FTCHX vs. IITU.L
Compare and contrast key facts about Invesco Technology Fund (FTCHX) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.L).
FTCHX is managed by Invesco. It was launched on Jan 18, 1984. IITU.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Nov 20, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTCHX or IITU.L.
Correlation
The correlation between FTCHX and IITU.L is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FTCHX vs. IITU.L - Performance Comparison
Key characteristics
FTCHX:
0.51
IITU.L:
1.28
FTCHX:
0.80
IITU.L:
1.76
FTCHX:
1.12
IITU.L:
1.24
FTCHX:
0.25
IITU.L:
1.87
FTCHX:
1.87
IITU.L:
5.56
FTCHX:
7.20%
IITU.L:
4.94%
FTCHX:
26.63%
IITU.L:
21.33%
FTCHX:
-88.28%
IITU.L:
-23.56%
FTCHX:
-45.23%
IITU.L:
-3.31%
Returns By Period
In the year-to-date period, FTCHX achieves a 5.22% return, which is significantly higher than IITU.L's -0.77% return.
FTCHX
5.22%
1.53%
7.25%
11.60%
4.08%
5.34%
IITU.L
-0.77%
-2.06%
11.68%
27.46%
22.85%
N/A
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FTCHX vs. IITU.L - Expense Ratio Comparison
FTCHX has a 0.91% expense ratio, which is higher than IITU.L's 0.15% expense ratio.
Risk-Adjusted Performance
FTCHX vs. IITU.L — Risk-Adjusted Performance Rank
FTCHX
IITU.L
FTCHX vs. IITU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.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.
Dividends
FTCHX vs. IITU.L - Dividend Comparison
Neither FTCHX nor IITU.L has paid dividends to shareholders.
Drawdowns
FTCHX vs. IITU.L - Drawdown Comparison
The maximum FTCHX drawdown since its inception was -88.28%, which is greater than IITU.L's maximum drawdown of -23.56%. Use the drawdown chart below to compare losses from any high point for FTCHX and IITU.L. For additional features, visit the drawdowns tool.
Volatility
FTCHX vs. IITU.L - Volatility Comparison
Invesco Technology Fund (FTCHX) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.L) have volatilities of 8.62% and 8.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.