BGRN vs CXSE

Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF).

5-Year PerformanceBGRN has outperformed CXSE, delivering a return of +0.1% compared to -8.0%

BGRN vs CXSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGRN(ETF)	CXSE(ETF)
Net Assets	$498M	$499M
Expense Ratio	0.20%	0.32%
Max Drawdown	21.52%	71.11%
Sharpe Ratio	-0.08	0.22
5Y Beta	0.07	0.69
5Y Dividends CAGR	47.77%	17.34%

Net Assets

BGRN

$498M

Winner

CXSE

$499M

Expense Ratio

Winner

BGRN

0.20%

CXSE

0.32%

Max Drawdown

Winner

BGRN

21.52%

CXSE

71.11%

Sharpe Ratio

BGRN

-0.08

Winner

CXSE

0.22

5Y Beta

Winner

BGRN

0.07

CXSE

0.69

5Y Dividends CAGR

Winner

BGRN

47.77%

CXSE

17.34%

BGRN vs CXSE - Historical Returns

Returns include dividend reinvestment.

Period	BGRN	CXSE
1 month	-0.43%	-2.65%
3 months	-0.37%	-4.20%
6 months	+0.04%	-7.47%
1 year	+3.32%	+5.86%
5 years(CAGR)	+0.14%	-8.00%
10 years(CAGR)	N/A	+6.46%
Max(CAGR)	+2.17%	+4.85%

Winner

BGRN

-0.43%

CXSE

-2.65%

Winner

BGRN

-0.37%

CXSE

-4.20%

Winner

BGRN

+0.04%

CXSE

-7.47%

BGRN

+3.32%

Winner

CXSE

+5.86%

5Y(CAGR)

Winner

BGRN

+0.14%

CXSE

-8.00%

10Y(CAGR)

BGRN

N/A

CXSE

+6.46%

Max(CAGR)

BGRN

+2.17%

Winner

CXSE

+4.85%

BGRN vs CXSE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BGRN	CXSE
2026	+0.23%	-6.82%
2025	+7.28%	+39.36%
2024	+3.27%	+11.98%
2023	+6.13%	-20.35%
2022	-12.53%	-29.27%
2021	-2.90%	-24.40%
2020	+6.48%	+53.66%
2019	+9.71%	+38.47%
2018	+1.14%	-31.23%
2017	N/A	+82.07%
2016	N/A	-0.16%
2015	N/A	-3.27%
2014	N/A	+2.30%
2013	N/A	-5.39%
2012	N/A	+11.69%

BGRN vs CXSE Drawdown Comparison

The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.

The maximum drawdown for CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current BGRN drawdown is -1.11%. The current CXSE drawdown is -48.45%.

Rank	BGRN	CXSE
#1	-19.16% Dec 11, 2020 - Feb 13, 2026	-70.01% Feb 17, 2021 - Feb 2, 2024
#2	-6.56% Mar 9, 2020 - Jul 21, 2020	-41.23% Apr 27, 2015 - May 22, 2017
#3	-2.23% Feb 27, 2026 - Mar 27, 2026	-38.58% Jan 26, 2018 - Jun 19, 2020
#4	-2.22% Aug 28, 2019 - Jan 30, 2020	-22.21% Jan 10, 2013 - Jul 28, 2014
#5	-0.93% Aug 4, 2020 - Sep 21, 2020	-12.01% Sep 4, 2014 - Apr 6, 2015
#6	-0.86% Jul 3, 2019 - Jul 19, 2019	-9.77% Nov 21, 2017 - Jan 3, 2018
#7	-0.84% Nov 5, 2020 - Nov 19, 2020	-8.48% Sep 2, 2020 - Oct 9, 2020
#8	-0.62% Aug 15, 2019 - Aug 28, 2019	-6.93% Jan 25, 2021 - Feb 9, 2021
#9	-0.57% Nov 20, 2020 - Dec 8, 2020	-6.85% Nov 6, 2012 - Dec 10, 2012
#10	-0.52% Jan 31, 2020 - Feb 18, 2020	-5.56% Jul 9, 2020 - Aug 4, 2020
#11	-0.48% Mar 28, 2019 - Apr 24, 2019	-4.82% Nov 5, 2020 - Dec 18, 2020
#12	-0.36% Sep 21, 2020 - Sep 29, 2020	-4.42% Aug 5, 2020 - Aug 24, 2020
#13	-0.36% Jun 7, 2019 - Jun 14, 2019	-3.94% Apr 16, 2015 - Apr 23, 2015
#14	-0.35% Feb 22, 2019 - Mar 6, 2019	-3.91% Sep 20, 2017 - Oct 3, 2017
#15	-0.34% Oct 15, 2020 - Oct 27, 2020	-3.65% Aug 8, 2017 - Aug 22, 2017

Correlation

Correlation between BGRN and CXSE is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2013 - 2026)

BGRN vs CXSE dividend yield comparison.

Year	BGRN	CXSE
2026	2.16%	0.29%
2025	4.21%	1.95%
2024	4.07%	1.70%
2023	3.52%	1.71%
2022	2.66%	1.55%
2021	0.78%	0.86%
2020	1.82%	0.54%
2019	3.66%	0.96%
2018	0.21%	1.49%
2017	0.00%	1.24%
2016	0.00%	1.39%
2015	0.00%	2.50%
2014	0.00%	2.29%
2013	0.00%	2.75%