XMMS.L vs. XCX5.L
Compare and contrast key facts about Xtrackers MSCI Emerging Markets UCITS ETF 1C (XMMS.L) and Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L).
XMMS.L and XCX5.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XMMS.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI EM NR USD. It was launched on Jun 21, 2017. XCX5.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI India NR USD. It was launched on Jun 24, 2010. Both XMMS.L and XCX5.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: XMMS.L or XCX5.L.
Key characteristics
| XMMS.L | XCX5.L | |
|---|---|---|
| YTD Return | 4.97% | 18.43% |
| 1Y Return | 7.80% | 26.26% |
| 3Y Return (Ann) | -1.33% | 11.09% |
| 5Y Return (Ann) | 2.42% | 13.40% |
| Sharpe Ratio | 0.56 | 1.76 |
| Daily Std Dev | 12.99% | 15.32% |
| Max Drawdown | -27.76% | -41.74% |
| Current Drawdown | -14.23% | -1.65% |
Correlation
The correlation between XMMS.L and XCX5.L is 0.61, 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
XMMS.L vs. XCX5.L - Performance Comparison
In the year-to-date period, XMMS.L achieves a 4.97% return, which is significantly lower than XCX5.L's 18.43% 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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XMMS.L vs. XCX5.L - Expense Ratio Comparison
XMMS.L has a 0.18% expense ratio, which is lower than XCX5.L's 0.75% expense ratio.
Risk-Adjusted Performance
XMMS.L vs. XCX5.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Emerging Markets UCITS ETF 1C (XMMS.L) and Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.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
XMMS.L vs. XCX5.L - Dividend Comparison
Neither XMMS.L nor XCX5.L has paid dividends to shareholders.
Drawdowns
XMMS.L vs. XCX5.L - Drawdown Comparison
The maximum XMMS.L drawdown since its inception was -27.76%, smaller than the maximum XCX5.L drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for XMMS.L and XCX5.L. For additional features, visit the drawdowns tool.
Volatility
XMMS.L vs. XCX5.L - Volatility Comparison
Xtrackers MSCI Emerging Markets UCITS ETF 1C (XMMS.L) has a higher volatility of 4.18% compared to Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) at 3.07%. This indicates that XMMS.L's price experiences larger fluctuations and is considered to be riskier than XCX5.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.