XDWC.DE vs. VCR
Compare and contrast key facts about Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.DE) and Vanguard Consumer Discretionary ETF (VCR).
XDWC.DE and VCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDWC.DE is a passively managed fund by Xtrackers that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Mar 14, 2016. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. Both XDWC.DE and VCR 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: XDWC.DE or VCR.
Key characteristics
| XDWC.DE | VCR | |
|---|---|---|
| YTD Return | 5.67% | 2.43% |
| 1Y Return | 20.19% | 25.89% |
| 3Y Return (Ann) | 5.39% | 2.02% |
| 5Y Return (Ann) | 11.14% | 13.62% |
| Sharpe Ratio | 1.26 | 1.43 |
| Daily Std Dev | 14.28% | 17.62% |
| Max Drawdown | -35.13% | -61.54% |
| Current Drawdown | -6.93% | -10.50% |
Correlation
The correlation between XDWC.DE and VCR is 0.63, 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
XDWC.DE vs. VCR - Performance Comparison
In the year-to-date period, XDWC.DE achieves a 5.67% return, which is significantly higher than VCR's 2.43% 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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XDWC.DE vs. VCR - Expense Ratio Comparison
XDWC.DE has a 0.25% expense ratio, which is higher than VCR's 0.10% 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
XDWC.DE vs. VCR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.DE) and Vanguard Consumer Discretionary ETF (VCR). 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
XDWC.DE vs. VCR - Dividend Comparison
XDWC.DE has not paid dividends to shareholders, while VCR's dividend yield for the trailing twelve months is around 0.80%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XDWC.DE Xtrackers MSCI World Consumer Discretionary 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% |
VCR Vanguard Consumer Discretionary ETF | 0.80% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% | 0.84% |
Drawdowns
XDWC.DE vs. VCR - Drawdown Comparison
The maximum XDWC.DE drawdown since its inception was -35.13%, smaller than the maximum VCR drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for XDWC.DE and VCR. For additional features, visit the drawdowns tool.
Volatility
XDWC.DE vs. VCR - Volatility Comparison
The current volatility for Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.DE) is 4.18%, while Vanguard Consumer Discretionary ETF (VCR) has a volatility of 4.57%. This indicates that XDWC.DE experiences smaller price fluctuations and is considered to be less risky than VCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.