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XMAS.L vs. CPJ1.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XMAS.L vs. CPJ1.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI EM Asia ESG Screened Swap UCITS ETF 1C (XMAS.L) and iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.L). The values are adjusted to include any dividend payments, if applicable.

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XMAS.L vs. CPJ1.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XMAS.L
Xtrackers MSCI EM Asia ESG Screened Swap UCITS ETF 1C
5.44%25.07%17.38%-2.13%-11.07%-5.15%22.90%14.01%-10.84%30.08%
CPJ1.L
iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc
7.12%12.05%6.89%0.15%4.86%5.71%3.46%14.30%-5.53%15.18%

Returns By Period

In the year-to-date period, XMAS.L achieves a 5.44% return, which is significantly lower than CPJ1.L's 7.12% return. Over the past 10 years, XMAS.L has outperformed CPJ1.L with an annualized return of 9.57%, while CPJ1.L has yielded a comparatively lower 8.53% annualized return.


XMAS.L

1D
3.65%
1M
-6.20%
YTD
5.44%
6M
9.34%
1Y
33.97%
3Y*
14.18%
5Y*
4.43%
10Y*
9.57%

CPJ1.L

1D
1.78%
1M
-3.65%
YTD
7.12%
6M
7.29%
1Y
21.49%
3Y*
8.72%
5Y*
6.50%
10Y*
8.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XMAS.L vs. CPJ1.L - Expense Ratio Comparison

XMAS.L has a 0.65% expense ratio, which is higher than CPJ1.L's 0.20% expense ratio.


Return for Risk

XMAS.L vs. CPJ1.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XMAS.L
XMAS.L Risk / Return Rank: 8080
Overall Rank
XMAS.L Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
XMAS.L Sortino Ratio Rank: 8787
Sortino Ratio Rank
XMAS.L Omega Ratio Rank: 8585
Omega Ratio Rank
XMAS.L Calmar Ratio Rank: 7474
Calmar Ratio Rank
XMAS.L Martin Ratio Rank: 7070
Martin Ratio Rank

CPJ1.L
CPJ1.L Risk / Return Rank: 7878
Overall Rank
CPJ1.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
CPJ1.L Sortino Ratio Rank: 7474
Sortino Ratio Rank
CPJ1.L Omega Ratio Rank: 8080
Omega Ratio Rank
CPJ1.L Calmar Ratio Rank: 8181
Calmar Ratio Rank
CPJ1.L Martin Ratio Rank: 7777
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.

XMAS.L vs. CPJ1.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI EM Asia ESG Screened Swap UCITS ETF 1C (XMAS.L) and iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.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.


XMAS.LCPJ1.LDifference

Sharpe ratio

Return per unit of total volatility

1.85

1.52

+0.33

Sortino ratio

Return per unit of downside risk

2.49

1.96

+0.53

Omega ratio

Gain probability vs. loss probability

1.35

1.32

+0.03

Calmar ratio

Return relative to maximum drawdown

2.18

2.49

-0.31

Martin ratio

Return relative to average drawdown

8.03

8.94

-0.92

XMAS.L vs. CPJ1.L - Sharpe Ratio Comparison

The current XMAS.L Sharpe Ratio is 1.85, which is comparable to the CPJ1.L Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of XMAS.L and CPJ1.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


XMAS.LCPJ1.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.85

1.52

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.47

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.53

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.45

-0.09

Correlation

The correlation between XMAS.L and CPJ1.L is 0.49, 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.


Dividends

XMAS.L vs. CPJ1.L - Dividend Comparison

Neither XMAS.L nor CPJ1.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

XMAS.L vs. CPJ1.L - Drawdown Comparison

The maximum XMAS.L drawdown since its inception was -55.27%, which is greater than CPJ1.L's maximum drawdown of -32.49%. Use the drawdown chart below to compare losses from any high point for XMAS.L and CPJ1.L.


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Drawdown Indicators


XMAS.LCPJ1.LDifference

Max Drawdown

Largest peak-to-trough decline

-55.27%

-32.49%

-22.78%

Max Drawdown (1Y)

Largest decline over 1 year

-11.65%

-11.14%

-0.51%

Max Drawdown (5Y)

Largest decline over 5 years

-28.81%

-17.61%

-11.20%

Max Drawdown (10Y)

Largest decline over 10 years

-34.23%

-32.49%

-1.74%

Current Drawdown

Current decline from peak

-8.42%

-4.50%

-3.92%

Average Drawdown

Average peak-to-trough decline

-11.75%

-6.96%

-4.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.03%

2.42%

+1.61%

Volatility

XMAS.L vs. CPJ1.L - Volatility Comparison

Xtrackers MSCI EM Asia ESG Screened Swap UCITS ETF 1C (XMAS.L) has a higher volatility of 7.51% compared to iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.L) at 4.53%. This indicates that XMAS.L's price experiences larger fluctuations and is considered to be riskier than CPJ1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XMAS.LCPJ1.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.51%

4.53%

+2.98%

Volatility (6M)

Calculated over the trailing 6-month period

13.50%

8.43%

+5.07%

Volatility (1Y)

Calculated over the trailing 1-year period

19.10%

14.19%

+4.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.85%

13.73%

+8.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.44%

15.95%

+6.49%