XCX5.L vs. INDA
Compare and contrast key facts about Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) and iShares MSCI India ETF (INDA).
XCX5.L and INDA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCX5.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI India NR USD. It was launched on Jun 24, 2010. INDA is a passively managed fund by iShares that tracks the performance of the MSCI India Index. It was launched on Feb 2, 2012. Both XCX5.L and INDA 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: XCX5.L or INDA.
Key characteristics
| XCX5.L | INDA | |
|---|---|---|
| YTD Return | 18.43% | 18.13% |
| 1Y Return | 26.26% | 28.13% |
| 3Y Return (Ann) | 11.09% | 7.65% |
| 5Y Return (Ann) | 13.40% | 13.27% |
| 10Y Return (Ann) | 10.25% | 7.68% |
| Sharpe Ratio | 1.76 | 2.00 |
| Daily Std Dev | 15.32% | 13.81% |
| Max Drawdown | -41.74% | -45.06% |
| Current Drawdown | -1.65% | -0.81% |
Correlation
The correlation between XCX5.L and INDA is 0.75, 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
XCX5.L vs. INDA - Performance Comparison
The year-to-date returns for both stocks are quite close, with XCX5.L having a 18.43% return and INDA slightly lower at 18.13%. Over the past 10 years, XCX5.L has outperformed INDA with an annualized return of 10.25%, while INDA has yielded a comparatively lower 7.68% 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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XCX5.L vs. INDA - Expense Ratio Comparison
XCX5.L has a 0.75% expense ratio, which is higher than INDA's 0.69% expense ratio.
Risk-Adjusted Performance
XCX5.L vs. INDA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) and iShares MSCI India ETF (INDA). 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
XCX5.L vs. INDA - Dividend Comparison
Neither XCX5.L nor INDA has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XCX5.L Xtrackers MSCI India 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% |
INDA iShares MSCI India ETF | 0.00% | 0.16% | 0.00% | 6.44% | 0.27% | 0.99% | 0.94% | 1.09% | 0.90% | 1.19% | 0.63% | 0.40% |
Drawdowns
XCX5.L vs. INDA - Drawdown Comparison
The maximum XCX5.L drawdown since its inception was -41.74%, smaller than the maximum INDA drawdown of -45.06%. Use the drawdown chart below to compare losses from any high point for XCX5.L and INDA. For additional features, visit the drawdowns tool.
Volatility
XCX5.L vs. INDA - Volatility Comparison
Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) has a higher volatility of 3.00% compared to iShares MSCI India ETF (INDA) at 2.60%. This indicates that XCX5.L's price experiences larger fluctuations and is considered to be riskier than INDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.