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AT1.L vs. XYLD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AT1.L vs. XYLD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco USD AT1 CoCo Bond UCITS ETF Acc (AT1.L) and Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D (XYLD.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AT1.L achieves a 1.86% return, which is significantly higher than XYLD.L's 0.88% return.


AT1.L

1D
0.18%
1M
-0.12%
6M
1.66%
YTD
1.86%
1Y
7.19%
3Y*
10.80%
5Y*
2.84%
10Y*

XYLD.L

1D
0.11%
1M
-0.05%
6M
0.82%
YTD
0.88%
1Y
3.93%
3Y*
5.12%
5Y*
1.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AT1.L vs. XYLD.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
AT1.L
Invesco USD AT1 CoCo Bond UCITS ETF Acc
1.86%11.12%10.24%2.35%-9.50%3.30%8.76%18.10%-1.10%
XYLD.L
Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D
0.88%6.20%4.88%5.72%-8.68%0.34%10.34%13.55%0.11%

Correlation

The correlation between AT1.L and XYLD.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

0.18

Correlation (All Time)
Calculated using the full available price history since Jun 19, 2018

0.18

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Return for Risk

AT1.L vs. XYLD.L — Risk / Return Rank

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

AT1.L
AT1.L Risk / Return Rank: 4848
Overall Rank
AT1.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
AT1.L Sortino Ratio Rank: 4444
Sortino Ratio Rank
AT1.L Omega Ratio Rank: 4646
Omega Ratio Rank
AT1.L Calmar Ratio Rank: 5151
Calmar Ratio Rank
AT1.L Martin Ratio Rank: 6161
Martin Ratio Rank

XYLD.L
XYLD.L Risk / Return Rank: 8383
Overall Rank
XYLD.L Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
XYLD.L Sortino Ratio Rank: 8484
Sortino Ratio Rank
XYLD.L Omega Ratio Rank: 8080
Omega Ratio Rank
XYLD.L Calmar Ratio Rank: 8585
Calmar Ratio Rank
XYLD.L Martin Ratio Rank: 8686
Martin Ratio Rank
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.

AT1.L vs. XYLD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco USD AT1 CoCo Bond UCITS ETF Acc (AT1.L) and Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D (XYLD.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AT1.LXYLD.LDifference
Sharpe ratioReturn per unit of total volatility

-0.75

Sortino ratioReturn per unit of downside risk

-1.18

Omega ratioGain probability vs. loss probability

1.25

1.38

-0.13

Calmar ratioReturn relative to maximum drawdown

2.09

3.78

-1.69

Martin ratioReturn relative to average drawdown

8.50

14.12

-5.62

AT1.L vs. XYLD.L - Sharpe Ratio Comparison

The current AT1.L Sharpe Ratio is 1.23, which is lower than the XYLD.L Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of AT1.L and XYLD.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AT1.L vs. XYLD.L - Drawdown Comparison

The maximum AT1.L drawdown since its inception was -28.14%, which is greater than XYLD.L's maximum drawdown of -18.92%. Use the drawdown chart below to compare losses from any high point for AT1.L and XYLD.L.


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Drawdown Indicators


AT1.LXYLD.LDifference

Max Drawdown

Largest peak-to-trough decline

-28.14%

-18.92%

-9.22%

Max Drawdown (1Y)

Largest decline over 1 year

-3.51%

-1.03%

-2.48%

Max Drawdown (3Y)

Largest decline over 3 years

-4.26%

-1.38%

-2.88%

Max Drawdown (5Y)

Largest decline over 5 years

-25.13%

-12.40%

-12.73%

Current Drawdown

Current decline from peak

-0.57%

-0.22%

-0.35%

Average Drawdown

Average peak-to-trough decline

-4.57%

-3.10%

-1.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

0.28%

+0.59%

Volatility

AT1.L vs. XYLD.L - Volatility Comparison

Invesco USD AT1 CoCo Bond UCITS ETF Acc (AT1.L) has a higher volatility of 1.27% compared to Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D (XYLD.L) at 0.53%. This indicates that AT1.L's price experiences larger fluctuations and is considered to be riskier than XYLD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AT1.LXYLD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.27%

0.53%

+0.74%

Volatility (6M)

Calculated over the trailing 6-month period

5.39%

1.52%

+3.87%

Volatility (1Y)

Calculated over the trailing 1-year period

5.96%

1.98%

+3.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.48%

3.19%

+6.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.18%

5.87%

+5.31%

AT1.L vs. XYLD.L - Expense Ratio Comparison

AT1.L has a 0.39% expense ratio, which is higher than XYLD.L's 0.16% expense ratio.


Dividends

AT1.L vs. XYLD.L - Dividend Comparison

AT1.L has not paid dividends to shareholders, while XYLD.L's dividend yield for the trailing twelve months is around 3.76%.


PositionTTM202520242023202220212020
AT1.L
Invesco USD AT1 CoCo Bond UCITS ETF Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XYLD.L
Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D
3.76%3.61%3.34%2.88%6.03%3.88%3.78%

Frequently Asked Questions


AT1.L and XYLD.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, XYLD.L is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XYLD.L is cheaper with a 0.16% expense ratio, compared with 0.39% for AT1.L.

AT1.L is categorized as Preferred Stock/Convertible Bonds, while XYLD.L is Corporate Bonds. AT1.L tracks iBoxx USD Contingent Convertible Liquid Developed Market AT1 (8% Issuer Cap) Index, while XYLD.L tracks Bloomberg US Corp Bond TR USD. They also come from different issuers: Invesco and Xtrackers. Their fees differ too: 0.39% for AT1.L and 0.16% for XYLD.L.

Portfolio Optimizer

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