GILS.L vs. EWU
Compare and contrast key facts about Lyxor Core UK Government Bond (DR) UCITS ETF - Dist (GILS.L) and iShares MSCI United Kingdom ETF (EWU).
GILS.L and EWU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GILS.L is a passively managed fund by Lyxor that tracks the performance of the FTSE Actuaries UK Conventional Gilts All Stocks. It was launched on Nov 10, 2010. EWU is a passively managed fund by iShares that tracks the performance of the MSCI United Kingdom Index. It was launched on Mar 12, 1996. Both GILS.L and EWU 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: GILS.L or EWU.
Key characteristics
| GILS.L | EWU | |
|---|---|---|
| YTD Return | 1.02% | 14.08% |
| 1Y Return | 6.13% | 19.14% |
| 3Y Return (Ann) | -8.91% | 8.87% |
| 5Y Return (Ann) | -6.22% | 7.07% |
| 10Y Return (Ann) | -1.24% | 3.03% |
| Sharpe Ratio | 0.68 | 1.55 |
| Daily Std Dev | 7.69% | 12.45% |
| Max Drawdown | -38.75% | -63.99% |
| Current Drawdown | -31.59% | -1.65% |
Correlation
The correlation between GILS.L and EWU is 0.33, 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
GILS.L vs. EWU - Performance Comparison
In the year-to-date period, GILS.L achieves a 1.02% return, which is significantly lower than EWU's 14.08% return. Over the past 10 years, GILS.L has underperformed EWU with an annualized return of -1.24%, while EWU has yielded a comparatively higher 3.03% annualized 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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GILS.L vs. EWU - Expense Ratio Comparison
GILS.L has a 0.05% expense ratio, which is lower than EWU's 0.50% expense ratio.
Risk-Adjusted Performance
GILS.L vs. EWU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Core UK Government Bond (DR) UCITS ETF - Dist (GILS.L) and iShares MSCI United Kingdom ETF (EWU). 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
GILS.L vs. EWU - Dividend Comparison
GILS.L has not paid dividends to shareholders, while EWU's dividend yield for the trailing twelve months is around 3.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GILS.L Lyxor Core UK Government Bond (DR) UCITS ETF - Dist | 0.00% | 0.00% | 0.02% | 0.02% | 0.02% | 0.03% | 0.03% | 0.03% | 0.03% | 0.00% | 0.00% | 0.00% |
EWU iShares MSCI United Kingdom ETF | 3.87% | 4.14% | 3.43% | 4.35% | 2.48% | 4.13% | 4.99% | 3.91% | 3.97% | 4.11% | 7.59% | 2.39% |
Drawdowns
GILS.L vs. EWU - Drawdown Comparison
The maximum GILS.L drawdown since its inception was -38.75%, smaller than the maximum EWU drawdown of -63.99%. Use the drawdown chart below to compare losses from any high point for GILS.L and EWU. For additional features, visit the drawdowns tool.
Volatility
GILS.L vs. EWU - Volatility Comparison
The current volatility for Lyxor Core UK Government Bond (DR) UCITS ETF - Dist (GILS.L) is 2.53%, while iShares MSCI United Kingdom ETF (EWU) has a volatility of 3.63%. This indicates that GILS.L experiences smaller price fluctuations and is considered to be less risky than EWU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.