XCEM vs USA

Comparison between COLUMBIA EM CORE EX-CHINA ETF (XCEM, ETF) and Liberty All-Star Equity Fund (USA, ETF).

5-Year PerformanceXCEM has outperformed USA, delivering a return of +11.4% compared to +1.5%

XCEM vs USA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XCEM(ETF)	USA(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.16%	N/A
Max Drawdown	43.98%	82.89%
Sharpe Ratio	2.04	-0.60
5Y Beta	0.88	0.79
5Y Dividends CAGR	13.90%	5.01%

Net Assets

XCEM

$2B

USA

$2B

Expense Ratio

XCEM

0.16%

USA

N/A

Max Drawdown

Winner

XCEM

43.98%

USA

82.89%

Sharpe Ratio

Winner

XCEM

2.04

USA

-0.60

5Y Beta

XCEM

0.88

Winner

USA

0.79

5Y Dividends CAGR

Winner

XCEM

13.90%

USA

5.01%

XCEM vs USA - Historical Returns

Returns include dividend reinvestment.

Period	XCEM	USA
1 month	+6.35%	+0.17%
3 months	+26.70%	+3.69%
6 months	+40.42%	-1.60%
1 year	+60.53%	-4.91%
5 years(CAGR)	+11.44%	+1.46%
10 years(CAGR)	+12.68%	+12.19%
Max(CAGR)	+12.36%	+6.60%

Winner

XCEM

+6.35%

USA

+0.17%

Winner

XCEM

+26.70%

USA

+3.69%

Winner

XCEM

+40.42%

USA

-1.60%

Winner

XCEM

+60.53%

USA

-4.91%

5Y(CAGR)

Winner

XCEM

+11.44%

USA

+1.46%

10Y(CAGR)

Winner

XCEM

+12.68%

USA

+12.19%

Max(CAGR)

Winner

XCEM

+12.36%

USA

+6.60%

XCEM vs USA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XCEM	USA
2026	+31.80%	-3.48%
2025	+33.80%	-0.65%
2024	+1.38%	+22.04%
2023	+20.52%	+21.13%
2022	-18.63%	-25.15%
2021	+6.23%	+37.60%
2020	+8.30%	+11.48%
2019	+18.74%	+39.77%
2018	-11.80%	-4.91%
2017	+33.04%	+32.32%
2016	+23.69%	+8.93%
2015	-0.89%	-2.04%
2014	N/A	+9.24%
2013	N/A	+28.69%
2012	N/A	+18.32%
2011	N/A	-8.62%
2010	N/A	+19.75%
2009	N/A	+30.27%
2008	N/A	-43.42%
2007	N/A	-5.19%
2006	N/A	+10.28%
2005	N/A	-5.71%
2004	N/A	+10.37%
2003	N/A	+50.09%
2002	N/A	-35.15%
2001	N/A	-2.94%
2000	N/A	+17.03%
1999	N/A	-7.83%

XCEM vs USA Drawdown Comparison

The maximum drawdown for XCEM was -41.24%, occurring on Mar 23, 2020. Recovery took 719 trading sessions.

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The current XCEM drawdown is -3.74%. The current USA drawdown is -8.68%.

Rank	XCEM	USA
#1	-41.24% Jan 26, 2018 - Dec 3, 2020	-69.18% Jul 13, 2007 - Jul 30, 2013
#2	-29.65% Jun 4, 2021 - Jul 2, 2024	-50.47% May 21, 2001 - Mar 5, 2004
#3	-21.67% Oct 9, 2015 - Apr 13, 2016	-47.07% Feb 12, 2020 - Nov 17, 2020
#4	-18.87% Sep 26, 2024 - Jun 10, 2025	-33.98% Oct 11, 2021 - Jul 12, 2024
#5	-14.46% Feb 25, 2026 - Apr 17, 2026	-25.78% Sep 27, 2018 - Jun 18, 2019
#6	-10.00% Sep 6, 2016 - Jan 24, 2017	-21.83% May 14, 2015 - Dec 7, 2016
#7	-9.39% Jul 16, 2024 - Sep 24, 2024	-20.11% Nov 5, 1999 - Jun 16, 2000
#8	-9.16% Sep 17, 2015 - Oct 7, 2015	-18.49% Apr 5, 2004 - Feb 14, 2005
#9	-9.03% Apr 19, 2016 - Jun 8, 2016	-17.97% Aug 2, 2005 - Dec 20, 2006
#10	-8.95% Jun 2, 2026 - Jun 5, 2026	-17.69% Jan 28, 2025 - Apr 7, 2025
#11	-7.04% Jan 14, 2021 - Feb 11, 2021	-10.82% Jan 31, 2001 - May 1, 2001
#12	-6.25% Jun 8, 2016 - Jun 23, 2016	-10.47% Aug 27, 2014 - Nov 18, 2014
#13	-5.86% May 8, 2026 - May 26, 2026	-10.41% Apr 21, 2021 - Jun 1, 2021
#14	-5.64% May 7, 2021 - Jun 1, 2021	-10.03% Jan 26, 2018 - Jun 6, 2018
#15	-5.58% Feb 17, 2021 - May 7, 2021	-9.02% Feb 16, 2005 - Jul 26, 2005

Correlation

Correlation between XCEM and USA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

XCEM vs USA dividend yield comparison.

Year	XCEM	USA
2026	0.00%	5.75%
2025	3.25%	10.67%
2024	2.76%	10.22%
2023	1.22%	9.56%
2022	2.42%	12.11%
2021	1.94%	9.67%
2020	1.63%	9.13%
2019	2.11%	9.75%
2018	2.70%	12.64%
2017	9.56%	8.89%
2016	1.24%	9.30%
2015	2.63%	9.53%
2014	0.00%	6.52%
2013	0.00%	5.86%
2012	0.00%	6.71%
2011	0.00%	8.06%
2010	0.00%	6.29%
2009	0.00%	7.16%
2008	0.00%	18.57%
2007	0.00%	12.77%
2006	0.00%	10.62%
2005	0.00%	9.54%
2004	0.00%	9.31%
2003	0.00%	8.25%
2002	0.00%	13.25%
2001	0.00%	10.82%
2000	0.00%	5.90%