AGGG.L vs. XSTC.L
AGGG.L (iShares Global Aggregate Bond UCITS Dist) and XSTC.L (Xtrackers MSCI USA Information Technology UCITS ETF 1D) are both exchange-traded funds - AGGG.L is a Global Bonds fund tracking the Bloomberg Global Aggregate TR USD, while XSTC.L is a Technology Equities fund tracking the MSCI World/Information Tech NR USD. Both are passively managed. Over the past 5 years, AGGG.L returned -1.84%/yr vs 22.06%/yr for XSTC.L. At a 0.10 correlation, their price movements are largely independent. AGGG.L charges 0.10%/yr vs 0.12%/yr for XSTC.L.
Performance
AGGG.L vs. XSTC.L - Performance Comparison
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Different Trading Currencies
AGGG.L is traded in USD, while XSTC.L is traded in GBp. To make them comparable, the XSTC.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AGGG.L achieves a -0.86% return, which is significantly lower than XSTC.L's 18.82% return.
AGGG.L
- 1D
- -0.68%
- 1M
- -1.35%
- YTD
- -0.86%
- 6M
- 0.03%
- 1Y
- 1.79%
- 3Y*
- 3.21%
- 5Y*
- -1.84%
- 10Y*
- —
XSTC.L
- 1D
- -3.41%
- 1M
- 7.31%
- YTD
- 18.82%
- 6M
- 18.00%
- 1Y
- 45.51%
- 3Y*
- 33.02%
- 5Y*
- 22.06%
- 10Y*
- —
AGGG.L vs. XSTC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AGGG.L iShares Global Aggregate Bond UCITS Dist | -0.86% | 7.96% | -1.41% | 5.38% | -15.91% | -5.43% | 9.42% | 6.84% | -1.41% |
XSTC.L Xtrackers MSCI USA Information Technology UCITS ETF 1D | 18.82% | 22.94% | 37.18% | 56.67% | -30.82% | 32.26% | 45.87% | 48.94% | -5.68% |
Correlation
The correlation between AGGG.L and XSTC.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2018 | 0.10 |
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Return for Risk
AGGG.L vs. XSTC.L — Risk / Return Rank
AGGG.L
XSTC.L
AGGG.L vs. XSTC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Aggregate Bond UCITS Dist (AGGG.L) and Xtrackers MSCI USA Information Technology UCITS ETF 1D (XSTC.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.
| AGGG.L | XSTC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.88 | ||
| Sortino ratioReturn per unit of downside risk | -2.39 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.37 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | 2.58 | -2.08 |
| Martin ratioReturn relative to average drawdown | 1.34 | 7.70 | -6.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGGG.L | XSTC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 2.22 | -1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.26 | 0.94 | -1.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 1.04 | -0.99 |
Drawdowns
AGGG.L vs. XSTC.L - Drawdown Comparison
The maximum AGGG.L drawdown since its inception was -26.00%, smaller than the maximum XSTC.L drawdown of -35.20%. Use the drawdown chart below to compare losses from any high point for AGGG.L and XSTC.L.
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Drawdown Indicators
| AGGG.L | XSTC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.00% | -35.20% | +9.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.56% | -17.54% | +13.98% |
Max Drawdown (3Y)Largest decline over 3 years | -7.32% | -27.66% | +20.34% |
Max Drawdown (5Y)Largest decline over 5 years | -24.36% | -35.20% | +10.84% |
Current DrawdownCurrent decline from peak | -11.57% | -6.32% | -5.25% |
Average DrawdownAverage peak-to-trough decline | -9.47% | -7.33% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.33% | 5.89% | -4.56% |
Volatility
AGGG.L vs. XSTC.L - Volatility Comparison
The current volatility for iShares Global Aggregate Bond UCITS Dist (AGGG.L) is 1.84%, while Xtrackers MSCI USA Information Technology UCITS ETF 1D (XSTC.L) has a volatility of 7.90%. This indicates that AGGG.L experiences smaller price fluctuations and is considered to be less risky than XSTC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGG.L | XSTC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.84% | 7.90% | -6.06% |
Volatility (6M)Calculated over the trailing 6-month period | 4.16% | 15.57% | -11.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.24% | 20.40% | -15.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.96% | 23.53% | -16.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.42% | 23.43% | -17.01% |
AGGG.L vs. XSTC.L - Expense Ratio Comparison
AGGG.L has a 0.10% expense ratio, which is lower than XSTC.L's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AGGG.L vs. XSTC.L - Dividend Comparison
AGGG.L's dividend yield for the trailing twelve months is around 3.17%, more than XSTC.L's 0.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AGGG.L iShares Global Aggregate Bond UCITS Dist | 3.17% | 2.97% | 2.74% | 2.01% | 1.55% | 1.33% | 1.46% | 1.62% | 0.96% |
XSTC.L Xtrackers MSCI USA Information Technology UCITS ETF 1D | 0.26% | 0.33% | 0.37% | 0.53% | 1.08% | 0.53% | 0.63% | 0.60% | 0.00% |
Frequently Asked Questions
AGGG.L and XSTC.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGGG.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGGG.L is cheaper with a 0.10% expense ratio, compared with 0.12% for XSTC.L.
AGGG.L is categorized as Global Bonds, while XSTC.L is Technology Equities. AGGG.L tracks Bloomberg Global Aggregate TR USD, while XSTC.L tracks MSCI World/Information Tech NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.10% for AGGG.L and 0.12% for XSTC.L.
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