FUQA.L vs. HSTC.L
Compare and contrast key facts about Fidelity US Quality Income ETF Acc (FUQA.L) and HSBC Hang Seng Tech UCITS ETF (HSTC.L).
FUQA.L and HSTC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FUQA.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity US Quality Income Index. It was launched on Mar 27, 2017. HSTC.L is a passively managed fund by HSBC Investment Funds (Luxembourg) S.A. that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Dec 9, 2020. Both FUQA.L and HSTC.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUQA.L or HSTC.L.
Key characteristics
| FUQA.L | HSTC.L | |
|---|---|---|
| YTD Return | 18.71% | 20.53% |
| 1Y Return | 25.40% | 8.34% |
| 3Y Return (Ann) | 11.09% | -8.18% |
| Sharpe Ratio | 2.45 | 0.23 |
| Sortino Ratio | 3.58 | 0.61 |
| Omega Ratio | 1.47 | 1.07 |
| Calmar Ratio | 5.09 | 0.12 |
| Martin Ratio | 18.26 | 0.49 |
| Ulcer Index | 1.40% | 17.31% |
| Daily Std Dev | 10.42% | 36.20% |
| Max Drawdown | -27.34% | -69.93% |
| Current Drawdown | 0.00% | -54.82% |
Correlation
The correlation between FUQA.L and HSTC.L is 0.36, 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.
Performance
FUQA.L vs. HSTC.L - Performance Comparison
In the year-to-date period, FUQA.L achieves a 18.71% return, which is significantly lower than HSTC.L's 20.53% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FUQA.L vs. HSTC.L - Expense Ratio Comparison
FUQA.L has a 0.25% expense ratio, which is lower than HSTC.L's 0.50% expense ratio.
Risk-Adjusted Performance
FUQA.L vs. HSTC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income ETF Acc (FUQA.L) and HSBC Hang Seng Tech UCITS ETF (HSTC.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
FUQA.L vs. HSTC.L - Dividend Comparison
Neither FUQA.L nor HSTC.L has paid dividends to shareholders.
Drawdowns
FUQA.L vs. HSTC.L - Drawdown Comparison
The maximum FUQA.L drawdown since its inception was -27.34%, smaller than the maximum HSTC.L drawdown of -69.93%. Use the drawdown chart below to compare losses from any high point for FUQA.L and HSTC.L. For additional features, visit the drawdowns tool.
Volatility
FUQA.L vs. HSTC.L - Volatility Comparison
The current volatility for Fidelity US Quality Income ETF Acc (FUQA.L) is 2.77%, while HSBC Hang Seng Tech UCITS ETF (HSTC.L) has a volatility of 12.39%. This indicates that FUQA.L experiences smaller price fluctuations and is considered to be less risky than HSTC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.