XD9D.DE vs. HMUD.L
Compare and contrast key facts about Xtrackers MSCI USA UCITS ETF (XD9D.DE) and HSBC MSCI USA UCITS ETF (HMUD.L).
XD9D.DE and HMUD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XD9D.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA. It was launched on Feb 18, 2021. HMUD.L is a passively managed fund by HSBC that tracks the performance of the Russell 1000 TR USD. It was launched on Jun 1, 2010. Both XD9D.DE and HMUD.L 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: XD9D.DE or HMUD.L.
Key characteristics
| XD9D.DE | HMUD.L | |
|---|---|---|
| YTD Return | 15.95% | 18.39% |
| 1Y Return | 21.99% | 28.60% |
| 3Y Return (Ann) | 9.33% | 27.20% |
| Sharpe Ratio | 2.01 | 1.17 |
| Daily Std Dev | 11.85% | 20.50% |
| Max Drawdown | -26.28% | -29.48% |
| Current Drawdown | -2.51% | -0.44% |
Correlation
The correlation between XD9D.DE and HMUD.L is 0.40, 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
XD9D.DE vs. HMUD.L - Performance Comparison
In the year-to-date period, XD9D.DE achieves a 15.95% return, which is significantly lower than HMUD.L's 18.39% 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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XD9D.DE vs. HMUD.L - Expense Ratio Comparison
XD9D.DE has a 0.07% expense ratio, which is lower than HMUD.L's 0.30% expense ratio.
Risk-Adjusted Performance
XD9D.DE vs. HMUD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF (XD9D.DE) and HSBC MSCI USA UCITS ETF (HMUD.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.
Dividends
XD9D.DE vs. HMUD.L - Dividend Comparison
XD9D.DE has not paid dividends to shareholders, while HMUD.L's dividend yield for the trailing twelve months is around 0.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XD9D.DE Xtrackers MSCI USA UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HMUD.L HSBC MSCI USA UCITS ETF | 0.87% | 0.98% | 1.07% | 0.78% | 1.11% | 1.23% | 1.47% | 1.24% | 1.43% | 1.42% | 1.25% | 1.36% |
Drawdowns
XD9D.DE vs. HMUD.L - Drawdown Comparison
The maximum XD9D.DE drawdown since its inception was -26.28%, smaller than the maximum HMUD.L drawdown of -29.48%. Use the drawdown chart below to compare losses from any high point for XD9D.DE and HMUD.L. For additional features, visit the drawdowns tool.
Volatility
XD9D.DE vs. HMUD.L - Volatility Comparison
Xtrackers MSCI USA UCITS ETF (XD9D.DE) has a higher volatility of 4.29% compared to HSBC MSCI USA UCITS ETF (HMUD.L) at 4.06%. This indicates that XD9D.DE's price experiences larger fluctuations and is considered to be riskier than HMUD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.