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XCX5.L vs. UB20.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XCX5.L vs. UB20.L

Last updated Jun 26, 2026

XCX5.L (Xtrackers MSCI India Swap UCITS ETF 1C) and UB20.L (UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis) are both Asia Pacific Equities funds - XCX5.L tracks the MSCI India NR USD while UB20.L tracks the MSCI Pacific Ex Japan NR USD. Both are passively managed. Over the past 10 years, XCX5.L returned 7.61%/yr vs 8.14%/yr for UB20.L. A 0.51 correlation means they provide meaningful diversification when combined. XCX5.L charges 0.75%/yr vs 0.30%/yr for UB20.L.

Performance

XCX5.L vs. UB20.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) and UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis (UB20.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XCX5.L achieves a -7.68% return, which is significantly lower than UB20.L's 8.56% return. Over the past 10 years, XCX5.L has underperformed UB20.L with an annualized return of 7.61%, while UB20.L has yielded a comparatively higher 8.14% annualized return.

XCX5.L

1D
-0.52%
1M
4.26%
YTD
-7.68%
6M
-7.74%
1Y
-8.27%
3Y*
4.66%
5Y*
5.22%
10Y*
7.61%

UB20.L

1D
-0.42%
1M
-0.30%
YTD
8.56%
6M
8.10%
1Y
16.54%
3Y*
11.55%
5Y*
5.92%
10Y*
8.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XCX5.L vs. UB20.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XCX5.L
Xtrackers MSCI India Swap UCITS ETF 1C		-7.68%-5.16%11.92%12.56%2.33%26.19%9.49%2.58%-3.56%24.83%
UB20.L
UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis		8.56%12.00%6.98%-0.10%5.26%5.29%3.52%14.10%-5.54%14.53%

Correlation

The correlation between XCX5.L and UB20.L is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2012

0.51

The correlation between XCX5.L and UB20.L shifts across timeframes, from 0.31 (3 years) to 0.51 (all time), reflecting how their relationship changes across market environments.

XCX5.L vs. UB20.L - Sectors Allocation Comparison

Sectors
XCX5.L
UB20.L

Financial Services

28.3%
45.1%

Consumer Cyclical

12.5%
6.3%

Industrials

10.7%
8.5%

Energy

9.0%
2.7%

Basic Materials

8.4%
16.3%

Technology

8.2%
1.0%

Healthcare

6.3%
3.3%

Consumer Defensive

6.0%
3.0%

Communication Services

4.7%
2.6%

Utilities

4.5%
3.5%

Real Estate

1.4%
7.8%

Financial Services

XCX5.L
28.3%
UB20.L
45.1%

Consumer Cyclical

XCX5.L
12.5%
UB20.L
6.3%

Industrials

XCX5.L
10.7%
UB20.L
8.5%

Energy

XCX5.L
9.0%
UB20.L
2.7%

Basic Materials

XCX5.L
8.4%
UB20.L
16.3%

Technology

XCX5.L
8.2%
UB20.L
1.0%

Healthcare

XCX5.L
6.3%
UB20.L
3.3%

Consumer Defensive

XCX5.L
6.0%
UB20.L
3.0%

Communication Services

XCX5.L
4.7%
UB20.L
2.6%

Utilities

XCX5.L
4.5%
UB20.L
3.5%

Real Estate

XCX5.L
1.4%
UB20.L
7.8%

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Xtrackers MSCI India Swap UCITS ETF 1C

UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis

Often compared with XCX5.L:
XCX5.L vs. INDAXCX5.L vs. FRIN.LXCX5.L vs. FLINXCX5.L vs. XMMS.LXCX5.L vs. CEA1.LXCX5.L vs. QQQXCX5.L vs. SPX5.L
Often compared with UB20.L:
UB20.L vs. EQQQ.LUB20.L vs. XKS2.LUB20.L vs. UC44.LUB20.L vs. FRIN.LUB20.L vs. ASDV.LUB20.L vs. HMEF.LUB20.L vs. PADV.L

