^DWRTF vs. XLKQ.L

Last updated Apr 2, 2026

Compare and contrast key facts about Dow Jones U.S. Select REIT Index (^DWRTF) and Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L).

XLKQ.L is a passively managed fund by Invesco that tracks the performance of the S&P Select Sector Capped 20% Technology Index. It was launched on Dec 16, 2009.

Performance

^DWRTF vs. XLKQ.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones U.S. Select REIT Index (^DWRTF) and Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L). The values are adjusted to include any dividend payments, if applicable.

^DWRTF vs. XLKQ.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
^DWRTF Dow Jones U.S. Select REIT Index	4.32%	-0.33%	4.06%	9.32%	-28.53%	41.64%	-14.64%	18.60%	-8.02%	-0.08%
XLKQ.L Invesco Technology S&P US Select Sector UCITS ETF GBP Acc	-8.70%	24.49%	41.63%	59.85%	-29.07%	35.05%	42.15%	50.99%	-4.30%	34.14%

Different Trading Currencies

^DWRTF is traded in USD, while XLKQ.L is traded in GBp. To make them comparable, the XLKQ.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ^DWRTF achieves a 4.32% return, which is significantly higher than XLKQ.L's -8.70% return. Over the past 10 years, ^DWRTF has underperformed XLKQ.L with an annualized return of 0.97%, while XLKQ.L has yielded a comparatively higher 22.35% annualized return.

^DWRTF

• 1D: 0.67%
• 1M: -6.07%
• YTD: 4.32%
• 6M: 2.39%
• 1Y: 3.82%
• 3Y*: 5.15%
• 5Y*: 1.43%
• 10Y*: 0.97%

XLKQ.L

• 1D: 3.65%
• 1M: -2.97%
• YTD: -8.70%
• 6M: -6.79%
• 1Y: 31.11%
• 3Y*: 28.88%
• 5Y*: 18.72%
• 10Y*: 22.35%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

^DWRTF vs. XLKQ.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^DWRTF

^DWRTF Risk / Return Rank: 26
^DWRTF Sharpe Ratio Rank: 26
^DWRTF Sortino Ratio Rank: 23
^DWRTF Omega Ratio Rank: 24
^DWRTF Calmar Ratio Rank: 27
^DWRTF Martin Ratio Rank: 31

XLKQ.L

XLKQ.L Risk / Return Rank: 59
XLKQ.L Sharpe Ratio Rank: 64
XLKQ.L Sortino Ratio Rank: 66
XLKQ.L Omega Ratio Rank: 59
XLKQ.L Calmar Ratio Rank: 61
XLKQ.L Martin Ratio Rank: 44

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

^DWRTF vs. XLKQ.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Select REIT Index (^DWRTF) and Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.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.

	^DWRTF	XLKQ.L	Difference
Sharpe ratio Return per unit of total volatility	0.23	1.30	-1.07
Sortino ratio Return per unit of downside risk	0.43	1.89	-1.46
Omega ratio Gain probability vs. loss probability	1.06	1.25	-0.19
Calmar ratio Return relative to maximum drawdown	0.34	1.77	-1.43
Martin ratio Return relative to average drawdown	1.36	5.55	-4.20
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

^DWRTF vs. XLKQ.L - Sharpe Ratio Comparison

The current ^DWRTF Sharpe Ratio is 0.23, which is lower than the XLKQ.L Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of ^DWRTF and XLKQ.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	^DWRTF	XLKQ.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.23	1.30	-1.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.08	0.81	-0.73
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.05	1.07	-1.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	1.03	-0.83

Correlation

The correlation between ^DWRTF and XLKQ.L is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Drawdowns

^DWRTF vs. XLKQ.L - Drawdown Comparison

The maximum ^DWRTF drawdown since its inception was -44.52%, which is greater than XLKQ.L's maximum drawdown of -35.00%. Use the drawdown chart below to compare losses from any high point for ^DWRTF and XLKQ.L.

Drawdown Indicators

	^DWRTF	XLKQ.L	Difference
Max Drawdown Largest peak-to-trough decline	-44.52%	-28.74%	-15.78%
Max Drawdown (1Y) Largest decline over 1 year	-13.32%	-16.76%	+3.44%
Max Drawdown (5Y) Largest decline over 5 years	-36.72%	-28.74%	-7.98%
Max Drawdown (10Y) Largest decline over 10 years	-44.52%	-28.74%	-15.78%
Current Drawdown Current decline from peak	-15.47%	-13.73%	-1.74%
Average Drawdown Average peak-to-trough decline	-11.73%	-5.08%	-6.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.31%	6.21%	-2.90%

Volatility

^DWRTF vs. XLKQ.L - Volatility Comparison

The current volatility for Dow Jones U.S. Select REIT Index (^DWRTF) is 4.39%, while Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L) has a volatility of 6.31%. This indicates that ^DWRTF experiences smaller price fluctuations and is considered to be less risky than XLKQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	^DWRTF	XLKQ.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.39%	6.31%	-1.92%
Volatility (6M) Calculated over the trailing 6-month period	9.20%	14.96%	-5.76%
Volatility (1Y) Calculated over the trailing 1-year period	17.01%	23.98%	-6.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.11%	23.23%	-4.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.53%	22.08%	-0.55%