XD9U.DE vs. VFEA.DE
Compare and contrast key facts about Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) and Vanguard FTSE Emerging Markets UCITS ETF Acc (VFEA.DE).
XD9U.DE and VFEA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XD9U.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA. It was launched on May 9, 2014. VFEA.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging. It was launched on Sep 24, 2019. Both XD9U.DE and VFEA.DE 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: XD9U.DE or VFEA.DE.
Key characteristics
| XD9U.DE | VFEA.DE | |
|---|---|---|
| YTD Return | 30.25% | 18.58% |
| 1Y Return | 38.58% | 21.90% |
| 3Y Return (Ann) | 11.91% | 2.44% |
| 5Y Return (Ann) | 16.16% | 4.60% |
| Sharpe Ratio | 3.04 | 1.58 |
| Sortino Ratio | 4.13 | 2.24 |
| Omega Ratio | 1.63 | 1.29 |
| Calmar Ratio | 4.41 | 1.21 |
| Martin Ratio | 19.56 | 8.76 |
| Ulcer Index | 1.88% | 2.42% |
| Daily Std Dev | 12.02% | 13.34% |
| Max Drawdown | -34.11% | -30.51% |
| Current Drawdown | 0.00% | -2.94% |
Correlation
The correlation between XD9U.DE and VFEA.DE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XD9U.DE vs. VFEA.DE - Performance Comparison
In the year-to-date period, XD9U.DE achieves a 30.25% return, which is significantly higher than VFEA.DE's 18.58% 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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XD9U.DE vs. VFEA.DE - Expense Ratio Comparison
XD9U.DE has a 0.07% expense ratio, which is lower than VFEA.DE's 0.22% expense ratio. Despite the difference, 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
XD9U.DE vs. VFEA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) and Vanguard FTSE Emerging Markets UCITS ETF Acc (VFEA.DE). 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
XD9U.DE vs. VFEA.DE - Dividend Comparison
Neither XD9U.DE nor VFEA.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.23% |
VFEA.DE Vanguard FTSE Emerging Markets UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XD9U.DE vs. VFEA.DE - Drawdown Comparison
The maximum XD9U.DE drawdown since its inception was -34.11%, which is greater than VFEA.DE's maximum drawdown of -30.51%. Use the drawdown chart below to compare losses from any high point for XD9U.DE and VFEA.DE. For additional features, visit the drawdowns tool.
Volatility
XD9U.DE vs. VFEA.DE - Volatility Comparison
The current volatility for Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) is 3.54%, while Vanguard FTSE Emerging Markets UCITS ETF Acc (VFEA.DE) has a volatility of 5.41%. This indicates that XD9U.DE experiences smaller price fluctuations and is considered to be less risky than VFEA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.