CXSE vs BGRN

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

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

CXSE vs BGRN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

CXSE

$499M

BGRN

$498M

Expense Ratio

CXSE

0.32%

Winner

BGRN

0.20%

Max Drawdown

CXSE

71.11%

Winner

BGRN

21.52%

Sharpe Ratio

Winner

CXSE

0.22

BGRN

-0.08

5Y Beta

CXSE

0.69

Winner

BGRN

0.07

5Y Dividends CAGR

CXSE

17.34%

Winner

BGRN

47.77%

CXSE vs BGRN - Historical Returns

Returns include dividend reinvestment.

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

CXSE

-2.65%

Winner

BGRN

-0.43%

CXSE

-4.20%

Winner

BGRN

-0.37%

CXSE

-7.47%

Winner

BGRN

+0.04%

Winner

CXSE

+5.86%

BGRN

+3.32%

5Y(CAGR)

CXSE

-8.00%

Winner

BGRN

+0.14%

10Y(CAGR)

CXSE

+6.46%

BGRN

N/A

Max(CAGR)

Winner

CXSE

+4.85%

BGRN

+2.17%

CXSE vs BGRN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

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

CXSE vs BGRN Drawdown Comparison

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

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

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

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

Correlation

Correlation between CXSE and BGRN 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)

CXSE vs BGRN dividend yield comparison.

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