Return for Risk

XCX5.L vs. UB20.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XCX5.L
XCX5.L Risk / Return Rank: 55
Overall Rank
XCX5.L Sharpe Ratio Rank: 55
Sharpe Ratio Rank
XCX5.L Sortino Ratio Rank: 55
Sortino Ratio Rank
XCX5.L Omega Ratio Rank: 55
Omega Ratio Rank
XCX5.L Calmar Ratio Rank: 66
Calmar Ratio Rank
XCX5.L Martin Ratio Rank: 66
Martin Ratio Rank
UB20.L
UB20.L Risk / Return Rank: 4747
Overall Rank
UB20.L Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
UB20.L Sortino Ratio Rank: 4949
Sortino Ratio Rank
UB20.L Omega Ratio Rank: 4646
Omega Ratio Rank
UB20.L Calmar Ratio Rank: 5151
Calmar Ratio Rank
UB20.L Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XCX5.L vs. UB20.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) and UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis (UB20.L). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

XCX5.LUB20.LDifference
Sharpe ratioReturn per unit of total volatility
-0.51
1.47

-1.99

Sortino ratioReturn per unit of downside risk
-0.65
2.18

-2.83

Omega ratioGain probability vs. loss probability

0.93

1.27

-0.34

Calmar ratioReturn relative to maximum drawdown

-0.41

2.25

-2.66

Martin ratioReturn relative to average drawdown

-0.87

6.49

-7.36

XCX5.L vs. UB20.L - Sharpe Ratio Comparison

The current XCX5.L Sharpe Ratio is -0.51, which is lower than the UB20.L Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of XCX5.L and UB20.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

XCX5.L vs. UB20.L - Drawdown Comparison

The maximum XCX5.L drawdown since its inception was -41.66%, which is greater than UB20.L's maximum drawdown of -32.34%. Use the drawdown chart below to compare losses from any high point for XCX5.L and UB20.L.

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Drawdown Indicators

XCX5.LUB20.LDifference

Max Drawdown

Largest peak-to-trough decline

-41.66%

-32.34%

-9.32%

Max Drawdown (1Y)

Largest decline over 1 year

-19.88%

-7.32%

-12.56%

Max Drawdown (3Y)

Largest decline over 3 years

-26.47%

-17.80%

-8.67%

Max Drawdown (5Y)

Largest decline over 5 years

-26.47%

-17.80%

-8.67%

Max Drawdown (10Y)

Largest decline over 10 years

-37.35%

-32.34%

-5.01%

Current Drawdown

Current decline from peak

-18.63%

-3.32%

-15.31%

Average Drawdown

Average peak-to-trough decline

-12.17%

-6.50%

-5.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.45%

2.54%

+6.91%

Volatility

XCX5.L vs. UB20.L - Volatility Comparison

Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) has a higher volatility of 5.35% compared to UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis (UB20.L) at 3.82%. This indicates that XCX5.L's price experiences larger fluctuations and is considered to be riskier than UB20.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XCX5.LUB20.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.35%

3.82%

+1.53%

Volatility (6M)

Calculated over the trailing 6-month period

13.54%

8.92%

+4.62%

Volatility (1Y)

Calculated over the trailing 1-year period

16.01%

11.21%

+4.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.17%

14.00%

+7.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.13%

15.75%

+6.38%

XCX5.L vs. UB20.L - Expense Ratio Comparison

XCX5.L has a 0.75% expense ratio, which is higher than UB20.L's 0.30% expense ratio.

Dividends

XCX5.L vs. UB20.L - Dividend Comparison

XCX5.L has not paid dividends to shareholders, while UB20.L's dividend yield for the trailing twelve months is around 2.93%.

PositionTTM20252024202320222021202020192018201720162015
UB20.L
UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis		2.93%3.86%3.26%3.96%3.66%2.60%3.05%4.08%4.33%3.43%4.00%5.19%
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%

Frequently Asked Questions

XCX5.L and UB20.L have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, UB20.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

UB20.L is cheaper with a 0.30% expense ratio, compared with 0.75% for XCX5.L.

XCX5.L tracks MSCI India NR USD, while UB20.L tracks MSCI Pacific Ex Japan NR USD. They also come from different issuers: Xtrackers and UBS. Their fees differ too: 0.75% for XCX5.L and 0.30% for UB20.L.

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