CXSE vs. CWEB - ETF Comparison
CXSE - WisdomTree China ex-State-Owned Enterprises Fund
The WisdomTree China ex-State-Owned Enterprises Fund is an equity ETF that tracks the performance of the WisdomTree China ex-State-Owned Enterprises Index, providing broad exposure to Chinese equities while excluding state-owned enterprises. The fund's market capitalization-weighted approach focuses on large-cap companies, offering a blend of investment styles.
CWEB - Direxion Daily CSI China Internet Index Bull 2x Shares
The Direxion Daily CSI China Internet Index Bull 2x Shares ETF provides 2x daily leveraged exposure to the CSI China Overseas Internet Index, which tracks the performance of Chinese internet companies listed on overseas exchanges. The fund is designed for investors seeking aggressive growth and willing to take on higher risk.
| CXSE | CWEB | |
|---|---|---|
| Fund Name | WisdomTree China ex-State-Owned Enterprises Fund | Direxion Daily CSI China Internet Index Bull 2x Shares |
| Fund Provider | WisdomTree | Rafferty Asset Management |
| Index | WisdomTree China ex-State-Owned Enterprises Index | CSI China Overseas Internet Index (200%) |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.32% | 1.28% |
| Inception Date | 2012-09-19 | 2016-11-02 |
| Number Of Holdings | 191 | 2 |
| Region | China | China |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Blend |
| Leveraged | Non-leveraged | Leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.