC.DE vs. IVV - Expense Ratio Comparison
XCMC.DE has a 0.19% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XCMC.DE vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Bloomberg Commodity Swap UCITS ETF 1C (XCMC.DE) and iShares Core S&P 500 ETF (IVV). 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
XCMC.DE vs. IVV - Dividend Comparison
XCMC.DE has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XCMC.DE Xtrackers Bloomberg Commodity 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% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
XCMC.DE vs. IVV - Drawdown Comparison
The maximum XCMC.DE drawdown since its inception was -22.91%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for XCMC.DE and IVV. For additional features, visit the drawdowns tool.
Volatility
XCMC.DE vs. IVV - Volatility Comparison
Xtrackers Bloomberg Commodity Swap UCITS ETF 1C (XCMC.DE) and iShares Core S&P 500 ETF (IVV) have volatilities of 3.82% and 3.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.