BATS.L vs. XAIX

Last updated Jun 9, 2026

BATS.L (British American Tobacco plc) is a stock, while XAIX (Xtrackers Artificial Intelligence and Big Data ETF) is Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data Index. Over the past year, BATS.L returned 34.97% vs 56.83% for XAIX. At a correlation of -0.05, they often move in opposite directions.

Performance

BATS.L vs. XAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in British American Tobacco plc (BATS.L) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

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

Returns By Period

In the year-to-date period, BATS.L achieves a 7.56% return, which is significantly lower than XAIX's 31.47% return.

BATS.L

• 1D: 1.48%
• 1M: 4.73%
• YTD: 7.56%
• 6M: 6.51%
• 1Y: 34.97%
• 3Y*: 29.92%
• 5Y*: 18.46%
• 10Y*: 7.31%

XAIX

• 1D: 2.45%
• 1M: 7.38%
• YTD: 31.47%
• 6M: 29.97%
• 1Y: 56.83%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BATS.L vs. XAIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BATS.L British American Tobacco plc	7.56%	56.35%	7.63%
XAIX Xtrackers Artificial Intelligence and Big Data ETF	31.47%	19.86%	18.11%

Correlation

The correlation between BATS.L and XAIX is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.03
Correlation (All Time) Calculated using the full available price history since Aug 5, 2024	-0.05

Return for Risk

BATS.L vs. XAIX — Risk / Return Rank

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

BATS.L

BATS.L Risk / Return Rank: 79
BATS.L Sharpe Ratio Rank: 83
BATS.L Sortino Ratio Rank: 79
BATS.L Omega Ratio Rank: 75
BATS.L Calmar Ratio Rank: 80
BATS.L Martin Ratio Rank: 80

XAIX

XAIX Risk / Return Rank: 80
XAIX Sharpe Ratio Rank: 84
XAIX Sortino Ratio Rank: 76
XAIX Omega Ratio Rank: 80
XAIX Calmar Ratio Rank: 82
XAIX Martin Ratio Rank: 80

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.

BATS.L vs. XAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for British American Tobacco plc (BATS.L) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX). 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.

	BATS.L	XAIX	Difference
Sharpe ratio: Return per unit of total volatility	1.53	2.70	-1.17
Sortino ratio: Return per unit of downside risk	2.20	3.28	-1.09
Omega ratio: Gain probability vs. loss probability	1.25	1.46	-0.21
Calmar ratio: Return relative to maximum drawdown	2.54	4.11	-1.57
Martin ratio: Return relative to average drawdown	6.13	12.01	-5.88
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BATS.L vs. XAIX - Sharpe Ratio Comparison

The current BATS.L Sharpe Ratio is 1.53, which is lower than the XAIX Sharpe Ratio of 2.70. The chart below compares the historical Sharpe Ratios of BATS.L and XAIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BATS.L	XAIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.53	2.70	-1.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.90	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.31	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	1.72	-1.31

Drawdowns

BATS.L vs. XAIX - Drawdown Comparison

The maximum BATS.L drawdown since its inception was -54.44%, which is greater than XAIX's maximum drawdown of -24.97%. Use the drawdown chart below to compare losses from any high point for BATS.L and XAIX.

Drawdown Indicators

	BATS.L	XAIX	Difference
Max Drawdown Largest peak-to-trough decline	-54.44%	-24.97%	-29.47%
Max Drawdown (1Y) Largest decline over 1 year	-13.70%	-13.88%	+0.18%
Max Drawdown (3Y) Largest decline over 3 years	-14.78%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-29.68%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-54.44%	—	—
Current Drawdown Current decline from peak	-9.94%	-7.48%	-2.46%
Average Drawdown Average peak-to-trough decline	-15.17%	-4.62%	-10.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.69%	4.74%	+0.95%

Volatility

BATS.L vs. XAIX - Volatility Comparison

The current volatility for British American Tobacco plc (BATS.L) is 10.04%, while Xtrackers Artificial Intelligence and Big Data ETF (XAIX) has a volatility of 11.94%. This indicates that BATS.L experiences smaller price fluctuations and is considered to be less risky than XAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BATS.L	XAIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.04%	11.94%	-1.90%
Volatility (6M) Calculated over the trailing 6-month period	18.26%	17.84%	+0.42%
Volatility (1Y) Calculated over the trailing 1-year period	22.75%	21.18%	+1.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.57%	23.54%	-2.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.92%	23.54%	+0.38%

Dividends

BATS.L vs. XAIX - Dividend Comparison

BATS.L's dividend yield for the trailing twelve months is around 5.40%, more than XAIX's 0.41% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BATS.L British American Tobacco plc	5.40%	5.70%	8.18%	10.06%	6.64%	7.89%	7.77%	6.28%	7.81%	4.35%
XAIX Xtrackers Artificial Intelligence and Big Data ETF	0.41%	0.54%	0.08%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BATS.L and XAIX in my portfolio?

BATS.L and XAIX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.